It's been 3 weeks since the Investor Summit, and 3 weeks

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It's been 3 weeks since the Investor Summit, and 3 weeks from Thursday is the ASM, so if the Open Letter is not published today, I'd say it is being held pending deal negotiations

From Jan 11, 2019 Open Letter

Market Leverage

By being ahead of the competition, we believe we are gaining significant market leverage through technical advantage and performance of our polymer modulators.

Our market leverage means that Lightwave Logic has productized technology that customers not only want, but they see Lightwave Logic as the only place to access it. This means our products are not just slightly more attractive, they are technologically more attractive than the established technology. We see that competitive incumbent technology and its products simply cannot do what Lightwave Logic's technology and products can.

Looking forward

Our target markets in datacom, telecommunications, 5G etc., include fiber reaches that are over 10km in length. These markets are forecasted to grow significantly over the next decade. While participating in these markets we will explore opportunities in shorter reach markets that are in the 1-10 km lengths. We will not only scale our polymer modulator products both with technical specifications and high performance, but also in volume to bring the cost in line with customer expectations. The issuing of patents and patent applications that address advanced high bandwidth modulators with low voltage drive together with manufacturable low cost optical sub-assembly packaging will position our company and products well in our target markets. The combination of advanced technological solutions for this market-place as we move forward is perfect to commercialize our proprietary electro-optic polymer platform.

https://lightwavelogic.com/Lightwave-Logic,-I...areholders

From Oct 23, 2018 Open Letter

Market Leverage

By being ahead, we appear to be gaining significant market leverage through technical advantage. Market leverage in this sense does not relate to financial leverage but to a specific competitive strength. For example, a technology or product may be perceived by customers as being unique rather than competing head-to-head with standard products.

Our position must be protected, and we do that with a combination of a strengthening patent portfolio and increased number of protected trade secrets and know-how. For example, one of our recently published patent applications [2] teaches the use of low voltage, very high-speed polymer modulators that embodies our market leverage. Other modulator technologies are struggling not only to achieve 100Gbaud but also to get their voltage level down to 1V.

Looking forward

We know that our shareholders believe this is a very slow a process, but in my experience at being both an industrial entrepreneur and intrapreneur (an intrapreneur is an entrepreneur inside a big corporation), our progress over the past couple of years is no less than incredible. We have a world-class team, and we are focused on our goals. I am personally proud of everyone on our team and our board. We appear to be poised to become a market leader with 100Gbaud, 1V tiny polymer modulators.

https://lightwavelogic.com/Lightwave-Logic,-I...areholders

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