jeunke22
1時間前
For non business people and anybody else who wants to know what Lightwave’s Logic business model will look like, I recommend to keep following Universal Display Corporation and its OLED ( organic light emission display) business model.
Lebby used to refer to that model as a reference for Lightwave. Use Co pilot, ChatGPT or any other search engine.
It will give you a detailed idea on the ‘go to market strategy’ , pricing models, recurring revenue generation and company valuation. Even the ownership -, institutional investment -, and strategic partnership structures may be used as a reference.
Consider UDC as a likely ‘ future business state’ for LWLG . Today UDC has a revenue of around 600 mio per year and a market capitalization of 7 Billion . It’s EPS is $ 5 and it’s share stands at 30 times earnings or $ 150. UDC revenue is derived ( through licensing and technical assistance and material sales) from a 45 B OLED display market in 2024.
Optical modulators alone are expected to grow to 12 B in 2029. The PIC market is set to grow to 38B in 2029.
Assuming the same rough ratios it would put Lightwave in theory at 12/45 = 27% or $ 40 per share for optical modulators alone and therefore not counting or double counting any share in the 38 B PIC market. Substantial additional value may need to be added here, but I have no idea how much.
Different market and industry sentiments, specific circumstances ( short position) may have an impact of course. In this case those factors may be considered supportive of a higher share price.
prototype_101
9時間前
teddybear trying Magician's trick of MISDIRECTION, won't work!!!! your posts are all PURE BS conjecture, twisting and contorting of ANYTHING and EVERYTHING said by Lebby in News Releases, Presentations, Industry Articles, etc, and the same goes for the twisted game you run on ANY Long who engages with you!!! You are a joke!!!
NOW WITHOUT PIVOTING >>>> SHOW ME ANY CONCRETE PROOF TO STAND UP AGAINST THE FACTS I HAVE SHOWN BELOW!!!
YOU CAN'T BECAUSE IT DOESN'T EXIST!!!!! AND THAT IS THE HEART AND SOUL OF YOUR WHOLE STINKING ARGUMENT!!!!!
teddybear's 4x200 PIC "not ready" claims TOTALLY FALSE AND MISLEADING as usual!!!!
teddybear was originally trying to use ASM Slide #29 to prove that the 4x200 PIC was still in "Development", but I TOTALLY DESTROYED him on that FALSE CLAIM, so then teddybear shifted his deceptive spiel to claim it was actually only Lebby's words that mattered NOT what was actually being presented on Slide #29 in relation to the COLOR CODED Legend at the Top of Slide #29
Ok, so let's do this in TWO PARTS, first I will DESTROY teddybear on the Slide #29 claim he originally was hanging his hat on, and then I will DESTROY teddybear on his shifted claim that all that mattered was what Lebby said in relation to what was portrayed on Slide #29
PART 1 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what is SHOWN ON SLIDE #29
The ASM Slide #29 EXTREMELY CLEARLY USING COLOR CODING shows that the 4x200 PIC is IN QUALIFICATIONS back in May 2024 exactly as expected!!!The COLOR CODING LEGEND is found at the top of the chart
teddybear points out these two FACTS in your own post here
1) I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
In that same post you also correctly point out that PkM-6 Series is IN QUALIFICATIONS here
2) He singles out Series 6 as being by saying "THAT ONE is in qualification".
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
But teddybear, even an UNTRAINED MONKEY can look at Slide #29 and see for themselves that the COLOR CODING of the 4x200 PIC is IDENTICAL to the COLOR CODING of the PkM-6 Series
PART 2 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what was said by Lebby about the 4x200 PIC when talking about Slide #29
teddybear said, I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
He singles out Series 6 as being by saying "THAT ONE is in qualification". All he says about the PIC is "4 lanes is coming" - which CLEARLY to anyone with a brain means it isn't ready. And for packaging he says they are "working on that as well" which means packaging isn't ready either
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
What teddybear obviously does NOT understand is the FACT that Lebby could have shuffled all 3 of those quotes to ANY of the 3 line items on that Slide #29 and that is a FACT, because when IN QUALIFICATIONS there is an ongoing work being done to progress the component to perfection before it becomes QUALIFIED, yes, this is a PROCESS, and therefore it is correct to say that while undergoing Qualifications that the actual Qualification "is coming" and also while undergoing Qualifications that the actual Qualification is being "worked on that as well"
Gemini, when a modulator is in qualifications with a Transceiver maker are changes ever made to perfect the performance metrics?
