Lightwave Logic Inc (LWLG) 銘柄情報

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 of 7 Billion . It’s EPS is $ 5 and it’s share stands at 30 times earnings or $ 150. UDC revenue is derived 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.

The NDA nonsense is right up there with the "institutional ownership" nonsense. Here's how it works folks: when you're a start-up trying to sell your shit, any potential customer who wants to evaluate the efficacy of your product in-house signs an NDA saying that while they're testing your shit and after they won't steal it or share it with a third party. That's it. 

40 NDAs, even if true, simply means there are or have been 40 potential customers who wanted to see how our shit performs. 

Speaks volumes that none of those "NDAs" have resulted in a sale. 

https://finance.yahoo.com/news/exclusive-u-data-center-power-150910487.html

Ready to accept your apology for the unhinged PM’s you sent me. Let me know when you want to get that off your conscience. As always just trying to help people see the truth and not lose money.

#scam

The realty is semiconductor industry in US is losing revenues, perhaps due to self sufficiency gained by China.

Newbies: Here's my 'counter-Proto' rebuttals and all kinds of DD to help you out.

Funny how Proto - the daily cut and paste man - now has adopted my use of the word "DESTROY". Just makes me chuckle. All you really need to know is he has been claiming "deal any day" ever since arriving here on this board in 2012.

Here are 3 examples that I believe really destroy the claims of Proto. His 'responses' typically falsely accuse me in order to discredit me - and ignore almost all of the actual substance of my arguments.

Destruction of his claim of a consistent timeline by Dr Lebby going back to 2019:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175504291&txt2find=destroyed

Destruction of his TIMELINE-->Events used to support the questionable current narrative re Dr Lebby's resignation: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175546032

Destruction of the 'evidence' for the narrative from MrLWLG101 which you support:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175540191


Hopefully the following will help anyone doing DD on the company

Here are the unmistakable facts staring everyone in the face here, that help paint the real picture:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175564394

Here's Mr Marcelli's questionable phone call in July which likely kept some or many investors from selling:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527158

Here's imo the most reasonable explanation for Dr Lebby's sudden and unexpected departure:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175522353

Here's my sticky post that explain where each branch of their technology REALLY stands, to clear up the confusion
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175516653

Here's my post of pretty accurate predictions made in February for this year:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175533967

Here's the shocking summary of red flags events OVER JUST THE LAST 12 MONTHS revealing this company's true colors:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174952792&txt2find=analyst

Here's the original RED FLAGS sticky post that may have saved investors millions of dollars, as it revealed numerous terrible issues:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172611173

Good Luck trying to find your way here. Hopefully you will find the above to be helpful.

These are the last straws of thr MZ group

Cool story, bro, 40 NDA's and not a penny in real recurring revenue?  Please stop Proto. Yves will either start making deals, sell this puppy, or it's an IP fire sale. 25 is make it or break it IMO. 

Agentic AI

Remember that. 

X. For forward thinkers only, It is a whole nother world out there.   No opinion yet, the seed is planted.

It is not easy staying ahead in today's world.

AI’s search for more energy is growing more urgent https://www.technologyreview.com/2024/12/17/1108894/ais-search-for-more-energy-is-growing-more-urgent/

Hottest market right now..close a deal

You can't.?????.no problem
Someone else will imo

Data Centers Are Eating the Grid Alive https://oilprice.com/Latest-Energy-News/World-News/Data-Centers-Are-Eating-the-Grid-Alive.html

Sell and move on

Hey lebby had time to close deal..he didn't
(Yet)
So board is now taking over and either close deal or sell co
Very simple..
Posted this awhile ago

lebby wants imo to make it ubiquitous..it doesn't work that way..its one deal at a time till ubiquitous, not ubiquitous first
Jmo

already been addressed ad nauseam give it a rest cut and paste man

Any can see the facts for themselves in my latest post.

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.

Newbies: I've DESTROYED Proto's arguments repeatedly.

Funny how he now has adopted my use of the word "DESTROY". Just makes me chuckle. All you really need to know is he has been claiming "deal any day" ever since arriving here on this board in 2012.

Here's 3 examples of the destruction that has left him speechless:

Destruction of his claim of a consistent timeline by Dr Lebby going back to 2019:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175504291&txt2find=destroyed

Destruction of his TIMELINE-->Events used to support the ridiculous current narrative re Dr Lebby's resignation: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175546032

Destruction of the 'evidence' for the narrative from MrLWLG101 which you support:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175540191

Here's Mr Marcelli's highly misleading pump phone call in July to keep investors from selling:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175527158

Here's imo the most reasonable explanation for Dr Lebby's sudden and unexpected departure:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175522353
Here's my sticky post that explain where each branch of their technology REALLY stands, to clear up the confusion which the company has imo intentionally fostered:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175516653

Here are the unmistakable facts staring everyone in the face here, that help paint the real picture:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175564394

Here's my post of uncannily accurate predictions made in February for this year:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175533967

Here's the shocking summary of red flags events OVER JUST THE LAST 12 MONTHS revealing this company's true colors:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174952792&txt2find=analyst

Here's the original RED FLAGS sticky post that may have saved investors millions of dollars, as it revealed numerous terrible issues:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172611173

..

