Member Info for Tracylied

The 2 100k were both sells. 6th and 7th. Hopefully 5g IF

Looks like SING and STFL have a supply we can't see yet. Last chance at 50p

STFL picked up some shares from somewhere. Early double tap or a delayed sell. Rise is inevitable

MMs opened aggressively 49.35 to buy. Won't hold long with any volume

What is interesting about the beams of light is it's another way to carry data and Ethernity technology can bond it just the same as satellite or wireless. It also shows the need for solutions. Interesting that they pick African or South American places for these stories. Reality is in the developed world as soon as it drops out Facebook would be full of ****ging comments.

Beams of light don't travel around corners and reliability is poor. Even sunny haze, river mist and insects can disrupt the signal. It's as good a LoS wireless PtP which has been around for years.

Well it went from 12 to 24 to 48 on news of contracts and sales. 48 to 96 is not asking much on what we already know. The price is correcting and this will run to £1.50 really on just ramp up of sales from known deployments.
Ahead key information will be DU trials and production orders from 3 huge deployments. UEP-20 sales through OEMs to ISPs for multiple applications within 4 and 5g. Tarana ramp up resulting in increasing SoC orders. UEP-60 production orders from indoor radio sales globally. UPF card sales from Asia and China from OEMs in trial Q4.
Often we won't know who these OEMs will be and it can be tough to find out as the promotion is from within the industry to the industry.
As part of my intelligence gathering I have a entity established that can and is being reached by vendors. Now I just have to match the spec.

The share price correction (exactly what it is) is inevitable and will continue next week. £1 is just a matter of time.

So unanswered questions.
A global OEM customer ??. Obviously disclosed as we have just a couple of customers or partners named, so what contracts do we have with a global OEM customer...suggests that they will already be a customer not a first time thing.

trials with a US-based internet service provider ?? So a global OEM with US an engaged ISP.
variety of products from multiple vendors ??
So vendors have put their products forwards to be included.
So this Global OEM won't be small time. Global isn't small-time. The trials were rapid as UEP-20 was finished very recently.
I suspect that when David said vendors and ISPs were waiting for UEP-20 I think that he knows exactly what he's talking about.

https://twitter.com/WisperISP/status/1438941417578106880?s=19

Talking about Tarana G1

I received a message about the expected cost of a DU solution. Someone doing the Maths. However it's a bit like saying how much is a new Jaguar. Without knowing the model and specifications how can we tell. Then the number of units must influence the unit price because of the development costs.
It's worth noting that a CSR for 5G is over $1000 for a unit with the Ethernity spec. So with the Ethernity DU there's no need for a CSR. That rules out anything below $1000. Then we have a unique award nomination product that services multiple RU. A conventional CSR would be at the RU and service just one RU.
Ethernity DU networks multiple RU to multiple DU to the CU or possibly multiple CU. In the future we'll see compute at the RU in the form of nodes. Then a flexible infinitely tunable CSR and DU are needed for two way traffic.
I hope and believe that the DU solution will start at around $1000 plus annual payments. With a fully functional stack $4-5000 a unit is where I think it will be with the server. Maybe 50% will go to Ethernity.

What is interesting about yesterdays
information is the trials were with multiple vendors products.
"We are pleased to report that the unit passed the field trials, with bonding successfully performed on a variety of products from multiple vendors, indicating the ability of the solution's interoperability and flexibility"

I assume that those multiple products had a reason for being there. They were submitted for trial with knowledge and consent I am sure.

So the word is that we'll see a DU announcement and production orders in November. One US deployment (Dish I believe) is well advanced. Field trials are commencing in a couple of weeks officially. However the burden of trial is extremely light. No multivendor deployment needed it's simply testing within the ecosystem of the deployment.
Much of this has been done during the design phase. Field trials are about actual performance and optimal configuration.
Although I believe Dell are the OEM this deployment is big enough for a standalone design.
I believe that we'll see initial orders for 1000 units over 3 months and a $2m design fee. Probably before the end of the financial year.
The word is piecing together information from several tested sources with providence and a few refusals to deny.
I won't be far away.

Good sign that we are seeing more chunky trades. Teetering on the tipping point of a strong leg up.

Super week. Over the weekend some will pick up on this.

These events make a lot more sense now. The ISPs are very receptive given the challenges they have ahead.
Ethernity are very well placed indeed.

Ethernity will be further exhibiting its wireless bonding technology and UEP products at WISPApalooza 2021, at kiosk K07 at the Paris Las Vegas, from 11 to 14 October 2021 to an audience of North American ISPs. WISPApalooza is a premier event of the Wireless Internet Service Provider Association, with over 2,000 attendees.

So what are you basing that on. The UEP-60 and UEP 20 deals so far have been 930-1600. As this is a unique product I don't understand your thought process.
I know that the rewards are split with ongoing license payments for using the unique technology. UEP is a family of products for multiple roles. None are hardware the units are the method.
I was told just last week that $1000 buys an empty box. They clearly knew about this contract.

Exactly and there in lays the reason we are here anticipating a minimum 10 x rise over 18 months.

Global OEM yes but with an engaged ISP. Now it won't be their only engagement for sure. We are facing an explosion of data movement and Ethernity has the method to do that. Unique.

Unfortunately for you Bid you are at a bit of a disadvantage. A vanilla unit is a bit cheaper but that's not where Ethernity are headed with this.
We know that 900 units were $1.5m including development. Any product sold will need development for integration. We know that it will be used as a multirole device. It's important to understand that this is unique in the marketplace and right now these problems are being faced. Other solutions are lower performance and more complex requiring additional links in the chain.
Ethernity said in the full year that they expect $800k to $1m from UEP-20 in the next 12 months. It's fair to say that window is now much shorter but the values are similar. We know that this is likely to be manufactured in India.
This is a method of data transmission not the means so user cases are from the Tower to the data center wherever data is transferred by wireless or cable.