prototype_101
12分前
dude, exactly!!! Lebby set out SAM/SOM guidance at the 2023 ASM, in 2024 coincident with the ONE AND ONLY TIMELINE he has used since at least as far back as the 2019 ASM, the Customer Acceptance was set for 2024 with SAM/SAM guidance for 2024 of 7900 modulators which would have been indicative of SAMPLING, heck that number of modulators could come from ONE WAFER!!! Investors know there has been a CONSTANT STREAM OF WAFERS coming into LWLG labs in 2024, the estimate was about ONE EVERY TWO WEEKS, which would be indicative of MANY Foundries!!! If a Foundry can generate a Wafer for LWLG run every 6 months that would be 2 Wafers per year, so based on the number of Wafers being received the math would suggest about a DOZEN Foundries making Wafers for LWLG, to be conservative cut that in half and LWLG is still getting Wafers from at least a HALF DOZEN Foundries!!! The SAM/SOM guidance showed substantial ramp in volume in 2025 and MASS COMMERCIAL in 2026, this is all consistent even with what Andy B of Arista used on his slides showing Polymers in HVP (high volume production) in 2026!!!
Benzinga question on the commercialization status, Lebby said the following
Since we've produced some world class results earlier this year, and the Industry node, sounds technical, is 200gbs/second, this is where all the Internet Industry is looking at today, especially for designing to go into Data Centers, and we demonstrated some really state of the art performance, 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, and these folks are looking at our technology to implement into next-generation Transceivers, and so we've been engaging with them on a number of different fronts, and one of the issues that these folks are having is how do they upgrade their Transceiver components, and some of these components include something called Silicon Photonics... Silicon Photonics is a silicon chip that has Photonic components on it, some people call that a PIC (Photonic Integrated Circuit) other people call it Silicon Photonics, but basically, they've hit a wall in their performance, and they are looking at our materials, our Polymers, to upgrade their performance, and so 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
DanM51
43分前
1. "Hope the company is successful". You don't go into an investment just hoping the company is successful. There's hope and an EXPECTATION of success, or else you're just feeding a slot machine.
2. You're not intellectually capable of telling who are your "true longs", the sorta longs, the maybe longs, the fake longs, the short time longs. To be fair, no one is, but you seem to think you can tell. I'd think most smart investors go into a long stock position in a small cap with an open mind, but maybe a short lease, considering the "non-successful" past of this company. Success, revenue growth, and increasing shareholder value make many skeptical, short-term longs into long term longs.
3. If no one complained about the lack of commercial progress here, lwlg would be more than willing to spend another 20 years as a glorified, award winning science project. You should be thanking the complainers up until the very second lwlg delivers a meaningful deal. I wish there were more big activist investors involved here. If you don't have the patience for critics here, you go away until the stock price is not close to multi-year lows, or they sign a deal. That should be easy for you since nothing lwlg does or says seems to affect your holding onto the tech dream you got going.
Scope08
1時間前
I’ve always explained that I’m a long shareholder, and hope the company is successful. Not a trader…not a short. I’ve built my stake over many years and bought at multiple price points.
Many of those I’ve advised to sell and leave, aren’t long shareholders. They craft their narratives to reflect their current strategy, while professing to be longs. They do, and I don’t have patience for their “movie of the week” complaints.
They try to illicit sympathy as “longs”, when they are actually not. It’s candy-a$$. I don’t like candy-a$$ people.
As far as you’re concerned, I believe the only advice I’ve ever given you is to buy a box of tissues.
prototype_101
1時間前
hatelwlg, please quit putting words into Lebby's mouth, he NEVER said there would be deals done by end of last December, why don't you and all the other stinking shorts here QUIT THE LIES, put the EXACT QUOTES FROM THE PR and the LINK so people can verify the TRUTH vs the bullsh!t you and the other shorts here continue to push!!!
