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Indeed they have and there will be hundreds of these types of contracts. There will not be just one winner but many. Ethernity are in a similar position with vendors and developers using Ethernity access on their own solutions. I believe Ethernity will be looking at a minimum of 5 years and likely 10 on their contracts but ultimately continuation into the next generation. Ethernity have really down played these types of contracts as they are future business and hard to quantify. It will H2 2021 when returns start. However the land grab has been going on for 6 months and will gain traction from here. The big three China Telecom will be the prize. I believe that they will be using ACEnic-100 and either their own or Ethernity virtualisation.

At close the order book showing 5000 on the bid and 50000 on the ask. I don't think that we have seen that before.

Reality is that it is not really going on right now. Ethernity have been building up the portfolio for the last 18 months or more. They have done the leg work and by now the builders will have the product under test. The good news is that the same operators will be across Asia and embedded in the India market. Once trialled, tested and delivered the global markets await

Still just PEEL on 17p. 3 on 18p. The other 2 are out of the game at the moment. 17p will fall easily but some volume will be needed for 18p

Yes obviously a commercial channel. I rather that because it's not limited to a particular group and should be widely available.
The value for me is the confirmation that things are exactly as I thought

I believe that once the method in China is resolved it will be replicated globally. Even the UK who on the face of it appear to be wanting the gift 5G to just one supplier will realise that supplier will invite others to create a open net. 5G won't work any other way as applications have to be interoperable. Running through some kind of converter will simply slow a system that is defined by speed and volume.
Removing China from 5G is just nonsense.
I suspect that the majority of SmartNICs used will be from Ethernity ACEnic-100 family.

China Mobile are only interested in solutions utilising fpga. Ethernity is working with multiple OEM customers to incorporate ethernity ACEnic-100 into their solutions. Ethernity are in direct discussion with the operators themselves.
Ethernity will not supply direct to the operators at tier one because it doesn't work like that. However at tier two they will.
Make no mistake that the ACEnic-100 will play a major part in 5G, edge, and now in the core at the DU and CU.

01234 agreed. I have been excited for the last 18 months but it is very clear now that events are near term. I don't think that the share price will be below £1 for much longer. 5G gains exposure and investors will come.

Excellent information really exactly how I am seeing it unfold.
Impressive that they have various systems integrators that include Ethernity ACEnic-100 as part of their solution. Those system integrators are deep into trials with operators.
I believe that we are very close to a home run here and very soon the market will catch on.

I suspect that the dynamic has changed now, the need to talk about the options ahead is certainly less now. I think that they are plenty busy enough in China with the Telecom vendors. Everything else can wait for now.

Still just PEEL on 17p. 18p+ bar PEEL. Three on 15p at quantity. Small buying breaks PEEL and any selling will be soaked up. Conclusion. MMs want your shares.

The Korean server manufacturer has refocused and I don't expect anything from that. The American Tier one OEM like most of the others are or were future markets. Much depends on their sales. These are ongoing deals and have royalties over the life of the product.
The markets are quite limited especially in avionics but they tend to attract an upfront payment.
However much of this is old type of business and not where Ethernity are heading which is mass deployment.

I suspect that is the way this will go. I see them all using the disaggregation to save capex. As we know the savings are 80% using Ethernity virtual solutions. The savings are from the massive reduction in servers and the almost infinite upgradability and scaleability.
As I said at the weekend 5G is a shared venture and Telecom will work together to make this work

Is it enough? Maybe but it reduces Ethernity options for cash return from deals. The Techtronics deal was about advancing returns. They anticipate two million above the normal royalties over the next 10-12 months.
I can see no way that the warrants won't be triggered and they will be raising additional funds.

Looking at advfn I am not concerned about the cash. The two triggers will be hit for sure in the next couple of months. I don't think that Ethernity will need huge cash going forward.

Gone again now. I just don't understand why people don't divide it up. MMs just don't have 50k

50k sitting there at 16.5.

I see no chance of a takeover now. If someone wants the IP they can just contract to that with Ethernity. No need to own Ethernity to access the tech.

The Ethernity application for the IA grant application never conformed to the point or reason of the grant. It was for Israeli companies but Ethernity are UK listed with UK shareholders. It was for companies severely hit by covid, Ethernity stated that the impact was minimal. I think that we did discuss this on this board.
As a listed company they had options for raising funds and the grant was to protect businesses from closure.

Interesting looking back over the last couple of years and the gradual warming to moving away from ASICs and the adoption of disaggregation or rather acceptance of the inevitable. This is because 5G now looms large not as a niche offering but a mainstream product. Many will be happy with their 4G or LTE income but it will decline rapidly from here.
I believe that now CSPs and Vendors no longer see 5G as two dimensional. They see it as evolving. The thought of (like the UK) using branded products to provide a national 5G is absolutely bonkers.
5G will ultimately be made of many leading products together forming a almost infinitely upgradeable, flexible and scalable network.
ASICs boxes are fixed and although they may meet the demands of today, beyond there will be ongoing costs, investment and delays.
Ethernity are mainly on the other side of this problem, connecting Telecom to Telecom and Telecom to Clients. This tier 1 and 2 market is a huge arena.
FPGA has multiple applications and Ethernity has an extensive portfolio that has accounted for the R&D spend. Timing was a major issue and several products were ahead of their time. Those sit in the back pocket for future sales with minimal additional spend.