Yes, during modulator qualifications with a transceiver maker, changes are often made to perfect performance metrics. Here's why:
Tight Specifications: Transceivers operate within very stringent performance parameters. Even minor deviations can significantly impact data transmission quality and reliability.
Optimization for Specific Applications: Different applications (e.g., data centers, telecommunications) have unique requirements. Modulators may need adjustments to optimize for factors like data rate, power consumption, and operating temperature.
Iterative Process: Qualification is often an iterative process. Initial testing may reveal areas for improvement in the modulator's performance. The manufacturer then makes adjustments (e.g., tweaking bias voltages, refining manufacturing processes) and re-tests to achieve the desired results.
Collaboration: Close collaboration between the modulator manufacturer and the transceiver maker is crucial. The transceiver maker provides feedback on the modulator's performance within their system, and the modulator manufacturer uses this feedback to refine their product.
Common Performance Metrics that may be adjusted during qualification:
Extinction Ratio (ER): The difference between the "on" and "off" states of the optical signal. Higher ER generally means better signal quality.
Bit Error Rate (BER): The rate at which errors occur in the transmitted data. Lower BER is essential for reliable data transmission.
Rise/Fall Times: How quickly the optical signal transitions between the "on" and "off" states. Faster transitions enable higher data rates.
Linearity: How well the modulator's output power varies linearly with the input signal. Linearity is crucial for accurate signal transmission.
Power Consumption: Modulators should consume as little power as possible to improve energy efficiency.
By working together and making necessary adjustments, modulator manufacturers and transceiver makers can ensure that the final product meets the demanding performance requirements of modern communication systems.
prototype_101
10時間前
teddybear STILL IGNORING THE FACTS >>>>>>>
teddybear's 4x200 PIC "not ready" claims TOTALLY DESTROYED
teddybear was originally trying to use ASM Slide #29 to prove that the 4x200 PIC was still in "Development", but I TOTALLY DESTROYED him on that FALSE CLAIM, so then teddybear shifted his deceptive spiel to claim it was actually only Lebby's words that mattered NOT what was actually being presented on Slide #29 in relation to the COLOR CODED Legend at the Top of Slide #29
Ok, so let's do this in TWO PARTS, first I will DESTROY teddybear on the Slide #29 claim he originally was hanging his hat on, and then I will DESTROY teddybear on his shifted claim that all that mattered was what Lebby said in relation to what was portrayed on Slide #29
PART 1 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what is SHOWN ON SLIDE #29
The ASM Slide #29 EXTREMELY CLEARLY USING COLOR CODING shows that the 4x200 PIC is IN QUALIFICATIONS back in May 2024 exactly as expected!!!The COLOR CODING LEGEND is found at the top of the chart
teddybear points out these two FACTS in your own post here
1) I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
In that same post you also correctly point out that PkM-6 Series is IN QUALIFICATIONS here
2) He singles out Series 6 as being by saying "THAT ONE is in qualification".
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
But teddybear, even an UNTRAINED MONKEY can look at Slide #29 and see for themselves that the COLOR CODING of the 4x200 PIC is IDENTICAL to the COLOR CODING of the PkM-6 Series
PART 2 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what was said by Lebby about the 4x200 PIC when talking about Slide #29
teddybear said, I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
He singles out Series 6 as being by saying "THAT ONE is in qualification". All he says about the PIC is "4 lanes is coming" - which CLEARLY to anyone with a brain means it isn't ready. And for packaging he says they are "working on that as well" which means packaging isn't ready either
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
What teddybear obviously does NOT understand is the FACT that Lebby could have shuffled all 3 of those quotes to ANY of the 3 line items on that Slide #29 and that is a FACT, because when IN QUALIFICATIONS there is an ongoing work being done to progress the component to perfection before it becomes QUALIFIED, yes, this is a PROCESS, and therefore it is correct to say that while undergoing Qualifications that the actual Qualification "is coming" and also while undergoing Qualifications that the actual Qualification is being "worked on that as well"
Gemini, when a modulator is in qualifications with a Transceiver maker are changes ever made to perfect the performance metrics?
Yes, during modulator qualifications with a transceiver maker, changes are often made to perfect performance metrics. Here's why:
Tight Specifications: Transceivers operate within very stringent performance parameters. Even minor deviations can significantly impact data transmission quality and reliability.
