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You mean you’ve emailed them Sergi? I don’t know about any relations between ENET and other companies but surely business is business , it’s not a popularity contest . And besides you like me have purchased shares in a company with the distinct Possibility of capitalising on 5G rollout. Unfortunately all you can do is buy more or sell if you’re not happy .
I perfectly understand that.
This is not the thing TL
I think that you need to understand that Ethernity will not win big contracts. Ethernity will reach the market through third parties and integrators. Sales will come when integrators and OEMs make sales. The model is very different.
TL & bidnolid
yes, that's okay.
I've also spoken with them, and I certainly did not like how they referred to a competitor which is bigger than them and that has been doing things great for lots of years. But of course, ambition is nice.
For example, Silicom is winning big projects with Dish & Telefonica or others, so... I think that saying this way that their product is not attractive when they are much bigger than you may not be a good way to go or to attract investors/customers.
Today I am a little bit concerned because I was speaking with some US-based great micro-cap PMs, with tons of experience, that told me they did not have a good feeling.
At least, the short thesis is clear and we know perfectly what can go wrong. And what can go right...
I was only considering that maybe I had too much of ENET, I will need to think about that. The upside is clear, but the downside is clear as well.
I read it bid just the usual lse shenanigans
I put a reply to Sergi in here but can't see it now??
Silicom aren't exactly in direct competition though on any product. They are aimed at different markets. Ethernity has much more of a bit component portfolio. They have taken disaggregation and open to the extreme but remain firmly rooted as Telco specialists. Ethernity NICs have very specific functionality which will cut their market very cleanly.
In fact in conversation recently and said by David in directortalk. Ethernity has solutions others have something that may one day be a solution.
The next steps will be rapid and having the solution ready not waiting for the client to request shows confidence that they have their finger on the pulse. This is only possible for niche products in a sector they have a grip on.
Hi Sergi, I've spoken to Mark and David on many occasions (I always attend the AGM so have spoken in person as well as on email) and the impression I get is always bullish but not aggressively so. I've not discussed Silicom with them but maybe it's a bit of local rivalry? Certainly David and Mark are competitive people and it's more than possible that Enet products get pitched against those of Silicom .. I'm not sure it's a negative point that the executives of the company you're invested want to win!
Ethernity has so far developed products because there's an industry requirement. Ethernity has products like the Avionics switch now with two OEMs which has been developed for contract requirements.
Three server vendors are testing the DU solution and developing it together, that is listening to the service providers requests to the server vendors.
The products are all there and they evolve when clients require.
I don't really know what else they can do
Yes TL
I know the math and the situation.
What I mean is that idk if mgmt saying what it says about the competition (to investors like me or others) is a good sign for the ENET...
Silicom is very customer centric and always listens to them when it designs new products - I am not sure that is the same by Ethernity
Silicom have only made sales because they have products in a now market. Ethernity don't and have only made sales into old product types. The multiplication for Ethernity is ahead for Silicom it will be much less. Ethernity need very little to get moving.
Yes, Napatech is not a risk for ENET. Very low competition
Sergi any insights from your Napa meet?
Yes, I would appreciate some feedback on this.
What I do not like is that they speak in an aggressive negative way about Silicom product and company, when Silicom's sales are 100x ENET ones... And they have already been sucessful. Idk
I believe Bid and Dallo have at least. I have had a few email correspondences from Brian.
Did anyone speak with David or Mark (CFO)?
Which is your impression and opinion on ENET's mgmt?
I feel ashamed to share 3 digits with you Cambridge
Ah maybe tomorrow
As March progresses with a news vacuum, the pullback could gather momentum.. may look to average down in the teens for the IP value...
Your Super Tuesday wish has been on my mind too TL . Atb
It would be an excellent day for an upgrade today. Tell us about a new Chairperson and how business is progressing. A bit of meat for the bones. Must be near term now.
They have disclosed the field trials as the next step so probably can't say much more. I suspect that they will update in the next few weeks with progress including about to or commenced field evaluation. We are really looking at H2 for mass deployment but certainly we are in an engagement decision making process for the first ecosystem construction. We need to view this as an evolving process it won't just switch on.
It will be revealed when it's revealed and not a minute earlier.
The field trials are not about if they use the product. It's about the interoperability in the real world and setting the parameters of performance.
Others will also be approved and all with different criteria. Then the most appropriate selected for each installation. Ethernity may win with broad exposure or lose with a bit part.
Sales will flow soon.
Well yes that's what I was thinking. I'm just surprised they haven't found some way to get this out to the market unless they're saving that for the trading update.