Member Info for bidnolid

Interesting outlook from one of the major telecom tower players

https://www.reuters.com/business/media-telecom/cellnex-says-inflation-has-shut-down-european-phone-masts-market-ft-2022-11-20/

https://www.lightreading.com/the-core/tiny-napatech-starts-fpga-assault-on-nvidia-in-5g-core/d/d-id/781458

Whatever advantages Napatech can boast, its challenge to Nvidia is very much of the David vs. Goliath variety. Valued at about $334 billion, Nvidia made around $6.7 billion in sales for its July-ending quarter and a net profit of $656 million. Napatech's revenues over roughly the same period were just 35.5 million Danish kroner (US$4.7 million). They dropped from DKK46.4 million ($6.2 million) for the same period last year, and Napatech also swung from an EBITDA profit of DKK8.6 million ($1.1 million) to a loss of DKK6.9 million ($920,000). Broader macroeconomic problems and a slowdown in the chips market were blamed.

But Napatech seems to punch well above its weight. Excluding the hyperscale giants of Amazon and Microsoft, it claimed a 7.3% share of the market for SmartNICs at the end of 2021, putting it ahead of Nvidia, with 3%. If the UPF product takes off, it could "double or triple the size of the company," said Ashton. Slings at the ready.

Bit off topic but Sondrel Holdings listed today, does customised ASICs and SoCs - managed to raise £20m

https://www.sharesmagazine.co.uk/news/shares/what-is-new-tech-ipo-sondrel-and-should-investors-own-the-shares

Rave reviews for the link bonding

https://twitter.com/ethernityn/status/1583142412406620160?s=46&t=f0ghPjXsGM1YoSG0IOfn1A

I'd be very interested to hear about our India contract, has gone suspiciously quiet on that. MTI Wireless signed a deal there yesterday for their 5g backhaul antenna:

https://shareprices.com/news/in-brief-mti-wireless-wins-usd650000-order-from-customer-in-india-qsuc688q6pk2weq/

"We have been waiting for the 5G backhaul market to accelerate its deployment and we now see more opportunities in the market. It is clear that India is going to be the most significant initial market for the solution"

https://twitter.com/EthernityN/status/1582373001839812608?s=20&t=205fCU_6Gknp46CO147FLA

https://www.reuters.com/business/media-telecom/vodafone-altice-german-tie-up-bring-fibre-broadband-homes-2022-10-17/

https://www.prnewswire.com/news-releases/ethernity-networks-eases-video-broadcasting-over-wireless-301648504.html

Competition only getting more intense for Ethernity -

https://www.prnewswire.com/news-releases/napatech-collaborates-with-amd-and-advantech-to-showcase-5g-upf-offload-solution-at-mwc-americas-301627705.html

I was referring to volume.. no news = no volume = overhang lasts longer.

Going to need some solid contract news to get these shares through the pipes. At least they didn't trigger the whole amount.

CFO interview

https://www.proactiveinvestors.co.uk/companies/news/993401/ethernity-networks-cfo-mark-reichenberg-discusses-interim-results-post-period-significant-growth-993401.html

Revs 36% higher up to Aug 31st so has improved considerably since period. July and august matched entire of H1 22

H1 a bit of a clanger. Can't see any mention on UEP2025 sales?

He's very upbeat, good interview

Blog post

https://ethernitynet.com/the-value-of-fiber-to-the-room/

https://developingtelecoms.com/telecom-technology/optical-fixed-networks/13989-xgs-pon-making-the-case-for-fibre-in-emerging-markets.html

Top of the winners board so far today .. about time..!

Customer must like what they've seen so far which can only be reassuring I would hope

Interesting points around security. Will create opportunities as well I would imagine

https://www.mobileeurope.co.uk/hacking-5g-is-too-easy-security-research-labs/