Replies to post #199808 on Lightwave Logic Inc (LWLG)

[StevenDice]

Highly informative. Appreciate the work.

[RubeSilver]

Very good post.

[MrSmithLWLG]

Thanks for the response post

[MrSmithLWLG]

Maybe last question and I know you, like all of us, are guessing ….. timing of first real deal ? Yiu still think by 12/31 or we got more time on our hands into 2025 and beyond ? I feel the later.

[Nrdc92]

Good clear headed assessment.

[Nrdc92]

To your last point on the stock price, LWLG needs to adjust its shareholder and market communication strategy. A clear headed assessment, like yours, while not promising revenue immediacy, lays out the long term value in the stock while explaining the steps (and impediments to overcome) to get there. So far, Lebby and prior CEOs have managed quite successfully to damage the company’s credibility. The silly 12/4 shareholder letter, silly interviews with Benzinga, Lebby’s disastrous, evasive Ghent Q&A session, just highlight a lack of sophistication and investor trust.

These problems are easily remedied. First, fire MZ and find an appropriate messaging partner to retool the public face of the company.

Second, fire Marcelli. The reasons are obvious to anyone who’s ever spoken to him.

Third, hire a top tier public accounting firm, which provides added credibility and brings with it a host of consulting services that would serve the company well. Money well spent.

Fourth, Lebby should not be Board chair and CEO simultaneously. No proper board oversight when the chair is the non-objective true believer. He needs decisional pushback.

Fifth, let’s get some insider buying to instill market confidence.

[tedpeele]

KCC your are implying the PIC isn’t ready and that’s why deals haven’t been made. You indicate they could try using their modulators with 4 lasers to get 800g with the current status but using four different lasers seems impractical, and that's why they need to complete a 4 lane PIC using one laser.

But then you say they’re going through the paces to prove out scalability!!

How can they prove out scalability if the PIC isn’t even ready yet? Or do you think they maybe have gotten the PIC to work in recent months but haven't announced it? Have I misunderstood what you wrote?

The PIC includes a laser, waveguides, and modulators to make up the entire module. The transceiver companies don’t just use the modulators. They use the entire PIC.

You believe there are no technical issues. How can this be if the PIC is not really ready yet? Wouldn’t it be a technical issue that is keeping the pic from having yet been developed ? Perhaps that is why they brought on Mr Lamaitre, who has long experience in the field of lasers, including VCSELS. How can you or anyone be sure there aren't any technical issues when Dr Lebby literally said there are other issues they are worried about?

Lastly you say silicon modulation is ubiquitous. But that something is needed for the future. Silicon in its current state is not sufficient. What if the industry comes up with that something and it’s not polymers?

Have you seen this?: I'm not sure how significant it is but seems another possible method to avoid needing other approaches at least for a while as it shows a new method enabling 200G lanes using just silicon. Do you have an opinion about it?:

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10831040/

Optical interconnects have been recognized as the most promising solution to accelerate data transmission in the artificial intelligence era. Benefiting from their cost-effectiveness, compact dimensions, and wavelength multiplexing capability, silicon microring resonator modulators emerge as a compelling and scalable means for optical modulation. However, the inherent trade-off between bandwidth and modulation efficiency hinders the device performance. Here we demonstrate a dense wavelength division multiplexing microring modulator array on a silicon chip with a full data rate of 1 Tb/s. By harnessing the two individual p-n junctions with an optimized Z-shape doping profile, the inherent trade-off of silicon depletion-mode modulators is greatly mitigated, allowing for higher-speed modulation with energy consumption of sub-ten fJ/bit. This state-of-the-art demonstration shows that all-silicon modulators can practically enable future 200 Gb/s/lane optical interconnects.

[DLucky6636]

Makes sense. Based on Yu of Global Foundries and other sources, EOP is starting to get mentioned by 3rd parties for research and exploration. People have connected dots, correct me if I am wrong, I have yet to see any evidence that EOP is in anyone's next generation products. Looks like EOP has ways to go for adaption. Claiming EOP ubiquitous is a reach at this point.

Makes me wonder how Lebby made commercialization and contracts predictions many times with tier 1s. Has he vastly misjudged what it takes to get EOP adapted? Hard to image for an industry expert like him. Just trying to put out some optimistic view?

I hope Lebby can get a material licensing contract to salvage his credibility. But I doubt it is a contract that generates any meaningful revenue in the near future. In that sense, it is not that important.

[theroc66]

KCC, Thank you as always for your thoughtful and detailed posts!
With regards to the question about the long term future of Silicon Photonics, I think we should all sip on the information that is being distilled to us right at this moment: have you seen the analysis from Jose Pozo on LinkedIn about the move by TSMC to accelerate their position in Silicon Photonics ? This, in my view , removes any doubt that the time is NOW!

"TSMC RELEASES ITS SILICON PHOTONICS FORECAST AHEAD OF #SEMICON Taiwan 2024. Taiwan Semiconductor Manufacturing Co. (TSMC) and leading global chip designers are accelerating the development of next-generation silicon photonics, aiming for production readiness within the next three to five years. This initiative is crucial as the industry addresses the growing demands for higher data transmission speeds and energy efficiency driven by the AI computing boom."

Of course, TSMC focuses more on the nextgen CPO developments, but the move is fueled by new solutions, appearing on the market today, that make it possible to manufacture silicon photonics components AT SCALE, from design to manufacturing in foundries, with high-volume packaging and testing solutions that the whole ecosystem is bringing to market this year with a view to address the business needs of the GAI, HPC and LLMs communities.

LWLG stands right at the core of this effort with a solution that was hailed for commercial acceptance and ramp in 2024 and 2025!

Next long term steps : CPO and optical computing .

10X the speed, 1/10th the power, 1/30th the space

GLTAL,

AR.

Link:
https://www.linkedin.com/feed/update/urn:li:activity:7236683770576142336/