Replies to post #182201 on Lightwave Logic Inc (LWLG)

[tedpeele]

Why wait until ASM to ask, KCC?

Again to point out: Shareholders already were touting scalability as NO PROBLEM a year ago. They just found out they lost a year, at least and IMO it isn't yet clear that scalability has been proven based on the language he used. Why not just say it instead of throwing out yet another forward looking statement "working to show...that it Can be scaled."?

Lastly, if they achieved BEOL goals why not say it instead of using ambiguous wording that MIGHT back into that interpretation in such an awkward way? That just seems weird.

I suspect this is the first time a 200mm wafer has been created in way that the foundries are comfortable with and that it has nothing to do with the BEOL process. Whatever they reported previously was different in some way. That seems to be the most straightforward interpretation and challenges all of our prior assumptions as such.

Regarding the 200mm wafer topic...a bit confusing because it is common knowledge that the foundries LWLG has been using work with 200mm wafers and LWLG has been using them for some time. I am to believe that his comments mean they're at a point where their processes are repeatable (scalable) on these wafers. Remember, the December 2022 shareholder letter said a focus for 2023 was BEOL engineering and high volume poling. My guess is these new '200mm wafer' comments are saying that they achieved their goals there. Anyway...this has set up for some great questions to be asked at the May shareholder meeting.

Gotta run.

..

[Lurker3]

I am to believe that his comments mean they're at a point where their processes are repeatable (scalable) on these wafers. 

Allthough, thats not what Lebby actually said and neither was it mentioned in any way shape or form in the PR.

Its a slippery assumption by you. But hopefully it will turn allright and lwlg is doing that as we speak.

But I doubt it.

[F2]

Thanks KCC. Great post. The thought that they are being asked to have 2 sources for production of material is such a great indicator of the inevitability of a deal being worked out... and the size of the one making sure they (we) are good to go. Thanks so much always for your insight. I truly appreciate.

Best to the longs,

F2

[spartex]

Second post...

Also, I was told by someone who spoke to the company very recently that their partners are requiring LWLG to have multiple sources of material production. The lab expansion is being used for material production and I'd bet there's a third party contract manufacturer who is also going to be making material. The point is that if one goes down for whatever reason, the end-user has security of supply.

Good to know KCC, as this confirmed my thoughts on an earlier post this morning, and months earlier on this board. Product security and redundancy is paramount when dealing with the biggest companies. Thanls, and appreciate the nuggets of information supporting our thoughts!

from me this morning...

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