Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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01234 I expected excitement about this in January 2018 when I bought my first shares. However as we know this is about 18 months behind schedule. In retrospect had this happened earlier then it would have gone ASICs. It needed to mature with ORAN protocols and interoperability agreements. Simply with nothing in place it wouldn't work.
So when will it happen. Certainly investors are now recognising 5G as the next boom. I don't think that the majority are very knowledgeable and will assume it is Nokia, Ericsson and the big boys. They haven't yet figured out that the scraps are very very lucrative. They are assuming like 4G that Telecom will connect and that's the end of it. It will be nothing like 4G.
I believe that Ethernity will get a large percentage of the China market. It won't be from switch on and it won't be direct sales but they will get a big following. Many however won't even know Ethernity is inside.
So how does David raise the profile from here in a depressed UK on a mickey mouse market like the AIM. Tough job. However my fall back position is what would the share price be with a modest £1m profit??
If we can't attach any sense to it then we have to say if it is profitable how much will it be.
However I hope that we start to see several pieces of information that reveal solid opportunity growth. New OEM, new resellers and new Integrators. That will keep the gamblers away and will reassure those looking to take more.
Mind blowing stuff. Adding my bafflement that the herd still haven’t cottoned on to the opportunity here. Another thing I’m reminded of is when the first 5G conspiracists appeared burning down masts etc I was quick to brush them off whereas you were a little more concerned TL. Now imagine a world where all of those uses you’ve just described are in action. What on earth are the conspiracists going to do!? They will literally be surrounded by it in every way shape and form. I really hope they all spontaneously combust , not from the 5G but from pure rage !!! GLA
I received a Private message about my last post which I will answer here. In addition to the major coverage network there will be many private, business and community networks. The reason being partly cost and partly performance. Imagine a shopping mall owner. They may want to appeal directly to users and to cover the costs they will sell air time. The car park where spaces are assigned and monitored on IoT. Shops where stock is monitored and replaced on the shakes using IoT. Use by dates of produce is monitored in real time. Payments for good made without going to a checkout. Produce reordered on sale. Produce pre purchased before arrival. No arrival at all.
A factory controlling staff actions in real time, managing the whole production process to iron out bottlenecks.
The uses are endless really. These functions will be 5G but requires Almost zero data centre input. The whole compute is done at the edge.
Cars, street lights, traffic lights, buses personalised advertising.......
These will all be 5G by functions because of latency, anything moving requires precision and cheap mass dataflow.
Once sales start to flow through OEMs we will see the scale of the initial orders. Simply though their will be thousands of networks in China.
According to British reports Chinese wealthiest earned $1.5 trillion over the lockdown period . And there’s Bo Jo ordering more utterly pointless tier system lockdowns wtf. At least enet is in the hot bed. Such a bizarre situation waiting here for news. My adrenals have run out but can’t stop checking in!! GLA
Ericsson also confirmed it is working with the 3 largest Chinese 5G service providers and expects roll out to accelerate in 2021 as the Chinese economy is quickly returning to growth following the pandemic.
If only the rest of the world was so lucky!
Yes super. There will be many networks and many opportunities to connect to them. I hope those OEMs with products based on Ethernity kit are out there selling hard. True the network comes before RAN but it's looming now. Just a handful will be big news here.
Ericsson share price higher today as it reveals 112 new 5G contracts worldwide with major contract wins in China where it expects further growth in its 5G business in 2021 as China ramps up its 5G infrastructure.