Lewrock
4 hours ago
Ted, how do you know for a fact that Global Foundries has not been producing PICs for Lightwave Logic on 300mm wafers?
We all saw the post OFC 2024 interview with Jose Pozo, Michael Hocksberger, and Anthony Yu where Anthony mentioned polymers as a new material. He also mentioned how corrosive Lithium Niobate can be to foundry operations. He also mentioned that people will be shocked at the speeds and bandwidth improvements coming. Granted he never attributed any of these statements to Perkinamine, but there is that probability.
Global Foundries currently produces Fotonix on 300mm wafers. There is no evidence that they are producing PICs for Lightwave Logic on 300mm wafers, but it is a possibility hidden by NDA at Global Foundries' insistence. I think your posts claiming only one foundry can produce on 200mm wafers so far is meaningless. AMF has very modern equipment and can produce FOOP after FOOP of 200mm wafers each containing over 10,000 PICs. (25 wafers per FOOP). Production capacity is not an issue whatsoever.
If you want to badmouth Lightwave Logic so you can buy shares cheaper, perhaps you should concentrate your efforts on the fact that Lightwave Logic has been working with the largest non Chinese transceiver manufacturers in the sector now for at least 5 months. Why is there no finished product by now? Those Tier 1 companies are wanting to go to market as soon as possible with 800Gbps utilizing only 4 lanes instead of 8 lanes. They want to be the company to establish the "reference design." My question and beef with Lebby is that if we are working with the largest Tier 1 transceiver companies, how is that possible unless those Tier 1 companies have been provided with a completed (4x200) Packaged PIC chip. Lebby believes that it does not make good business sense to announce a completed and packaged (4x200) PIC chip at this time. He believes that remaining in stealth mode until he can announce a completed transceiver with a Tier 1 licensing deal will be more beneficial to Lightwave's competitive position in the long run.
Given the fact that they have demonstrated their technology at OFC and invited 20+ companies to see their facilities and made numerous presentations disclosing the performance metrics of their PICs, what is the point in continued secrecy? I don't agree with Lebby's decision on this front. Isn't this a better way to badmouth Lightwave Logic for your purposes?
The Great Pumpkin
7 hours ago
The current state of the technology, as I've consistently emphasized, is not yet mature enough for widespread adoption. This assessment is based on deductive reasoning and careful analysis of the available information. Furthermore, considering the next major upgrade cycle is slated for 2026-2028 and the absence of established industry standards, significant progress in this sector is unlikely in the near term.
While it's probable that the company will make an announcement soon to maintain investor confidence, it's unlikely to be substantial enough to satisfy the more discerning stakeholders or to significantly impact the share price in a positive direction.
It's important to recognize that long-term investors have essentially been funding an extended research and development phase, which has primarily benefited insiders and their experimental pursuits. This situation is unlikely to change unless there's a fundamental shift in the company's leadership and strategy.
To effect real change and progress, it may be necessary to address the core issues within the organization, particularly at the highest levels of management. Those familiar with the situation will understand the implications of this statement.
To RockinJoke are the Chinese in the room with us now?
#scam
prototype_101
7 hours ago
My posts are all backed up with links to reputable sources!!! Press Release, New Articles, Technical Presentations, etc, while teddybear posts NOT ONLY continued to quote the lowest of the low Short bucket shop's report AFTER it had been SUMMARILY REBUKED AS FALSE & MISLEADING in SEC FILED DOCS, but you EVEN CALLED FOR an additional kerrisdale klown kar report to be published to add to the FALSE AND MISLEADING INFORMATION of the first report!!!! here teddybear even called for the kerrisdale klown car to post an update report full of more lies and deceptions!!!
teddybear said, This is ripe for a Kerrisdale update
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174497903
There has been only ONE Foundry revealed, investors know for a FACT that LWLG has been receiving Wafers from Foundries on 3 continents and there is "CONSTANT FLOW OF WAFERS" coming into LWLG labs as of the ASM lab tours in May 2024!!!!! If successful results have been achieved at any 200mm Wafer large production scale Foundry then it is EXTREMELY LIKELY that it has been achieved at other 200mm Wafer large production scale Foundries!!!! TFLN on the other hand is KNOWN to have SCALING ISSUES and can ONLY be produced on 150mm Wafers!!!!! BIG DIFFERENCE!!! And investors know that the TFLN leader Hyperlight is saying they MAY be able to scale to 200mm Wafers in about 3-5 years from now!!!!!
tedpeele
7 hours ago
The signs in aggregate support a coherent picture to anyone who wanted to see them.
Individual statements have been conflicting, mixed, and confusing so yes, they have been leading shareholders on with forward looking statements.
But, the truth has been discernable for those willing..
Anyone complaining just wasn't trying to see things objectively. Many details were easy to miss, but the big ones were so big that one had to intentionally twist a false meaning out of them to retain their faith..LIke the commercial 'deal' announced on the day of ASM 2023 used to obfuscate the status with foundries.
I could list - and have listed many other signs straight from the company, but what's the point?
..
Nrdc92
8 hours ago
Proto, the "Grifter shorts" have gotten this company right for years. They knew that there would be no deals; they knew that there would be no revenue; they knew that it's market cap was grossly overvalued; and, most importantly, they knew that retail longs were easy marks.
Stop bashing the "shorts," and start bashing the imbeciles who give life to LWLG shorts. (In case you don't know who I mean - JM, the do-nothing BOD, and the "CEO" without any CEO skills.)
prototype_101
8 hours ago
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 coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 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 108 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!!!!
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!!!
In the 2022 ASM Lebby for the first time put dates to his already long-standing TIMELINE and those dates have NOT changed to this very day!!!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2