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Dead On Arrival

04/30/24 4:40 PM

#188882 RE: thirdrail #188880

Well if that is the case, the Vulcan will have some explaining to do next year. He has already bought another year with his smile and twinkle eyes.
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The Great Pumpkin

04/30/24 4:47 PM

#188883 RE: thirdrail #188880

I’ve been trying to tell these morons this but they think they know more and can wish it into existence. Complete room of low information clowns invested here.

#scam
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Lewrock

04/30/24 5:21 PM

#188888 RE: thirdrail #188880

Lightwave is ready now! That is how far ahead of the rest of the pack we are today.
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Abig

04/30/24 5:23 PM

#188890 RE: thirdrail #188880

Thirdrail what is your opinion of the spider chart comparing their product to Lightwave's? Lightwave has produced their product on a 200mm wafer. Have they???
inquiring minds want to know.
Bullish
Bullish
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KCCO7913

04/30/24 6:00 PM

#188896 RE: thirdrail #188880

Andy B confirmed that TFLN and EO polymers are the only options for 400G per lane. Yes, not needed for a few years but that means in only a couple years they need to be available. In the meantime, it’s 200G per lane. Today for initial deployments, that is being served by InP modulators. EOP modulators are much smaller, much more efficient, simplify overall system design, and pose be to MUCH more scalable.

NLM said they’re aiming for 2026 for sampling with module makers and they only just started on fabrication development within the foundries.

I’m so glad they publicly said that. You know why? Because I’m an investor in NLM and now I can publicly compare their timelines to LWLG’s. I still need to be careful with what I say as to not violate my contracts with them.

LWLG is already sampling with Tier 1’s and has succeeded with foundry manufacturing of polymer modulators.

200G per lane polymer modulators mass produced at a foundry. LWLG has that in hand TODAY.

LWLG is years…that’s right I said years…ahead of NLM and owns all the IP anyway.

EOP modulators are happening. This is real. Tier 1 deals will most certainly be announced. And I can’t F’ing wait to watch it happen after witnessing the development over the last 15+ years.
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Aimless Blade

04/30/24 11:07 PM

#188920 RE: thirdrail #188880

I think what this debate exposed was that AB and ML have gone all in on one last iteration/generation of their best tech, but then have no way to compete with polymers going forward.
Sure, the ultimate transition to ubiquity might be a few (2-3 or bust) years off.

But then, everything changes forever.

What’s the value of owning that future now?