Member Info for Tracylied

http://www.fiberhome.com/en/mobile/news/34/692.aspx
This is a good example of private network. Lots of different ideas and really they have just got started.
Ethernity has opportunities here with low latency edge requirements for AR and VR with compute at the edge accelerated and flowed. UPF, NFV and 5G integration RAN DU and CU.
Fiberhome are working with Ethernity on several projects and this is a excellent fit.
The extension will be smart factory, smart Mall and smart estate. Farming, fishery, military, public services, logistics.........
Massive

21.9/22.40 currently. Stock available to buy now but the bid holds firm.

Euclid I said that you don't have to pick the biggest winner.
Clearly from a market cap equal to the value of a mediocre Premier league player Ethernity has huge headroom.
Ethernity do not need to be the biggest winner for the share price to multibag. Simply the evolution of the market will account for that.
Yesterday no market tomorrow huge market. What will that do to the share price on expectation alone.
The fact is that Ethernity has a product regularly mentioned in the top ten, it is regularly referred to a cost effective. Ethernity are in a politically neutral position with a global market. Ethernity don't have a ego and work anonymously through third parties ticking local boxes.
They don't need to be the best at everything or supply every SmartNIC solution for the share price to increase massively. They don't even need a huge influx of investors however a gold rush approaches and even if it just looks like gold it will be a winner.

I have received a PM about my last post asking about if it is a winner takes all event for SmartNIC.
No absolutely not. There will be millions of SmartNICs required globally. Some able to handle huge tasks and loads with super performance, some will need to be scalable and some just cheap. It depends on the application and the level of investment available now. This is why Ethernity introduced the pay as you go solution. I suspect that integrators will be aligning with multiple OEMs and really keeping their options as open as possible.
Ethernity has a ready to go range that features can be added to from the suite or users can make their own.
There will be many winners over the next few years and I think even losers will see huge growth. It is that type of event.
Not quite fish in a barrel but quite close. It is not important to pick the biggest winner in my opinion. I have about £100k here and I believe that I will adding 00's to that.

Whoever the OEM is they will be building the Ethernity product in house under licence. It will form part of their solution. They may also be the integrator or be contracted to the integrator to deliver part of their solution.
The integrator will be responsible for the long-term development of the system. They will be the team they go to for development and maintenance.
A firm like Niral will provide a end to end solution using leading components from many sources. These components are interoperable but it's for the integrator to pull it all together and evaluate.
Sales will flow through the integrators and OEMs. Many will be hands off or just designing code to fit unique specification. Payment will be royalty and design fee. Royalty will be over many years with margin close to 100%.
Non believers say why wouldn't they design their own. It is not just designing or building it is the whole evolution. Ethernity will reinvent the same piece of hardware using virtualisation and cascades to adapt to whatever the future requirements are.
ACEnic-100 is a leader and it is affordable. Ethernity will sell many through third parties.

https://www.fiercewireless.com/wireless/at-t-moves-forward-open-ran-while-t-mobile-takes-cautious-approach-special-report

Twist and turn but they will all end up at the same virtualised open radio.
Lots and lots of talk at the moment. The tech sector is about to be reborn from the dotcom legacy. We'll see the same exponential growth from the whole sector. Good bad and ugly

It will be a fee collection trade from a out of funds account.

Auction price screws this platform again.

Working my way through a list of Indian OEMs with in country manufacturing capability to build the Ethernity fpga device. There are a couple of options. Niral are top so far.

Welcome

So the million dollar question. Why did you look at Ethernity. I see that you have an oil explorer on your radar.
Where did you hear about them.

Not so strange. 5 out of 6 MMs are at the same quoted price so they are competing for business hence the drop. It is normal following a rise.
There are very few loose and very poor liquidity they don't want to hold too many. Especially if one took 200k at 22p.

Microscopic changes to the spread make very little difference in the long run.

As we have been discussing for about 18 months exponential growth is expected year on year really from the middle of next year. Decisions will be made over the next weeks and months about how deployment will occur. The private networks are in their infancy even in China but will grow very quickly. Year on year growth will be huge. The Ethernity model allows for multiple engagements and production globally through third parties.
The difference between the mobile Telecom network and private apart from the spectrum is the requirement for the edge at or close to the RAN.
This is what Ethernity IPOd for. The opportunity is billions the Ethernity share will be millions. How many millions?

https://www.zdnet.com/google-amp/article/in-2021-edge-computing-will-hit-an-inflection-point/

Private networks is a huge opportunity for Ethernity. Only those processing huge data with zero latency requirements are a perfect fit but we'll see competitive applications based on the lower performance units from Ethernity for sure.
The real market is actually the private network the mobile Telecom operations are much less critical for performance.
Any industry requiring the edge and local compute will need a Ethernity type solution in the RAN, DU and soon CU. Integrators will be working now of solutions. Fiberhome has a leading Smartcity product which will fit well with the ACEnic-100 to bring AR and VR to the work place.
Private networks will be by industry like fisheries, farming or manufacturing. Also by location. This will be when super low latency will be the driver.
These networks may be small but will be multiple.

21.90/22.90 online

Hopefully it was a sell. This share needs to create a market or it will suffocate. Lumpy trades like that stall the market because one MM will hod shares and the others not.
It will all come out in the wash.

It seems to get hung up on the auction quotes.

Attracting a couple of sells. Fuel for next leg?