Optimization for Specific Applications: Different applications (e.g., data centers, telecommunications) have unique requirements. Modulators may need adjustments to optimize for factors like data rate, power consumption, and operating temperature.
Iterative Process: Qualification is often an iterative process. Initial testing may reveal areas for improvement in the modulator's performance. The manufacturer then makes adjustments (e.g., tweaking bias voltages, refining manufacturing processes) and re-tests to achieve the desired results.
Collaboration: Close collaboration between the modulator manufacturer and the transceiver maker is crucial. The transceiver maker provides feedback on the modulator's performance within their system, and the modulator manufacturer uses this feedback to refine their product.
Common Performance Metrics that may be adjusted during qualification:
Extinction Ratio (ER): The difference between the "on" and "off" states of the optical signal. Higher ER generally means better signal quality.
Bit Error Rate (BER): The rate at which errors occur in the transmitted data. Lower BER is essential for reliable data transmission.
Rise/Fall Times: How quickly the optical signal transitions between the "on" and "off" states. Faster transitions enable higher data rates.
Linearity: How well the modulator's output power varies linearly with the input signal. Linearity is crucial for accurate signal transmission.
Power Consumption: Modulators should consume as little power as possible to improve energy efficiency.
By working together and making necessary adjustments, modulator manufacturers and transceiver makers can ensure that the final product meets the demanding performance requirements of modern communication systems.
tkg
11時間前
A potential buyer might aim to pay, let's say, $70 per share for the company now, whereas under Lebby’s longer-term strategy, the valuation could have reached let's say $200 per share. Considering that Admiral Thomas Zelibor and Yves LeMaitre have extensive high-level connections, it’s not entirely unreasonable to think that Lightwave Logic might be sold far below its actual value ... Such a move could even be interpreted as a “friendly favor” or a case of conflict of interest.
If that were the case ... and one cannot entirely rule this out ... then so be it. Such is life. $70 per share instead of $200 ? I can live with that 😉
prototype_101
12時間前
this new article by Lebby p6-7 leads me to believe that LWLG has suitors despite Lebby desire to stay as standalone
Electro-optic polymers – a revolution in optical switching?
https://online.flippingbook.com/view/660560119/6/
Shorts Covering Deadline Established June 2025, the gauntlet was put down with the issuance of the new CEO and President Incentive Options being FULLY VESTED in 6 months or June of 2025, this is an UNPRECEDENTED MOVE in the entire history of LWLG!! Normally these types of Incentive Compensation Options are issued to vest incrementally over a 5 year period
To better understand why this is the case I urge you to read this Timeline of events that I have pieced together, it is 100% FACT based, and the seismic shift in Management would ONLY have happened because the Technology is 100% ready for MASS COMMERCIAL applications, and Lebby has taken it through all the long-winded paces of testing's including the final barrier to entry of the 4x200 PIC Qualifications which was the FAILURE REQUIREMENTS analyis which Lebby in his Podcast told investors LWLG tech passed with FLYING COLORS, better than even he had anticipated
Don't be a FOOL and listen to the gibberish RUBBISH total BS of Shorts here, read through this post thoroughly, I made it a YELLOW STICKY post so once you've spent time reviewing it thoroughly I'd appreciate you smash the LIKE button!!
Timeline----> EVENTS from Dec 2023 to Dec 2024
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175539182
prototype_101
13時間前
even teddybear's "top secret industry analyst" who in reality is a contrarian journalist in the Industry who many here have long suspected of being the poster on this message board representing the kerrisdale klown kar directly after the infamous report chock full of lies and deceptions that was SUMMARILY REBUKED in SEC filed docs that teddybear kept quoting from ad nauseam even AFTER it was rebuked, yes, after Yves joined the BOD Mark L told the world that Yves would be great for LWLG in the deal making if LWLG/Lebby actually would heed his advice, here is that post from LinkedIn
Mark LutkowitzMark Lutkowitz
Principal at fibeReality, LLCPrincipal at fibeReality, LLC
4mo •
A quick note on Lightwave Logic’s announcement of Yves LeMaitre to its board (https://lnkd.in/gcnWeF8F ) -- it will be a coup for the supplier (LWLG), with the assumption that his advice will be heeded. Regardless of the future use of polymers (please see: https://lnkd.in/gnjDu7T8), the vendor can be potentially repositioned better from a business standpoint, as Yves has a historic track record for brokering favorable deals involving corporate assets, along with his very realistic view of the optics marketplace.
https://www.linkedin.com/posts/mark-lutkowitz-b22abb2_a-quick-note-on-lightwave-logics-announcement-activity-7222236728105877504-uJhz?utm_source=combined_share_message&utm_medium=member_desktop_web
prototype_101
13時間前
why do you continue to try and push your latest in a long line of proven false narratives here, now you proclaim Lebby failed, and the technology is not ready for the Mass Commercialization? only an insane person would believe such nonsense, Lebby has built this from the ground up winning the most coveted Optical Integration award back-to-back at one of the Most Prestigious Industry events ECOC, here
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.
