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Always a bit twitchy when you have a company with a unique product. You have to ask yourself why the others have not taken this road. Ethernity have been marketing the router on nic for a while and now it appears that some are seeing the absence of a physical router as the way forward. Certainly the performance is similar in some aspects and the space power savings are large. Also it is adaptable and flexible.
I suspect that we'll see mass adoption and this single innovation will produce multiples of the current cap. The router on nic is a tiny part of a comprehensive end to end solutions suite Ethernity now offer.
Basically Ethernity have now completed the full package and looking forward I expect to just see tweaks and upgrades which will cut R&D spend massively.
David Levi, Ethernity Networks CEO, said: "The order to provide ACE-NICs to a major Chinese operator and the new project kick off demonstrates the further progress of its UPF offering into the Chinese market. Part of their consideration was a requirement to use our Router-on-NIC capability, which delivers innovative offload technology that can connect to any virtualised environment without hardware dependency, which is not currently supported by anyone else in the market. Ethernity is focused on increasing 5G UPF customer engagements now that we have the best-in-class system solutions to address these needs."
As I approach over 2% of the total shares in issue
I have seen this situation many times particularly on the AIM market
A minnow ignored by professional investors and
controlled by the MMS
The low market cap and the lack of liquidity allied to large holdings by insiders can make it difficult to attract interest from small punters.
But this may present opportunity for the educated and the brave.
I have been in the markets for over 45 years and this could be a once in a lifetime punt.
I could lose but something tells me I could make a lot of return here.
I did the same buying 600,000 Kape Tech at 80p
last October .
These Israeli tech guys are smart dudes
DYOR and best of luck to everyone involved.
Who knows what it really is or why it moves. Maybe a seller. Many will be desperate for cash.
A fantastic summary there TL, feeling so lucky I found this share. The company is just head and shoulders above the rest . Atb to the hardcore crew . Onwards and upwards . One last thought why would the sp drop so much this avo? Looking for shares or a big sell?
What is interesting about today's announcement regarding the Chinese OEM is that they will manufacture their own fpga hardware but use Ethernity firmware and software. This for Ethernity is really a licensing deal. Design and develop firmware and software for them and get paid for each fpga the Chinese OEM sells. What is more every time this evolves Ethernity can redevelop and redeploy remotely. They never touch the product. No production cost or risk. 100% margin from tweaks to existing code.
So now it is not microcap Israeli Ethernity selling to the Chinese market but like Fiberhome before it is a substantial trusted Chinese brand selling to Chinese in China.
I think that we should be super confident with this investment.
David might grace us with a Skype call from his stairwell again
There isn’t really any pr about this news yet . I wonder if it will be followed up with , dare I say an interview !!!!?! Stay calm everybody lol
I would not like to be on a cruise liner at the moment.
Ethernity becoming derisked with every new deal
and now looks an interesting takeover candidate as well but not at a price of 40p a share
I reckon your canoe is actually a cruise liner lol
50k nibble nice!
50,000 done at 39p
Trying for some more but a few small sellers around..so let them off for a while
The deal with the Chinese OEM for the integrated fpga offering is jam tomorrow the other we must assume is jam today. Not sure what a internal 5g network is but clearly this is a clear signal that this is happening and happening now.
I love these OEM deals as the reach is huge and the competition will know it is Ethernity for sure.
I am going nibbling again
Hard to buy in any decent size.
Let's see what happens.
I’ve got a big blow up paddle board that takes two will throw you a line D!!
I can only fit 3 in the canoe but we will still have a party
Looking good here in a very bleak overall landscape.
Better times ahead for all I hope.
Well done dallo - top lad. Looking forward to an invite to your boat party.
Nice surprise
Cheered me up somewhat given I hold nearly 2% of the shares in issue.
Still a great believer particularly at this lowly market cap
Shares in Issue 33m
Market Capitalisation £10m
52 Week High 65.50
52 Week High Date 18-Jun-2019
We should be multiple with news like this coming through! Great news again.
Ethernity Networks sees further progress for its 5G UPF offering in China with additional engagements
Ethernity Networks (AIM: ENET.L), a leading supplier of data processing offload solutions on programmable hardware for accelerating telco/cloud networks, announces that it has delivered on an order for ACE-NIC50 cards from a major Chinese telecom operator for its internal 5G setup and a new engagement with a prominent Chinese OEM to deliver an integrated offering for the Chinese market.
This demonstrates Ethernity's expanding leadership role in the Open UPF community. Furthermore, these engagements continue the trend toward increased demand for solutions based on FPGA (Field Programmable Gate Array) and the shift away from software-only User Plane Functionality (UPF) solutions, demonstrating a growing movement toward disaggregation within the Chinese market.
The opportunity with the new OEM was initiated following completion of testing by the Chinese company, which plans to port Ethernity's software and firmware onto its own FPGA-based NIC hardware. This confirms Ethernity's contention that the disaggregation of individual aspects of the 5G network will ultimately lead to better overall performance.
David Levi, Ethernity Networks CEO, said: "The order to provide ACE-NICs to a major Chinese operator and the new project kick off demonstrates the further progress of its UPF offering into the Chinese market. Part of their consideration was a requirement to use our Router-on-NIC capability, which delivers innovative offload technology that can connect to any virtualised environment without hardware dependency, which is not currently supported by anyone else in the market. Ethernity is focused on increasing 5G UPF customer engagements now that we have the best-in-class system solutions to address these needs."
About Ethernity Networks
Ethernity Networks (AIM: ENET.L) provides innovative, comprehensive networking and security solutions on programmable hardware for accelerating telco/cloud networks. Ethernity's FPGA logic offers complete Carrier Ethernet Switch Router data plane processing and control software with a rich set of networking features, robust security, and a wide range of virtual function accelerations to optimize telecommunications networks. Ethernity's complete solutions quickly adapt to customers' changing needs, improving time-to-market and facilitating the deployment of 5G, edge computing, and NFV.
https://www.investegate.co.uk/ethernity-networks--enet-/rns/5g-upf-offering-in-china/202004021100055693I/