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Interesting article and if Tarana technology can prove real cost savings with better broadband service then hopefully volume in sales will follow.
It is only when a start up can demonstrate that it is heading into sustainable and substantial profit that the big investors start to sit up and take notice.
"The market for home wireless broadband is ruled by giants such as T-Mobile and Verizon Wireless who own vast swaths of valuable real estate known as the electromagnetic spectrum. Despite all the resources of those wealthy outfits, many of us get little or nothing in the way of broadband service even if we’re willing to pay handsomely for it."
BUT
"Their (Tarana with ENET) technology can transmit for distances of many miles, serving hundreds of homes off a single radio costing a mere $15,000. It can transmit in spite of leaves and fog and physical objects, where most broadband radio transmitters must have “line of sight,” a clear path through the air from the tower to the home.
Most impressive of all, perhaps, the radios can operate not only in the expensive electromagnetic frequencies where the carriers have exclusive sway, but in unlicensed spectrum just like WiFi, where anyone can put up a radio.
“It’s the only technology, really, that's come along in the last decade that fundamentally can have an impact on the cost of high-performance broadband,” says Alwan."
Could be as big as iPhone
Getting better all of the time
With the clear need for so many industries to adapt to PON or risk hitting the inevitable brick wall in terms of not being able to function due to not having enough bandwidth, low latency capability, etc and the need for companies to reduce carbon footprint this is gonna be a massive, massive growth sector. Universities, businesses, civilians the scope that this tech provides for is wider than ya can fathom. As we progress so will PON. With pon 100 being talked about. All these established businesses need to adapt. Many of these companies will be seeking info about how all this can be achieved and it's up to Tevet and Julie to tell them how and provide the solutions.
Also Ethernity is offering to its customers a path to significantly reduce their costs by converting the FPGA into a significantly lower cost and higher performance eASIC. Customers typically start with an FPGA and when annual volumes get to 10,000 units, converting to eASIC becomes a viable financial alternative. By opting for this alternative, the Company estimates that the OEM company will be able to reduce its product cost by up to 50%, allowing the vendor to be more competitive and take more market share. At the same time, the higher production volumes enable Ethernity to enjoy higher gross margins for the complete product.
If Tevet n Julie don't get this company past a 15 million market cap within next 12mths I'd say they didn't do a good job.
Should be a walk in the park for them Christ sake 15mil mcap is only 5p a share.
Julie
CSPs can reduce energy consumption without compromising on broadband service performance or quality by adopting XGS-PON.
David
Additionally, we've made significant progress on our ENET 5200 FPGA System-on-Chip (SoC) as well as Quad XGS-PON OLT and GPON OLT MAC capabilities and is now available for customer adoption
During 2023, Omdia covered the topic of PON and sustainability since broadband connections and speeds are continuing to increase and this is leading to growing energy consumption. Adopting energy efficient PON technologies is crucial for CSPs as they seek to lower operational expenses, reduce their carbon footprint, and meet regulatory guidelines and requirements. Consequently, it is essential for the broadband industry to support bandwidth growth without increasing power consumption at the same rate.
Energy consumption per gigabit: Omdia’s first report analyzed energy consumption per gigabit of bandwidth. Next-generation PON technologies, such as XGS-PON and 25G-PON, are more energy efficient per gigabit than GPON. Omdia reviewed “Broadband Communication Equipment Codes of Conduct” from the EU’s European Commission (EC) along with Nokia’s data. XGS-PON is a faster and more energy-efficient technology per gigabit than GPON, consuming half the power while supporting 4× the downstream speed and 8× the upstream speed of GPON. This energy saving leads to reduced opex for CSPs along with a smaller environmental impact as bandwidth demand continues to grow. CSPs can reduce energy consumption without compromising on broadband service performance or quality by adopting XGS-PON.