Lebby is the genius that solved the 40 year riddle the Industry spent combined Billions $$ to solve!! LWLG has in-hand today the Polymer solution the Industry has been clamoring over Tier 1's swamping Lebby for attention ever since OFC 2024 where he demoed the 200gbs modulators coming off 200mm Wafers able to support millions of units, in May at lab tours investors saw the 200mm Wafers with the 4x200 PICs on them!!! and in the ASM presentation Slide #29 was the DEFINITIVE PROOF that these 4x200 modulators were in qualifications!!
teddybear's 4x200 PIC "not ready" claims TOTALLY DESTROYED
teddybear was originally trying to use ASM Slide #29 to prove that the 4x200 PIC was still in "Development", but I TOTALLY DESTROYED him on that FALSE CLAIM, so then teddybear shifted his deceptive spiel to claim it was actually only Lebby's words that mattered NOT what was actually being presented on Slide #29 in relation to the COLOR CODED Legend at the Top of Slide #29
Ok, so let's do this in TWO PARTS, first I will DESTROY teddybear on the Slide #29 claim he originally was hanging his hat on, and then I will DESTROY teddybear on his shifted claim that all that mattered was what Lebby said in relation to what was portrayed on Slide #29
PART 1 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what is SHOWN ON SLIDE #29
The ASM Slide #29 EXTREMELY CLEARLY USING COLOR CODING shows that the 4x200 PIC is IN QUALIFICATIONS back in May 2024 exactly as expected!!!The COLOR CODING LEGEND is found at the top of the chart
teddybear points out these two FACTS in your own post here
1) I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
In that same post you also correctly point out that PkM-6 Series is IN QUALIFICATIONS here
2) He singles out Series 6 as being by saying "THAT ONE is in qualification".
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
But teddybear, even an UNTRAINED MONKEY can look at Slide #29 and see for themselves that the COLOR CODING of the 4x200 PIC is IDENTICAL to the COLOR CODING of the PkM-6 Series
PART 2 - teddybear Slide #29 claim that the 4x200 was still "IN DEVELOPMENT" based on what was said by Lebby about the 4x200 PIC when talking about Slide #29
teddybear said, I trust Dr Lebby's words over the graph. I see what you are saying about the colors in the graph but why even include "in development" in the legend if none of them are still in development? At any rate Dr Lebby's words clearly say they are working on the PIC and packaging still.
He singles out Series 6 as being by saying "THAT ONE is in qualification". All he says about the PIC is "4 lanes is coming" - which CLEARLY to anyone with a brain means it isn't ready. And for packaging he says they are "working on that as well" which means packaging isn't ready either
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527117
What teddybear obviously does NOT understand is the FACT that Lebby could have shuffled all 3 of those quotes to ANY of the 3 line items on that Slide #29 and that is a FACT, because when IN QUALIFICATIONS there is an ongoing work being done to progress the component to perfection before it becomes QUALIFIED, yes, this is a PROCESS, and therefore it is correct to say that while undergoing Qualifications that the actual Qualification "is coming" and also while undergoing Qualifications that the actual Qualification is being "worked on that as well"
Gemini, when a modulator is in qualifications with a Transceiver maker are changes ever made to perfect the performance metrics?
Yes, during modulator qualifications with a transceiver maker, changes are often made to perfect performance metrics. Here's why:
Tight Specifications: Transceivers operate within very stringent performance parameters. Even minor deviations can significantly impact data transmission quality and reliability.
Optimization for Specific Applications: Different applications (e.g., data centers, telecommunications) have unique requirements. Modulators may need adjustments to optimize for factors like data rate, power consumption, and operating temperature.
Iterative Process: Qualification is often an iterative process. Initial testing may reveal areas for improvement in the modulator's performance. The manufacturer then makes adjustments (e.g., tweaking bias voltages, refining manufacturing processes) and re-tests to achieve the desired results.