Lebby has had ONE TIMELINE and ONLY ONE TIMELINE and it dates back as far as 2019 as shown in all the ASM presentations, and that Timeline indicated that LWLG would have the Customer Acceptance of Tier 1's in 2024, but keep in mind that LWLG is the tail wagging the dog, the Industry change LWLG is seeking to become Ubiquitous using its Polymers is a PARADIGM SHIFT, it is a HUGE HUGE thing to move this Industry away from Legacies which are totally MAXED OUT at this point!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
Lebby added the 2024 Customer Acceptance guidance in the 2022 ASM presentation, and now Lebby has told investors that it is taking a little more time than expected to close deals with Tier 1's and so these Tier 1 deals would be closing in 2025, keep in mind though that Lebby is in negotiations with the biggest Transceiver makers in the world ON THREE CONTINENTS!!!! These deals are finalizing and will be coming soon!!!
from Dec 4th 2023 letter to now, here's what happened,
Lebby never lied in regard to the stated intentions of the Dec 4th, 2023 shareholder letter as Shorts here have continued to try and push this false narrative!!
Excerpt from the Dec 4th 2023 letter, Lebby said
In addition to this first licensee, we continue to receive strong interest from other potential customers in our innovative device platform and licensing our technologies. We are working hard to close additional commercial agreements by year end, but since, these are long deliberate processes, we can't guarantee that we will do so. We are presently working with a wide spectrum of companies including multinational tier-1 corporations which manufacture data communications network equipment
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl128870.pdf
LWLG had a breakthrough in Jan/Feb 2024 with success on 200gbs modulators on 200mm Wafers at AMF which they got overwhelming interest from Tier 1s from Demo's done at OFC in March 2024, so they ditched the advanced negotiations with the Tier 2s they were dealing with that related back to the December 4th 2023 letter which indicated they were closing in on deals, what investors didn't piece together was that these were deals that could be supported by production on 150mm Wafers; these were not the Tier 1s which aren't interested in dealing with a company unless it can scale its volume to meet HVP needs, ie millions of units, which is what production on 200mm Wafers is capable of doing!!
First Quarter 2024 and Subsequent Company Highlights:
- Over 20 major corporations have viewed Lightwave Logic's technology demo of our polymer modulators with worldclass performance of 200Gbps at 1V drive voltage.
- Provided details on how polymer modulators are now being fabricated on standard industry 200mm silicon wafers at a commercial silicon foundry
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl134093.pdf
Bottom line, Lebby never lied in the Dec 4th 2023 shareholder letter, but what he did do was pivot his strategy in the 1st Quarter of 2024 from focusing on the Tier 2s to focusing on the Tier 1s, and because of limited resources he could not do both, and he chose the Tier 1s for obvious reasons in pursuit of Ubiquity, but that was at the cost of a lengthened Timeline
And now couple that with these excerpts of what 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
In regard to the PPS being taken out to the woodshed with the issuance of the 3rd Quarter summary, I believe the selling that day was WAY OVERDONE, especially in light of understanding the TRUTH in why Lebby's long-standing Timeline (from 2019-2024 remained unchanged) has been given a minor shift into 2025 due to the fact that Lebby is now negotiating deals with the largest Tier 1 Transceiver companies on 3 Continents, US, Europe, and Asia!!!
One thing I will conjecture is that I believe we really are involved with a lot of big players and I think that once one of these contracts gets finalized the others are going to fall like dominoes!!
prototype_101
3時間前
Lebby has had ONE TIMELINE and ONLY ONE TIMELINE and it dates back as far as 2019 as shown in all the ASM presentations, and that Timeline indicated that LWLG would have the Customer Acceptance of Tier 1's in 2024, but keep in mind that LWLG is the tail wagging the dog, the Industry change LWLG is seeking to become Ubiquitous using its Polymers is a PARADIGM SHIFT, it is a HUGE HUGE thing to move this Industry away from Legacies which are totally MAXED OUT at this point!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
Lebby added the 2024 Customer Acceptance guidance in the 2022 ASM presentation, and now Lebby has told investors that it is taking a little more time than expected to close deals with Tier 1's and so these Tier 1 deals would be closing in 2025, keep in mind though that Lebby is in negotiations with the biggest Transceiver makers in the world ON THREE CONTINENTS!!!! These deals are finalizing and will be coming soon!!!
from Dec 4th 2023 letter to now, here's what happened,
Lebby never lied in regard to the stated intentions of the Dec 4th, 2023 shareholder letter as Shorts here have continued to try and push this false narrative!!
