Scope08
3 hours ago
Hi DanM51,
Not sure if you saw my post earlier this morning, but I wanted to ask if you've decided to sell your remaining 1/3 LWLG shares at a loss, and reinvest in that Biotech you're so keen on? Any chance you can give us some additional letter clues, as to the company name? I know there are a few of us that would like to get on the action.....especially since I hear those Biotech's can be some good money.
Thanks in advance.
P.S. If you haven't finished selling out yet, let us know when you do.
P.S.S. I got my eye on a special memorial meal, in memory of you.
P.S.S.S. While I haven't met him, I hear snez is twice the man you've ever hoped to be.
DanM51
3 hours ago
Maybe Snez has been corrupted now by the rest of the butt-paddling frat/cult...X, Sparky, Chip, Niedermeyer, Greggy, Biff, the pledge Scope, and the 0.0 Proto.
prototype_101
3 hours ago
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsis has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsis has been posting on LinkedIn about LWLG!!
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
prototype_101
3 hours ago
Worth another LQQk, This is a very interesting case of mass hysteria. Does the company lack great communication skills? Absolutely. But tech wise, stability wise and for a tier one deal we are closer than ever before. Has anyone actually seen what LWLG brought to the table on OFC? Has anyone listened to the change in strategy from going to deals with smaller companies to becoming ubiquitous with tier one partners?
If there weren’t any internet forums, nobody would be selling! Like Jeunke said: you guys are really taking advice from anonymous internet shorters, OVER phd’s, chemists and business people with 30 years of experience? Are you guys actually kidding? The tech is proven, everything is ready to go and right before the finish line you guys are going to sell?!
Does anyone here on this forum actually know what the hell they are invested in? It takes 3-9 months to finish one wafer. And make one miniscule mistake and you have to start all over! A million dollars - gone. And LWLG ‘s PDK has been accepted into multiple FOUNDRIES, with GREAT STABILITY. With a brand new, disruptive tech. Do any of you dumb former longs know what that means? What LWLG and Lebby did was damn near impossible, but they did it! And you are going to give up NOW?
This reminds me of that Warren Buffet interview where he ridicules people following the stock price. “They think the stock is telling them something”. It’s not telling you jack sh. Nothing has changed. Except you guys, listening to Tedpeele, Pumpkin and Polymer paul. Whispering in your ear to sell…. And why is that? Because then THEY make money if YOU sell.
Every datacenter on the planet will need new technology in the next years and Lightwave provides the best features. And Lebby, besides his poor communication skills, is one of the world’s leading experts. So I’ll buy more. Because I am invested in a company, not in a shareprice.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174514747
frobinso
5 hours ago
I notice slide 9 mentions as a source the ethernet alliance on a picture from ePIXfab, corning also. I do think the new slides regarding Infiniband are great. It could just be hedging to nudge parties they are working with. It is a really good time to be hedging your bets, or just being inclusive of all who come to our table to do business as there would be no need to take sides or entertain exclusivity. I am not making any assumptions we are even working with NVidia at this point, but I would love it if we are.
I also think recent developments with AMF with their slide already showing a transceiver reference design (4.1mm x 2.8mm) on slide twenty is prodding whatever tier one(s) they are working with to do a deal or get left behind, because they also mention transceiver reference design in one other place with a reference to 2026. While this can be merely a chess match, I believe the deal with AMF is based in reality as to being a real threat to other foundries to formally work with us or potentially fall behind as it relates to the use of our EO Polymers.
jeunke22
5 hours ago
Let me start to say that the commercialisation process is a management process which is characterized by risk reducing over time. In the preliminary stages risk is high in the last and final stage business risk is low
Thanks Walter, I honestly think the majority here has no idea what a commercialisation process is: definition, phases , milestones, sign offs . The customer involvement starts early on in the process. Most here think commercialisation is selling and distribution and being paid. That’s the last part of a long commercialisation process, the finalisation of the process. Fortunately we are in that phase. Thanks for explaining. Not understanding the product development and customer engagement process is causing people to jump to wrong conclusions on timing and it plays right into the narrative of the shorts. Unfortunately.
walterc
5 hours ago
for you to study ted
The commercialization process in the semiconductor sector is quite intricate and involves multiple steps. Here’s a high-level overview of the key stages:
Design: This initial phase involves the conceptualization and design of the semiconductor chips, utilizing advanced design tools and intellectual property.
Manufacturing: After the design phase, the manufacturing process begins. It includes several crucial steps such as lithography, etching, ion implantation, metallization, and the removal of impurities1.
Packaging: Once the chips are manufactured, they are packaged to protect them from physical damage and corrosion, as well as to provide the necessary electrical connections.
Testing: The packaged chips are then tested for functionality, performance, and reliability.
Assembly: After testing, the chips are assembled onto printed circuit boards or into other electronic systems.
Final Commercialization: The final step is the commercialization of the finished product, which involves marketing and distribution to consumers or businesses.
It’s important to note that the semiconductor supply chain is highly globalized and complex, often requiring as many as 12 steps and commercial exchanges from the design to the final commercialization2. The process is capital intensive and typically involves a significant amount of collaboration among various players in the supply chain.
