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Yes but high bandwidth means low structural penetration. Walls and floors create real problems. I suspect that we'll see servers in lampposts and existing infrastructure. Hence the need for small accelerated server installations. Limited space, power and environmental control make it a real challenge.
Thanks Tl concise and informed post as usual! That is an insane amount of units. Almost incomprehensible !! GLA
My thoughts are that it makes no difference who the government selects it will be a collection of OEMs from tier one and two that make it happen. Nothing will happen without high bandwidth, edge services and acceleration. The density of edge structure in some of the the big cities will be every 100m.100000's servers with smartnics.
For sure some of those will be Ethernity
UK Government To decide today on Huawei 5G rollout. Any thoughts?
Welcome onboard Dallo, great to see another investor jump in big with ENET. It's been a bumpy ride but agree with Tracy hopefully you should even have to wait 3 months to double your money here, with some strong news this could sky rocket! Lot's going on in the backgroud, just the company are dead quiet about it all.
Will there be any shares left after today ? I remember some were released a while back but Shirley the mms must be looking down the back of the sofa! GLA
Plenty of benefits dallo, another one that not may AIM shares have is that all the private investors are in it for the long haul and not just a 25% trade - if you look back through this chat you'll see the same names (for example I have been in since the IPO, but am now in profit as bought plenty in the high teens and 20's). It's a complicated product in an opaque market so a lot of people just swerve it .. hopefully that will be to our benefit!
Fundamentals look great here
Growing revenues, Cutting edge technology,
Cash of $6m at half year, Management fully in with their cash and reputation and possible major contract wins in the offing with just a paltry £ 15m market cap
Something has to give here imho
I don't think that you will wait 3 months to double your money here. There were excellent bargains in the 20,s,30's and still here in the 40's.
How this is below £1 is simply because of the liquidity and slow news. However one solves the other.
doubled my money in Kape in just 3 months
Invested some of the profit in ethernity after researching it for past 6 months
Hopeful
You in for a takeover Dallo ?! Jeepers!!
Good grief. Shows how little volume it takes to move the price of this share. I built up my holding over a year ago and am sitting tight , happy to wait this play out one way or another. It's right in the sweet spot of this exciting new frontier of the internet.
Creeping up.
Would be great to see some new contract news announced.
Been a long wait.
Who just bought 100k at 48?? Well dallo I am very grateful for single handedly injecting some life into this SP!
Gone through at 48p
I am in big now!
Bid
Yes for some strange reason my broker could not complete the order
until this morning as liquidity is tight.
Trying for some more at the moment.
I assume that the repetitive small buts are because of the limitation in supply.
Choo choo
dallo I think the last of your order has just shown up, 25k at 44. MMs are trying to have us on - they've just moved the offer higher!
Wow I’m not going to pretend I know anything technical or otherwise here but just listening to this podcast that came out yesterday from Intel , edge of 5G is a white hot super exciting buzz tech thing happening right now . This is super cool!!
https://itunes.apple.com/WebObjects/MZStore.woa/wa/viewPodcast?id=552020719&i=1000463586804
Tracy
Fully agree with your comments.
Shares are tightly held ( perhaps just 30% free float) with David Levi ( 20.8%)
and Shavit Baruch ( 13.8%) with plenty of skin in the game with their disclosed
direct holdings.
And as for Ethernity's military connection look no further than the Non-Executive Director
Zohan Yinon , a former Major in the Israeli Armed Forces.
Ethernitys model is to partner OEMs for manufacture and sale. As such contract size is hard to determine as it depends on the OEMs performance. The Korean server manufacturer could be selling out of the park right now but how would we know. The blue sky is in the contracts evolving because with unknown volumes Ethernity can negotiate a strong unit price.
We also don't know how the nic to server ratio will go. I doubt any server will have more than 8 but could just have 1.
Israel interests me because they can sell East and west unlike the US and China.
They have shares for sure and will want their reward, just a matter of how that is realised
Certainly the time to buy is when it is quiet. I suspect that is running out now.
Tracy
I have been monitoring Ethernity for a long time before plunging in
yesterday---I note a further 25,000 of my buys appeared after hours.
The Israeli tech sector is booming driven by huge investment and state support
with a lot of the innovation derived from military software and very smart techies
drawn not just from Israel but from other parts of the world too.
Ethernity's technology appears cutting edge but everything depends on securing some
big contracts which should happen soon.
Like Teddy Sagi in Kape , David Levi is hugely invested here and I like that in a company.
I am no techie myself but I am impressed with the calibre and financial clout of the
people driving Ethernity ( and Kape) and the huge potential of the technology .
It is now about delivering and we may not have long to wait on that score imho.
We all knew that Ethernity was overlooked as a major player in the deployment of the next 12 months. It is clear that Ethernity are in the top 2 or 3 independent providers of acceleration and routing for Edge applications. As a result of zero hype and minimal information ugly spikes have been avoided and no some catch up is well overdue.
I certainly expected this close to the trigger point the share price to be several UK pounds. Bargains are still to be had and we'll see buyers coming over the next few months for sure.
I am honestly not expecting this to go on for much longer as ethernity are a shining takeover target. I hope that doesn't happen as it is always satisfying to know that you called it right when there were just a couple of us here talking about the potential.
Timing will always make a fool of us but the broad one is route we saw is coming. I just hope that we get a chance to see it through.
Thanks Dallo for the info that's a decent whack you've bought there! Kape has done very well and often tipped in SCSW unfortunately I've never invested. Good to see some serious PI cash coming in here - as TL says this has room to move seriously higher if we get the pieces of news we are expecting. Let's hope the rewards are large..