Replies to post #186492 on Lightwave Logic Inc (LWLG)

[gio]

Thanks Proto. Great presentation. I read a quote today by Charles Bukowski....“An intellectual is a man who says a simple thing in a difficult way; an artist is a man who says a difficult thing in a simple way.”. Our Dr. Lebby has a bit of artist in him. The way he responded to the questions helped make a complicated subject more understandable.

Like you, I focused in on the funnel slide. I've been patiently waiting for it to be updated so we can gauge progress. The "prospect" climb from 12 to 20 is nice. I assume that 5 moved from "prospect" to "lead". That means there are probably at least 13 new "prospects". It's interesting that they didn't have a count in the "selection" category. There had been >2 there in all prior iterations of the slide. I expect we will learn more at the ASM.

[frobinso]

The highlight for me in the presentation was that he stopped and called out the newest 8x10 color glossy of the 200 mm wafers, specifically pointing out these are coming back from a high volume foundry containing our material and modulators. I always enjoy seeing visual progress of significance that demonstrates progress, and allows you to see with your own eyes that the progress is real. The visual fuels my patience as it shows how close we are to mass commercialization.

The way he worded the discussion on tech transfer, as I perceived his message, was that would be an approach for areas below the red line, in other addressable markets lke LIDAR and Sensing that they do not have the staff to give attention to these markets at this time. From the message it seemed to imply that in the primary total addressable markets they are looking more toward licensing agreements and direct sales so far. Did anyone else listen to the presentation and understand the monetization strategy the same way?

[HammerTime 102]

Don't read too much into those 'Prospects/Leads' numbers. They are generated by sales guys. Sales guys sell everything, including themselves.

[prototype_101]

just listened to LD Micro, an incredible presentation!!

1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!

2) The Customer Funnel slide is updated and now showing greater than 20 Prospects 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so that has DOUBLED since the ASM!!!!

3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs

4) Lebby showed that Perk 6 is NOW ready for Licensing

5) Lebby expects much more Licensing activity in 2024 forward

6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!

7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!

I'll have to relisten because I know there is more too!!

[redspinelpinktopaz]

Shouldn't there be a perk 6 press release describing what it can be used for?