Member Info for Tracylied

Yes super. There will be many networks and many opportunities to connect to them. I hope those OEMs with products based on Ethernity kit are out there selling hard. True the network comes before RAN but it's looming now. Just a handful will be big news here.

I just don't get it. Why buy in one trade if the MMs are mugging. Clearly only one MM could fill it. No competition so full price. Why not break it up. With so few MMs and no liquidity 5 x £2000 trades will likely removed a couple of MMs.

https://www.qualcomm.com/news/onq/2020/10/20/5g-network-virtualization-and-interoperability-why-time-now

Everyone is getting their offerings market ready. Another giant viewing the Ethernity market as big enough to offer solutions. Again like Intel they are likely to scare away integrators and OEMs who are looking for true independence from brand lock in. Whilst they talk of interoperability really they are optimised for their front and back end kit.
I think that Ethernity will have a big advantage being a specialist in the field with truly versatile and scalable kit. They are perfectly placed in Israel to latch on to all markets and I believe some of these big names will be looking to exploit that.
The market is huge and almost getting bigger every day as the imagination sees new scenarios and challenges.
David Levi called this exactly right in my opinion.

I think possibly where some people are not understanding 5G is in the RAN. 5G Internet by fiber to base stations, micro networks, community networks, nodes, boosters and other devices is the network. In Europe that will be Ericsson, Nokia or others. In China a Chinese provider. Telecom then connect to this "land-line" with RAN. This is a mobile network.
It is where the bottlenecks will be and where virtual functions and data flows will be needed. If not a huge amount of compute will be needed at this point. Much of it doing functions outside of their expertise.
It goes without saying that many Telecom will be connecting to a couple of network or one state network. In some places they will be head to head competing but in China Telecom has been smart and divided the task. This means that the Telecom themselves all need to be interoperable hence the open RAN protocols. The beyond the network side of 5G is where Ethernity are placed in China. They will play a small part in thousands or millions of solutions to similar problems.
Currently a few thousand users can operate without streamlining tech from companies like Ethernity. The more users the more help they need or 5G speed and latency is compromised.
The 5G network is the playground and it's being built now at a rapid rate. 5 G devices are being sold but it is really just an extension of 4G mindset at the moment. It's on the 5G of the band but the devices are being used for 4G tasks. Over the next 5 years starting now really and ramping up fast we'll see huge interest in designing in 5G to life and tasks.
5G really is the new sliced bread but very few can see it yet. They are obsessed with speed and downloads. It's a bit like describing the colour orange and not using the word or describing the size of the universe using double decker bus lengths.
In 12 months it will all make sense.

http://www.fiberhome.com/en/mobile/news/139/679.aspx

Interesting article from Fiberhome. Mentioning the big 3 which Ethernity are engaged with through Fiberhome.

Bid not long ago cash was a problem and the SP was 12p. We all took some I think. Now up 40%. I would take another 40% between now and Christmas as a success. Then next year we'll find out how quickly Ethernity will make market share.
I believe that in the spring we will see sales through from OEMs and integrators as they win contracts with clients for mass deployment.

The tide is now well and truly out. Nobody selling much. Occasional buys but small volume. A great time for news. A sustainable jump is required from news capable of reaching new investors not the AIM floaters.
Currently the industry is in test and decisions are looming for Telecom in China. This process will continue for 5 years at least in China and be revisted many times as the demand increases. Then globally for at least 10 years.
Next year we will see the first 5G mass deployment. Existing mobile to network 5G solutions will need to be configured for mass use.
The main demand will be business to network and business to business. Personal 5G is a tiny part of what will be needed.
Inside the network and the core we will see huge opportunities next year in China

To be fair data centres is not really a market Ethernity are in. They do have solutions for reducing the number of cores but these really come into their own in the field where environment, power and space are key drivers. In the luxury of the slow moving data centre environment virtual applications have less benefits.
I think that the days of data centre doubling every few years are over.
The market is huge and absolutely Ethernity are part of it. As reality dawns with mass deployment ASICs in the field won't stand a chance against the flexibility of Oran.

