Replies to post #209015 on Lightwave Logic Inc (LWLG)

[Lightning_Rod]

Marco:

This is a good assessment of the presentation:

On the plus side I I did like Yves emphasizing how far ahead polymers were to the competition for the next generation material and how the ease of integration, proven high volume manufacturing and single lane speed for future needs puts it out front. Yeah, we kind of knew that already but it was good to hear him emphasize it. The take away from the update was a focus on expediting deals and getting polymers into wide usage. Let companies compete with one another, stay out of the fight and be the seller of shovels in a gold rush.

L_R

[Zadie420]

Very good input. I understand the competitions were reluctant and dragging their feet. In this situation I agree with new CEO. Let’s us provide the materials and let others fight among themselves. At the end both make $.

[microchips]

The most valuable asset of LWLG is to be a material supplier. That has always been the case, and the polymer asset is still valuable. Clarifying the organizational business priorities and goals is extremely important. This is what Zelibor does best. It appears to me that they have been doing the extremely painful work of determining the big rocks for quarterly, yearly, and long term growth. This is why Lebby is gone. He didn't fit in with the more focused goals. That's what I see. The market will do what it will do short term.

[Rocking Jack]

Moving away, Marco, from the modulator business is probably the reason that Lebby was let go. He was probably against such a move. On the other hand, competition fears may have bin the reason for the delay in deal making, as you said it, and I agree. At least at the beginning, it probably better for business not to appear to compete with those who want to be your partner. It could be the key point.