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MarcoPolo4

04/28/24 12:29 PM

#188671 RE: jeunke22 #188667

Agree on this jeunke:
"These big customers want the future now, outsmart the competition,, lower cost of ownership, current organizational capabilities, no capital investments, no write offs. I think they gladly pay billions of dollars to secure the future of their enterprise and for ' peace of mind and guaranteed bonus pay outs".

They also want guarantee of product, volume of the needed product when requested as well as a cost they can accept. This is evident based on requests for second material production site for polymers and LWLG dealing with queries on exclusivity. One only has to look at the pressure that has been bought to bear on TSMC to expand facilities outside Taiwan and to Arizona. Also, consider the supply chain problems that arose from suppliers in Asia not being able to supply a component needed to complete manufacture of electronics, appliances and even cars. Having reliable product production in the U.S. and strongly aligned European sites becomes very important with lessons learned during and in the aftermath of the pandemic. Add in the growing world tensions raising supply chain uncertainties, Dr. Lebby's emphasis on keeping adequate material and semiconductor manufacturing in safe locations appears very desirable.
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prototype_101

04/28/24 4:20 PM

#188686 RE: jeunke22 #188667

Jeunke said, the biggest challenge in any business is to offer exactly what your CUSTOMER wants and you know you are golden when the customers start to 'dragging you along'. Lightwave already showed world class performance and performance upside for years to come. That's what customers really like.

EXACTLY!! and LWLG is in this position today, Lebby has several of the world's largest companies engaged in a fight for Lebby and LWLG's engineers' time!!

Something to remember too, unlike other CEO's, Lebby is one of the absolute pinnacles of thought leaders of the Industry, not only does he Chair major Industry conferences, and not only does he Chair the Industry Roadmap in 1) Polymers and now 2) Transceivers too, but Lebby is now heading up Optica as well, WHY OH WHY do you think this is????

First, listen to what Lebby said at Wainright here,

in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745


KCC posted this on Reddit

Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.

Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533

Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG

and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982

Lebby already told investors who the Customers would be!! here

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 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.

https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/

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!!!

Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry

ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!

But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972
Bullish
Bullish