I went back yo my notes of a few years ago where that was discussed and it said
The commercialisation phase start when we start working with customers.
So telling us that Michael has been telling us stories is BS as this is exacyly the path that Michael has been following
And Ted we are now in the final commercialization stage and we may expect Tier-1 contracts for license fees and material sales in 2024 and ramping up in 2025
How much are you paid per message?
prototype_101
5 hours 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 Foundries and on large 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 Foundries large 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 Foundries on large 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???????
WooptdooU
7 hours ago
They play with people's careers, people's money and people's families with little regard, it seems.
Their lack of true commitment and sense of GREED (stock sells and NO buys with personal money used) has been disheartening. GRIFTERS, GRIFTERS, GRIFTERS.
With so much under water for me, I, TOO, am close to being a helplessly hopeful "nonpenny" long. Pity, really.
frobinso
7 hours ago
Even though that sounds a lot like Al Gore taking credit for inventing the internet, I will give you a pass X I added 5k shares today. I am not the best at calling the bottom so staying in cash may have paid off, but if we take another leg down I will still consider adding more.
Given the big picture in the industry I still believe we will get some traction and I am really looking forward to the ALD results becoming public. It will be the first news on this since we acquired that IP, and perhaps there are some new patents in process to improve upon it given the insights Dr. Lebby claims they have come to know on failure mechanisms.
To me, I find excitement in the fact they have been, and still are on the bleeding edge building an intellectual property moat, and with a much larger team already ramped, and lab facilities already built out. It adds to their chances of success, and it adds to the chances they will benefit from the success of others using a polymer's approach in the future, such as South Korea who is now publicly investing heavily into EO Polymers, a country that knows OLED polymer technology quite well.
x993231
7 hours ago
I’m one of the original individuals that put my faith in taking a polymer (plastic) and thinking that instead of making plastic bottles or grocery bags that it could be designed to control light (call me crazy). Ooops, they did it and it works, they are actively working with 25 companies and yet some say that there is no progress, LOL, not only do they want to quit but they want to say the nastiest things they can in hopes of making other miserable. That is just weird. Folks can believe what they want but to take up the cause of the shorts with the intent to hurt other is evil. Probably my biggest mistake was pointing out to pumpkin the flaws in a company that he was invested in and lost his money, somehow, he holds that against me, I tried to help him he wouldn't listen, lost his shirt then blames me. Then with no dough I think the shorts hired him. True, True and in his heart and when he lays his head down, he knows it. I'd pay to see him have a discussion with Lebby.
Silicon photonics has hit a wall at a time when demand is going through the roof. If folks do not think that companies like NVDA will utilize the speed and power gains available by using Perkinamine are truly not thinking. Apparently, some investors thought that they could time the exact month and year this trillion-dollar market would adopt this technology. I know that I thought it would happen 10 years ago, oh well, wrong again, but it is going to happen and I say that soon enough a big fish will swallow us up. I cannot imagine the complexity that goes into trying to write partnership agreements to cover a single use of Perkinamine and there about 10 different verticals. Lightwave is currently only focusing on 3 or 4, and we on this board are only focused on a single use in a single vertical.
Then just as they increase the labs output and announce a place that the industry can order chips produced by a foundry some have soured and say no its not going to work. You could not make up such a tale of disbelief if you wanted. And some of those think they need to try and convince others that Lightwave is not going to succeed. They have cash on hand over a year, no debt, lab expansion complete, we saw a working modulator on the conference room table, we see 25 companies vying for attention we saw recent hires over the past year and some doubt where this is headed and to think that those who waited are giving up that investment just doesn't make sense.
Just makes Zero sense, I'm here until I see this through. Most give up on the cusp of success, not I.
NVDA is processing data at unimaginable speeds in the GPU’s using electrons and need to move that data around not wanting to upgrade links between the GPU’s to 3 times the speed, using 1/10th the power and 1/30th the size, yet some here would have us believe that they don't want to do that. They are a $2 Trillion Dollar Company, if they don’t it they will loose out to someone that does. Lebby may soon be pressured to sell off the use off a Vertical, I'd be fine with that there are many others. I still say forming a third party venture and issuing shares or cash while creating that venture would be awesome because the shares loaned to the shorts do not get either shares not cash, so the shorts would have to come up with it and if the venture is private, Ooopsy Daisy.
This is most likely once spread across all markets and verticals the biggest thing since the transistor.
Watch the ratio of Buys and sells vs. the share price throughout the day. We the retailers on not in charge there are many other forces that can.
In the market moving timelines forward is ALWAYS better than pushing back a timeline.
So I started looking at the Infiniband roadmap and ended up on this Jenson Huand keynote at Computex Yesterday.
https://videocardz.com/newz/watch-nvidia-ceo-jensen-huang-keynote-at-computex-2024
Still say we get bought out, grabbed some this morning.
Lebby doubling down is a good thing, no way on Gods green earth he would say it if he didn’t believe it. NVDA is on fire.
X 30k more sells than buys and yet the price is up, could you imagine what would happen if it were the other way around? It will happen, someday, I'm not good at timing the market, folks most likely can do it with 500 or 1,000 shares but not 100,000 shares or 1,000,000 shares.