Replies to post #211248 on Lightwave Logic Inc (LWLG)

[Koog]

I don't believe in LWLG nearly as much as I used to.

Whoa! That really moves the goal posts. All the way to the metal scrap yard. Don't you wish you had listened to me years ago?

[Dreamtravbelgium]

Thank you!

Here's hoping that they 'll have a deal/partnership asap and that something will be done about Marcelli.

[NVdv-Belgium]

Thanks kcco!

[Reanimator]

A clear eyed and honest message, free of hype or spin.

Thank you, KCC.

If only others on this message board (cough proto cough X cough jeunke) had the same moral fiber.

[tradero]

I understood that the industry is facing a wall that only EOP technology could tackle. I even remember ML saying something like “for a decade EOP would dominate the scene”. If that were true, all Tiers 1 should be strongly betting on LWLG for their own benefit. Otherwise, it would mean that it would take them many years before reaching those super high speeds


The fear or doubt that I read in your post is because new technologies have shown up in the horizon that can surpass that wall? or because you are not so sure that EOP tech can be implemented? Or ML was plainly lying to our face?

From YL: “As of today, there's no comparable technology for delivering multi 100 gigahertz optical bandwidth on modulators besides Polymer, right? It's not only the best in speed, but also in size and energy.”

And
“. We need a bit of time to validate our new commercial strategy and provide you feedback on our success of penetrating the silicon photonics engine market. But my first meetings with Tier one customers give me confidence that Polymer is seen as a critical building block for future AI solutions".

[jeunke22]

Kevin, I give it to you.You have spent money and a lot of time on studying scientific papers to earn you a quasi PhD on Lightwave Logic, it’s materials and PIC devices. It required quite some mental gymnastics from all of us to be enthusiastic about the new go to market strategy, but it is a fact of life. The new strategy is to accelerate the commercialization without building own PIC’s or CPO ‘s and leave device design and manufacturing to the big guys downstream. I am sure that Lightwaves new material- only focus and responsibility has at least the potential to greatly simplify operations and accelerate time lines. I am not so sure that your forecasted time lines correspond with these new realities? Personally I expect things to move faster, since more dedicated design and manufacturing resources will now be involved.

[tradero]

As you said 400 gigabits/ sec seems to be the magic number, and 200 might not have been that crucial, as some solutions have already shown up
From YL:
“…Since I joined the Board of Directors in August and even more since I took on the CEO role, I've met with CEO, CTO and product leaders of some of the most significant players in the optical communication industry and will continue to do so over the next few months. My key takeaway is that the lack of a scalable modulator of technology reaching to 400 gigabits per second per lane and beyond is a serious problem for the industry. Forcing customers to adopt suboptimal optical solutions or rely on inefficient, power hungry, complex electronic signal processors …”

My interpretation from the quote is that the industry somehow has already covered the 200 gigabits/sec with acceptable solutions, but the real wall starts at 400gb/sec… So, it is time for some partner to be ready to try EOP, otherwise - for the time being - the industry would be stuck (and so would we :) )