DanM51
20 시간 전
You didn't answer my question.....I suspect there's quite a few trust fund babies here, along with at least one "married rich" guy. These persons' opinions should be discounted because they can afford to hold a stock for 30 years or forever and let it go to zero. It's plain as day here in lightwaveland. Everyone should ask themselves who gets into a stock, holds it for 20-30 years with no revenue, no deals, no dividends, and countless lies along the
way. (Like they expect significant revenue in 2011, lol). Then, when there's one, one moment in time the stock explodes higher, they don't take all the profit they can get? And dont disappear happily from the board? No, they stick around talking about the short interest? Lol. It's much more ridiculous on many levels than my assumptions.
It's also very likely that the copy and paster has several id's here to try to support himself. Probably the ones that thank him for his regurgitated posts.
prototype_101
21 시간 전
Too funny Shorts all copy/paste same bullcrap here every single day, just looked and sure enough same old gang of Short pirates saying the same old sh!t again here today, nrdc, mrssmith, vein, polywolly paul, these guys push the same garbage here constantly, give it a rest all you human copy machines!! look at pitkook, he's an obsessed ankle biting chihuahua, too funny
the Shorts and M-team are the problem here, LWLG/Lebby have succeeded where the combined Industry has FAILED for 40 years despite spending combined BILLIONS $$, so what's it worth, a whole HELLUVA LOT people!!! WAKE UP!!!
It's REAL and it's HAPPENING!!!!
LWLG currently in deep relationships negotiating Tier 1 deals on 3 CONTINENTS!!!!
A constant stream of Wafers coming into the LWLG labs that can support MILLIONS of units!!!
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
Infinera: Optics is Everywhere in the AI Era
Interview from OFC 2024, Heavy Reading analyst Sterling Perrin and Infinera CEO David Heard discuss how the AI traffic boom will drive optics in data center interconnect, subsea and terrestrial telecom networks, and also open new opportunities for Infinera’s chips inside the data center itself.
Note about 3 minutes into the interview how Infinera's CEO stresses how INCREDIBLY IMPORTANT it is to get the POWER USAGE DOWN in these Datacenters!!!
Remember, NO COMPETITION exists that can get the power usage lower than LWLG's Polymers, IN FACT, using LWLG's modulators running sub 1V can ELIMINATE the power hungry and expensive DRIVER chip!!!!
prototype_101
21 시간 전
total BS until AFTER Shorts Cover 20 MILLION shares and the MM's clear all their Naked Shorting and circle jerking shares amongst themselves to facilitate the low volume high frequency total BS manipulation games being played!!
LWLG won the Optical Integration award at ECOC for what? the OFC 200gb Modulator with World record performance metrics? Yes, but also more likely for the overall work LWLG has been doing to successfully Integrate their Polymers onto Silicon Photonics
We never got the PECC presentation, but Kevin said Atikem talked about late-stage Transceiver prototyping things like RF designs, reflow consideration, reference design
And Lebby was working with largest Transceiver makers on 3 continents, this is a FACT
But in 9 months from OFC to end of 2024 nobody could slap 4 of the 200gbs together either on a generic 4x200 PIC at LWLG, or in custom configuration with lasers etc at/for any of the Tier 1's under NDA? HIGHLY doubtful this was the case!!
Was ASM slide 29 in error? also HIGHLY doubtful!! It clearly showed the 4x200 PIC "In Qualifications" (color coded), and the 4x200 chip was clearly seen on the 200mm wafer in May ASM Lab Tours, there could have even been another Run or two on 200mm Wafers before ECOC, so were these ALL failures of a generic 4x200 PIC? also HIGHLY doubtful this was the case!!
And with an estimated one Wafer being received every two weeks in CO, there could have been many wafer runs to iron out any problems with a generic 4x200 PIC, but I strongly suspect Lebby ditched the generic version in favor of working on custom versions under NDAs with these Tier 1s on 3 continents, and that is the reason we get silence when asking about the 4x200 PIC because all of those developments were under NDA!! HIGHLY likely this was the case!!