Collaboration: Close collaboration between the modulator manufacturer and the transceiver maker is crucial. The transceiver maker provides feedback on the modulator's performance within their system, and the modulator manufacturer uses this feedback to refine their product.
Common Performance Metrics that may be adjusted during qualification:
Extinction Ratio (ER): The difference between the "on" and "off" states of the optical signal. Higher ER generally means better signal quality.
Bit Error Rate (BER): The rate at which errors occur in the transmitted data. Lower BER is essential for reliable data transmission.
Rise/Fall Times: How quickly the optical signal transitions between the "on" and "off" states. Faster transitions enable higher data rates.
Linearity: How well the modulator's output power varies linearly with the input signal. Linearity is crucial for accurate signal transmission.
Power Consumption: Modulators should consume as little power as possible to improve energy efficiency.
By working together and making necessary adjustments, modulator manufacturers and transceiver makers can ensure that the final product meets the demanding performance requirements of modern communication systems.
spartex
16時間前
Very cool at the end of the Lebby interview on future options using polymer was in "optical computing". As well as quantum mentioned too, and has been well known as a future area of application. Optical computing looks extremely exciting and a powerful technology and revenue potential application. I remember Lightwave hired a very experience data storage engineer, as well as the GF process engineer. I would like Yves to do JV's and keep Lightwave independent for all shareholders to benefit. We'll see, but if that can be managed, we will prosper like other disruptors in the recent technology 10 years.
For those with limited understanding of optical computing, got this from google AI:
Optical computing, also known as photonic computing, is a method of using light to perform data processing, storage, and communication. It uses photons, which are the particles of light, instead of electrons to represent data flow.
Optical computing has many potential advantages over traditional electronic computing, including:
Speed: Optical computers could be much faster than electronic computers. Electric currents travel at about 10% the speed of light, while photons travel much faster.
Bandwidth: Optical computing could offer higher bandwidth than traditional computers.
Size: Optical transistors could be much smaller than electronic transistors, which could increase computing power.
Power consumption: Optical computing could reduce power consumption because it eliminates the need for optical-electrical-optical conversions.
Parallel computing: Optical computing could have vast parallel computing capability.
Electromagnetic interference: Optical computing could be immune to electromagnetic interference.
Privacy: Optical computing could be more difficult to hack because images are not in an electronic format.
The history of optical computing is linked to the development of radar systems and the invention of the laser in 1960. Researchers have been pursuing optical computing since the 1990s, but some say that transitions to optical computing will occur in specialized areas one at a time.
prototype_101
19時間前
Matty - Lebby amassed approximately 40 NDA's over his 10 years of building this incredible technology, those are deals!
NDA's = Non-Disclosure Agreements, and Agreement = Deal
But yes, Lebby had One & Only One Timeline established in 2019 with 2024 slated for the Tier 1 Customer Acceptance, in his November 2024 communication he indicated it taking "a little longer than expected" you can read the full Timeline of Events here and I recommend that everyone does because it really tells the whole story of how this BUSINESS STRATEGY seismic shift came to be
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175539182
The LWLG technology is 100% ready for Tier 1 commercialization, Lebby was being too stubborn in his negotiations in his drive to "not leave anything on the table" apparently was unwilling to take less than what he believed was the "full value" to LWLG. this meant not offering any "first mover advantages" or "limited exclusivity" etc, Yves is extremely well known DEAL MAKER in the Industry!!! 2025 will be the year of COMMERCIAL deals, whether that be with Tier 1's, for DC's, Tier 2's for DC's,. JV's for Verticals ie LIDAR, AI, Quantum, etc, there will be deals done, guaranteed!!
Scope08
19時間前
We're all aware of this. Years 1 to 5 1/2, proper deals probably weren't on the table. Last 1 1/2 years, it looks like Lebby made a decision to forgo smaller Tier 2 type deals in favor of larger Tier 1 game changers. He must have felt we were close in late 23' but it seems his timeline with Tier 1's didn't mesh with the BOD/shareholders, so a change was made to move to lower hanging fruit to get the ball rolling.
I'll tell you one thing, if Lebby had signed a Tier 1, or two, no one here would be complaining about the additional time required.
He took his shot, didn't work out, but I appreciate the try.
From what I understand about the new sheriff(s)....I don't think they'd take this matter of fact stance, if they didn't know viable near term deals are in the pipeline.
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