Mr 5874 said, I would not lose sight on the fact that Lebby has publicly stated they are now engaged with more prospects than ever. The timing is right here, especially when you see the path to 400G/lane coming sooner than expected - especially with 1.6Tbps and 3.2Tbps.
EXACTLY!! Lebby now saying the Customer funnel has DRAMATICALLY increased since the ASM in 2023, and with the "Leads" now being greater than 10 it is not hard to imagine which companies those are since Lebby already told us who the Customers would be!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2023 and 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices?Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
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