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This time Houston ....
Thrilled to have Silver Sponsor, Tarana Wireless, Inc., join us at Broadband Communities Summit 2024. Join us in Houston, May 6-8., to meet their senior figures and gain their immense industry insight! 🌐 🤝
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https://www.linkedin.com/posts/broadband-communities_digitaldivide-bbcsummit-connectivity-activity-7178073158506180609-yZRx?utm_source=share&utm_medium=member_desktop
Press Release
The Fiber Broadband Association recently announced that its Technology Committee has published its “Fiber Broadband Scalability and Longevity” white paper—the latest FBA research that explains optical fiber is the only communications medium that can support both existing and future applications for many decades with no infrastructure changes. The white paper concludes that due to fiber optic cable’s high levels of scalability and longevity, fiber broadband has no known expiration date.
https://bbcmag.com/optical-fiber-has-no-known-expiration-date-according-to-fba-research/
Part 2 The Core Analysis article that IL responded to ...
https://coreanalysis1.blogspot.com/
Part 1
Why are the US government and DoD in particular interested in Open RAN?
Thank you Patrick Lopez CEO of {Core Analysis} for this insightful article, shedding some light about the drives for the US government to push for Open RAN, in effort to diversify its telecom supply chain, fostering competition and potentially reducing costs.
Open RAN, with its interchangeable components, enables this by breaking vendor lock-in and encouraging participation from a wider range of companies. Additionally, Open RAN's inherent flexibility aligns with the DoD's need for secure and adaptable private networks, potentially granting a tactical advantage in the field.
Ping me if you're interested to learn how Ethernity Networks can accelerate Open RAN rollout.
#openran #disaggregation #hwacceleration
Appeared less than an hour ago
https://www.linkedin.com/feed/
With the new BOD members (to be) but working now for the company I would say "It is time to come out of the shadows"
Exactly what I say , SKID
ENET Nov 2nd RNS
https://www.lse.co.uk/rns/ENET/contract-win-with-tier-1-customer-qwxames40wngql8.html
The following, it would be nice to see some ENET involvement
https://www.lightreading.com/security/ericsson-nokia-get-serious-about-us-military-s-5g-biz?utm_campaign=Weekly+Posting&utm_content=1710958442&utm_medium=social&utm_source=linkedin#close-modal
It's time to see the ENET marketing team springing into action
Tarana are still on the road
https://www.linkedin.com/posts/tarana-wireless-inc_register-now-activity-7176611399526227968-QtEL?utm_source=share&utm_medium=member_desktop
SKID
Appreciate you have taken the time to post. They are thoughtful and thought provoking.
The facts remain that no contract information has been yielded from DL since Nov 2nd 2023 and Nov 29th 2023 when the company was in its TSP.
Dec 5th 2023 RNS
David Levi, CEO of Ethernity Networks, commented: "While we have had an extremely challenging year, particularly over the last three months, the team has been working tirelessly to release the UEP products with the required functionalities for our targeted customers. Together with our Fibre Access offering, which is targeting the US$50bn PON Market, and our 5G Open RAN data plane offload solutions, we are hopeful that 2024 will be a transformative year for Ethernity and, with our careful cost control on the reduced operating cost base, our goal is to generate positive cashflow."
As we approach the end of Q1 and the pending Apr 9th EGM I am, too, surprised that we have not seen at least one order and in fact more than one order for the differing markets ENET is involved on. Its time for DL to show his hand(s) or is he waiting ?
Personally I want to see the hand(s) and want the contract(s) revealed.
Finger thanks for the like.
I am a Hull person.
I am a supporter of Hull FC the rugby league team, and a Passholder
I follow Hull City the football team, as a Hull lad
I went out for lunch and had a pint, rugby league and more pints still to come tonight
Have a good weekend everyone
Chico, maybe if you followed my threads so will see that I am relatively new to Ethernity Networks, as shareholder as opposed to a trader. The area of the telecoms is very complex and jargon orientated and takes a while to get your head around it . Just look at the website! I do try to understand it and over a period of time I have come to understand ENET better and the world the business exists in. I still have things that I so not fully appreciate. Very little was posted previously by way of research but when the SP rises the number of one line trader posts will increase dramatically. I certainly have come to learn the importance of Tarana Wireless to the revenue of ENET and now hope the PON technology will add new business and revenue, particularly with the new appointments.
Chico try doing some research because I would certainly appreciate it.
Chico, in my case it called "Being Retired" and having the ability to do what I want to do without work restraints.
Going out for lunch and a pint today, watching Hull FC Reserves 7pm KO and the pub afterwards.... and I will still wake up early morning !
I do enjoy researching and passing on info for those who maybe don't have the time and it keeps my mind active.
AIMgambler
For the record ...I am in no "relationship" with anyone on this board, so please dismiss that idea.
I am a loner here.