So NDA's were mandatorily withholding information from Shareholders on the progress of custom 4x200 PIC Designs from these Tier 1s on 3 continents being worked on by LWLG, these custom designs of 4x200 PICS would include Lasers, etc,, but after 9 months of ongoing engagements with these Tier 1's none of them were willing to close the deals with Lebby (who likely was demanding too much!!), putting the squeeze on little LWLG to commit to their onerous terms!!
So this new "Go to Market" strategy was designed to generate some quick deals and give LWLG better negotiation power with those Tier 1s!!
Lebby ditched the smaller deals that the Dec 2023 letter pointed to closing in 2024 in favor of dancing and romancing only the Tier 1's, Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?", and so Lebby got a few in to deepening relationships developing their custom 4x200 PIC's, but they stiffed him when it came to the marriage!! And Lebby wanted to keep dancing with them into 2025, but the BOD said NO WAY!!
And so that brings us to today with there now being a seismic shift in BUSINESS STRATEGY, the LWLG Polymer technology remains TONS THE BEST and will become ubiquitous in 3-5 years vindicating Lebby's claim all along, this was Lebby's final message regarding Polymers (in general) AFTER his abrupt departure
Thank you for being a supporter and I wish you and the shareholder team the best going forward. I truly believe EO polymers are going to be ubiquitous and of course they are exciting! Michael
Lastly, remember how many times investors were told LWLG's technology had "Ease of Integration!" just like dropping in the V8 where there was 4 cylinder!! This is why the Industry Insiders voted LWLG over the other finalists in BOTH of the last two years!!!
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
The 4x200 PIC most certainly was NOT a technical failure like teddybear and all the rest of the MANY Shorts here want the Longs to believe!!, NO WAY!!!
prototype_101
1 일 전
Ruud, I believe the PPS is as undervalued in the $1's as it was overvalued at $20 in 2021, I believe the minimum fair value of the Developments and IP to-date is about $8, the current 5 year VWAP is at about $7
The PkM material systems have accomplished what Industry has sought after for 40+ years, it is the holy grail of Photonics
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!!
PkM-5 is for 200Gbs per lane and is already fully optimized and the one where Lebby said the industry is no longer questioning the R&S of LWLG Polymers, and it has a high Tg which enables it to be mass produced in Foundries, there is no other "new material" with better metrics an/or "Ease of Integration" into CMOS Foundries, period full stop, PkM-5 is the material that amazed all of the Tier 1's at OFC March 2024 demos of LWLG's 200Gbs modulator with world class metrics produced on large 200mm Wafers
ECOC Optical Integration Award won back-to-back years 2023 & 2024
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175788732
PkM-6 is for 400Gbs per lane and was shown as "In Qualifications" as of the ASM in May 2024, it is the material system likely most desired by the Tier 1's, in Lebby's recent Podcast he speaks to "Failure Mechanisms" testing which is a final hurdle before Customer Acceptance and reports that the materials are performing "more robust than even he had expected" and so I'm sure PkM-6 by now would be fully optimized and ready for deals with the Tier 1's
Failure Mechanism >>
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175815849
There are 20 million Shorts currently, and most likely a large number of Naked Shorts as well, if you watch the trading carefully it is EASY to see the manipulation that is occurring daily, you can routinely see large buy orders filled that don't move the price up but maybe a penny, then with a few small trades of 100 shares or less they drop it down 2,3,4 pennies, it's obvious it's a strategy to manipulate the PPS lower that has been in full swing with low volume high frequency trading for a long time now!!
The new "Go to Market" strategy will bring deals the same way the 2024 OFC demos of the 200gs modulator with world class metrics produced on large 200mm Wafers brought an onslaught of Tier 1 NDA's and even got teams from these Tier 1's out to the LWLG labs in CO, and I believe these deals can be struck rather quickly as the new CEO is most notably known for his dealmaking abilities, and I don't believe he would have accepted the role of CEO if this was not the case, I also believe that after joining the BOD in August he had meetings with decision makers at the various Tier 1's and recognized that the current strategy of LWLG's devices team building these advanced PIC's for OE's was stepping on the toes of these Tier 1 Transceiver maker companies who would prefer to do this themselves
As far as the PPS moving higher, I believe the first Tier 1 deal will certainly spark a rally that would at minimum bring the PPS back to the minimum fair value level I described above, however, the PPS is so dramatically oversold that a move back to the $3-$5 range could easily happen even before the first Tier 1 deal is announced, and if the Shorts see any kind of rally catching fire at these bargain basement prices, there may actually be a bit of a squeeze as Shorts scramble to exit, I believe the only capitulation that will be seen will be on a move to the upside from here
prototype_101
2 일 전
Shorts in full force fear mongering here now!!
