For Newbies: teddybear, you seems REALLY worried BECAUSE of these reasons
1) you continue to ignore my DEFINITIVE PROOFS that you are WRONG!!
2) you keep trying to distract, deflect, and discredit me with old topics (which I have 100% addressed previously BTW!!)
3) you continue to push your FALSE NARRATIVE repeating it OVER & OVER hoping to scare Longs into selling!!!!
4) There are MANY PROOFS that LWLG technology is 100% commercial ready for the Tier 1's!!! here's a short list for you but I know you will just ignore ALL of this and repeat your FALSE NARRATIVE 100 times over like you always do!!!
here,
1) The May 2024 ASM presentation clearly showing the 4x200 PIC was IN QUALIFICATIONS on Slide 29, that is 100% FACT
2) KCC's post revealing that investors learned that 4x200 PIC was being SHIPPED TO CUSTOMERS (obviously for Qualifications based on Slide 29 showing the 4x200 PIC was IN QUALIFICATIONS)
in May a lab engineer said they are "shipping arrayed modulators to customers".
also, the recent May presentation showed "transceiver outsourcing" as 2024 and 2025 activities
3) then at PECC in October 2024 investors learned,
PECC facts learned support there being Transceiver partners in late stage Prototyping __a) RF designs __b) Reflow considerations __c) Reference Designs
4) Lebby's ONE AND ONLY TIMELINE had LWLG technology complete and Customer Acceptable planned for 2024
but Lebby just recently said that Tier 1's Customer Acceptance was taking "a little longer than expected"
This DOES NOT sound ANYTHING like the utter failure that teddybear is trying to peddle!!!
Lebby said to the Benzinga (Nov 14th 2024) question on the commercialization status,
we've had a lot of interest from Tier 1 companies since then, I've given a few talks and a few updates, but what I can say today is that we have deepening relationships with these folks, and they are not just in the U.S., they are in Europe, as well as in Asia, and so this is interest level, these companies include some of the world's biggest Transceiver component manufacturers
we've been in deep discussions with this, and I'm working very very hard to put together Commercial Agreements on that, and this is something that I've indicated to our shareholders that is taking a little longer than it was expected, but it's also really exciting because now you can start thinking about the scale of our technology, so this is happening and I'm working really hard on it
5) In this Podcast released practically coincident with Lebby's abrupt departure from LWLG over the dispute with the BOD on "Business Strategy" investors learned that Lebby found that LWLG tech was more robust than even he had ever imagined in the final set of tests for the Tier 1 Customer Acceptance requirements on "Failure Mechanisms" here
Lebby at 13:45 "Is it robust? is it reliable? is it stable? so we are actually at Lightwave really doing a lot of Reliability, Accelerated Testing, Lifetime Work, in terms of different temperatures, looking at different techniques,you know, trying to really understand how robust this material is, and actually we've been positively surprised, this is more robust than we expected, and we're really excited, and we're in the mode right now of conveying that to the Industry, we're very happy with the performance, we see this as a long-term solution for the Industry in terms of performance, and how this can add value to the optical network, but those are the things we're working on really hard, and as you bring a new technology platform to market, where either you've increased the performance or you've changed the technology itself, you've got to go through these things, and certainly we're going through all of that"
The BOLDED WORDS of Lebby from this podcast are work done in QUALIFICATIONS with Tier 1 Transceiver makers!!!
6) Lebby has said similar to how there has only been one named Foundry despite investors knowing there are CERTAINLY a number of more Foundries with PDK's, that he would only news release information regarding the PIC array/Transceiver Maker Customer at the time that it made "good business sense" to do so, here
Kevin Okay. Now I think it’s my last question. Is there a possible scenario where you can name a tier one transceiver maker collaboration partner, whatever, sometime in 2024 before the 4x200 PIC chip is complete? At what stage, basically, can you reveal a serious player who was considering committing to this technology?
Michael Lebby Our methodology is really simple. It’s got to make good business sense from both sides. I think you’ve asked this question to me last year or the year before, who’s your foundry, who’s your foundry, who’s your foundry, right? We didn’t name any foundries. We just named a foundry because it made good business sense for that particular foundry and it made good business sense for us. We will do the same, apply the same methodology for any partner, whether it’s a package partner, a transceiver partner, or even another foundry. I think that’s the way we want to look at that, and if we see good business and they see good business, good opportunity for both, then yes, we’ll put out a press release, but I’m not going to give any guidance because I think it’s premature right now.
So GUESS WHAT, if Lebby was going NOT give information on unnamed (NDA) Transceiver partners who are the ones working with the 4x200 PIC chip, then Lebby is certainly NOT going to put out any news releases on the 4x200 PIC chips that LWLG is supplying them in their QUALIFICATIONS!!!
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