Replies to post #209117 on Lightwave Logic Inc (LWLG)

[prototype_101]

you just contradicted yourself, Yves said, we are not doing full PICs. We are working with Silicon Photonics Design Houses to integrate our polymers into their own PICs

Yves also at 30:44 said,

We (LWLG) are not doing full PICs, we are working with Silicon Photonics design houses to integrate our Polymers into their own PIC's, with other functions they design in-house, so as we are doing that of course we need to supply the right building blocks to those Customers, and of course as a result we our working on both 200Gb and 400Gb per lane in order to build these 1.6 and 3.2 Tbs Transceivers, and we are putting all of these pieces together, Materials Readiness, Stability of the Device, Qualification, Process Validation, especially Back-end Process which is critical for that type of structure, the Documentation, the Testing Tools, and the Infrastructure of the Company

my summary based on first listen, the 4x200 PIC's are indeed "custom" (with lasers, etc) and being worked on by some of the largest Transceiver makers in the world (Tier 1's) on 3 Continents (in Qualifications per ASM slide #29), which is great BUT they are very likely stalling Lebby on doing the deals, wasting precious time, so the shift to "go to market" strategy is much more broad based, Yves gets deals done, front end DC's transmissions, and back-end GPUs computing, focus on single Material which I presume would be the PkM6 which was in Qualifications in May 2024, the "great enabler' as shown on the slide with LWLG in the middle and all the giant companies fanned out around LWLG, the revenue guidance for 2025 Yves said just NRE's so likely 5mil or less, but the Mass Commercial is still set for 2026, that's still the original timeframe from the original Timeline of Lebby, and was endorsed by Andy B's (Arista) slide showing Polymers in HVP in 2026

Shorts are out in force trying to paint their doom & gloom, it won't work, the Longs, both Retail and Institutions will only add shares if Shorts manipulate it lower with low volume high frequency trading, there will NEVER be a capitulation and when Yves starts inking deals the Shorts will be squeezed and the PPS will be at all-time highs again EASILY!!

Folks, this is a once in a lifetime opportunity, don't listen to the rubbish lies and deceptions of the Shorts!!