Thank you
SKID
Thank you for your response.
I suppose it is fair to say the differences in opinion lie in our time of being shareholders.
I am half glass full whereas I believe you are now half glass empty but was not previously, with DL and ENET.
Your responses are thought provoking, for me .
Ilan Tevet posted recently ..... full feedback is below in the first link
"This is where Ethernity Networks (ENET) comes in. Their experience in Carrier Ethernet, xPON, and system-on-chip components positions them perfectly. They can provide cutting-edge solutions for both fixed wireless vendors and ISPs looking to embrace the hybrid model. ENET’s leadership in switching and xPON technologies allows them to tailor cost-effective solutions for diverse deployment scenarios. No matter the specific needs of a rural community, they can offer a solution that leverages the strengths of both fiber and wireless, including support for wireless transmission over xPON to allow extension of wireless antenna closer to the customer . What truly excites me is ENET’s OEM-focused business model. This collaborative approach ensures a smooth transition for vendors, ultimately benefiting rural communities by accelerating their access to high-speed internet."
"The BEAD program and the rise of xPON represent a $42 billion market opportunity. ENET’s commitment to a fiber-wireless future, combined with their expertise and partnerships, positions them as a frontrunner. As rural communities embrace the hybrid model, ENET is poised to be a trusted partner, bridging the digital divide and unlocking a brighter future for all" .
https://ethernitynet.com/wisp-america-takeaways-the-42-billion-rural-broadband-opportunity-and-why-enet-is-your-key-to-success-2/
https://ethernitynet.com/solutions/two-tier-pon/
https://ethernitynet.com/wp-content/uploads/2023/05/SB_ENET_Two-Tier_PON_vFinal.pdf
https://ethernitynet.com/products/pon-devices/uep3808-olt/
SKID
As previously said, understand your frustration with ENET and the non acceptance of past promises as a LTH.
Pleasing to read that are still a shareholder, though not a happy one because of the past experiences.
Not being a LTH I am here to realise a re-build in the company and will give the new BOD my support.
I have had to move on from losses.
Better hope, Skid, for the this year.
I am confident its the others lol
SKID
From the 50p ish SP of Apr 2021 it is fair to say and observe that the SP has dropped to the value of today @0.78p... drastic change but I also look at many other AIM companies who have also experienced big drops. I too have lost money but walk away from the loss and try to rebuild. There have many reasons companies have dropped which include major world changes and events, with knock on effects. One of my rebuilds is ENET, which may I add, that I too am down in, at present. Optimistically, with the NEW BOD and the rapidly progressive broadband world then ENET has a part to play and can build from these levels to higher ones.
Are you still a shareholder in ENET?
From August 31st RNS
Strategy update
Ethernity's Passive Optical Network ("PON") controller technology can be used in different broadband network configurations and platforms including in fiber-to-the-premises ("FTTP"), fiber-to-the-building ("FTTB") and fiber-to-the-home/fiber-to-the-room ("FTTH"/"FTTR") (together, "FTTx"). This provides Ethernity with the opportunity to offer its PON solutions for a variety of different scenarios.
There is significant global investment in improving fiber connectivity, particularly in the EU, USA and India. FTTH Council Europe has estimated that by 2027 approximately 300 million homes will be connected to fiber. In the USA, $42.5 billion has been allocated to investment in broadband infrastructure projects pursuant to the "Broadband Equity, Access, and Deployment (BEAD) Program". With certain of those territories banning the use of products manufactured by Chinese system vendors, this has provided the opportunity for new vendors to enter the market.
Ethernity's go to market strategy is to provide an alternative source of PON technology for system vendors, by offering the Company's PON controller both on Field Programmable Gate Arrays ("FPGAs") and in application specific integrated circuits ("ASICs"), whilst combining its PON technology and flow processor switch technology onto a single ASIC, thereby delivering a complete Optical Line Terminal ("OLT") on a chip.
The Company's customized PON solution on FPGAs will be offered on a licensing model which, the Directors believe, will provide a more cost-effective solution to prospective customers for certain PON applications, compared to the existing devices in the market. ASIC sales are expected to represent a larger portion of the total addressable market and will be targeted on a revenue sharing model with ASIC vendors. This new revenue sharing model, which the Company has already begun to discuss with certain customers, should improve the Company's gross margin compared to its existing product sales and would allow Ethernity to target larger scale PON platform contracts.
The strategy, pre TSP, embeds itself with the OUTLOOK for 2024 posted earlier today. The customers who supported Ethernity Networks through the TSP process were invaluable and need ENETs's products and customer support. The creditors understood the ENET business plan and had the confidence to support the company with the phased payback.
The confidence remains, for me .
and as David Levi posted in that Aug 31st RNS :
"With the PON licensing model that we are implementing, we anticipate that we will be able to generate positive cash flow from operations and build a profitable and growing business."
I am with him.