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Hardly at all as the lock down allows people to report to work.

It's quite possible that ACEnic-100 will be in most of the competing solutions.

Interesting when you look at just one aspect of the business.
UPF China focused.
So we have the new pay as you go concept 200G UPF. Scalable and based on either two ACEnic-100 or a larger fpga based SmartNIC.
We have the TietoEVRY UPF based on the ACE-NIC100.
We have the off the peg Ethernity UPF based on ACEnic-100.
We have the Ethernity UPF and ACEnic-100 used by integrators and OEMs to develop their own solution.
We have the Fiberhome UPF collaboration.

The common link is the ACEnic-100.

Looks like another decent day of buys. The 17.48p should be buys because 30 minutes before it was 17.18 and 17.52.
Delayed publication until the bell.

I confidently predict that there will be a point in the not too distant future where it will be impossible to buy this share. It will be on a one in one out basis only. I see no reason to be going out so it follows nobody will be able to come in. The sector is gaining interest in a very poor market. Investors will pour to 5G assets good, bad and ugly. How many times have we seen it before.
Even in a poor performance I believe that we'll see 20 x returns from here over 18-24 months. If Ethernity hit big numbers of sales double or triple those multiples can be expected.
When I first started exploring this company the share price was 84p. They had achieved nearly nothing, the market was years away and they were still reliant on legacy markets.
Here we are on the verge of a huge marketplace with leading products placed with leading partners.

We must remember that Ethernity are a microcap company. Companies that Ethernity are involved with TietoEVRY, Techtronics and FiberHome are huge $bn companies. They are interested in these collaborations as a means of generating significant income. Given Ethernity size the multiples are huge. In Fiberhome and TietoEVRY cases Ethernity will make significant revenue from their success. With Techtronics it is the success of the vendors and integrators that determines Ethernity revenue.
It is very clear that even a disappointing performance will escalate financial returns significantly and the share price multiply.

The completed product is in lab testing with two operators and two strategic partners. Furthermore, major go-to-market activities are managed jointly with TietoEVRY in China, with a global go to market collaboration planned for 2021.
Clearly this is a big deal for Ethernity

TietoEVRY is marketing the product that uses ACEnic-100. This is about accessing the edge. The Importance of this product will grow substantially over the next few years.

However we must appreciate that the UK is a minor market.

Ethernity role is in the handling of volume traffic so it will be in the pipeline. UK is a long way from 5G at the moment. Just achieving the speed on a mobile connection is not 5G.
I don't understand why the UK are building two networks. I assume that they both plan to sell data traffic.
Ethernity opportunities are in connecting to the network. The network is in very basic terms providing a optical connection to the Internet data centre and beyond.
The radio network is the mobile connection between the fibre network and vendors or in some cases end users. Tier 2 is then between the vendors and the user.
Many countries will have one network with state investment. Then everyone will compete to attach to the network.

It's an opportunity for Ethernity for sure. The UK will go open Ran along with the rest of the world.
Everything is opening up to Ethernity

https://www.fiercewireless.com/tech/mavenir-acquires-ip-access-to-add-2g-3g-support-for-open-ran

Another RAN tech solutions provider swallowed up. A niche provider but their focus will change now to in house. The diversity of Open is challenged by the lack of free thinking options.
Ethernity are truly unencumbered and free to work anywhere.

I am assuming that Ethernity is in some part involved in the ITI Tech Mahindra deal. Certainly there will be a need for Ethernity Tech and they are excluding Chinese Vendors. It doesn't leave many, the timing is also right as is the 3,4 & 5G timetable.
Despite saying that capacity is months away it will be mid next year earliest that any volume is deployed. This is a massive opportunity for Ethernity.

Recently I noted that Ethernity commenced a process with two strategic world technology industry leaders to support the introduction and dissemination in the open compute(r) industry of our 5G UPF offload. Tech Mahindra certainly fit that. They are dominant in every continent.
I wonder who the second may be.

It doesn't matter who supplies the network. Ethernity are involved in connecting to the network. The decision to go Open will be for the Telecom vendors unless the UK government direct to be locked in to one vendor for the Telecom to use. That would be crazy. The Telecom are not just the obvious candidates there will be many who will use 5G for automation, scheduling and IoT.

The mobile aspect of 5G is just part of the issue. Of course at the moment they will not be burning cores.
A decent day today 120k+ buys over sells. Won't take many days to dry up any stock.

Sorry guys that just isn't going to happen.
Sales will come but they will be on a case by case basis. You will hear that China Mobile for instance has aligned with x vendor and x vendor is using ACEnic-100 and various parts of the Ethernity product. However they will align with several and those vendors, OEMs or Integrators will be selected as most suitable for each occasion. The reporting will be after the event and will be reporting on sales for the period.

Yeah that I just don't get especially if you want to buy in volume.
It goes without saying that there are deals in the pipeline. OEMs and integrators are pitching ACEnic-100 and and Ethernity code in their own products that will result in orders.
The share price rising is inevitable now.

Yes I am waiting on funds to transfer. I suspect that I'll be paying 20p. However I am not hugely bothered. I go through thinking I have enough then I get the Ethernity fever and I want more.

Almost impossible to buy instantly online. I can however sell 50K at 17.10.
Squeezing a bit now

Currently 17.10/17.60 8 straight buys last two show as sells. Maybe we are attracting a bit of attention now.