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£2 a share even in 6 months I would be disappointed with. I am happy to wait for what I see a dividend play over many years. I believe that we will get multiples of £2 a share just in dividends.

What price would Ethernity accept do you think. Clearly much more than the IPO. I suspect that Ethernity will partner rather than be bought out but it demonstrates the appetite for the solution innovators.

https://www.zdnet.com/article/cisco-buys-exablaze-as-it-builds-out-low-latency-portfolio/

Cisco have bought a business that does just a small part of the Ethernity portfolio.

Anything that you can share?

This component sales strategy certainly won't be for the main thrust of the market. Most will market Ethernity solutions as part of their own solution not mentioning Ethernity.

https://www.mitscomponent.com/products_206_138.htm

I think from what I am seeing is that it's just the UK where investors are limited. Certainly other European exchanges have much liquidity.
It is not too late to receive news but now they would be better holding on until second week in January if they want to support the share price.
It has been a good year for Ethernity but the AIM is a poor environment to be listed in. Certainly the same dynamics in a better environment would have lead to a much higher price on sector speculation alone. I believe that there is zero forward money here and the AIM has stopped recognising value before events as a rule.
The buzz and chatter about the edge, 5G and virtualised networks is huge and all say 2020 will be about deployment and commitment. I believe that we will see sales coming from those third party deals. Especially the Korean server manufacturer who has been in full production most of 2019. We will I am sure see many manufacturers using Ethernity solutions in their boxes and paying royalties. It takes time for this train to start moving but once it does momentum will grow quickly.

I am seeing recurring themes in many annual reports. Like Advantech who have a ready to deploy vBRAS platform partnership with Ethernity Networks. They believe that IoT will enter a new era and the way they will capitalise is through collaboration with third party partners.
I believe that Ethernity will benefit hugely from these collaborations as beyond development they are hands off. No production, marketing or implementation costs.
SRPs are what the market is looking for with many associated providers well out of their comfort zones. Solution Ready Packages is very much Ethernity's strength as most solutions are plug and play with very deterministic results.

Full potential in my opinion is some way away. I am looking at this as a dividend producer in the short term. My rationale is the two decision makers have huge holdings. They won't be selling so dividends are the only way to generate returns. Costs are fixed there is no need for production investment as the OEM will produce the products.
So there is visibility over future costs.
I believe that we will see multi pounds SP and chunky divis in the mid term.

I would be surprised to find any US investors here. It is not easy to buy on the LSE without being a UK resident. I don't think that the AIM would draw anyone to invest in the UK from the US.

Yes this is a very big deal. Clearly they see Ethernity solutions as a main player. I don't see this share price holding for long.

Not a contract but an opportunity for many out of the box solution sales. It is a validated solution to a common problem. I think that this will put Ethernity at the front of the queue for those wanting a ready to go proven solution.
I believe that Ethernity are playing a very smart hand affiliating with sector leaders.

It does indeed sound very good. Not in a niche but in the mainstream

https://www.ethernitynet.com/blog/ace-nic100-accelerates-5g-networks-with-wind-river-titanium-cloud/?utm_source=facebook&utm_medium=post&utm_campaign=Windriver%20test

It's been a very dull year for Ethernity. Feels like we've been stood in a queue waiting for something to open. To a certain extent that is exactly how it is. In the last 12 months I have increased my holding 5 fold. Largely thanks to the depressed share price. There were two great opportunities in the summer one of which I took. The share price is up 10p in the last year so not a disaster but reflects the waiting/holding pattern of the market. There were opportunities for profit but I think anyone would have to be very brave (stupid) to gain leverage by trading. I feel that it will take very little to shut any possibility of buying sub £1. Certainly the long flagged US contract with £1m cash bonus will tip it in my opinion.
News flow has been again painful but as we have seen with this company it doesn't mean that they are not doing business.
The main risks for me today are the poor understanding of the AIM and the AIM (UK) as a whole. They need a second listing as many either can't or won't invest in the AIM or the UK from abroad. Simply now there are not enough mid to long term UK investors.
I believe as far as the technology and patents go Ethernity are sat directly in the path of the main thrust of 2020 deployment. Many will take Ethernity products without even knowing that Ethernity exist as they will be inside their white boxes. OEMs remain the target audience I am sure and component assemblers and white box suppliers will be handling and building Ethernity held tech in 2020 in big numbers I suspect.

Agreed. The tech press says 2020 is the start of the 4th industrial revolution. Fpga and Edge services will play huge parts in making it a reality. I am convinced that Ethernity Networks are in a unique position in the market with unique products ready to go. I don't think that any will have ethernity written on them but will form part of many manufacturers solutions. We need some evidence of commitment to deployment then the share price will be away. I believe that there will be no warning and buying will be impossible post RNS.

I suspect that we are all here for many multiples of our stake so it makes sense to hold in a tax free vehicle.
It will be interesting after all this time of nothing what it takes to move the share price. Certainly we can expect substantial buying when the US deal is announced.

It's not about selling more about establishing protocols and industry standards that are where Ethernity has their solutions. The doubt about where their solutions sit in the chain is reducing. Vendors and end users will wait for standards to be adopted to ensure intra operability.
A great deal of progress has been made but largely it is the vhs/beta battle for standardisation.

https://www.ethernitynet.com/blog/hot-topics-at-dpdk-summit-2019/

No doubt and Ethernity saw it a long way off. Just sitting and waiting now. Below 40 I am a buyer again.