Throughout the past year, the Company remained committed to delivering comprehensive solutions, encompassing both software and hardware. Notably, we placed a strong emphasis on mobile backhaul products that integrate our patented wireless link bonding technology. Additionally, we've made significant progress on our ENET 5200 FPGA System-on-Chip (SoC) as well as Quad XGS-PON OLT and GPON OLT MAC capabilities and is now available for customer adoption
Delighted with this signing of Julie Kunsler best value signing since Seamus Coleman.
This lady moves in all the right circles and her being part of enet team in this new setup bodes very well.
Thanks Guys but its really thanks to PATT ...... and now to the website because I know some PON Details are on it !!
https://ethernitynet.com/
!Ethernity offers network appliances and devices that integrate PON functionality onto an FPGA SoC, providing the programmability to address the ever-changing demands of an evolving market."
https://ethernitynet.com/products/pon-devices/
Now take a look at Ilan Tevet wrote (and is in the BLOG section) about the WISPAmerica visit in March this year.
https://ethernitynet.com/wisp-america-takeaways-the-42-billion-rural-broadband-opportunity-and-why-enet-is-your-key-to-success-2/
Here is part of it .....
"This is where Ethernity Networks (ENET) comes in. Their experience in Carrier Ethernet, xPON, and system-on-chip components positions them perfectly. They can provide cutting-edge solutions for both fixed wireless vendors and ISPs looking to embrace the hybrid model. ENET’s leadership in switching and xPON technologies allows them to tailor cost-effective solutions for diverse deployment scenarios. No matter the specific needs of a rural community, they can offer a solution that leverages the strengths of both fiber and wireless, including support for wireless transmission over xPON to allow extension of wireless antenna closer to the customer . What truly excites me is ENET’s OEM-focused business model. This collaborative approach ensures a smooth transition for vendors, ultimately benefiting rural communities by accelerating their access to high-speed internet."
When things come together !!
Lowering energy consumption has been a keen theme with operators.
Everyone wants to or is at very least being told to reduce energy and carbon footprint n nall that jazz.
Seems like enet has a few ducks lining up nicely. Right time n right place, enet was this planned or just good fortune.
Kinda keep thinking back to TSP and thinking this is why enet was allowed to continue.
Blue Monday for who,?.
Lowers energy consumption.
Also 100g PON. Thought 50g PON was the newest kid on the block. The on n on noes the PON
https://youtu.be/CWJnPhjOCOI?si=UODznQ4oQroVW85h
Tick tock indeed Mickey. Nice one for sharing the link on hull.
Blue Monday inbound.
Tick Tock for real here
Very strong Buy imo
Good pass on Hull thank you. A good find. I like the summary at the end which states,
‘PON-based fiber access is growing around the globe. There continues to be new, large opportunities for PON equipment and component vendors. In addition, POL is gaining momentum, reflecting PON’s penetration into the LAN market. The PON component and equipment market continues to be in the “growth” stage’.
And the hint at contracts in last RNS will land v soon imho. Ultra fast (see what I did there!) growth story.
Thanks to PATT on Adfvn
Julie Kunstler writes and in depth article and Ethernity Networks is mentioned as a new entrant into the multi regional PON OLT Solutions Market.
Nice bit of weekend reading.
https://www.ofcconference.org/en-us/home/news-and-press/ofc-blog/2024/january/pon%E2%80%99s-momentum-continues-an-overview-of-market-dyn/
Yup Benjamin Netanyahu
Same I just done a dummy sale for nearly 2m share and it offered me a quote.
Someone has to be loading up
1.1m sell just went through but still getting a quote to sell over 2.5m. Big order placed to buy maybe?
I was hoping for a deeper blue, with 9s and 5s and even 1s. Ah well, have to wait until Monday.
1.10 would be okay.
Looks like the predictions of this going blue have turned out correct today.
Ps that red trade is a buy
Tricky,
If only life, and business, were that simple.
Difference between net and gross margin businesses. This business model is great if you've got a great capital allocation model which picks winners, balance sheet / cash flow aligned to enable this across different royalty baring products in the portfolio at different development / harvesting stages.
Not so great if you carry on spending millions of $ year after year where your initial capital allocation has proven to be very poor.