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Thanks for that. Sounds like he knows what he’s doing then! GLA
From the Ethernity website profile of David Levi
"David Levi – CEO
Over 25 years in the telecom industry, with vast technical and business experience in different networking technologies and protocols, Ethernet and PON. Prior to Ethernity, David was the founder of Broadlight, a semiconductor company that developed BPON and GPON components and was acquired by Broadcom (BRCM) for $230M. Right before his employment at Broadlight in 2000, David invented GPON protocol with two US patents registered in his name. Prior to this, David worked as Director of Product Marketing at ECI Telecom in Broadband Access division. Before that he was Senior Product Line Manager at RAD, responsible for a $50M product line sales. He was also a product manager at Tadiran Communication, a sales manager at Dynamode Ltd, and served as a systems engineer and project manager in the IDF"
Forgive the lazy question but someone mentioned at some point the guys have previous selling on their product could you give any details on that? Cheers
Morning TL
That’s exactly my take and my stance here.
Although the radio silence is lengthy and deafening, it’s a) better than bad news and b) *maybe* indicative of sensitive discussions/activity going on behind the scenes
Who knows ?!
It definitely is a issue made worse because it is very difficult to know where your investment stands when they update just twice a year. Anything between has so few details that it's almost impossible to determine any value.
The sector is attracting interest but largely has not attracted much value as market position is impossible to gauge. Huge market that is really not fully revealed yet, the question is do Ethernity have any market position. They think they do as they have called themselves market leaders, better than Intel and say the they are in advanced discussions with OEMs. However so far it's talk and any walk has no detail disclosed.
I believe that they have market position, a unique product and a sector moving to deployment. I have invested heavily here and hold profit but they need to deliver before we all get bored.
I still expect a takeover or buyout in the short term.
I hope so, as I keep wondering whether to pull out of this company when I start thinking about how much I could of made with my investment else where and right now it's doing nothing much for nearly 2 years. But something inside me feels like this could be a massive return so hold on for a bit longer :)
I'm not reading anything into it but I sent over that SDX story link to mark David and Brian last week as well as a 'hope 2020 has started brightly' and got no response. I'd usually get something back as an acknowledgement.. let's just hope it's because they're so busy..!
For me it’s less the silence and more the complete share price stagnation? Is ENET just too far ahead of the curve? GLA
The silence is deafening.
Any update regarding any company news would be welcome.
Plz.
My thoughts exactly
Last RNS of any substance was Sep 6th .. we've had a few blog posts and a bit of news regarding Wind River but that's it .. in 4 months. IF patience is to be rewarded it needs to be spectacular because the opportunity cost of owning ENET is getting quite large!
We had those in September. Full year will be reported May/June.
are we due some mid year financials?
Nice. The requirements are exactly where Ethernity are and have been for quite some time. I guess that we are waiting for mass deployment still. With plenty of 2020 deployment talk it seems incredible that there is still talk of how this will happen.
Mention for on premises edge which I suspect will be a big market with community edge environments.
Focus has moved to the nuts and bolts of how this will work and I suspect that 90% won't have any clue what the next 12 months will produce.
Clearly ethernity have cast their net in the right place, let's hope they'll land a few whoppers.
As usual, all the pieces seem to be falling into place for Ethernity but still we wait the big news!
https://www.ethernitynet.com/blog/universal-platform-for-open-user-plane-function/?utm_source=Twitter&utm_medium=Post&utm_campaign=China%20Mobile’s%20initiative