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LOVELWLG

06/11/24 4:49 PM

#194116 RE: prototype_101 #194114

Post a TEIR 1 contract not the same news over and over again.
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Lurker3

06/11/24 4:50 PM

#194117 RE: prototype_101 #194114

Hyping pumpers do what hyping pumpers do. Pumping a false narrative.
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tedpeele

06/11/24 4:55 PM

#194118 RE: prototype_101 #194114

Misleading and insulting to intelligence. Proto said:

LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units,



200bps has only been confirmed at 1 foundry and we don't know the status of those runs..We DO know that when asked the CEO would not say if they could fil a specific order today.

the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following


Everyone but Proto knows the timeline has changed. 12 months ago everyone was hi-fiving about the SAM and SOM goals which were for 7900 Transceiver Units containing modulators being produced. At THIS year's ASM none of that was even MENTIONED!!!!!!!!

b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024

"introduction"..by who? LightCounting is sure not "counting" on EOP.

c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026


A YEAR AGO! What a freakin laugh Proto!. This year not only would he NOT confirm that reliability had been proven -- no "changing of his slide" that Dr Lebby said months ago needed to be made, he seemed to ignore EOP this year. Why would he do that if what you said was true?

The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!

18 month timeline from initial level of interest -- and NO - "skyrocketed' is another Proto fabrication. For all we know they have a couple of engineers looking over some results.

We know virtually NOTHING other than this is a freaking long term process that may never make it out of the lab, but that hasn't kept one particular poster from shouting nonsense since arriving the same time LPC started funding the company and needed naive retail shareholders to buy up their shares.