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prototype_101

03/20/24 10:53 AM

#184224 RE: Reanimator #184222

the Bigger the Deals the longer the TIME to get them done!! remember Lebby already told investors these deals were going to be from "Multi-Level & Cross Functional Engagements" here you must have missed it!

ASM Slide 38 "Multi-Level & Cross Functional Engagements"

most people do NOT understand how deeply embedded Lebby is throughout the entire Photonics Industry Food Chain, what this slide is telling investors that when the "Big Silicon Foundries" LWLG is working with (see SNN interview) there is PULL from the End Users which are the Amazon, Google, etc of the world, and the Packaging partners are likely the large Tier 1 Networkers, so when don't be surprised when the market halts news pending and there are SEVERAL large players involved including Foundries & Tier 1 Networkers



Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we see

Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena

Wow!! That is quite a list!!
Bullish
Bullish

Dead On Arrival

03/20/24 10:58 AM

#184226 RE: Reanimator #184222

You have one time a year to nail Lebby down and that is the ASM.Looking forward to the Q&A this year. Some who are traveling to Colorado will do a tour of the lab and that should be interesting. I expect nothing else from any of the conferences Lebby and Marcelli attend in 2024. The goalposts are already pushed back until 2026 in my view.

Nrdc92

03/20/24 12:04 PM

#184242 RE: Reanimator #184222

This has been my soapbox topic for years. Reality has not tracked management’s hyperbole for two decades. If one were to believe the utter nonsense spouted by Proto and his ilk, we would not be flirting with the 3s; we would see our name plastered about in the tech/investment rags; we would see substantial and sustained volume; we would be closing deals instead of failing to close deals that have been teased. I could go on, but what’s the point? The only thing that makes complete sense here is that LWLG possesses technology that Lebby THINKS should be UBIQUITOUS, but that, for whatever reason or reasons has gotten zero commercial traction. Is that because reliability isn’t there? Or management is commercially incompetent? Who knows. But what is abundantly clear is that something is not working. So, have fun at the ASM Circle-Jerk with Lebby as the lead wanker, and Proto as Vice-Wanker, discussing conspiracy theories for why we can’t close a deal and the volume is in the dumper - NDAs, crafty institutions, amoral shorts, etc.

What an utter load of crap.