prototype_101
13 hours ago
Mdk, EXACTLY, just another PLOY by the criminal Short contingent here!! "short and distort"!! they are ALL lying scumbags!!!
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???????
Mdk1
14 hours ago
X, this ‘chart dude’ is hired and old-fashioned … waste of money my dear MM (lol) ! He says he has few stocks where he’s down 50 % … well well … False Break-outs have to be taken into account. Guess what, his algorithms fail to incorporate this crucial factor. This individual is not aware ‘things’ change all the time, nothing stays the same! Getting old ? Think about it: all these guys … hired … to unload shares from US EARLY LONGS only signifies one thing: WE ARE GOLDEN !
The reversal is imminent IMO !
Ps: CR, guess what ? >>> “ No problem, you are entitled to your opinion “ LOL
theroc66
15 hours ago
Speaking about a maturing ecosystem!!! When TSMC get in on the party with their PDKs bringing together not just manufacturing, but upfront designing (Ansys) and back-end testing and qualification for high-volume throughput, you know the whole ecosystem in getting close to industry-wide shake-up!! Photonics to the rescue...
And who leads the way for nextgen transceivers and on-board solutions to increase bandwidth and lower power consumption in DCs?!?
$LWLG organic electro-optic polymer-based modulators is who!
3x the speed, 1/10th the power, 1/30th the space, while fully designed and compatible with high-volume CMOS foundries
GLTAL
AR.
https://www.ansys.com/news-center/press-releases/4-24-24-ansys-collaborates-with-tsmc-coupe-on-multiphysics
theroc66
16 hours ago
Marco,
Since LWLG already described a future where revenues would be coming from various business verticals, namely, not only AI / HPC DCs, but also Quantum, Healthcare devices, Displays, Defense etc... I would much rather foresee a way forward including the licensing of verticals to specific market leader(s) - by way of JVs if multiple parties are involved- !!!
This would let the team at LWLG keep working on new gens of Perks, specifically tailored to a given set of technical requirements, per vertical business unit... with fat dividends from all :))
But that could just be me...
3x the speed, 1/10th the power in 1/30th the space, compatible with high-volume CMOS foundries!!!
GLTAL
AR.
prototype_101
16 hours ago
First, listen to what Lebby said at Wainright here,
in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745
KCC posted this on Reddit
Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.
Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533
Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG
and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982
Lebby already told investors who the Customers would be!! here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry
ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!
But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972
prototype_101
17 hours ago
LD MICRO REPLAY NOW AVAILABLE!!!!
https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e
In short: reliability testing is no more a concern for the tier 1´s
https://stocktwits.com/JoeriGoethuys/message/570255316
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) 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
The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) 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!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team
MarcoPolo4
17 hours ago
March 11, 2019 Nvidia purchased Mellanox for 6.9 billion dollars in order to expand its business further, beyond servers into the transmission system of the internet. Jensen Huang saw Mellanox and its strong software support of its networking equipment as a way of extending Nvidia reach creating an end to end systems company.
From March 14, 2019 explaining the move he said:
"We believe that in future datacenters, the compute will not start and end at the server, but the compute will extend into the network. And the network itself, the fabric, will become part of the computing fabric. Long-term, I think we have the opportunity to create datacenter-scale computing architectures; short-term, Mellanox’s footprint in datacenters is quite large. […] We will be in position to address this large market opportunity much better,” he said.
He went on to say:
]“We were a GPU company and then we became a GPU systems company. We became a computing company which started from the chip up, now we are extending ourselves into a datacenter computing company,” he said.
I can see that Nvidia clearly wants to control the delivery system which can support the much more valuable chip business for servers in the AI future. You can't sell new GPUs to stay ahead of the competition unless there is a delivery system to support the the need for new, more advanced servers. He wants control of it all (also keeping Intel at bay).
LWLG would be an additive component for anyone wanting to have control over increasing the speed of data transmission over the next decade. Our company must first prove itself in the marketplace. It is early but a bidding war seems very likely at some point in the next few years.
https://www.hpcwire.com/2019/03/14/why-nvidia-bought-mellanox-future-datacenters-will-belike-high-performance-computers/