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This should engage UK scribblers who cannot get their head round the tech and need some brand names to throw around - hopefully confirmation ENET is engaged with Dell, Vodafone and BT before the end of the year. This weeks volume has shown I had underestimated the impact of a few new PIs coming into the market buying from a few k to £200k plus and therefore didn't expect major movement this year. If a few people read through the rnss and understand the bottom line potential, or this is explained in the press this will really motor.
I received a message about the expected cost of a DU solution. Someone doing the Maths. However it's a bit like saying how much is a new Jaguar. Without knowing the model and specifications how can we tell. Then the number of units must influence the unit price because of the development costs. It's worth noting that a CSR for 5G is over $1000 for a unit with the Ethernity spec. So with the Ethernity DU there's no need for a CSR. That rules out anything below $1000. Then we have a unique award nomination product that services multiple RU. A conventional CSR would be at the RU and service just one RU. Ethernity DU networks multiple RU to multiple DU to the CU or possibly multiple CU. In the future we'll see compute at the RU in the form of nodes. Then a flexible infinitely tunable CSR and DU are needed for two way traffic. I hope and believe that the DU solution will start at around $1000 plus annual payments. With a fully functional stack $4-5000 a unit is where I think it will be with the server. Maybe 50% will go to Ethernity.
What is interesting about yesterdays information is the trials were with multiple vendors products. "We are pleased to report that the unit passed the field trials, with bonding successfully performed on a variety of products from multiple vendors, indicating the ability of the solution's interoperability and flexibility"
I assume that those multiple products had a reason for being there. They were submitted for trial with knowledge and consent I am sure.
So the word is that we'll see a DU announcement and production orders in November. One US deployment (Dish I believe) is well advanced. Field trials are commencing in a couple of weeks officially. However the burden of trial is extremely light. No multivendor deployment needed it's simply testing within the ecosystem of the deployment. Much of this has been done during the design phase. Field trials are about actual performance and optimal configuration. Although I believe Dell are the OEM this deployment is big enough for a standalone design. I believe that we'll see initial orders for 1000 units over 3 months and a $2m design fee. Probably before the end of the financial year. The word is piecing together information from several tested sources with providence and a few refusals to deny. I won't be far away.
Bonkers price still. After buying Monday I think I'm done as I raided my emergency cash fund. Everything coming together very nicely, hopefully a few more rns before the end of the year to take us to beyond £1 and set fair for '22.
These events make a lot more sense now. The ISPs are very receptive given the challenges they have ahead. Ethernity are very well placed indeed.
Ethernity will be further exhibiting its wireless bonding technology and UEP products at WISPApalooza 2021, at kiosk K07 at the Paris Las Vegas, from 11 to 14 October 2021 to an audience of North American ISPs. WISPApalooza is a premier event of the Wireless Internet Service Provider Association, with over 2,000 attendees.
Just caught up with this, brilliant news. Thanks to all the great posters on this BB, what an informed an more than useful board. We look set fair, risk now here looks very low, imo, reward is mind boggling. It’s in massive buy territory. I’ve added recently and could well do so again.
So what are you basing that on. The UEP-60 and UEP 20 deals so far have been 930-1600. As this is a unique product I don't understand your thought process. I know that the rewards are split with ongoing license payments for using the unique technology. UEP is a family of products for multiple roles. None are hardware the units are the method. I was told just last week that $1000 buys an empty box. They clearly knew about this contract.
Whatever price we get, it’s a great endorsement. A global OEM customer. Successful field trials. A US based internet service provider. Orders Q4 2021. Stands to reason if one ISP is going with our kit, then it will certainly catch the attention of others when we exhibit to 2000+ ISPs. Also an RNS on a Friday
Unfortunately for you Bid you are at a bit of a disadvantage. A vanilla unit is a bit cheaper but that's not where Ethernity are headed with this. We know that 900 units were $1.5m including development. Any product sold will need development for integration. We know that it will be used as a multirole device. It's important to understand that this is unique in the marketplace and right now these problems are being faced. Other solutions are lower performance and more complex requiring additional links in the chain. Ethernity said in the full year that they expect $800k to $1m from UEP-20 in the next 12 months. It's fair to say that window is now much shorter but the values are similar. We know that this is likely to be manufactured in India. This is a method of data transmission not the means so user cases are from the Tower to the data center wherever data is transferred by wireless or cable.
This is just an anticipated order so they wouldn't go into possible unit prices or have to notify - maybe once the order is confirmed we may get full details (or not seeing as it's Enet). All these orders are starting to add up, a couple of weeks wait before they confirmed possibly!
Hi TL, the units are not that much. This is UEP-20 I would go for less than half your lower band estimate there. Also, if it had changed the estimates by more than 10% they would have had to notify, so we are not talking huge swings here. Great news and validation, but not massively revenue generating (yet).