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More than 9 months ago Ethernity Networks delivered the ACE-NIC100 to a unnamed Korean OEM. Since we have heard nothing. The server they are building and marketing is a specific edge server so it can be argued that they were ahead of the demand as edge services are only now starting to gain traction and even then it is pilot projects. However once we have small numbers established large numbers will follow. This really is the essence of Ethernity Networks strategy. Get in early when the barriers are low and sit it out. They can afford to do it but it makes the boom time hard to call.
They have these bottlenecks covered in several lines. I believe that sometime soon a Ethernity designed and licensed but third party built nics and adaptors will be commonplace.
I see several short to mid outcomes as likely and they are all favourable for the share price. I think for me it's just a matter of when. No debt and cash generative, low R&D overheads and market ready products.

Yes the important part is high margin. India is a huge market and high margin/huge market makes for massive returns

I see that Fiberhome are offering the Ethernity powered bng to India. Another massive market and one that will really benefit from edge services.

I think that we will need to see some sustained buying on the back of news to move the share price in a meaningful way. Two sells on Monday and one buy Tuesday. Volume is just so low that these trades make little difference at present.
Once news is out it will move

Enough for now. If it doesn't move up in a couple of weeks I'll take more.
I am convinced that the sector is maturing and we'll see deployment decisions in the next few months.
I have enough to make it very worthwhile.

I took a few more at the bell, now we can have some news.

Not yet it will be Wednesday or Thursday before I am finished. Another week please

I picked up a few and will be taking a few more next week.

Trying another route now so hopefully I'll get a chance to buy a batch in a few days.

I am seeing a lot more chat about 5G investments with most trying to work out which of the big players will navigate 5G without crashing into a dead-end. I believe that many will find their ideas and tech not in line with the outcome.
Really it's the micro supply companies like Ethernity who have most to gain as competing providers can use the same ethernity solutions. The cars are still assembling on the grid waiting for the green light . Once get going many will realise they have the wrong tyres, drivers or even cars. It's going to be a bun fight and Ethernity are in a win win position.

I think that they restrict access for a period to subscribers then release to the public. No real point in a research note unless it is punted around for all to see. Hopefully Ethernity will pin it.

I eventually found a non uk resident provider with Internaxx of Luxembourg. Of course they want to know everything about everything before opening but I am comfortable with that. Now I just need about a week of no upwards movement before I can buy. I think that I can guess what will happen.

This will go from zero to hero once the market moves to deployment. Still many heads in sand. It will happen quickly once it starts.

Thanks I will look. I suspect that they won't stoop so low as the AIM

Does anyone know of a online provider for non uk residence to buy AIM shares. Up to now I have recycled investments to buy but I cannot add more funds as I now live abroad. 41% of Lse investment is from outside the UK.
Any suggestions

What we need is a mass deployment of fpga boosted servers. That brings in the Korean server manufacturer and our fpga in line for the next step.
It is difficult to see how it will happen and when but once we see one step we'll see hundreds. Enet will be holding many hands as they find the courage but ultimately most will be pushed because others have already jumped.
The small very local deployments that I thought would come first are harder to predict but global groups will adopt virtual office environments globally making them significant chunky contracts.

50k shares and 1.2% sounds about right.

I will be taking more but not me yet. I hope to be buying sub 50p

It's the ACE-NIC100. This solution is for mass deployment by Fiberhome clients who may have millions of units deployed. I suspect that this is a royalty only arrangement with manufacturing done by fiberhome. Overheads per unit will be almost zero for Ethernity.
Now we just need one of fiberhome major clients to adopt. I guess fiberhome believe that there is a market.

I see that Fiberhome have now launched their fitBNG
http://www.fiberhome.com/en/operator/product/217/568.aspx
I guess that the product is now deployment ready. Hopefully the sales will be flooding in.