spartex
30 minutes ago
For the many uninformed, BOD members are not employees. They don’t work or negotiate deals. They serve in an oversight capacity. They may help develop overall strategy; but they do not fill a talent gap.
You are spreading sh*t like no tomorrow. Guess your bitterness has no end.
Funny, you think you can just recruit more numbskulls like yourself to join you in your cry of disgust of Lightwave and management.
You are immature, inexperienced in investing, not intelligence on innovative technologies about to disrupt the silicon chip sunsetting industry, and the way internet is transmitted for the past 20+ years. Sorry there Nrdc, I and many other well informed and experienced investors won't join your pussywillow club. A bunch of lonely disgusted hearts, and it is all your fault. Sold below $1, chased above $8++ and can't live with your mistakes. Sad and also pathetic that you take it out on this constructive Ihub Lightwave Logic board.. Very sad.
PS: I already shared a real company story, here, from past experience how Regeneron Pharma (REGN) turned around their company from staying focused on mostly unsolvable ALS research/cures to more small molecules treatments for diseases. Guess who was chiefly responsible for doing that? You don't know. Well it was Roy Vagelos, MD, who was brought in as their Chairman of the Board in 1995 until last year (2023). see link below to help elucidate what this man did for Regeneron. He was the critical person in setting up the negotiations with other Big Pharms on partnership deals, as he was former CEO of Merk (they forced him to retire by their policies at age 62....regardless, dumb policy).
https://investor.regeneron.com/news-releases/news-release-details/regeneron-announces-retirement-board-chair-dr-p-roy-vagelos
Guess this post will initiate a bunch more replies from the other pussy willows. A bunch of limp and lame anonymous posters. Some never learn! 🤣
prototype_101
34 minutes ago
low volume high frequency manipulation again!! jeeez!!! RIDONKULOUS!!! this report just in from underworld realm, many Shorts prayers to their many gods of illegal manipulation pleading for 20+ million shares at this PPS level to somehow "magically" Cover before Lebby drops the MOAB of giant Tier 1 delas on them!!!!
UPDATED!!! ASM Slide 38 "Multi-Level & Cross Functional Engagements"
most people do NOT understand how deeply embedded Lebby is throughout the entire Photonics Industry Food Chain, what this slide is telling investors that when the "Big Silicon Foundries" LWLG is working with (see SNN interview) there is PULL from the End Users which are the Amazon, Google, etc of the world, and the Packaging partners are likely the large Tier 1 Networkers, so when don't be surprised when the market halts news pending and there are SEVERAL large players involved including Foundries & Tier 1 Networkers
Here are some of the "Big Silicon Foundries" that produce on 200mm wafers:
(the bolded Foundries are the most likely as they have been linked to LWLG already)
GlobalFoundries
Hua Hong Semiconductor
Samsung
SK Hynix
SkyWater Technology
SMIC (Semiconductor Manufacturing International Corporation)
Tower Semiconductor
TSMC (Taiwan Semiconductor Manufacturing Company)
UMC (United Microelectronics Corporation)
Vanguard International Semiconductor
X-Fab
Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we see
Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena
Wow!! That is quite a list!!
Oh, and let's not forget after OFC March 2024 investors learned that there are about 40 NDA's currently, and that LWLG's Customer Funnel has about DOUBLED since the 2023 ASM!!! here from another post summarizing latest accomplishments,
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174280970
spartex
35 minutes ago
Blackrock's funds have developed into many new classes (Environment, Society, and Governance) to flourish into a massive complex of flavors which ended up having higher fees than standard S&P500, and these new ESG categories have overall underperformed the S&P500 index. Plus, as my smart MBA older brother said to me, these ESG funds aren't asset classes!! He was 100% correct. They aren't "high tech focus", "energy", "biotech" etc. They are artificially created policies wonk preferences to move money into areas of their interest (big solar, renewable, racial, gender, etc). In the past few years, a number of state pension systems have pushed back on these funds, and said they only want the traditional ones, otherwise they will go with a different company than Blackrock, or others like them. So Larry Fink (CEO) had to dial it back some because of the risk of losing $$$ to other funds (like Vanguad who had already dialed back big time for the ESG movement).
Dr. Lebby fortunately (well, we expect this from him) chose someone that can benefit his BOD (LIghtwave), and she is also a woman, so that keeps the babies at Blackrock (who own one of the largest positions, along with Vanguard) off their back. Then back to Pedal to the Metal!
prototype_101
1 hour ago
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
prototype_101
2 hours ago
total BULLSHIT as usual!!! but what would an investor expect from a lying deceiving Short!!!
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
Folks, see it for yourselves starting at 21:06, LWLG is the hands down WINNER of the TRUE NEXT-GEN competition!!! NOTHING else is even close!!!!
spartex
2 hours ago
Yes, pretty much what he said. It was actually 110% effort, not 120%, and Dr. Lebby knows there is no such thing as 110% effort (as he's a scientist, engineer, and understands mathematics), but his "110%" remark means he and his team are putting "Balls to the Wall" effort on finalizing their first of many commercial deals.
This presentation and his answers to all the Q's were killer spot on, and he has already been surrounded by all the big Tier 1s looking for their product and devices benefits. I understand exactly what they are working on right now, AND I also have a deeper understanding of why Dr. Lebby brought on his former Intel supervisor Laila Partridge onto their BOD nine months ago. She is part of initiating their new deal making opportunities, as well as their consultant for deals Atikem. Large index shareowners Blackrock wanted Lightwave's BOD to be more diverse (gender, etc). Well, Dr. Lebby decided to go one step higher and bring on someone not so much for their color/gender/etc, but for their skills and accomplishments, and what they can do to benefit Lightwave Logic's mission. Meanwhile, Blackrock I guess is happy, and Dr. Lebby got the right person for the BOD. Perfectly well played chess move Dr. L!
https://www.linkedin.com/feed/update/urn:li:activity:7096193910598705152/