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.

"only an insane person would believe such nonsense".

Exactly how I feel about you. As I said this morning the answers are staring everyone here in the face. Only the willfully ignorant or truly ignorant can't see them:

Ask yourself what if they weren’t having much success with the PIC? Once you allow yourself to consider that possibility seriously everything else falls into place. It explains why Dr. Lebby is still excited about the science, but was forced out. It explains why the company has never announced a partnership to create even a demo transceiver with any transceiver company. It explains why the resignation letter didn’t even mention PIC work but instead talked about new avenues.
Those last three realities are very hard to explain any other way. It seems everyone here is trying really hard too though.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175564394

All evidence points to either a 4x200 PIC failure or so far away from commercialization that they have to PIVOT into new areas. The resignation letter doesn't even mention the PIC, but does talk about evolving and new verticals.



..

And with that you are up to bat.   Don't let others think for you.

X

Beautiful, wishful (helpful to the GRIFTERS) thinking... ignoring the abuse of shareholders, the capitalist system and yes, their own families is a sad, pitiful, systemic problem here.

And? Anything of value to add?

I did a search on Ayar Labs news and found this.
https://www.techradar.com/pro/coppers-time-has-run-out-nvidia-amd-and-tsmc-have-invested-millions-in-a-startup-that-may-hold-the-key-to-faster-chip-connectivity-to-quench-ais-thirst-for-bytes

Proto, it baffles me that you dare to say "Don't be a FOOL and listen to the gibberish RUBBISH total BS of Shorts here" after we went from $20 to sub $2 since ´21. Do you even know how that sounds from our (disappointed longs) perspective? Who is actually the fool here?? LOL

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 😉

Pitcook, have you gotten your beach house built yet?

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

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

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.

In the lwlg dictionary NDA means Not Delivering Anything

and preferred to remain standalone...spot on MrLWLG101

From the Optical Connections Magazine article...

Lightwave Logic is a public company and we are listed on the NASDAQ, but we want to create a standalone company. That's why we're not just trying to sell the devices, we supply electro-optic material through license agreements. Indeed, optical component players tend to get acquired, so we've come up with a business model that allows for high margins and good profitability. Our licensing model is designed to make sure our electro-optic material can scale and folks that are even outside the industry can use it. . ML

“NDA's = Non-Disclosure Agreements, and Agreement = Deal”

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

I hope so. Also we need to get some kind of commercial contract. It is interesting NLM was able to do that. Do they product better than LWLG? Hmmmmm.

I am convinced that 90% of the short position is naked shorts at the MM’s and they exists almost all since the Nasdaq listing starting September 2021. Just a few 100 Thousand daily shares are made available on loan they are not going to make a dent and in fact they didn’t over time.
I hope that we will see some nice collateral effect on these naked shorts when the company executes its business strategy. Think the Admiral is able to outsmart this ‘ immoral gang ’, in fact it used to be his profession.
Really looking forward to see how the new Management will execute its plan B ( post Lebby) with the aim to maximize shareholder value.
1. Verticals: exclusive licensing or joint venture,
2. Tier 1 transceiver companies ; material or device sales, technical assistance or licensing .
3.Attract strong strategic partner (s).
4.Selling part or the entire company.

How about artificial neural networks for AI?

Big names on a brand new paper here: https://www.nature.com/articles/s41566-024-01567-z

Look at this from OFC earlier this year...an ANN using EO polymer and plasmonics (NLM's polymer): https://ieeexplore.ieee.org/document/10526754

Lots of applications for EOP.

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.

Hopefully you did it in a tax-free retirement account, taxes are always a big part of my strategy. In the event of a takeover this year I like the idea of long-term cap tax rate of 20% vs short term tax rate of 37%. Plus 6.6% in my state.

Xster Get er Done Gang is in the house.

Will it be another: we are looking forward to give you an update at the balance of thr years. Statement.

Lmao
Lwlg:
Lebby
Will
Loose
Greatly

Fitting description for lwlg in 2024. Lmao

Wow. You’ve been pumping the company all year long, presumably in sync with the excitement of those that saw the lab in person, certain that tier one companies were evaluating with great excitement.

And now you admit that you sold during the summer after attending the meeting and touring the lab in person.

I’ve always thought you were more genuinely committed than that. We get similar sentiment today from Francon who has accused me of all kinds of false things also.

There’s nothing wrong with dreaming. Believe it or not I dream also and it’s why I’m still here. But there’s also nothing wrong with having doubts. Yet it apparently is a cardinal sin to admit it here. You immediately become ostracized and people immediately start making up false narratives about who you are. I’ve never seen anything like it.

