Lightwave Logic is on a tear now at $6.20. They have 1/4 shares outstanding of Poet, but they are at a $700 million market capitalization value now. I remind readers that during Poet's former GaAs era under Copetti management market exuberance kept Poet in a $400-$600 million market cap on about 200 million shares outstanding at that time. Of course, commercial viability was not achieved, but Suresh refocussed Poet into Inp and silicon to eventually invent Poet's interposter. 

Lighwave Logic today mentioned 3 times the speed of transmission. The exciting part about Poet is that Suresh said that its Optical Interposer is speed agnostic. It seems to me that Poet is still way ahead and the only difference is that Lightwave is already out there and Poet is about to go out there. I would think that Poet still would have far less manufactured parts since it is the only one currently at "wafer level". I am not sure if what Lightwave Logic technology is product-specific while Poet is both speed agnostic and platform ready. It seems to me that Poet, despite Lightwave's technology, will be more pervasive (platform for different verticals) and still cheaper to produce. Another thought I am having is that Poet can immediately be produced in volumes very rapidly once its customers are ready to announce their products. I still see Poet having many more advantages.

Another though I am having is I wonder if Lightwave use of its unique polymers can achieve more if they would have an agreement with Poet and include OI technology? Please everyone go to town on my comments here. I am not an engineer and could be confusing concepts.

Monolithic