Replies to post #205046 on Lightwave Logic Inc (LWLG)

[jeunke22]

Exactly Proto, we know how demanding data center customers are. Are they going to give Coherent & Tower a pass with these ‘ poor power hungry specs”. How long will this last, if the NVIDIA ‘s, Googles and the big hyperscalers want only the best, lowest power alternatives yesterday’

[LutherTiggs]

The billion $ question: When does it (polymer based, aka LWLG) become "mature enough"? Not wild about assumed LWLG partner(s) announcing moving ahead with business as usual approach in production for 200G per lane and 1.6TB. Seems when horse is out of barn, takes even longer to get it back in and instead let the "right" horse out of the barn. Again begs the question of what's required to achieve necessary level of "maturity". And how much is the difference in price/performance/adoption of future approach to warrant an acceptable level of "immaturity"?

[MarcoPolo4]

It is not a surprise that transceivers using indium phosphide for 200G per lane in order to achieve 1.6T would come out before LWLG's entry. Indium phosphide modulators reached 200G per lane first after all. I see this release as a good thing as it shows that interest in 1.6T transceivers is real and happening sooner than many thought. AI has everything to do with that.

This should light a fire under LWLG management and partners to get things rolling quickly as possible and perhaps begin to give some projection as to when their transceivers will be available. Staying in the dark is now getting rather old. We know who the main competition is and cost, size and power will be big selling points compared to InP.

Transceiver makers can bring out InP devices but when Perkinamine fueled devices are available they will move towards what is most attractive and will sell. It is always about money.