Excerpt from the Dec 4th 2023 letter, Lebby said
In addition to this first licensee, we continue to receive strong interest from other potential customers in our innovative device platform and licensing our technologies. We are working hard to close additional commercial agreements by year end, but since, these are long deliberate processes, we can't guarantee that we will do so. We are presently working with a wide spectrum of companies including multinational tier-1 corporations which manufacture data communications network equipment
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl128870.pdf
LWLG had a breakthrough in Jan/Feb 2024 with success on 200gbs modulators on 200mm Wafers at AMF which they got overwhelming interest from Tier 1s from Demo's done at OFC in March 2024, so they ditched the advanced negotiations with the Tier 2s they were dealing with that related back to the December 4th 2023 letter which indicated they were closing in on deals, what investors didn't piece together was that these were deals that could be supported by production on 150mm Wafers; these were not the Tier 1s which aren't interested in dealing with a company unless it can scale its volume to meet HVP needs, ie millions of units, which is what production on 200mm Wafers is capable of doing!!
First Quarter 2024 and Subsequent Company Highlights:
- Over 20 major corporations have viewed Lightwave Logic's technology demo of our polymer modulators with worldclass performance of 200Gbps at 1V drive voltage.
- Provided details on how polymer modulators are now being fabricated on standard industry 200mm silicon wafers at a commercial silicon foundry
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl134093.pdf
Bottom line, Lebby never lied in the Dec 4th 2023 shareholder letter, but what he did do was pivot his strategy in the 1st Quarter of 2024 from focusing on the Tier 2s to focusing on the Tier 1s, and because of limited resources he could not do both, and he chose the Tier 1s for obvious reasons in pursuit of Ubiquity, but that was at the cost of a lengthened Timeline
And now couple that with these excerpts of what 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
In regard to the PPS being taken out to the woodshed with the issuance of the 3rd Quarter summary, I believe the selling that day was WAY OVERDONE, especially in light of understanding the TRUTH in why Lebby's long-standing Timeline (from 2019-2024 remained unchanged) has been given a minor shift into 2025 due to the fact that Lebby is now negotiating deals with the largest Tier 1 Transceiver companies on 3 Continents, US, Europe, and Asia!!!
One thing I will conjecture is that I believe we really are involved with a lot of big players and I think that once one of these contracts gets finalized the others are going to fall like dominoes!!
prototype_101
3時間前
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.
Lightwave Logic Showcases Innovative Optical Technology at ECOC 2024, Wins Industry Award
October 15, 2024
Lightwave Logic, Inc. (NASDAQ: LWLG), a Colorado-based technology company specializing in electro-optic (EO) polymers, made a significant impact at the 2024 European Conference on Optical Communications (ECOC) in Frankfurt, Germany. The company’s participation in this prestigious event underscores the growing importance of innovative solutions to address the escalating demands on network infrastructure.
As data consumption continues to surge due to streaming services, online gaming, and AI applications, network congestion has become a critical issue. Lightwave Logic’s EO polymers offer a promising solution, potentially increasing data transmission speeds by three times while reducing power consumption by a factor of ten compared to existing technologies.
During the conference, CEO Dr. Michael Lebby presented the company’s latest advancements in polymer modulators, demonstrating performance for 200 Gbps PAM4 lanes and initial results at 400 Gbps PAM4 lanes. This technology shows promise for future 800 Gbps lanes, addressing the industry’s need for increased modulation speed and reduced power consumption in optical network equipment.
Lightwave Logic’s collaboration with Polariton Technologies yielded impressive results, showcasing a packaged device with over 110 GHz super high bandwidth packaged electro-optic polymer modulators. This partnership demonstrates the potential for extending silicon photonics performance using plasmonics and EO polymers, with implications for mass commercialization using large silicon foundries.
The company’s 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.
