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I strongly suspect that the "main" players won't be using their own equipment. I believe that whitebox will power the next generation. Many won't know that they have a ethernity solution as it will form part of the spec that they buy.
If we knew who our Korean major manufacturer was we could see how the sales are going but typical for the industry we will never know. In fact I suspect that most of the whitebox manufacturers will use ethernity nics in due course.

Interesting to see that Israel is leading the fight against cyber crime. Certainly housing security outside of the CPU massively reduces the risk as it is risk assessed before being either allowed entry or routed.

It's approaching my top up point. I never buy when there is news. This is not about now as the growth phase is only beginning. It is going to take very little for a substantial rerating now. Activity is at a all time high as far as events, staff numbers and opportunities goes. Once these are converted to sales by our manufacturers it will be too late to take advantage. Timing is always the difficult thing but I think that they are spot on. Mass production is this quarter in Korea. I wish to see more manufacturing deals and less contracts. Really they are a distraction from the model.
The company are now about third party builders and they have told us that there will be more this year. I don't think that they will announce them as they happen because sales forecasts cannot be shared. They said they will do it so I see no reason to assume anything else.
The events are to spread the word no doubt and they report much success. Turning that to supply or manufacturing deals is another step away but it is near term now. The Korean deal was announced with results and I expect that we will see the same this year. There is nothing in the share price from froth and bull so I have no fear for short term movement. I don't think that it's going back down but if it does I buy.

I don't think that contracts will be like the legacy type of contracts that they had been securing. Now they are focused on OEMs manufacturing and retailing ethernity products alongside their own. This will produce exponential growth once established. Mass production at multiple geographical locations is what we need for the demand.

Sometime between now and June for the results. I am not expecting huge revenue but some information on pipeline contracts will be required to satisfy shareholders.

https://www.isemag.com/2019/04/virtualized-central-office-programmable-hardware/

Certainly won't be selling any time soon. My threshold is £3-5 for the first sale. They have said that there will be more contracts and I suspect that they will be announced with the year end. The placing with OEMs will be happening now and they will be selling the Ethernity products as per the model. Mass production and sales are looming.

https://www.ethernitynet.com/uncategorized/cloudfest-showcases-a-dynamic-energetic-industry/

It seems that Ethernity are right in the path of the next step

Wait for the RNS about who took them certainly not a PI.

I think that it has been true that the sales process is convoluted but I see that changing very soon. Currently new users are deciding on a solution to problems that may not actually be immediate. Once they have the solution then sales will just be rinse and repeat as they scale across existing and new networks. In addition it won't be just Ethernity driving sales but the OEMs that are manufacturing the product. It is taking time to clear the tower but once momentum is gained the sales will lift very quickly from multiple directions.

Starts tomorrow. Hopefully there will be some promotion along with the event. Sooner or later the company will have to tell the market how sales are going of the aceNIC100.

I guess it depends how much they want £20m each. It's a lot of cash for sure. Personally I doubt that a offer would be below £3 but they may settle much higher.
Bid despite the fact that they have not made any announcements it certainly doesn't mean that nothing is happening. Right now the market is booming and Ethernity have the key product to make it all work.

I am expecting a approach very soon for Ethernity. The market is now very focused on the next step. Ethernity hold the patents on a viable solution to the challenges of scale, cost, space and power consumption. They also have the security and routing solutions market ready. The product is in production and is available through third party and in house vendors. Sold with or without servers and can even be used on third parties FPGA. I suspect that the larger players who are currently excluded from the next generation and will feel their traditional markets squeezed will want Ethernity. Even just to accelerate their current installations.
I doubt any offer below £3 a share will even get a reply.

Ethernity are very well placed with full production in Korea next quarter to rapidly grow sales of the aceNIC100 with soft and firm suite, security and vrouter. I am not surprised that they are in multiple trials and involved in multiple projects. They have the key to all this tech. None works without acceleration.
I saw images of a cots server with 8 Nics. I couldn't see if it was multicore or not but I suspect that it was a quite standard unit achieving premium performance.
I know that the share price of late doesn't reflect a massive commercial success story but this is a huge opportunity.

News can only be released when it is secure. However I am not expecting them to be releasing individual contracts. They have said that there will be others and there will. Much like the Korean mass production deal it will be released with the mandatory updates. These types of deal take 6-12 months to put together so I believe when they say that there will be more there will.

Hint of a firm rumour and the share price will be £2 immediately. Substantial sales figures from Korea or other in the pipeline sales routes through OEMs and it will be £2 very quickly. Just wait it starts this year. Full production on Korea is looming.

Most definitely a target given the patents and technology. With the management holding a large chunk of the shares it is going to have to be a super offer. Certainly not under £3 given the previous highs.

I think that there has been lots of news but not much that has meat on the bone. I think that once we see how sales are going in Korea and multiply that globally it will be obvious where we go. Sit tight and wait.

It's been quiet for RNS newsbut plenty going on in the development of products and marketing. There will be more mass production partners released very soon.
Some early sales figures would be good to have right now. Markets globally are at very different stages. Europe and the US are definitely behind Asia who are dominant in the next gen solutions. Cloudfest next and then the roadshow leaves Europe. Global customers and providers are at these events. I believe that Ethernity are just discovering opportunities in associated markets as the dynamic of the future becomes apparent. No longer do providers and users need to or indeed be able to buy solutions from the big players. Ethernity hold the aces to unlock existing and new systems. Without the patented FPGA coded smartnic the scale and costs are many multiples.

Others make FPGA nics but they are not so high performing as they run security in the CPU.

Not at the moment. I previously have managed a chunky portfolio for myself and others but now it's just a interest. I have several times turned hundreds into thousands and a couple of times hundreds of thousands. Largely on the back of exploding sectors. This is potentially the most explosive I have seen in 25 years. We are still early to this party and the guests are just starting to arrive. We will see the Ethernity reach and name spread as the solution becomes must have.
I will take more when I can