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Posted On: 11/16/2019 8:13:40 AM
Post# of 872
Look back at these two ASM Slides
Slide 21 Customer Design-In Cycle (which LWLG has been involved with for the better part of a year now)
•Potential customers looking for solution for next line card/transceiver
•NDA
•Initial specifications
•Prototype specification
•Prototype testing by customer
•Optimizing prototype performance
•Approval of AVL (approved vendor list)
•Limited sampling
•Initial design-in
•Product sales
We are on the cycle: complex and technically challenging
Slide 34 - 12 month plan for 2019/2020
•Data to show the community:
•Packaged modulator with 100Gbaud, <3V
•Polymer devices that are stable and reliable @85C
•Packaged prototype for potential partners
•Product feedback from potential partners at 50Gbaud
•Demonstrate 100Gbaud package prototype
•Potential partnering
•Technical evaluation
•Achieve specifications for design-in phase
Focus on partner sampling and technical advancement
Ok, so in Slide 21 investors are given the steps to Product Sales, and on Slide 34 investors are given the 12 month plan
From the 12 month plan, everything down to Partnering has been achieved, and if notice the final items on the list are related to the custom specifications for a particular Customer's System Integration needs, final qualifications, and Product revenue
So again the conclusion is...
It's Deal TIME!
Partnering, Customization's NRE's, etc (or do they simply make LWLG an offer to good to refuse?)
Slide 21 Customer Design-In Cycle (which LWLG has been involved with for the better part of a year now)
•Potential customers looking for solution for next line card/transceiver
•NDA
•Initial specifications
•Prototype specification
•Prototype testing by customer
•Optimizing prototype performance
•Approval of AVL (approved vendor list)
•Limited sampling
•Initial design-in
•Product sales
We are on the cycle: complex and technically challenging
Slide 34 - 12 month plan for 2019/2020
•Data to show the community:
•Packaged modulator with 100Gbaud, <3V
•Polymer devices that are stable and reliable @85C
•Packaged prototype for potential partners
•Product feedback from potential partners at 50Gbaud
•Demonstrate 100Gbaud package prototype
•Potential partnering
•Technical evaluation
•Achieve specifications for design-in phase
Focus on partner sampling and technical advancement
Ok, so in Slide 21 investors are given the steps to Product Sales, and on Slide 34 investors are given the 12 month plan
From the 12 month plan, everything down to Partnering has been achieved, and if notice the final items on the list are related to the custom specifications for a particular Customer's System Integration needs, final qualifications, and Product revenue
So again the conclusion is...
It's Deal TIME!
Partnering, Customization's NRE's, etc (or do they simply make LWLG an offer to good to refuse?)
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