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I said long ago that I don't expect a buy out. There was a brief opportunity. Now they are too embedded in different supply contracts and partnerships. Also we need to remember that slowing progress in a few key players like Ethernity will delay all deployments.
Vendors, OEMs and integrators won't be competing on ACEnic-100 they will all want it. They will be competing on code.

Last year we had the interims 6th September. Not interested in the financials but we are likely to get a forward looking statement. It should be super positive with transformational events now near term.

The spread is nonsense. There are two MMs competing and here we are below the mid.

I found Brian's interview really interesting in that even he can't get his head around the possibilities that 5G comes up with. Some vague imagine about a child in Africa needing surgery. That will never happen. In Africa they will need the remote operating facilities and a 5G connection. Lives can be saved today in Africa with clean water and food so why focus on this.
I see the VR and AR as one of the major markets. Imagine visiting bucket list places from VR suite near your home. Texture, smell, space and proportion. These are challenges for VR and AR. Virtual offices, sporting events and really virtual anything. Imagine if all the virtual people were virtually together. So now we can interact from different corners of the world as if in the same place at the same time.
Obviously the adult market would jump on this opportunity.
The thing that makes this fantasy now is bandwidth and latency.

Someone who knows nothing about 5G. By the time France are ready they will already be 5 years behind. People will see what it means by then.

I am not surprised. Ethernity will sell nothing direct in China it will be through Fiberhome, Techtronics and others. Integrators will be Chinese and purchase in Country.
Ethernity has multiple routes to market

Bid again Brian is doing a great job of talking about what is happening and what still needs to happen. I fear that the UK will use a ASIC system but they could be globally the only Country to go that way. Certainly once China leads the mass deployment others will see that open RAN works and makes sense.
Using a closed network concept is isolating the future development of their network. Quickly ASIC will fall behind as expensive upgrades slow progress. Ethernity can cascade updates to multiple sites in seconds repurposing hardware fpga for just a fee to Ethernity.
This will provide the ongoing gravy train I have talked of for the last two years.
We'll hear much more industry noise now, expect the "smart" money to arrive soon.
Feeling very confident.

https://www.lightreading.com/open-ran/open-ran-might-actually-be-working/a/d-id/763569

At last we are seeing the open network getting recognition. All vendors and OEMs will go this way. Even the giants, if the don't they will simply provide their best solution not the best solution. Integrators are the key now, Ethernity need to attract as many as possible. Forget one operator using one supplier like the UK are suggesting it is utter nonsense. Ethernity will be taking chunks of this business. I wish we had a list of vendors, integrators and operators that Ethernity are engaged into. They say multiple and deep in test but without a list we don't know if we are winners or losers at each stage.

You have to wonder at the mentality of some. On Friday just before the bell a 32,565 buy today the same sell 32,565 for a loss

The important point about the article is the success of the end to end virtualisation. Doesn't matter who does it first. Ethernity have products to complete stages of virtualisation and now we know that virtualised processes can be successfully linked to form a complete solution.
It makes vendors buying multiple applications a reality. It's important to understand that despite being months away from mass deployment much is yet to be proven. It's also important to understand that no one company can do this alone and it will be undesirable if that were the case. We'll see many providers coming together with interoperable best in class kit. Ethernity will be one of the leaders.

Bid not long ago they had 10 vacancies. Israel is a real hub for tech excellence and there is huge competition for quality. Exciting times for the sector with a massive boom looming close.
Every stock in this sector will benefit.

Exactly where Ethernity are and how David said this would be 2 years ago. Everything done here Ethernity can do. There will be many combinations from providers in this arena.

Yes it was and that was recognised here. I think that we'll see a variety of responses from integrators and ultimately the vendors and Telecom. Some will want to custom the resource they need either to fill a particular requirement or to add value others will want a ready to go solution.
Ethernity are in a odd position as they are both engaging integrators and offering them opportunity to contract Telecom and have produced a end to end product that Telecom can use directly. I believe that we'll see Ethernity win business down both routes. However where we really want to be is where vendors take the products into their solutions under licence.