in the 1's this is as undervalued as it was overvalued at $20
the 5 year VWAP is at about $7
LWLG has solved the holy grail of Photonics and has the PkM materials with mass commercial readiness to support the next handful of generations of internet transmission!!! No other company comes even close to what LWLG has in-hand TODAY!!!
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers
prototype_101
2 일 전
Lebby Podcast--->"Failure Mechanisms" = Qualification of 4x200 PIC
Lebby's Podcast----> SMOKING GUN PROOF OF LATE-STAGE QUALIFICATIONS
Investors also learned from the Podcast just before Lebby's abrupt departure that LWLG was proving out to be MORE ROBUST than even Lebby thought it could be in FAILURE MECHANISMS testing which is part of the QUALIFICATIONS PROCESS
In this Podcast released practically coincident with Lebby's abrupt departure from LWLG over the dispute with the BOD on "Business Strategy" investors learned that Lebby found that LWLG tech was more robust than even he had ever imagined in the final set of tests for the Tier 1 Customer Acceptance requirements on "Failure Mechanisms"
NOTE >>> FAILURE MECHANISMS testing is part of the QUALIFICATIONS PROCESS
Lebby at 13:45 "Is it robust? is it reliable? is it stable? so we are actually at Lightwave really doing a lot of Reliability, Accelerated Testing, Lifetime Work, in terms of different temperatures, looking at different techniques, you know, trying to really understand how robust this material is, and actually we've been positively surprised, this is more robust than we expected, and we're really excited, and we're in the mode right now of conveying that to the Industry, we're very happy with the performance, we see this as a long-term solution for the Industry in terms of performance, and how this can add value to the optical network, but those are the things we're working on really hard, and as you bring a new technology platform to market, where either you've increased the performance or you've changed the technology itself, you've got to go through these things, and certainly we're going through all of that"
Gemini, is study of Failure Mechanisms part of Qualifications work for Transceiver components such as modulators?
Yes, the study of failure mechanisms is an essential part of the qualification work for transceiver components like modulators. Here's why:
Reliability Prediction: Understanding failure mechanisms allows engineers to predict the long-term reliability of the component. This is crucial for ensuring that the transceiver can operate reliably in demanding environments for its intended lifespan.
Failure Analysis: When a component fails during testing or in the field, analyzing the failure mechanism helps pinpoint the root cause. This information is vital for:
Design Improvements: Modifying the component's design to address the identified weakness and prevent future failures.
Manufacturing Process Refinement: Identifying and correcting issues in the manufacturing process that may be contributing to failures.
Accelerated Life Testing: By understanding the dominant failure mechanisms, engineers can design accelerated life tests that simulate the effects of long-term operation in a shorter timeframe. This allows for faster evaluation of component reliability.
Common Failure Mechanisms Investigated in Modulators:
Electro-migration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.
Electromigration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.
Dielectric Breakdown: Failure of the insulating layers within the component due to excessive electrical stress.
Thermal Cycling: Repeated exposure to temperature extremes can cause material fatigue and lead to cracks or delamination.
Optical Degradation: Aging effects that can degrade the optical performance of the modulator, such as changes in refractive index or absorption.
Techniques Used to Study Failure Mechanisms:
Accelerated Life Testing: Subjecting components to extreme conditions (e.g., high temperature, high humidity, high voltage) to accelerate the aging process and observe failure modes.
Failure Analysis Techniques: Using tools like scanning electron microscopy (SEM), energy-dispersive X-ray spectroscopy (EDX), and focused ion beam (FIB) to examine failed components and identify the root cause of failure.
