RE: Several OEMs are currently evaluating the ENET's UEP17 Jan 2024 09:15
Flava, it looks like Enet has competition, although an emerging market. What is enet usp? I can certainly see the need for speed as computing speeds increase, data transfer is increasing and with the advent of AI this will only continue.
Even the fact that we have moved from 500k images to high def reels on social media, more folk buy online and many households have multiple TV streams. This all means FB, Netflix, Tesco, Amazon need larger LANs, these need to be secure.
So I am thinking that the market will grow. If we grow or fall is about the management and if enet has a technical advantage.
Could well be talking nonsense so appreciate a response from you or any other knowledgeable people.
The business end is relatively straightforward and gives the more binary nature in the short term hence the volitiliy that drizzy, Neil and I, among others are exploiting.
Once that is done this will be more of a long-term punt, or there will be a lot of angry investors.