Replies to post #218586 on Lightwave Logic Inc (LWLG)

[tradero]

What you say it is probably “true”. Nobody really knows what will happen tomorrow or in the next hour. Will it rain or not? I don’t know, but if I see dark clouds in the sky, my logical guess is that it will rain. And I see enough dark humid beautiful clouds around LWLG to bet it will.

Now, your text is a rather lengthy one. It took you your precious time and effort to write it and post it. Now, why do that? Just to “teach” us anonymous iHub readers? Or just to prove what a “know it all in the industry” you are? I don’t buy it.
The ones who spend our sweet time here is because our money is on the line, one way or another (salary or investment). The seed of doubt you intended to plant here tells me where yours is

And in this I also include this “Mark Lvic”.
If I were a known (little or medium) journalist I will NEVER mingle in an anonymous internet group, where lies fly left and right and where I will be the only “non-anonymous” participant. That tells me a lot about the personality / class of this character… I wonder how much he got paid to participate in the shorting strategy from the beginning

[jeunke22]

Thanks for your insights. To be able to make a reasonable conclusion you are forgetting a few important aspects on the application. It boils down to distance or put it differently data com ( between racks, within racks and on chip level) and telecom ( up to thousands of miles) different performance, power and architectural requirements to keep it simple. You are not comparing the proverbial ‘ apples to apples ‘

[prototype_101]

Wrong again for many reasons!!!

1) There is nothing TYPICAL about the Industry needs today fueled by the HUGE data onslaught of AI, IOT, LIDAR, etc, The Tier 1's are in panic mode to find the best way to meet this PARABOLIC increase in data, and that data onslaught HUGE pain point is only worsened by the ENERGY CRUNCH it is causing by pushing through such exorbitant amounts of data!!

2) LWLG Polymer are Reliable and Stable, listen to the ASM presentation starting at 26 mins Siraj talks to the fact that LWLG Polymers have had the breakthrough over the last year that solved any remaining issue with long-term Reliability, also look at the spider chart showing that LWLG Polymers now have ALL important metrics at 5/5 level and ready for mass commercialization

3) LWLG Polymers Reliability and Stability have already been PROVEN in 3rd party Production by Polariton

4) See Slide 16 from the ASM presentation that focuses on meeting the Tier 1 requirements which LWLG has been laser focused on achieving these requirements

Enhance Operational Excellence to Benefit Tier 1s and Foundries

- Materials Production
- Backend Semiconductor Process
- Reliability + Qualification Toolkit
- High-Speed RF Electronics Expertise
- Internal Business Processes + People

5) ALL of the Industry Tier 1 have acknowledged the IMMINENT NEED for NEW MATERIALS and the TWO leading candidates are Polymers and TFLN, and Polymers are TONS THE BEST over TFLN see Slide 13 for the details

Thin-Film LiNbO3 (TFLN) versus LWLG Electro-optic Polymers

Performance

Thin-Film LiNbO3 (TFLN)
- r33 intrinsically capped at ~ 31 pm/V at 1310 nm
- n = 2.2, er = 30 (high dispersion across frequencies)

LWLG Electro-optic Polymers
- No intrinsic cap on r33 (> 200 pm/V at 1310 nm easily achieved)
- n ˜ 1.9, er ˜ 3-6 (low dispersion across frequencies)

Integration

Thin-Film LiNbO3 (TFLN)
- Integration with Si/SiN very low yielding & basically still in R&D stage
- Limited wafer size (150 mm)
- Large device footprint (sub-cm scale)
- High material cost w/ only one supplier (NanoLN)

LWLG Electro-optic Polymers
- Fully Si compatible
- Easily scalable to 300 (+) mm wafer
- Very small device footprint (sub-mm scale)
- Low material cost

Processing

Thin-Film LiNbO3 (TFLN)
- Thin film uniformity becomes difficult as wafer size scales up
- Specialized processing/tools needed – leads to higher costs
associated with processing, QC, etc.

LWLG Electro-optic Polymers
- Spin-coating produces films with high uniformity
- No specialized processing/tools needed (completely compatible
with existing Si foundry processes/tools) – reduces costs
associated with processing, QC, etc

I still say you come off as a Short/Basher trying to get investors to believe LWLG will be relegated to Tier 2's and 3's and that there is no interest from Tier 1's which is 100% contradictory to EVERYTHING Yves has been telling investors!!! Why do Shorts/Bashers always try and cloak themselves as Longs? Funny, I already gave you explanations as to how Lebby was focused on Tier 2's BEFORE the 1st Quarter 2024 breakthrough that led to MASSIVE Tier 1 interest at OFC 2024, read that post again here

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176339161

[RubeSilver]

Excellent post.

[x993231]

As info, Yves, Blum, Connelly, Siraj are not "somebodies".  They are proven leaders in the Electronic, Photonic and Polymer fields.
The shorts should be very concerned.  This has been a long time coming.

Xster good time for the shorts to worry, I'm not a day to day worrier.   It's up, its down, that doesn't reflect the technology.  I was talking to Connolly at the shareholders meeting he was in charge of Teflon and high temperature Polymers for Dupont and was talking to me about when they convinced auto makers to move from steel intake manifolds in automobiles to Polymers.  He said now when you open the hood those high temp polymers are everywhere. He said this is the same thing, stable, fast and smaller Polymers installed in the foundry which is an assembly line for chips. As info the PDK Lightwave is offering is how to modify the assembly line process to add Perkinamine to the silicon chips.

We know time and time again Yves has proven the ability to see opportunities and bring them through to fruition and Blums experience at Intel, and Certainly Siraj is a whos who in the photonics engineering space, these are not "anybodys" these are known "somebodys" saying hey Jesnson can you look at this, no these are leaders with validated expertise in the relevant field.

Xster Marketing, Engineering, Implementation and execution team onboard 6 months now.

[tedpeele]

PROTO?:

What you say is true: TFLN is slower and lacks the energy efficiency of EO polymers. What you don’t tell people here is also true: TFLN is more stable and reliable. If LWLG can’t solve the reliability issue, then TFLN is — and will remain — the better product. Companies will choose a slower, proven technology over a faster, experimental one

[DanM51]

This should really be a sticky. If you really listen with a critical ear to the ASM (like Proto wants ya to do), you come away with a few things: first, the industry probably really wants lwlg to succeed. They want the data to prove the reliability for at least 5 years. They claim to have had a breakthrough in reliability in the last 2-3 quarter. So everyone that defended Lebby, or touted the commercial-readiness FOR YEARS, when me and several others had questions about our investment before this, is full of IT. They seem to be claiming a "secret sauce" of a layer of protection for the polymer. Or now an extra layer of protection. I'm assuming this is an extra layer of ALD or thicker ALD? The Tier Ones still need to see the data for 5 years. They tout the high temperature reliability, with some numbers. They mention testing photosensitivity, but are pretty vague. Gonna need the photosensitivity reliability numbers. They definitely don't mention yields after all this is done. Doubt investors will ever know the yields. The possible partners know the yields....

P.S. They type of people that are attacking the reporter are the same type of people that attacked Andy B years ago when he said 2026 at the earliest. Well, look at that.

[tedpeele]

Best post of the year. Nice job! 8 replies so far.

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