Here's my logic...
THREE companies whose annual revenue exceeds $30 billion each are actively designing products with LWLG technology. That's the definition of a Fortune Global 500 company.
Additionally, THREE foundries are actively adding LWLG's technology and associated PDKs to their offering. Two of these three are the largest foundries in the photonics industry - GF and Tower. More are coming.
I don't care what Mark Lutkowitz says to you or hears on the floor of OFC. No shit TFLN is in the lead, it has been because more people have been able to use it and NOW you're harping on it like it's a negative and you just discovered it. TFLN is a static material. It had a much shorter ramp in terms of getting it ready to be used in the hands of others.
My decades of studying this technology and the industry tell me that EO polymers are a FAR more attractive solution for many reasons. And because we have THREE Tier 1's actively designing products with it and THREE (more coming) major foundries now going public with EO polymer...I have never been more confident investing in this company.
This is my last post here for a bit and I'd love to delete my account. I couldn't care less about my 'relevancy' here unlike you.