Jeunke said, as for Mark Lutkowitz I have never seen him acting like that in a public meeting and indirectly offending (Andy) Bertholsheim who leads the LPO/ LRO industry initiative.Basically telling you are wasting valuable industry time with this initiative.
"indirectly offending" Ha!! that guy is a buffoon!! I suspect he may soon be eliminated completely from these types of meetings!!
Meanwhile investors did get confirmation from NLM's CTO that their polymer technology is miles behind LWLG's developments, no surprise!! I have been telling everyone here that NLM is NO THREAT to LWLG who is commercial ready NOW with 200Gbs modulators produced on 200mm Wafers from large Foundries and deeply engaged with SEVERAL top Tier 1's for Agreements, Customer Acceptance and Ramp in 2024 right on target with Lebby's long-standing Timeline!!!
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.
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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