I had a interesting conversation last night with a contact I made whilst digging around for industry info on where Ethernity sits in the marketplace.
It transpirers that the pivotal development was one that really we overlooked on this board. The Enet-D is the piece of the jigsaw that makes the ACEnic-100 the industry leader. On the lightreading piece David talks it up but apparently it was much more exciting for the industry and a bit of a light bulb moment.
We discussed the share price and to be honest it went a bit over his head but he could not understand why it wasn't more than Ethernity peers as they are way ahead.
I don't think that it will be long now.

The rational for thinking that it's Fiberhome is because a couple of months ago Fiberhome worked with the same three companies to bring 5G to Mount Everest. They used Fiberhome kit. Now we don't know if tgat was based on Ethernity ACEnic-100 or not but given the number of likely users I think it unlikely. A commercial deployment is another matter. Fiberhome work with many partners and integrate third party tech regularly into their solutions. The fitBNG we already know uses Ethernity tech.
From year end results "ACE-NIC100 selected by FiberHome Telecommunication Technologies for vBNG (virtual broadband network gateway) offload; now refocused for 5G User Plane Functionality (UPF) to be delivered for testing by Chinese operators during Q4 2020"
There was a huge hint in the recent video with Brian Klaff. He talks of China Mobile opening up to different best in class UPF. In the slide we see TietoEVRY and Ethernity working together on their UPF. So with China Mobile will we see the TietoEVRY offering going against the Fiberhome offering. Both will have the highest performance cards in the ACEnic-100.

I guess that is between them and their vendor or integrator. The testing is not testing ACEnic-100 or any specific virtualised functionality it is about meeting the specs required with the combination under test. It's not a head to head line up between Ethernity and other providers. I doubt that there are any viable alternatives under test. It's more about how to flow the data and reach the spec. What speed, volume and load.
Some will be looking broadly at fpga as a product to determine what they need, if the need layer 2 and 3 well ACEnic-100 is the only choice.
I suspect that it's Fiberhome pushing this process as we know that Fiberhome are basing their UPF on ACEnic-100. This is the data carriage from the 5G. This is fundamental to a Telecom accessing the network. This is the bottleneck of 5G and where Ethernity acceleration is the most important element.
Fiberhome may well report it, the secrecy appears to be lifted now.

That 50000 @16.5 is back again at level 2. Why not just break it down. I guess that it's the auction. I doubt that anyone has that much stock sub 18p

News fast. I don't see the need for it. The volume is low it normally is. The share price will rise as attention is attracted to the sector. They have multiple income streams and overheads are very predictable. In a couple of weeks this will look very different news or not

The market needs to understand why Ethernity are different. The products for the 5G market are really aimed at integrators, vendors and developers. Most others are aimed at Telecom providers. Ethernity do provide turnkey solutions or have third parties that do using Ethernity tech but it is not the main thrust.
This is about Telecom providers reaching out (like China Mobile have) to integrators and developers to use their platform to access 5G through on behalf of others.
This is why Ethernity has chosen to use standard tools and APIs. They have laid their tech open to inspection and trial. Of course there are patents and licenses in place to regulate use and collect royalty.
A contract with a supplier of 5G services introduces a whole new layer of cost, time and risk.

It does and Ethernity have a more complete suite of solutions for a broader market. Lots to come over the next 12 months. We'll see more contracts where vendors and integrators produce products with the ACEnic-100 incorporated.
18 months ago we were asking how much of a part fpga would play in 5G. It is now apparent that the major Telecom in China will use fpga. That was very much in doubt 18 months ago. It made sense but they were far from committed.
We now know that fpga has a role in the core and in wearable IoT. I believe that the edge will be much more important than previously thought.
China is really where it is happening and any region that goes for a ASICs solution will have to rollback and redeploy at the second stage.
Batm deal is tier one which is where the current focus is with peer to peer interoperability. Tier two will follow when they have the headache of millions if users with huge data packets. At that point Ethernity flow is the only viable solution.