X’s LWLG for Dummies Baby Step II

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x993231 x993231 #43
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X’s LWLG for Dummies Baby Step II

These are opinions, MY opinions and are not based on anything other than MY intuitions/interpretations of things that I read or hear many of you talking about. Remember though that in the stock market perception can become reality; but “true” science is in fact science, not opinions. I am not here to purposely mislead anyone, just trying to present how I see this. Often times I scratch my head wondering why many investors that have bet on this like to publicly post their doubts without researching them, like hey I can argue this and create doubt, this is fun, or honestly sometimes I wonder if Bipolar disease is more rampant that I thought. I’m not one to talk thought I think I have ADD, ADHD, Dyslexia along with a pornographic memory (not a typo) but my second grade teacher Sister Lucy beat most of it out of me with a yardstick and some good ol fashioned red ink on my homework, I never got a participation trophy and calculus wasn’t for me oh and I could not make the varsity team but I tried none the less.

I do tend to oversimplify but I guess but that is the only way I can understand it.

Packaging, So packaging apparently means different things to different people, to me it was always about the physical box that the magic would sit inside of and with the old legacy technology it required a gold Kovar box for protection, Lightwave all along thought that they could place theirs inside of plastic box because it did not require protection from the elements. I did however notice that the testing was performed in a nitrogen environment by because it is an “industry standard”.

Lebby and PICS - IMO I think they will be super teeny tiny things and they will most likely be sealed in plastic. I think that the devices they are working on are small as in this > - <. The packaging may be about just attaching the fiber to it and locking it into place.

Remember they said they “learned things along the way”? Just My Opinion.

Fiber entering the device. Remember last year when Lebby was talking about face plate density was an issue with the connectors taking up space, and now discussions are on fiber entering through the face plate and being attached directly to the device, sounds like they are killing two birds with one stone, because along with physical limitations there is the signal loss that occurs with every connection.

How can they attach it? Photons will bounce off of an angle cut so today’s practice is to cleave (cut at a 90 degree angle) and line it up. I think that tapering, fusing, or a concave end and glue acceptor kind of thing might work. They’ll figure it out, after all it is just a piece of glass getting connected, (I helped the fiber chick splice mine and while I’m sure it was multi mode (not single mode) with a rather crude microscope, cleave it, line it up and lock it down). But multi fiber (Big Pipe Large diameter fiber optics) is much easier to connect hence why the industry tried that route first.

You know how you hear things and your antennae/awareness is tweaked, you get the true meaning of what they are saying? Following are a couple examples.

Mario Paniccia while at Intel once stated while commenting on how Big Pipe and Little Pipe (multi mode and single mode technology) is just about impossible to connect, at the time Intel went the Big pipe (Multi Mode) route because it was easy he stated that ultimately the “market will decide” I knew when I heard that a light went off, he knew they on the wrong path I started googling the crap out of Single mode technology trying to understand it.

Just as the with Lebby last year IMO while scratching his head “how will the face plate density thing get solved”, yeah right, he knew, he wanted the audience to “get it”, seed planted, industry moves forward.

OK so now we have Lebby who studied the entire market guiding and presenting for us, Yo Dudes, what a uniquely qualified individual we now have to lead a New technology, Light Replacing Electricity, Plastic Replacing OR COMPLEMENTING Indium Phosphide (InP), Gallium Arsenide (GaAs) and Silicon. The groundwork here has been laid, the production is consistent, the stability has been tested, both labs are in place, Marcelli knows how to keep them running. Leonberger for darn sure is one of the best that has done this before AND is doing it again. Lebby has the contacts and the ability to present this technology and convince some very talented individuals to join forces.

This industry is heating up, $1.20 I think is dirt cheap. My short term price goal is a $1.25 base (and I’m talking Next week), my one day la,la, la goal is a price increase of about 82 Cents in a single day, OK a buck, but the sky truly is the limit. Like I said though, we will get taken out, there will come a day when it will all be over, funds and/or shares will transfer and we will all be on our way thinking that we were the geniuses here. Many shoulda, woulda, couldas will be kicking themselves but Hey, I Most Absolutely Could Be Wrong, it Ain’t over til it’s over and Mark My Word, Games Will Be Played to make the Doubters Doubt.

Yep, This year will be the year that we come out on the field, Lebby will be shouting this from the mountain top. Do I think 5 Bucks is Possible by December 31st? YUP, and honestly I think I would be disappointed with that number.

I cannot wait until Lebby lays out the numbers in 2 weeks as to the potential, remember guys we will be getting the benefit of his studying the entire F’in world market potential/requirements along with current technology in this field for years. Remember not only does he have over 200 patents in this field “He headed the Optoelectronics Industry Development Association (OIDA), the premier networking trade association for business and scientific professionals in the optical space based in Washington, DC. Dr. Lebby has testified on behalf of the optoelectronics industry on Capitol Hill and brought the industry together on key issues. In 2015, - - - > Dr. Lebby completed a set of industry roadmaps for integrated photonics technologies over the next decade as part of the Federally funded IMI (Institute of Manufacturing Innovation) competition. These roadmaps layout industry needs for 400Gbps, 800Gbps and beyond. <


Remember what Ol Ralphy said “The mind, once stretched by a new idea, never returns to its original dimensions.” I think Leonbergers and Lebby Minds are sufficiently stretched to see the end of the tunnel on this one guys. Can you say Legacy’s?


X Have a good weekend.

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