Dave wrote:

Lumenge: I remain skeptical that announcement of design wins without attribution to a specific client will move the needle

Dave: I could not agree more with this statement. 

I must say that I am confused by the above statement when the  subject is based on  a comparison between POET and LWLG.

LWLG is seeing massive gains as a result of I think primarily the announcement of a great performance metric. I still have not found a published  answer to the question of lifetime for the OE polymer re organic decomposition or how they take it through the production/packaging thermal cycle.

But to get to the point. The LWLG needle has moved very significantly on just a technology achievement. Not a customer announcement let alone a specific client announcement. So there are lots of differences I just don’t see how the connection above is made.