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I wonder when we'll get our first VR sporting event. Real match but sat on the touchline or in the stadium surrounded by thousands of supporters. Not canned but real. Now how many people can fit in the ground 1-2 million or more anywhere in the world.

Thanks for the update, they should be at full throttle now.
Vendors, integrators and OEMs should all be engaged in testing with Telecom. Tier one. Next once those solutions are proven, contracted and mass deployment triggered Tier two. Telecom to client solutions will be needed. This will definetly be a big market for Ethernity. Then client to client as interactive applications demand bandwidth, low latency and super speed.
I am think VR where groups interact in a virtual environment. Not through a studied visor but on a whole room experience. How much data does that use? Absolutely huge and impossible without multiple fpga deployment.

I don't think that we'll see many. Most people are bored of it by now.

Lock down in Israel doesn't include going to work. It's Yom Kippur and massive extended family and religious gatherings are the norm. Not this year.

Given the current focus on security a little research on fpga security. Ultimately remote servers means remote opportunities to physically access the networks. Fpga deal with a flow so there is actually very little to steal at the fpga. Effectively hacking an FPGA is possible and I believe not that difficult if so motivated. However what you see is just a stream of traffic. Incomplete and untraceable. So a code or pass may be seen but there is no label or context. An example may be that you can see a location but not know where travel started and finished. You may see a piece of information but not know who it relates to. A change of detail but not knowing what it has changed from. Ultimately useless data.
However with some compute done on the fpga we have a vulnerability. However this compute is a snapshot not a full movie so even with compute you won't have the before and after at the fpga.
Of course Ethernity has a advanced security function but hacking an fpga provides little information as it is widely scattered.

Yes being Israeli is not easy in the UK, they are seen as unreachable. However being an Israeli company with Israel being a very successful tech hub give them strong recognition in Israel. If they were in the UK they may as well be on the moon. However as I have said before it's extremely hard investors outside the UK to buy this share on the AIM.
I believe that even the acceptance of openRAN is in doubt amongst some sections of the Western watching analysts. China is very decided on how 5G will go and I think that goes for the whole of Asia. However many analysts are stuck in the past with the fantasy that 5G will go to a handful of players. They look at companies aligning with their view.

So that's 5 people who seek reassurance. I just don't see it myself. I don't know what you seek or why you seek it. AIM and every other platform is littered with failures where the price was talked up and investors reassured.
Would you be happier holding at £2 and the future already partially priced in. Would you rather they had raised £3m at 12p instead of what will be 17p post warrants.
I never seek or listen to reassurance as you can't trust it. I look at the industry and the products. The share price is the least representative part of any listed company. If it is high for the opportunity it is expensive if it is low it is cheap that's the only view I have. I would not have bought if the share valuation was functional. The disconnect and the huge opportunity is why we are here. The share price rising does not reassure me and it dropping does not frighten me. Look past the BS and look at the products in the marketplace. I can tell you that fortunes will come to Ethernity. They have done the work. The rest is with the resellers, integrators and OEMs.
If the price drops I buy if it rises I don't. I certainly never buy in large amounts I spread the risk and get the best possible deal.

https://ethernitynet.com/solutions/
Solutions are starting to mount up now. This is a very comprehensive menu of symbiotic bolt ons and several very specific targeted products like the Avionics switch. This is the most comprehensive and flexible offering of any including the huge players. Most of these work on any third party fpga already installed.
So what's this lot worth?

If it was it shows an appetite to take shares at a premium. The MMs must be suffering in slow motion here.

The 11000 sat for a while at level 2 on the ask side at 16p

I think that they will all end up with open Ran. Ethernity are not dealing with those making the network. This is tier one so it is connecting to the network. Telecom will need to engage no matter who powers the network.

My thoughts are who will do the deal, it won't be Ethernity networks. I believe that Ethernity have multiple integrators, and vendors and partners competing.

I don't think that 5G will produce any deal. There will be sales as the integrators and collaborations like TietoEVRY sell units. Certainly all of the business of the last 14 years or so will carry on and license deals will be a source of revenue in the short term. The tech works the testing is not about that.

It is the biggest challenge to find as much interest in the share as in the products. I believe that is the only broken aspect of this opportunity.

Only if they change course and deploy a open network. Otherwise they will have 5G mark one and as it evolves they will have to completely replace components of the system. Buying Betamax when the world will have VHS.
ASICs is dead now, China will show that. Countries committed to one provider will have to rethink or repay. Most of those providers if governments will let them will use open networks. The UK seems so far to not know what it wants. It is 5 years away for them.

The only viable valuation in my opinion is to look at the ACEnic-100 and ask what's it worth. Demand is just starting but it is quite clear that it will be huge. There are many new cases for use due to open ended flexibility, now further increased by new options to join together. Where does that stop?
Even a Conservative valuation on ACEnic-100 family must be $100m as it stands.
The opportunity for Ethernity is with the in-house and collaborative flesh on the system. This is where near 100% margins are.
Ethernity has multiple intellectual property streams. Some are for products that are not yet crucial and others that can standalone or on third party open hardware. I see no reason even in a disastrous market for this share price not to be over £1 right now.
A badly informed backward looking market explains some of it. The rest I think is the AIM and UK investors. Across the world 5G is a real buzz especially the east. In the UK they are largely oblivious to the fact that tech is jumping 20 years in 2.
Yes the UK will catch up in due course, they can't sit worrying about Covid-19 brexit and other nonsense for ever.

This sentence I really like
"Further business and revenue from the Chinese operators will flow through our OEM customers"

"In addition the Company is engaged in discussions on the existing Company's Router-on-a-NIC for vRouter Offload on 5G Distribution Units as part of the Cloud Radio Access Network which may lead to additional market share for Ethernity in the upcoming 5G network. 5G mobile networks are expected to start deployment during 2021 and are based on virtualised environments"

"The goals of the Company's development activities are to build stable recurrent revenues from technology licensing and the supply of our ACE-NIC FPGA SmartNIC product family"

"We remain confident that Ethernity`s technology is well positioned to become one of the key technology solutions providers in its marketplace."

Apart from the share price what's not to live about this investment.

It's that 250k rollover from 4th August. Rolled over again. I guess that they can't believe that the share price is still here. Spending money to keep their money in the game. I believe that the MMs were waiting for that to sell.
If my balls were on the line for £50k I would like to think that I would do the same.

Whilst the news agency look at the past I look at the future.

I assume that this is the big money. All three test fpga and at least one is already committed to Ethernity ACEnic-100. All three will be thousands of fpga in the first 12 months ultimately hundreds of thousands over 5-10 years just in China.

"The Company now has a direct relationship with three major telecom service providers in China - China Mobile, China Telecom and China Unicom - all either planning to use an FPGA SmartNIC offering for 5G UPF, or already under development in their laboratories for integrating their own open UPF software to be offloaded by the ACE-NIC. Further business and revenue from the Chinese operators will flow through our OEM customers"