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https://www.autoevolution.com/news/heres-when-the-chip-shortage-is-going-to-end-according-to-a-us-tech-giant-190351.html

At least Tarana are doing well. Not even a consolatory blog post form Ethernity in May.. not sure how we'll even notice the summer lull

https://www.lightreading.com/open-ran/atandt-testing-open-ran-but-cto-wont-offer-deployment-timelines/d/d-id/777632?_mc=RSS_LR_EDT

Not really .. reiterated much of what was said at the London event, just with a 30% lower share price.

https://twitter.com/EthernityN/status/1524752885409632256?s=20&t=r5kMgWik-0u7tvk3bUH43g

"Meanwhile, the private network market is thriving. Vendors range from cloud giant ‘hyperscalers’ like Microsoft and Amazon offering “a private network in a box” to smaller builders, who are competitive, agile and experienced. All are technology agnostic."

The revenues are still pitiful, but they have plenty of cash and some good collaborations

They haven't issued them yet, plus the drop on Friday was after they reduced as notification was 27th April

Sub 5%

5g private network growth

https://www.wsj.com/amp/articles/china-leads-the-way-with-private-5g-networks-at-industrial-facilities-11647163802

Hi Sergi that's interesting re: Silicom, I had read the ports are really snared in Shanghai and will take a long time to resolve. This is why Tarana are already ordering for 2023. The CEO is moving roles according to my news wire -

April 28 (Reuters) - Silicom Ltd SILC.O:
SILICOM LTD - REPORTS FINANCIAL RESULTS FOR Q1 2022
SILICOM - ON JULY 1ST, CEO SHAIKE ORBACH TO BECOME CO'S EXECUTIVE VICE CHAIRMAN OF BOARD & LIRON EIZENMAN, CURRENT COO, TO BECOME PRESIDENT AND CEO
SILICOM - REVENUES FOR THE FIRST QUARTER OF 2022 TOTALLED $32.1 MILLION, UP 11%
SILICOM LTD - QTRLY GAAP EPS $0.32
SILICOM LTD - QTRLY NON GAAP EPS $0.44
SILICOM - PROJECT THAT REVENUES FOR THE SECOND QUARTER OF 2022 WILL RANGE BETWEEN $33 MILLION AND $35 MILLION

https://twitter.com/ethernityn/status/1519679974449557506?s=21&t=ZMnW_Frq5HrBmGAUIw1h7A

Yep not much more Ethernity can do in terms of having the kit ready. They've spent millions on R&D and the 5g machine has been slow to get going.

Last day of the SmartNIC Summit today, the very existence of the event has got to be good news shirley

https://smartnicssummit.com/exhibitors-sponsors/

Nobody had a chance to read the note before the meeting. Quite well attended (about 8 PIs?), a new presentation as well which will be put up on the website. I've had to go back to work but Dallo led the charge to the pub..!

Sorry, that's research tree. it's behind a paywall.

Link to note is here -

https://*********************/companies/uk/semiconductors/ethernity-networks-ltd-/research/arden-partners/ethernity-networks-encouraging-outlook-shares-look-undervalued/15_4645

Yes good news indeed from CNS. Their broker (Canaccord) also increased their price target to 26p. I shall be asking Peterhouse why they can't pull out a price target for Ethernity..

Yep a very encouraging development, should be able to attend.

Yes CLX are managing the component shortages which is great.

Skid my twitter is @holdmybeer13

Think it came about because Kate asked about the financing expenses and then Mark had to explain the pricing of the warrants hence the dreaded Black-Scholes got a mention. I think the most telling thing that Mark said was about the UEP contract extension for 2023 .. another $3m in the bag on top of the $5m already announced?