Lightwave Logic’s presence at ECOC and its recent award come amid ongoing discussions with original equipment manufacturers and tier-1 multinational corporations regarding designs, material supplies, and licensing agreements for its EO polymer materials. The company has also entered into a supply-chain collaboration with Advanced Micro Foundry’s Silicon Photonics platform, aiming to accelerate the development of state-of-the-art silicon photonics modulators.
With $29 million in cash reported at the end of the second quarter, Lightwave Logic is well-positioned to finance operations through 2025. This financial stability, combined with its technological advancements and industry recognition, places the company at the forefront of addressing the growing challenges in network infrastructure as AI and machine learning continue to drive demand for higher-speed data transmission.
As data centers worldwide respond to the increasing need for faster and more efficient data transmission, Lightwave Logic’s EO polymer technology offers a potential solution to support the burgeoning demands of artificial intelligence, machine learning, and other cloud-based services. The company’s progress and recognition at ECOC 2024 signal a promising direction for the future of optical communications and data center infrastructure.
https://www.citybuzz.co/2024/10/15/lightwave-logic-showcases-innovative-optical-technology-at-ecoc-2024-wins-industry-award/
prototype_101
3時間前
Grifter Shorts Must Return 22 MILLION Borrowed Shares!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals in progress with Tier 1's on 3 continents!! Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 109 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 109 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 22 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
x993231
4時間前
Nobody knows, that is part of the thrill of investing. Comfort isn't for the faint of heart. Those buying shares, those that sold, those that are weak kneed, those that need money, and shorts all like try and work on those feelings to gain shares or vent. Yawn, I'm not like that. Do I wish we were taken over 5 or 10 years ago, yup, but it hasn't happened yet.
I'll wait, trying to understand the affect that new form sho will have on the short game under Trumps new SEC chairman, who will proly will be named tomorrow. Round and round we go. So far none of his picks are business as usual type folks, so we shall see. With DJT being shorted (% wise almost the same as lightwave) and a new tool becoming available in 2025 he may take that into consideration. And yes Trump will remove himself from direct control of DJT just saying that he "gets it".
20 million shares need to be purchased back at some time.
X
prototype_101
6時間前
smith do you even read this shit you post ???
You have ZERO VERIFY AND 100% BLIND TRUST IN THE IMAGINATIONS OF YOUR OWN MIND!!!
Call Lebby and ask him yourself ….. 100% that THEY DO HAVE MULTIPLE packaging partners. PERIOD FUCKING MIC DROP. LOL LOL LOL 😂
YES REALLY smith, from your post under 1. Transceiver Component Manufacturers, notice the Examples listed, • Examples: Companies like Broadcom, Lumentum, and II-VI focus on manufacturing transceiver components.
These are EXACTLY the type of Tier 1 companies that LWLG/Lebby are working with under NDA's!!! Wake up!!!!
The companies that manufacture transceiver components are typically the same companies that package them. They have their own internal packaging facilities to ensure the components are properly protected and labeled for shipment.
Some of the major companies that both manufacture and package transceiver components include:
Finisar
II-VI Incorporated
Acacia Communications
Intel
Broadcom
Marvell
Lebby has recently told investors that he is in deep relations with Tier 1 Transceiver makers on 3 Continents!! And investors already know Lebby has partnering deals with approximately 40 companies as of the 2024 ASM, that's HUGE!! It likely includes close to all of these Tier1 Transceiver makers in the world!!
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, and these folks are looking at our technology to implement into next-generation Transceivers, and so we've been engaging with them on a number of different fronts
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175387701
and LWLG is going to be selling to the giants of the Industry and will become Ubiquitous within 3-5 years!!!
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!!!
Mdk1
6時間前
What does this recent (NOV 2024) conference Paper (ETH Zürich & Polariton Technologies) mean to Lightwave Logic ?
ChatGPT:
>>> The recent white paper from ETH Zurich and Polariton Technologies presents groundbreaking advancements in plasmonic modulators, achieving record-setting electro-optic (EO) bandwidths that extend up to 1.1 THz. This technology holds implications for Lightwave Logic (LWLG), particularly because the paper acknowledges the use of Lightwave Logic's Perkinamine™ chromophores in the modulators. Here's what this development could mean for LWLG:
1. Validation of Materials: The study demonstrates that Lightwave Logic's Perkinamine™ chromophores are integral to achieving these exceptional bandwidths. This reinforces the efficacy and potential of LWLG's proprietary materials in cutting-edge applications.