Modeling and Simulation: Using computer simulations to predict the behavior of components under different operating conditions and identify potential failure points.
By thoroughly investigating failure mechanisms, component manufacturers and transceiver makers can significantly improve the reliability and longevity of their products.
I even COLOR CODED the PROOF that LWLG is working on QUALIFICATIONS with the LARGEST TRANSCEIVER COMPANIES on 3 CONTINENTS based on what Lebby has told us in this podcast, ANYONE can see that Gemini has listed the same items as I COLOR CODED IN GREEN as items done in QUALIFICATIONS that Lebby spoke of in his PODCAST!!!!
Gemini, how long do qualifications generally take?
The duration of qualifications for transceiver components like modulators can vary significantly depending on several factors:
Component Complexity: More complex components with intricate designs and demanding performance requirements will naturally take longer to qualify.
Stringency of Requirements: The tighter the performance specifications and reliability requirements, the more extensive and time-consuming the qualification process will be.
Testing Scope: The number and types of tests performed during qualification will impact the overall duration. This includes electrical, optical, environmental, and reliability tests.
Collaboration and Communication: Efficient communication and collaboration between the component manufacturer and the transceiver maker can streamline the process and reduce delays.
General Timeframe:
While it's difficult to provide a precise timeframe, qualification processes for transceiver components typically range from several weeks to several months. In some cases, particularly for high-speed, high-performance components, the process may extend beyond six months.
Key Stages and Their Duration:
Initial Testing and Evaluation: This initial phase involves basic performance characterization and preliminary testing to assess the component's suitability. It can take several weeks.
Detailed Testing and Analysis: More in-depth testing is conducted, including environmental stress tests, reliability assessments, and failure analysis. This stage can take several weeks or even months.
Iterative Refinement: Based on the test results, the component may undergo design or manufacturing process modifications. This iterative process can extend the qualification timeline.
Final Qualification and Approval: Once all tests are passed and performance requirements are met, the component is formally qualified for use in the transceiver.
Factors that can Impact Duration:
Unexpected Issues: Encountering unforeseen problems during testing can significantly delay the process.
Resource Availability: Limited access to testing equipment or personnel can also impact the timeline.
Communication Challenges: Inefficient communication between the involved parties can lead to delays and misunderstandings.
By carefully planning the qualification process, addressing potential challenges proactively, and maintaining open communication between all stakeholders, it's possible to minimize the overall duration while ensuring that the final product meets the highest standards of quality and reliability.
Please keep in ming that Lebby has been working with the largest Transceiver makers on 3 continents, but that the deals are "taking a little longer than expected" because of the stubbornness of Lebby to extract FULL VALUE in NEGOTIATIONS with the Tier 1's, remember LWLG ELIMINATES the power hungry and EXPENSIVE Driver chip!!!
NOTE---> The Driver chip costs the Transceiver maker MORE than the price buying the LWLG modulator!!!!
Lebby said to the Benzinga (Nov 14th 2024) question on the commercialization status,
we've had a lot of interest from Tier 1 companies since then, I've given a few talks and a few updates, but what I can say today is that we have deepening relationships with these folks, and they are not just in the U.S., they are in Europe, as well as in Asia, and so this is interest level, these companies include some of the world's biggest Transceiver component manufacturers
we've been in deep discussions with this, and I'm working very very hard to put together Commercial Agreements on that, and this is something that I've indicated to our shareholders that is taking a little longer than it was expected, but it's also really exciting because now you can start thinking about the scale of our technology, so this is happening and I'm working really hard on it
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175387701
prototype_101
2 일 전
LWLG won the Optical Integration award at ECOC for what? the OFC 200gb Modulator with World record performance metrics? Yes, but also more likely for the overall work LWLG has been doing to successfully Integrate their Polymers onto Silicon Photonics
We never got the PECC presentation, but Kevin said Atikem talked about late-stage Transceiver prototyping things like RF designs, reflow consideration, reference design
And Lebby was working with largest Transceiver makers on 3 continents, this is a FACT
But in 9 months from OFC to end of 2024 nobody could slap 4 of the 200gbs together either on a generic 4x200 PIC at LWLG, or in custom configuration with lasers etc at/for any of the Tier 1's under NDA? HIGHLY doubtful this was the case!!