A true cult

Yes. I specifically attended the LWLG shareholder meeting last spring to see and hear in person where things are at. Over the summer I sold some shares and put them in AKBA. I've basically doubled my money there while watching the crap show here. I am slowly bringing some money back here to LWLG as I find most of the reorganization to be a painful but necessary development.

He probably got 20 NDA’s at the OFC demo.

You throw that 40 number around like it’s meaningful. It’s really not.

I have from a very good source that if they were doing any kind of serious work with any Tier one there’s no way in the world that would not have leaked out. It just ain’t happening folks. Read carefully what they say – it’s all talk at this point. I am pretty much convinced the transceiver companies have said to them “we will work with you when you get a PIC that works”

The answers are staring you in the face

Noone here sees it because you are all incredibly stubborn. Willful ignorance

Some things are too incongruent to ignore. For me the $5.2 million in cash bonuses was one of those things. There are many more, but that was the first thing I saw.

A huge one that explains everything going on hereis the very fact that the company has never said that they have gotten a 4 x 200 PIC to work

But it seems all of you here want to ignore that fact.

You can’t be “in qualification” until you have one that works.Yet no one here can explain or has even tried to explain why the company has never announced a working 4x200 PIC

All this conjecture about Dr. Lebby amd a difference of opinion assumes one is ready or is nearly ready and the company has been working with transceiver companies on applications of the 4 x 200 when both of those assumptions have very weak evidence.

But dreamers dream. It’s bizarre how this cult mindset takes over. It’s as if you all are afraid to face facts.

You all just hope it’s under an NDA but don’t realize the PIC development is pre-transceiver. This is what they do in their lab and then they try to replicate with a foundry that’s how it worked with the single lane 200 GPBS and what happened? They broadcast it with great pride in PRs and interviews and the filings. There was no NDA keeping them quiet about that.

There is no reason to think that the four lane which Dr. Lebby said at ASM it’s coming would be treated any differently. You would see articles all over the place. It would be 10 times more significant than a single lane.

And yet the board here acts as though that step has already happened and the company’s way beyond it. Obviously it hasn’t. And obviously the reason would be the technology is extremely complicated and it’s a lot to expect a very small working team to succeed at it.

Ask yourself what if they weren’t having much success with the PIC? Once you allow yourself to consider that possibility seriously everything else falls into place. It explains why Dr. Lebby is still excited about the science, but was forced out. It explains why the company has never announced a partnership to create even a demo transceiver with any transceiver company. It explains why the resignation letter didn’t even mention PIC work but instead talked about new avenues.

Those last three realities are very hard to explain any other way. It seems everyone here is trying really hard too though.

Thx. I hope he moves to Denver. CEO full time remote with COO half time remote is not good for a mature company. For a pre-revenue "startup", it is just not acceptable. If JM wants to semi-retire, I don't blame him. He is at the age and has the money. But just don't hold the COO position. I hope more shareholders ask about it and put pressure on the management to be serious about getting things done.

Yves studying options about where he will reside.

Spot on, Matt. It’s amazing how some on this board try to spin the December 2023 letter into being something that it wasn’t. No matter how many times I’ve read that letter, no one can convince me that a deal was not going to happen in the short term future based on the CEO’s very own words. Let’s hope that communication improves and deal making occurs in the new year.

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!!

Exactly. I’ve sold apr. 50% of my original holdings in lwlg. Trust and reliability have been damaged along the way of commercialisation. In nov. 2021 and many many times after i heard Dr. Lebby repeat.
“ we are so close to commercialisation “, suggesting deals and profits were around the corner. C2C stayd C2C and maeby still is. I am hoping on Yves magic commercial miracle tour, 2025 is the last chance otherwise lwlg will be C2C. Close to the closet 🙏

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.

Proto- Lebby was here for 7 years an no deals. None. You have been saying it's deal time for years upon years. Actions (or in action deal-wise) speak louder than words. I am still long and haven't sold a share but now it's really either deal time ("near term") or it's done time. 

Tier 1 and Tier 2 contracts need to be negotiated and signed. Yves will have a strategy and he has a history of successful execution. At this point it's time to get it done in some form, and they know that shareholders are going to hold them accountable.

Matty, you do know why Lebby didn't close deals in 2024 that he spoke of in his December 2023 letter right?

here from my Timeline of Events December 2023 to December 2024

2) from OFC March 2024 investors learned that the Tier 1 interest had skyrocketed from 200gbs world class performance demos

3) from the 1st Quarter summary report April 2024 investors learned of a HUGE MILESTONE that LWLG had now proven it's PDK's were functionally producing on 200mm Wafers

4) from April 2024 Belgium meeting when asked about the upcoming commercial deals Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?” so apparently Lebby had ditched the Tier 2's at this time, likely NOT the best thing to have done in retrospect, to focus on the Tier 1 interest that was suddenly swamping him

Read the whole series of events bring us today to the seismic shift in BUSINESS STRATEGY here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175539182

Hopefully their definition of near future is closer than the near future deals we heard about 12 months ago.