Member Info for Tracylied

Skid first I have heard and I am surprised. I am Not surprised by the scale or speed of the rollout given the $m's invested by big names clearly the return will be 100xhuge.
I said at the time that I expect the Ethernity part to be around $1000 a unit on implementation and royalty. I still believe that to be the case. Although different the UEP is $930 and the Indian version potentially more.
These are both FPGA devices with multiple layers of functionality and the Tarana unit has been 3-4 years of project. Although the UEP is a complete solution the Tarana unit is a complete switch.
So our orders so far account for just 2000 base units connecting a max 1.02m subscribers eventually. Ethernity are at the front end as the Tower base unit is fitted before any subscribers.
As we can see $2m represents the very start of a rollout that may reach 100m connections in a few years.
Yes it underwote Ethernity. The UEP-60 underwrites Ethernity. The DU engagement and near term product launch underwrites Ethernity. However if the market doesn't see this it won't underwrite the share price.
We can sleep very soundly underwritten by actual revenue and profit however the share price is oblivious currently.
We shouldn't be shocked after all there are many shares the other way. High valuation based on nothing but expectation. Ultimately financial performance seeks out both sides.
Tarana is a small part I believe worth more than the total cap.

The Webinar is Wednesday 6th October. At the same time they will appoint a global distributor.

https://www.lightreading.com/webinar.asp?webinar_id=1949&webinar_promo=6479

BT using G1. Near term Tarana are appointing a global distributor to support the Wisp deployments described as "countless".
Tarana will maintain the multimillion subscriber potential networks.
Literally can't make them quick enough say Tarana, massive demand for units for trial networks from huge multimillion subscriber providers.
With Ethernity supplying a FPGA switch for each base unit this will multiply very quickly.

The success is built on popularity and that's a fickle thing.

I just don't understand why anyone would sell Ethernity now. After all this time the share price is low and they now have traction in the market place. Product need is here and sales are very near term. Days and weeks certainly not years. On a short medium and long term view they are a clear buy.
Short term we can expect game changer news from DU , UEP and UPF. I suspect that UEP will be first with big interest and radio equipment solutions needed now.

I believe that they are a vital part from a cost and performance perspective. The product has a unique advantage with the amount of functionality they can get on a FPGA with their pat protected design.

The following 4 events are October and November. 3 in the US and 1 in Berlin.

WISPApalooza 2021
MWC Americas 2021
Open RAN World 2021
OCP World Summit 2021

So much going on right now, loads of industry noise and multiple products in test with deployment in 2022. News must be much more predictable than any time in the past.

Tarana are appointing a distributor in October so sales to a countless number of WISP can start. Tarana have globally a substantial queue of ISP with multi million subscriber potential.
This will result in a huge increase from the current $2m orders. Ethernity provide a switch, so a FPGA based controller, one for every 512 max subscribers.

We can't account for anyone selling, I can't understand it but it's their thing.

MTN are back in full deployment. Steve said they literally can't make the things fast enough to meet demand. I suspect that there issues are logistics, covid and production ramp up more than component shortage.
Yes it is a pain but a pain to all. Ethernity however are well placed as last year they sold zero.sales this year are modest and next year could well be huge. Huge, very huge or very very huge doesn't really matter. The share price is only going up.

There appears to be a very small squeeze on the ARM® Cortex™-A53 processor. This is a very well established and basic chip set that has been around for years. I believe that I have a TV box with one inside. It's cheap, stable and efficient with predictable power consumption.
FPGA availability appears to be based on relationships. Ethernity has a long history with Xilinx and I suspect strongly that Xilinx will be building a FPGA device configured for DU very soon.

Obviously no orders are made at the events but the speed 5G private networks are moving at is rapid or crawling depending where you look. Once one commits the others are on catch up.
I was wrong about Private networks initially as I expected them to be about Industry. Like a Fishery management government body deploying to capture the fleet. However it's all about the provider.
We are seeing huge Private networks and really we are talking about anything but a state linked or commissioned government entity like BT. Tasked with providing a National network. However the nation are not tasked with adopting it. There will be others. I also see much more 5G broadband crossover in the future. Ethernity are bang on that.

Hopefully Ethernity has planted some Denver seeds that will convert in the near term. Certainly many CEOs and decision makers were there.

Hopefully some of those analysts now know Ethernity exists.

Farewell to Denver and the #BIG5GEVENT. Our show team made the best of their time there, with good discussions about our #5G solutions with a number of attendees and industry analysts we hadn’t met before. https://t.co/zG3cgmSlXs

I was waiting for the end of day sell to level the day. Been happening a lot recently. Maintaining an orderly market and pegging the share price even on low volume.
Clearly something at work in the background.

Bid I believe that if any 1 of the 3 or 4 areas of opportunity delivers on time then cash won't be an issue.

Certainly for vehicles it's a huge issue. The ARM quad core and Xilinx FPGA doesn't seem to be feeling the same pressure so far.

I don't see why. It's a solid dividend share paying twice a year. Share price is low which suits me. In Europe they are the only player taking 5g as an opportunity and are moving quickly especially in Germany.
You will learn soon that Ethernity will be providing the DU solution through a server vendor.

Do AvidThink cover UK listed companies. I think that I have Only seen US.
Ethernity has a lot to talk about at the moment.

It's simple that the bigger audience you have the more investors you can engage...if you want to.
UK is a small Country with limited wealth especially away from London. 66m people. Europe 750m people. I would look there well before the US.
I have bought a few Telefonica on the Madrid exchange. Very easy straight from my mobile in Greece as a Greek resident.
Live prices and instant transactions.
Shame Spain has 4 exchanges, they should run one and get it sorted as Europe awaits alternatives to Germany.

I believe that's about the information which has to first be released onto the relevant platform. After that it's news not an RNS.