Was ASM slide 29 in error? also HIGHLY doubtful!! It clearly showed the 4x200 PIC "In Qualifications" (color coded), and the 4x200 chip was clearly seen on the 200mm wafer in May ASM Lab Tours, there could have even been another Run or two on 200mm Wafers before ECOC, so were these ALL failures of a generic 4x200 PIC? also HIGHLY doubtful this was the case!!
And with an estimated one Wafer being received every two weeks in CO, there could have been many wafer runs to iron out any problems with a generic 4x200 PIC, but I strongly suspect Lebby ditched the generic version in favor of working on custom versions under NDAs with these Tier 1s on 3 continents, and that is the reason we get silence when asking about the 4x200 PIC because all of those developments were under NDA!! HIGHLY likely this was the case!!
So NDA's were mandatorily withholding information from Shareholders on the progress of custom 4x200 PIC Designs from these Tier 1s on 3 continents being worked on by LWLG, these custom designs of 4x200 PICS would include Lasers, etc,, but after 9 months of ongoing engagements with these Tier 1's none of them were willing to close the deals with Lebby (who likely was demanding too much!!), putting the squeeze on little LWLG to commit to their onerous terms!!
So this new "Go to Market" strategy was designed to generate some quick deals and give LWLG better negotiation power with those Tier 1s!!
Lebby ditched the smaller deals that the Dec 2023 letter pointed to closing in 2024 in favor of dancing and romancing only the Tier 1's, Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?", and so Lebby got a few in to deepening relationships developing their custom 4x200 PIC's, but they stiffed him when it came to the marriage!! And Lebby wanted to keep dancing with them into 2025, but the BOD said NO WAY!!
And so that brings us to today with there now being a seismic shift in BUSINESS STRATEGY, the LWLG Polymer technology remains TONS THE BEST and will become ubiquitous in 3-5 years vindicating Lebby's claim all along, this was Lebby's final message regarding Polymers (in general) AFTER his abrupt departure
Thank you for being a supporter and I wish you and the shareholder team the best going forward. I truly believe EO polymers are going to be ubiquitous and of course they are exciting! Michael
Lastly, remember how many times investors were told LWLG's technology had "Ease of Integration!" just like dropping in the V8 where there was 4 cylinder!! This is why the Industry Insiders voted LWLG over the other finalists in BOTH of the last two years!!!
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
The 4x200 PIC most certainly was NOT a technical failure like teddybear and all the rest of the MANY Shorts here want the Longs to believe!!, NO WAY!!!
prototype_101
2 일 전
Too funny Shorts all copy/paste same bullcrap here every single day, just looked and sure enough same old gang of Short pirates saying the same old sh!t again here today, nrdc, mrssmith, vein, polywolly paul, these guys push the same garbage here constantly, give it a rest all you human copy machines!! look at pitkook, he's an obsessed ankle biting chihuahua, too funny
the Shorts and M-team are the problem here, LWLG/Lebby have succeeded where the combined Industry has FAILED for 40 years despite spending combined BILLIONS $$, so what's it worth, a whole HELLUVA LOT people!!! WAKE UP!!!
It's REAL and it's HAPPENING!!!!
LWLG currently in deep relationships negotiating Tier 1 deals on 3 CONTINENTS!!!!
A constant stream of Wafers coming into the LWLG labs that can support MILLIONS of units!!!
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
Infinera: Optics is Everywhere in the AI Era
Interview from OFC 2024, Heavy Reading analyst Sterling Perrin and Infinera CEO David Heard discuss how the AI traffic boom will drive optics in data center interconnect, subsea and terrestrial telecom networks, and also open new opportunities for Infinera’s chips inside the data center itself.
Note about 3 minutes into the interview how Infinera's CEO stresses how INCREDIBLY IMPORTANT it is to get the POWER USAGE DOWN in these Datacenters!!!
Remember, NO COMPETITION exists that can get the power usage lower than LWLG's Polymers, IN FACT, using LWLG's modulators running sub 1V can ELIMINATE the power hungry and expensive DRIVER chip!!!!
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