I guess so. Odd how twice it attracted a poor price compared to others. This is the environment I normally buy in. But if stock available abd plenty of support 5 of 6 on 16p

78000 for 1000 against. Very low volume but overwhelmingly in one direction.

16.5/17.1 current online price.

Correct. The customer had first gone with Intel and their vanilla nic wasn't versatile or powerful enough. Really Intel taking this step shows that the market is genuinely huge.
Of course Intel will not be in the Ethernity market because they will be in the end to end Intel market. Ethernity is interoperable with any fpga so the Intel fpga could be sold by Ethernity with Ethernity firmware.
All of this is not really competition it is about actually facilitating the rollout to allow everybody a market. Once the network becomes mobile the marketplace opens up.
It would be good to hear about resellers, OEMs and integrators this is where sales will come from.

It's very clear that Intel think that this is a very worthwhile market even for a huge business. The specs are quite similar on the face of it. The problem will be that it is Intel. Their previous products were unable to compete. Their new generation is trying to compete with old generation Ethernity. The more development the more market as far as virtual functions go. We don't know the price of the SmartNIC or the virtual products.
I doubt very much that they will be able to compete with Ethernity on performance, reputation and price.

Price is coming together now at 16.4 and 17.15. Any buying will soon run the price up.

01234 it is a 5G speed mobile connection. However we don't know what that is connected to or how many devices can connect without performance dropping. 5G is about end to end volume and speed. UK is currently simply a 5G speed speed mobile connection to a fiber junction.

The spread is to deter buying. The actual price is much closer but many do not look past a headline.
The stock is extremely illiquid between news. This is not a short term gamble it is at least a mid term deal but long term for the greatest reward in my opinion.
When news comes it will be nearly impossible to buy.

https://www.business-standard.com/article/companies/bharti-airtel-ties-up-with-global-firms-kicks-off-oran-tech-plan-120101401527_1.html

More Oran more opportunity. Ethernity are working globally with two strategic market leaders. Don't look for Ethernity name on anything everything will be channelling through resellers and OEMs

Exactly. Everything he has worked towards is now coming together. David saw a seismic change in the way Telecom will deal with the fifth generation long ago. That is now happening. 18 months later than he thought but it is happening. Open RAN is here now and it's not going away. In fact the large players should welcome the new sales opportunity open access brings. Standards and interoperability are in place now and design kit is easily available to integrate. Mits in Taiwan and Techtronics in Hong Kong are selling the ACEnic-100 family and all the design materials. We also know that several OEMs have built their products on ACEnic-100. There will be many more in the pipeline. This is a race to the start but many more will join as this evolves over the years. China is just the start.
Why would David give this up for now for a salary and to see what he could have won. Ethernity under a corporate umbrella will be restrained and will lose the free thinking ability that has got them so far on very little expenditure.
The journey ahead requires several key talent requirements. I see Ethernity are looking to fill those places now. As they climb the leagues they need to make acquisitions and I believe that they are doing that now as a very heavy workload lays ahead.

It's been on the cards for a while. Definitely will shake up the fpga Market. It shows that the big boys really want to hold all the real estate. There are huge opportunities for the small providers in holes created by these types if acquisition. Xilinx will now be focused toward complimenting AMD business rather than exploiting the fpga down stream. To exploit down stream they need a link like Ethernity.

Mobile phones isn't where the money will be. 5G means so much more. Industry networks will be the significant earners. We'll see industry specific solutions emerge over the few years that will be data hungry. Certainly we'll see the whole supply chain linked globally. We'll see end to end communication not just through manufacturing but oil and gas, travel, emergency services, medical services and retail . In fact you will see end to end integration of everything that we see and touch globally.
To limit your thoughts to a 5G mobile is to think of 5% of the potential.