Replies to post #217115 on Lightwave Logic Inc (LWLG)

[spartex]

Please share the truth of these incumbent solutions you are highlighting ....TLNB and InP.....(independent research papers, industry white papers, etc.) to go forward with decreasing power needed for Electro-optic transceivers, with small footprint, ease of CMOS mass production, <1 volt needed to drive the transmission, as well as head room starting at 400 G per lane and performance by partners showing it has strong indication to reach 1 Terabyte per lane. I'm just a retail investor, but respect non-biased well experienced engineers in the industry like Robert Blum and LWLG CEO Yves L. over journalists. What is your profession and background education? Ok, maybe I'll look you up, as google is my friend.

[x993231]

I'm just guessing that they turned you down for a private 1 on 1, I can check if you want?   Want me to check?

X. Sometimes we want to appear more important than we are?

Why is he monitoring this board?

Most times being nice is better than being the "cool kid" that thinks that they matter.

Funny, I didn't see him in the room.

We know where his bread is buttered, don't bite the hand feeds you kind of thing.

[KCCO7913]

I'd love to meet you at OFC 2026. I missed this year.

If I may...what's your take on plasmonics? Too early to have any opinion? Think it'll be taken seriously at some point for CPO?

[RuudSaltis]

Sounds to me as fake this post. It’s exactly the Same content as his (mark) first reaction some time ago when Mark announced his different opinion on Lightwave.
In the mean time so much has happened and already only the things I saw yesterday on different platforms proves there is a starting acknowledgment of Lightwave. And yes Yves is doing a great turnaround.

[LWLG-Netherlands]

Hahahahahahahahahaha just when you think you can’t get any lower you see the next opening to a even deeper basement. This is getting hilarious. What a clown 🤡 p.s. i am loading shares. Will enjoy retirement in 2030 at not even 45 years of age. Thanks Markie boy hahahahaha

[prototype_101]

Mark Lutkowitz said, There is only one reason for my change in attitude about the firm -- the execution abilities of the new CEO

Mark, what you just said here means YOU LIED in the comment found below where in addition to your belief in Yves, you CLEARLY said that the SEA CHANGE in your attitude towards LWLG Polymers was because I have also become a believer in the need for customized hybrid PICs opening the door to new platforms.

Yes, the mob has just been wonderful when it came to their impact on the optics industry....There is only one principal reason for my change in attitude -- the new CEO and his undeniable track record for credibility, his keen understanding of the optics space, and his experience in making business deals. Yves was a high-level executive when Oclaro, which was on the verge of bankruptcy, came back to be a powerful player (later bought by Lumentum). He simply would not have taken on this role at Lightwave Logic without a very high level of confidence in success -- there is simply no doubt in my mind about that point. I have also become a believer in the need for customized hybrid PICs opening the door to new platforms. As with any new material, there will still be challenges ahead including the inherent technological drawbacks of a particular material. I will continue to ask tough questions regarding any assertions made by the firm that I do not find to be totally in line with my understanding of the truth. The momentum clearly remains with TFLN, but polymers are now in second place, as the major players in AI will be reluctant to leave that much bandwidth on the table.

Mark Lutkowitz quote above found in the comments of this LinkedIn post
https://www.linkedin.com/feed/update/urn:li:activity:7308872705892642817/

And remind me again who WON the Hybrid Optical Integration award the last two years running at ECOC voted by Industry Insiders? oh yeah, that would be LWLG!!!!

The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.

Mark, you also continue to tout TFLN as if it is better/more viable solution than LWLG Polymers for which I must assume you are being PAID to promote this idea because you are CLEARLY WRONG!!!! This has been proven over and over and over here!!!!! here

TFLN loses to LWLG Polymers in EVERY important metric!!!!

Any new material to be successful must be FUTURE PROOF and good for MULTIPLE GENERATIONS!!!

- TFLN is TOO LARGE so it is IMPOSSIBLE for CPO!!!
- TFLN will NOT be good for speeds above the current 800/1600!!!
- TFLN operates at 2V and does NOT eliminate the DRIVER!!!!
- TFLN has a COMPLEX process in Foundries and it also carries significant risks to CONTAMINATION in the Foundries!!!!
- TFLN has SUPPLY ISSUES as the great majority of the material is single sourced and from China!!

worth another LQQk, The foundry ecosystem is ready to produce, Our material is much easier than TFLN

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015

[prototype_101]

Mark said, Your characterization of TFLN is simply wrong,

Mark, since you "believe in Yves" perhaps you would like to address Slide 13 of Yves ASM presentation that addresses why LWLG Polymers are SUPERIOR to the TFLN technology alternative next-gen solution, here

Slide 13
EOP Performance vs. Alternative Technology

LWLG EO polymers have inherently high performance and are fully Si-foundry compatible

TFLN on left & LWLG Polymers on the right!!!

https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf

Yves went into the lion's den on his recent Asia trip and DSTROYED the notion that TFLN was even in the same league as LWLG Polymers!!!!

And remind me again who WON the Hybrid Optical Integration award the last two years running at ECOC voted by Industry Insiders? oh yeah, that would be LWLG!!!!

The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.

[Aimless Blade]

How could your confidence in polymers remain subdued, but your belief in the company’s prospects be buoyed simply by a managerial restructuring?
The CEO wouldn’t make things better, if the material wasn’t promising.

Hasn’t TFLN been ruled out as a promising format for CPO (size, CMOS issues, lack of future headroom for higher speeds)?

CPO seems to be essential for future competitiveness, and next generation computing going forward.