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Dallo I don't see it as Optimistic, I am very grounded. I do a lot of sector research. I am in contact with people who are in the industry and are excited by Ethernity. Several of those contacts are in Israel. It is not a guessing game but the timing has been very uncertain. Now it is getting much more certain.
I see no chance of a sale now, the process is too advanced and the company too intangled with others. Any Chinese interest will have to be minority. The diversity of associations makes in my view only one of three outcomes.
The market is huge and Ethernity gain a big share and the value increases probably 30x over a couple of years.
The market is huge but Ethernity fail to gain traction and the progress is disappointing. However compared to what we have now we still see the share price rising as Ethernity seek to find their niche on third party services.
The third I see as very unlikely that there is some kind of management and major shareholder coup and Ethernity delists.
Yet again a joke of a drop. Were not oversold, it’s just over reacted and why not , the mms can make more money when it comes up again. When I started doing this stupid aim game my impression was that the Day traders were the baddies chipping away at the growth of companies share price . I now see that is really the least risky strategy and in fact it’s a lot less of a gamble! I mean why not talk it down a bit Bid to get your average lower . This is my opinion . If a company like ethernity with A ridiculously low Number of shares , who are experts in a cutting edge sector about to pop and have genuine global reach can’t reach a representative share price At some point then None of them can. It needs to transcend this mm and aim *******s Bull****. Hang in there people !!
TL I also think this has a high chance of hitting the teens again.. I'm not aware of any contracts that were being negotiated so anything material could be a few months off.
Tracy
I admire your optimism and hope you are proved right.
I am here for the rise ( or fall) of Ethernity to the very end as I cannot offload my near 3% stake in the market given the
the lack of liquidity.....it is do or die now.
Looks like two possible outcomes of either stellar growth or a trade sale at a low price to the Chinese imho.
I am hoping for the former.
Dallo we are in rich water with all our lines out with our best bait. I am massively encouraged that the finals named the Chinese potential. It shows that they are close to mass deployment and no longer silent running
28k shares buy doesn't move the price but a miserable 10k share sell drops half a penny.
I think that I may get a sub 20p chance early next week if there's no news.
My god the market is really asleep at Ethernity's potential. But its a nice open goal for the people on this board - we should be able to clean up.... get your avg down to 20-30p easily at this rate!!
Tracy
Still here , waiting for Godot .
No news flow whatsoever but still hopeful of a breakthrough in deals and financing.
The market is pricing Ethernity at a pittance with no interest in the shares apart from the stalwarts on this board.
With no news there is nothing to do but wait and be patient .
https://www.barrons.com/articles/these-2-wireless-stocks-will-benefit-from-5g-bernstein-says-51594230897
"The Company now has a direct relationship with three major telecom service providers in China - China Mobile, China Telecom and China Unicom - all either planning to use an FPGA SmartNIC offering for 5G UPF, or already under development in their laboratories for integrating their own open UPF software to be offloaded by the ACE-NIC"
Lab testing Q4 however reading between the lines they will either use ACEnic-100 and Ethernity UPF or building their own UPF to run through ACE-NIC100. As they will be starting mass deployment 2021 onwards it is late in the day to make material changes.
After the UPF we can expect Ethernity and the ACEnic-100 to play a part in the RAN solution. One contract and commitment to mass deployment over 5-10 years will be a company maker but I believe that Ethernity will take the lions share through third party vendors. Except bit parts as some have huge R&D budget. What they don't have is the patented solution. Also expect IP deals especially link to short term finance.
I believe that we are seeing a change of pace for Ethernity, more articles more noise as the opportunity looms real and large.
I like the market intelligence sector of the newsletter it shows how Ethernity has the opportunity to be involved in big number solutions. Just 5g deployment enough to achieve the speeds will take 130000 fpgas for China. This is a theoretical number based upon everybody living in even distribution so in reality it will be multiples to achieve coverage. Then there are many places without network sharing so multiples again. Then private or hub networks provide many more.
Ethernity's kit is already in deep testing with Vendors. Share price is in the basement but the business is in the clouds. So much to come and it starts very soon
The 5g we have seen so far may have in most scenarios achieved bandwidth and speed but we are talking about very small deployments with often very limited coverage. They are 5g but really the kind of thing that you may find in a smart city district nit a national rollout. Mass deployment is where Ethernity are so don't fear this is all ahead of us. All the vendors face the same issues most are going the same way to solve them. They will all involve FPGA acceleration and hosted virtualisation. Without it they simply will be 4g.
I can't think how they accelerate existing 4g NFV solutions through 5gRAN but they seem to think they can.
To a very large degree it is accepted that the base band unit has split into 3 parts. Yes there are possible scenarios for architecture and I think that we'll see many different solutions splitting and joining the DU and CU or collocating. Some are better in certain scenarios and connection availability.
The virtualised CU is accepted and with lower split points becomes more challenging this is likely to be where Ethernity will pitch as they will be unique in this area.
I think that as the steps fall into place we will see FPGA flowing data and hosting virtual functions in many environments that even the company haven't considered yet. I believe that we'll see more smaller FPGA in IoT applications. I believe that FPGA will move away from just server applications to the other end of the process. Flowing and packeting at the source.
Very exciting time
Haven’t read such confidence from Enet before! Exciting times ahead .
Alco that was the detail I was talking about the other. The FPGA potential extends well beyond the virtual threshold and into the core. It will triple the need for fpga solutions. As expected David has seen the need before the rest and has diverted R&D to produce a solution.
I am excited by that but now I am starting to explore the fpga case in wearable devices. Believe me I can't quite get my head around the scale of the market. Fpga and importantly the virtual solutions driven through fpga is a huge market. I was focused on width and speed but I think that size and power requirements will be the big deal when it comes to selection.
Interesting in the insights newsletter released today ;
"We're working on perfecting our offerings for the CU and the DU, as well, such that before long, it'll be possible for Ethernity to accelerate existing 4G NFV solutions using its FPGA SmartNIC throughout the 5G Open RAN network. These are truly exciting times!"