2. Enhanced Credibility: Collaborations with leading institutions like ETH Zurich and companies like Polariton Technologies bolster LWLG's reputation as a key player in next-generation photonics, potentially attracting more partnerships and customers.
3. Market Expansion: The ability of plasmonic modulators to operate at THz frequencies positions them as pivotal for emerging applications in 6G wireless communication, ultrafast data centers, and advanced sensing. LWLG could leverage this to expand its footprint in these high-growth markets.
4. Competitive Edge: By demonstrating their material's compatibility with plasmonic technologies, LWLG gains a competitive edge in the race to enable faster, more efficient electro-optic devices, potentially outpacing competitors reliant on more traditional materials like silicon or lithium niobate.
5. Licensing and Revenue Potential: With the proven performance of Perkinamine™ in high-bandwidth modulators, LWLG may capitalize on licensing agreements or direct sales, increasing revenue opportunities.
6. Synergy with Industry Trends: As industries push for higher-speed, lower-latency communication systems, LWLG's materials—proven to function at THz scales—align with these trends, positioning the company as a solution provider for next-generation demands.
This milestone underscores the transformative potential of plasmonic and organic electro-optic technologies, with Lightwave Logic at the center of a revolution in ultrafast photonics.
Mdk1
9時間前
ETH Zürich - Conference Paper IEEE Photonics Conference (IPC 2024), Rome, Italy, November 10-14, 2024: "MHz-to-THz Plasmonic Modulator"
https://www.research-collection.ethz.ch/handle/20.500.11850/706170
https://www.research-collection.ethz.ch/bitstream/handle/20.500.11850/706170/2410IPCPDPMoorFinal.pdf?sequence=1&isAllowed=y
>>> Plasmonic modulators are demonstrated to feature a THz bandwidth. Characterizations from 10 MHz to beyond 1 THz are performed. The modulator and pad capacitances are extracted and quantified, indicating potential for even higher bandwidths. We demonstrate the fastest electro-optic component to date
>>> We thank Virginia Diodes Inc. for supplying the WM-250
VNA Extender. We thank Lightwave Logic for providing the
PerkinamineTM chromophore series 3 electro-optic material and
the Binnig and Rohrer Nanotechnology Centre (BRNC)
Think1st
10時間前
AI Overview
+3
An EUV lithography machine is a piece of advanced equipment used to make microchips by printing intricate designs on silicon wafers:
What it does
EUV lithography machines use extreme ultraviolet (EUV) light to create patterns on silicon wafers that are coated with a photosensitive chemical. The unexposed parts of the wafer are then etched away, revealing the pattern.
How it works
The machine uses a high-energy CO2 laser to generate a tin plasma that emits EUV light. The light is collected by ultra-flat mirrors and projected onto a mask with the desired design. The light then hits the wafer's surface, printing the image.
Who makes them
Advanced Semiconductor Materials Lithography (ASML) is the only company that makes EUV lithography machines. ASML's EUV systems are made up of hundreds of thousands of components and are roughly the size of a bus.
What they cost
EUV lithography machines are expensive, costing around $150 million each. Only a few companies can afford them, including TSMC, Samsung, and Intel.
What they're used for
EUV lithography is used to create smaller, more powerful chips. It's driving Moore's Law forward and supporting new transistor designs and chip architectures.
spartex
12時間前
Good post Koog! I am not well informed on Intel's history, but your mention about Krzanich sounds like it was on mark.
Meanwhile, my father invested via VC with Federico Fagin on one product that was too early for the environment, but my father was always pushing the envelop, as well as Fagin. It takes risk takers to innovate and create a country that leads the way, when others just stay careful and limit their innovation. Not saying the risk takers are foolish, as they are very well informed as they can be, and then they have to push the button (VC fund/manage/future fund or take a pass).
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