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I suspect that for the SmartNIC provider there will be minimal competition. I suspect that several vendors will be offering ACEnic-100. The SmartNIC part won't be a element of competition just how it is used and how that performs within the whole portfolio. I suspect that if the leading candidates are all using ACEnic-100 then the company would be foolish not to share that. Given that other areas are moving towards this stage it would be an endorsement of the tech.

However we could here short listing very much sooner

They will be testing the whole sequence of which ACEnic-100 us a small part. The OEMs will have integrated ACEnic-100 into their product or be touting the Ethernity end to end package or part there if. It's to determine interoperability and performance in many different scenarios. 3 months is my guess.

Week 2 into Q4. Weeks back integrators were deep into lab testing with ACEnic-100 based solutions. The 3 major Chinese Telecom will be lab testing now to determine performance.
I suspect that we'll hear more very soon. I believe that we'll see two major global leaders adopt ACEnic-100 as their signature platform in the next few weeks. Time is ticking now. 5 G appetite is huge and the mock up 5G currently available won't stand volume.

Currently Ethernity have access to almost every market in the world. A high profile US acquisition would make the progress in China difficult and vice versa. It is not really about where it is now but more of the risk of the Orange clown getting another term. It could be a bolt on to either but can't be taken under the umbrella in my opinion.

I believe that we are seeing a land grab that will only increase. This increases the likeihood of a panicked acquisition at a favourable price in the short term. Certainly £100m is a starting price tag. Complicated by the recent funding deal and warrants.
However I don't think that it could be a US or a Chinese company.

OpenRAN is going global, with proponents like Dish in the US; and Vodafone, Telefonica, Deutsche Telekom, Orange and Turkcell in Europe. Then of course there is Rakuten in Japan which, after a lot of hype, finally launched its OpenRAN-based 5G service at the beginning of this month.
The OpenRAN opportunity invites various stakeholders to bring their best in class technologies and hardware/software components to contribute to building a flexible, secure, agile, and multi-vendor interoperable network solution.
This is where Ethernity fit in. I suspect that David who really has seen this shift years ago will be surprised by the scale and speed of the shift away from ASICs to OpenRAN. This creates a global opportunity which is expensive to take. I believe that even 12 months ago they were looking at maybe 2 or 3 Open networks now by volume of connections most will be Open.

The sector is definitely attracting attention now. It will fter down to the AIM and Ethernity

https://www.fool.com/investing/2020/10/09/3-top-5g-stocks-to-buy-right-now/

US and obviously only looking at the giants but when they feed Ethernity feed. However no big corporate machine to feed so even crumbs will be a banquet

16.30/17.45 current price. There is competition resulting in 17.45 but not much. £10000 buy won't go to a instant quote so whilst there may be lots of MMs on 19 they don't have much stock or energy to make a market. They will retreat to 21 on any volume.

100k delayed sell at 16p. There is still at least one 250k rollover still out there which will mature soon. Probably to be rolled over again I suspect.

16.3/17.45 currently live price.

Pop... STFL back to 21 as they run dry. Normal service resumed and we should see 20p fall.

STFL can't have many left at 17. Next stop 19. Someone took the 50k but it wasn't STFL for sure.

We are back to the point where the tide appears out for short term money. Any from the last news item has probably gone now. Funding is sorted and the only question is how much of the Chinese 5G market will Ethernity grab. I am still seeing very little genuine competition on a like for like analysis. We don't have disclosure on prices but Ethernity use "cost effective" and "efficient" often. Ethernity are now scalable which will be important at the investment stage. As clients arrive investment will be easier.
Ethernity UPF is a mass market product absolutely required for vista effective RAN. In some cases we may have to wait for mass market pressure to trigger commitment but 5G will be the majority access route everywhere.

https://www.visualcapitalist.com/visualizing-the-state-of-5g-networks-worldwide/

A lot of chatter to come. Many millionaires will be made by backing those with the most leverage. At the current market cap Ethernity could have the most if any 5G orientated stock.
It will make millionaires for sure.

Yes every trade a buy and every trade with STFL no doubt. Chunky trades always cause this problem but once gone the share price will be released up.

Looks like STFL took the 283333 on the the 2nd at 16.50p. Since then they have been selling them back at a fractional loss and profit. Can't be many left now. Volume buys or sells always stall the market in such a illiquid share.
However chances are the buys now away from news are longer term. Buys on contract news are worth very little as most sell over the next week or two.
A complete change of fortune is looming which will break that cycle.

Just one MM on 17 then gapping to 19p. Plenty of support at 16p.

I suspect that it was a overpriced sell. STFL are 12/17 then 18-19. 3 on support at 16 so stock looks tight at this price. Given the trade as a sell the balance points to very little actual supply to the MMs.
The sector is gaining some interest in the east already and eventually the UK will wake up to it out of its Covid-19 panic.