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LOVELWLG

03/01/24 6:03 PM

#182141 RE: WhiteSahara #182138

He said they are the reason he has not signed and deals yet. They want proof of this. So if he answered those questions with ease and we all good then what's the hold up ? Everything he says is always positive and great just not the results.

x993231

03/01/24 6:03 PM

#182142 RE: WhiteSahara #182138

Hey nice jeep, I just bought one to tow behind the RV, it's just a wrangler sport, though, traded a 2016 tacoma for it.

The 2002 tundra with 351k miles on it is my daily, though both are loaded, but not how many think, lol.

X

KCCO7913

03/01/24 6:04 PM

#182143 RE: WhiteSahara #182138

I just listened to it and I have no clue why anyone would be upset.

Not sure why they’re specifically calling out 200mm wafers because they’ve been using them with their foundry partners already. I think it’s likely that they hear shareholders ask about “scaling” and they just wanted to tell us 100% directly that scaling is not an issue. Potential partners already know photonics foundries do their work on 200mm wafers. Anyway, whatever.

Prototypes and demonstrations are coming. Lebby basically acknowledged the poor communication and said they’ll be more public this year.

No where was any delay mentioned.

If anything, they’re being dragged around by a large partner.

Kinda like a decade ago when Intel was dragging LWLG around in the mud. The difference today is that the market is finally ready and LWLG has all the infrastructure set up in-house.

microchips

03/01/24 6:13 PM

#182145 RE: WhiteSahara #182138

Great review. What I don't understand is why larger companies would ask about the financial status of LWLG. On one level I understand why they're asking but the information shouldn't be that hard to obtain. They can look at it just like us or have one of their Minions look at it.

Think1st

03/02/24 8:43 PM

#182274 RE: WhiteSahara #182138

He did say "he thinks this is what the industry needs or looking for" , I forgot the exact words.
He didn't say THIS is for sure what industry is looking for.
I could be he was playing it safe.however in past ,as is posted here daily, when asked who will be using lwlg products, it mentioned all the big boys ,Cisco, etc
And in video he just says .."he thinks"
Please listen again.
BTW am long ,just questions and not nit picking