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Hunting buyers I think. Still has a bit further to go.

Very few trades in either direction in the last month. Still very little stock around. Results are imminent and I suspect that there will be some forward looking information available. Really looking at the share price on microscopic trades is pointless. It ebbs and flows in response to a light breeze. All will change with some direction and information but it is not quite matured yet.

The institutions are here for the long term no doubt about that. The industry started to change course in 2016 and as Mark says it takes years for this to be completed. We are now experiencing the first broad moves and others will be following. Ethernity have the complete turnkey solution to unlock the next level. Just because it's not here yet doesn't mean that it won't happen. I believe that will be the view of the fund managers. Certainly it is my view.
The detail is yet to be decided but certainly it will involve Ethernity solutions either entirely or in part.

I received a nice email from Mark R today explaining the situation. Can't say much as results are imminent.
Interesting point made about in some cases Ethernity are the only solution on the market and there is a expectation of substantial uptake.
Talks about the market evolving and Ethernity playing a part in that.
They have a policy of not releasing contracts until signed and delivered except with forward looking statements with results.
Me reading between the lines is that the company is very busy on multiple fronts.

I am still quite relaxed about the share price up or down as it reflects external ebb and flow rather than anything to do with the company.
I think that we are approaching a buying opportunity now.

The market has not developed as they expected for sure. I believe that they expected to be doing mostly direct sales to edge services providers. However the bulk of the market will be within the whitebox server market. It is a huge expanding marketplace and means that Ethernity are largely hands off with sales. The advantages are clear, little inhouse production and global distribution, no delay entering local markets and no credibility rebuild in each geographical area. The disadvantages are also clear with the pace of deployment dictated by the OEM. However I believe that the party has now started in many parts of the world and service providers will be from many unexpected sectors.
The reason being that it is local. I don't think that Ethernity anticipated where some of the market would evolve. A example is the tower manufactures and owners may well end up being local edge services providers. They have the power, which is space and network in place so why not install Edge servers at the towers.
This and other factors appears to be creating a knowledge gap on how they achieve this. I believe that is why the blog and the events are pitching at a low technical level. The local partner OEMs are the bridge and once some cross many will.
I don't agree that blind faith is required. One has to watch the developments broadly and know Ethernity's role. Will ethernity take 1% of the global potential ? You won't be able to tell in advance because we don't know who is using ethernity products.
They are market leaders for sure.

Leveraging Ethernity's successful experience with multiple customers of its first-generation ACE-NIC40 SmartNIC, the next-generation ACE-NIC100 is scheduled for further delivery this year to additional partners and OEMs. This is aligned with the Company's strategy of transitioning from selling technology to offering complete products and solutions, which is expected to result in anticipated significant growth for the Company.

Yes the level of information is ridiculous. They state that there will be more deals this year. I guess that we would like to hear them in real-time and even like to know what is about to happen but this not the sector for talking up.

Just need some balance the ups and downs of the price on the whims of a few shares is just nonsense. I suspect that the company remains busy and deals are progressing. Until we know for sure the market will risk on and off. Taking advantage of the drops is a good strategy in my book.

Maybe but it's largely irrelevant unless you need to sell or want to buy. Hold and top up for me. The market needs info or it starves. Right now it's starving.

I don't expect much from 2018 financials H2 but we'll see extra income from a couple of contracts to offset the extra staff.
I am hoping that they have secured some of the OEM production potential they spoke of. Clearly the OEMs will be responding to their market as far as timing goes. Whitebox is very regional.

It will always take time for interest to convert to sales it is the nature of the industry. The market is much broader and less traditional than previous. Many more will be seeking their own solutions and going whitebox. Ethernity do not have a global retail presence to support them hence the regional manufacturing and marketing through OEMs.
I believe that Ethernity products will be included in many whitebox applications. They will be mainstream but local. Roll that globally and it is huge. This structure is now established and in full production this quarter in Korea the most advanced market. Now they need to start ticking other Countries boxes.
Hopefully will we find out very soon how many and how advanced the process is.
I believe that this was a change of direction for Ethernity who had expected to be able to supply some markets directly. I doubt we'll see many Ethernity to end user projects.

I have a large holding for me in my current circumstances. I will take another £5-10000 if it drops sub 30p before news.

Right now nothing but when it moves it does so on next to nothing. Strong news will move it a long way.

Ethernity products will turn up in all types of applications. None will be ethernity installations I suspect.

H2 results will be May or early June. Last results contained contract news so I suggest that similar will be announced in the same way. These are contracts to produce Ethernity products for resale. I believe that they are not announced because they take time to deliver, they are commercially sensitive, they have informed the market already that there will be more and the financial returns cannot be quantified yet.

Certainly a huge market is coming globally. Not here yet on mass I think just the more advanced projects. Ethernity seem to be the leaders in the whitebox sector. I suspect that they are doing business now, rolling out mass production and sales using regional hubs. We will know in the next few weeks.

Not really Ethernity selling these products. Just need to announce more manufacturers who are ultimately resellers.

I don't think that there are many average AIM punters in this share. That's not a bad thing.

The Korean contract was not released immediately but in the results.

That's assuming that he hasn't already and those agreements are playing out right now.