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Sergi I think that Silicom will find a shrinking market for ASICs 5g components. We are learning that each ecosystem is different and Ethernity are going beyond the segregation of functions and physically moving process to improve performance. ASICs can't respond to that.
What we will see is Ethernity move into the ASICs market by lifting these L1 functions into their solutions and chopping stupidNICs out of the chain..

Indeed however June is H1 so we wouldn't expect them to have started as they are flagged for H2. So a few days before H2 starts they expect Trials in H2. Not Q4 but H2 so let's assume that it will be Q3 into Q4. Deployment 22. Who do we know deploying an open ecosystem in 22. Who do we know partnered a server vendor in the US deploying in 22. I know of only one.

I am hopeful that in the next 3 months we'll get information about a contract and a production order with deployment in the US having already started. I believe that this is the adapted aceNIC and Ethernity software stack in a off the shelf server DU ready joint product with a huge global player.

Regarding my post the testing are trials for the aceNIC adaptions is H2 not Q4 and has started already.

The 4 sellers so far this morning see Ethernity as losers. Next mandatory update will be the interims probably 5-6 weeks. I suspect that we'll get 2 solid pieces of news between then and now.
The $930k contract had zero impact on the value on the both times it was disclosed. Any buying was soaked up by a double tap seller and continued by small sellers.
It was worth 25% even in this poor market based on income and exposure to a new income stream. Even product validation has a value not realised. So we can view it as more force behind the share price but we can only take that view so many times. Currently behind the share price unrealised we have DU, UEP and Tarana as it's below where it was when we had none of that. Also unrealised is the proximity to return. Sales are a few months away now

An update on DU progress would be very useful. It can't possibly have any competition complications as Ethernity are working complete solutions with all three. Information has to be shared from solution to solution. We know that that testing or trials will be Q4 and deployment next year. Can we have an update on if this is happening. This is an opportunity to tell the market and importantly integrators and OEMs that Ethernity delivers. Who are the server vendors, again these are vendors with clients engaged. The details of the vendor has been released from the other side so the fact that they are working with Ethernity is no secret.
Ethernity are a tiny company, the server Vendors are huge and engaged with substantial ISP on large scale deployments. These are very positive associations for Ethernity and they need to be talking about them.
These associations Inspire confidence in potential clients who see a tiny Fragile company with limited financial resources. When partnering on a long term project requiring investment this is a big deal.
A Reach RNS saying that lab development is complete and now they move to real world testing would really create interest.

He has a strong accent but once you spend time there you become tuned to it. David is a very smart guy and the biggest problem is that he forgets the average investors just aren't that bright. They understand very little about the connection between products and about how 5g is going to be.

I suspect that strong guidance of profit supported by interims will do it. In December they gave good visibility over this year and despite saying India is experiencing delays they have not said that they won't hit $6m. A lone contract even for $2m first year means nothing without discussing it with other same term contracts. Clearly OEM contracts are very different from OEM with orders and Service providers. OEM for future sales will be 18 months, service providers and OEM contracted Will be immediate now.
Ethernity need to hold hands or lose people.
I know plenty that's going on right now and I would like to be talking about it now but can't. It's largely background about new markets and opportunities. Yes we can wait for contracts to be signed but they keep dropping new markets in and so far it's achieved very little traction for the share price.
Even a David video would be a start, with subtitles obviously.

Been saying that 18 months whilst the contracts did the talking and the share price wasted away. The problem with the contracts talking is that they just say one thing at a time and often that's small. Unless they put the contracts in the context of other contracts and opportunities for more within the sector they are deliberately misleading the market.
A contract is announced for UEP they must explain in simple language where it fits in and what products they have before and after in the ecosystem. They have to guide the market as if they are stupid because largely they are.

It's amazing how a couple of trades squeezes the bottom of the range so easily.
Contract news could arrive any day, there's so much going on right now. Ethernity are exposed to volume markets and we can expect Contracts to start small 930k and grow huge $5-10m a year in a few years. Ethernity are exposed to 6 or 7 of these currently.
These contracts are in mass deployment 2022, mass production will commence prior probably 3-6 months. Contracts will be prior maybe 3 month. There H1 mass deployment will be contracted in Q3 or Q4 this year.
That is now onwards.

Stacking at 46 likely because 5g IF are at 45 with a double tap offer.

That is ridiculous. Long term is made up of short and midterm. You can't get to long-term goals without going through short and midterm goals. A long term strategy is foolhardy as short and midterm they can be diluted to nothing.
They clearly lack any strategic perspective, as they can't expect any valuation without information.

Olderandwiser I am frustrated that they won't create mature discussion about what I know to be happening. It means that I can't talk about a whole heap of stuff because they haven't disclosed it.
It's holding everything back.

Bid August and September have been hotspots for contracts previously and as far as earnings go H2 has always been stronger.
As Ethernity are now engaged on multiple fronts we should have multiple News streams

I think that it depends what you term delivery. Delivery for me is a strong pipeline of products under development. Delivery is when OEMs start to gain traction but if we don't know who they are how can we measure the likelihood of success.
Why do we know about Tarana but we don't know who the Asian Telecom is or the Chinese OEM. How can anyone research without knowing. Who are the server Vendors. They are already signed to their ISPs so it can't be sensitive information.
Why don't we know the unit value of any of the products even ballpark $1-3000 typical. It's giving nothing away that weakens any future as no two offerings will ever be the same.

I have found some of this out because that's what I do. They don't need to tell me just tell the market.

So now we are in this crazy position where the share price is the same as when the $930k contract was announced in June with the final results. This is with us knowing that next month we get a further update. After that nothing for another 9 months. It wouldn't be so bad if the full year and interims were 6 months apart. Why not undertake to provide a warts and all update in December and March. If there's no change just say it, if they can't update for some reason just say it.
I feel that they have no strategy, just saying nothing is not a strategy it's just lazy.
So far it's caused a cheap fundraising let's hope it doesn't cause another before they learn.

Despite that the share price will rise and this strategy is already in the price. Funny how December when it suited them they were happy to provide a professional comprehensive update.

Raising to deliver mass production at good margin is fine. Raising money without disclosing the purpose is just more cheap shares for those invited to participate.
Dropping new contracts on a cold market just leads to spikes which is no good to us. They need sustained appreciation of the price and that comes from explaining the plus points to support the rise. So far they have failed spectacularly.
It appears that they lack strategic perspective

I guess that they are expecting more than the two small contracts we are used to. Not wanting to dilute the good news. I was expecting some BS like that as they have said the same to me. This is why the share price is 18 months behind progress

I think 5g IF have some to sell at 45p as 45.6 is the quote on 56000 which is one of their preferred volumes 2x28k.