Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Just a Thesis...

LWLG lead by Michael Lebby may have started from a very different angle than "post-Copetti-POET".

Benefitting from Lebby's name and network investors may have been adressed before diving into the intricacies of their technology by being told something like "I am into the next big thing, stay tuned and as soon as I'm sure it will work I'll tell you so you can invest in time..." or similar.

POET could not do this after Copetti and the 4th terminal. They had to start from below zero as far as the investment community is concerned. The "technology route" was their only option. Bill Ring and DenseLight did not have Lebby's track record so even when Ajit and Suresh told anyone they were into something big, why should anyone believe in it?

So, whilst POET had to work their way up as a "shoestring Start-Over" Lebby's LWLG might have had investors at hand from the start, just waiting for LWLG to sign on to NASDAQ as the signal that "now is the time".

This is just a thesis derived from personal observation of certain developments in other "young" investment cases (in which I am not involved as a shareholder). I tried the thesis on private friends and at least they found it plausible, 'though I might still be totally wrong.

With none of the explanations offered on Agoracom so far being more convincing I thought I may just share it with you for further scrutiny and comments.

Cheers

Germiston

 

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