Replies to post #199873 on Lightwave Logic Inc (LWLG)

[DLucky6636]

I just hope that the company can get enough going in the near future to wade off being kicked out of Russell next year.

[microchips]

I agree with your assessment regarding ALD. I have reflected on Lebby comment at shareholders meeting. ALD process engineering may be the challenge. But I also see Zyskind and Lebby as scientists who can solve a challenge. The article below highlights the possibilities and problems of ALD, but it's written 10 years ago so the technology has surely improved in this time.

https://www.sciencedirect.com/science/article/pii/S1369702114001436

[tedpeele]

Some may like this, some may not.

Maybe I'll cut and paste this every day since 'you know who' is avoiding it like the plague because it is HONEST and doesn't jive well with its narratives:

KCC wrote:

Minor correction...EOP is starting to be acknowledged as a possible required technology for the future. High bandwidth and low power modulators are undoubtedly required for the future and EOP is one of just a few technology categories that can meet the demands. GFS, Google, Arista, Coherent, etc. all have it on their list of technologies. It has been researched and explored for decades.

Regarding adoption...it should go like this:

Modulator PIC completion --> Optical Engine (with laser and other components) completion --> Transceiver completion --> Initial Sampling --> Volume Production

While we don't know the precise status of the modulator PIC, we've been told for nearly 2 years that it is "in progress" and in May a lab engineer said they are "shipping arrayed modulators to customers". Whatever that means.

The recent May presentation showed "transceiver outsourcing" as 2024 and 2025 activities. While LWLG may still be optimizing a modulator PIC, we should reasonably expect LWLG to already be in Phase 2 above - working with other companies that take the modulator PIC and integrate it with other components to create an optical engine. Some companies solely make optical engines and then sell them to transceiver companies. Some transceiver companies also make their own optical engines. I am guessing that the "Tier 1" is the latter type. I am still expecting that collaboration to be revealed this year. It's a logical next step after knowing the modulator performance is where it needs to be and there is a foundry that is capable of producing these devices entirely at the foundry.

Do I think we'll see an EOP based transceiver this year? No, probably not. And no, Ted, I'm not worried. All I want at this point is that named T1 partner because then I can relax knowing I'm not crazy wasting time and money here. I've remained invested here because I know if they succeed in doing all this, this company has a very high likelihood of being a very profitable business that will be around for a long time.

PS - When I say 'optimizing a modulator PIC' above, I mostly mean optimizing manufacturing processes. Just FYI. I think a great deal of work over the last 12-18 months has revolved around the encapsulation process with ALD.