Replies to post #199723 on Lightwave Logic Inc (LWLG)

[prototype_101]

LR said to teddybear, Explain why so many Tier 1's bothered to show up in CO. to see the 200 mm wafers and to bother communicating with LWLG about the potential of these modulators if "they" [the industry] does not care that much.

You are absolutely full of it TP.

LR Exactly!! In addition to all the Tier 1 teams that made their way out to CO to visit the LWLG labs, and witness the World Class 200Gbs Polymer modulators of LWLG, investors learned from ASM lab tours questioning that LWLG currently has approximately 40 NDA's!!! WOW!!! Off the top of my head that sounds like just about EVERY company of significance within the Photonics Industry!!

Let's try to name the most likely Tier 1 companies, I'll do it in the following groups,

1) Foundries
a) AMF (announced)
b) Global Foundries (Yu interviews)
c) Tower (Intel)
d) AIM Photonics (300mm Wafers/known to be working with Polymers)
e) Samsung
f) Skywater (Defense)
g) Openlight
h) X-Fab


2) Optical Component Makers
a) MACOM

3) High Speed Optics Manufacturers - Transceiver sub-systems
a) Source Photonics
b) II-VI
c) Lumentum
d) Sumitomo

4) Network Equipment Manufacturers - Switches, Router, Transport systems
a) Intel
b) Arista
c) Cisco
d) Ciena
e) Huawei
f) Nokia


5) End Users - Datacenter & Telecom Network (Whitebox makers)
a) Google
b) AWS
c) Meta (Facebook)
d) Microsoft
e) Oracle
f) AT&T
g) Verizon
h) Comcast

6) Contract Manufacturers
a) Jabil (worked with Polymers already)

7) Others
a) Nvidia (GPU)
b) Lockheed Martin (Defense)
c) Raytheon (Defense)
d) D-WAVE (Quantum Computing)

Ok, so here is a good list of potential customers, all of these have some link to LWLG through presentation slides, press releases, and other information sources, I count 32 companies listed above, I'm sure there are many others that could be added to this listing, but it gives investors a pretty good idea of who the first Tier 1 deals may be

and keep in mind that when asked who the Customers would be in the Wall Street Transcript Interview these companies I listed above were on his short list given in that interview!! here

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.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated

[tedpeele]

NEWBIES: LR's misguided perspective & Mdk1's goofy 'rebuttal':

When I said it isn't clear the industry even cares much about what Lightwave is doing LR asked:

Explain why so many Tier 1's bothered to show up in CO. to see the 200 mm wafers and to bother communicating with LWLG about the potential of these modulators if "they" [the industry] does not care that much.

How many Tier1's LR? What I heard was 'multiple', which always means only 2 or 3 when it comes to Lightwave Logic. So after Lightwave has a good looking result with some tests done on selected fab-produced modulators, 2 or 3 large transceiver companies want to find out more so they sent a few engineers. Perspective, LR.

That betrays the reality that destroys the narrative here for the last 10+ years that Lightwave is working closely with Tier1 companies. As does the lack of a single company creating a demo transciever using their modulators. Still hasn't been announced - we know why: Tier1's didn't care before..now 2 or 3 are 'interested in learning more'. It's hardly a sign that the industry is all abuzz about Lightwave Logic.. Perspective, LR.

The reality is also revealed by Dr Lebby's articles that say 'look at us', and interviews with Benzinga, and presentations about 'future technologies'. That was fine years ago but if the industry really is now chomping at the bit to work with Lightwave none of that would be going on. It would be a foolish waste of time if deals were in the works. Perspective, LR.

And as I said a well-connected industry insider said Lightwave Logic rarely even is mentioned in the optical world. And Analyst Mark Lutkowitz clearly implied on a Linkedin post that not a single top level engineer has said anything to him positive about Lightwave's polymers, while he's heard numerous positive statements regarding TFLN Perspective, LR.

Lightwave's polymer tech status in the industry is still in the first first inning and from my perspective all longs have arguably been scammed for over a dozen years. .

Any long that disagrees is welcome to try and answer these 33 questions that support my view. Here they are yet again: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174232127 Perspective, LR

It doesn't mean their employees aren't trying - just that things are never close to the way management presents them to be, and they do that on purpose. You could have known all of this if you had read my posts instead of saying you only read the first line as though ignorance of my claims re the company is some kind of badge of honor. Or if you had ever tried to answer those 33 questions. It's no wonder your perspective is so far off, LR.


Mdk1's 'rebuttal'' was anything but. Mdk1 - it's obvious that on nearly all of my points you either removed or distorted the main points which highlight how the naivety of the retail investors is key to the scam. Are you that afraid to address what I actually wrote?

One can only hope you really were just kidding around because that truly was a Proto-level response.


Try again. The Perfect Scam:

1. The vision: Find a niche within a technology that few people in the world understand and that will require development for decades to come: polymers within photonics

2. Initially raise money from private investors and go public on the US over the counter market

3. Once public find a financier willing to support you as long as they can sell their shares to retail regularly: LPC

4. Cultivate a shareholder base that will not only regularly buy up the financier shares but will also spread the hopes and dreams daily on public forums to keep the cycle going year after year

5. Hire a 'visionary' CEO who loves to dream big and to keep the dream alive for shareholders no matter what the reality is. Add several directors with successul pasts, and PHD scientists to give credibility to the dream.

6. Hint that your technology is known by the largest companies in the world who are sworn to secrecy under NDA agreements.

7. Never threaten the money flow by revealing the magnitude of the obstacles and hurdles

8. Always lead the public to believe in near term massive commercialization deals with large entities no matter how far away it really is. Put out press releases and file patents on every development to keep excitement going. Rely as heavily as possible on using and being protected by Forward Looking Statements.

9. Keep investors guessing continually as to the true status of the technology by being vague about development, conflating your different product offerings, pushing only the positive. Don't be afraid to 'enable' your shareholders to spread exciting rumors..

10. Further enhance pubic perception by becoming more visible within organizations that are hungry for any and all promotion related to the far-reaching technology. Promote and advocate them, and they will promote and advocate for you in return.

11. Pump the stock so that it makes it to the Nasdaq to help give the appearance of credibility as large passive index funds buy your shares, so that can buy you several more years of development - and a windfall of large 'uplist' bonuses as well as increased salaries and share compensation awards. Don't be afraid to sell it by using words like 'ubiquity' and phrases like 'this is GREAT' and 'massive partners for massive commercialization'.

12. Pay other companies in the field to test out your technology and put the best spin on it as possible for your shareholders by calling the relationship a 'partnership'.

13. Hope to get lucky but rememer what got you to where you are: the naivety of the retail shareholder.

..

[RubeSilver]

Not to start a back and forth but who can verify that many Tier 1's were at the lab. Lebby has zero credibility so he is not believable. I hope what he said was true but his hand has been played out.