Member Info for Tracylied

Yes Dell with the DU functionality again. Seems like Dell are developing a DU solution. Orange in a trial network starting almost immediately. Ethernity with a new DU solution in trial with 3 major server vendors. Building a complete solution for each application trial H2 deployment in 2022.
1 think that people are starting to join the dots.

Ethernity has multiple game changer opportunities very likely to go to contract H2. The first the UEP which is in closing legal discussions. The UEP will attract multiple customers, validation and a chunky contract closure is very close.

Not many trades this week but if we go back just a few months we are averaging on non news days 3-4 x more trades. There were many days with 5-10 trades.
This week we have seen several bigger round number sells. More buys generally smaller trades.
I guess shares are changing hands, 5G to smaller investors or a larger holder selling some down.
Ultimately it makes little difference as with news we'll have lift off.

Level 2 looking very balanced now 9500/9000 42/45. Given the buts there must be a sell waiting to balance. Maybe a double tap 5G fund sell. 27500 x 2 about 9 seconds apart.
Be good to see them gone.

A crazy upside down place India. High speed trains, space program, shiny new fighter planes yet a quarter of the rural population don't have access to a toilet. 1 in 10 deaths from poor sanitation.

https://telecom.economictimes.indiatimes.com/news/open-ran-will-it-change-the-fortunes-of-indian-telecom-industry/84008150

Deutsche Telekom AG, Orange S.A.,
Telefónica S.A., and Vodafone Group Plc are the 4 European OpenRAN players.
We know that one possibly two sent their server providers to Ethernity for a DU solution with a on NIC router.
These 4 have a MOU on OpenRAN and how to open the ecosystem.

I really like the way this is shaping up.

The need for servers is greatly reduced deploying ACEnic-100. I suspect Dell will enhance their servers using ACEnic-100 from Ethernity and charge a premium on fewer servers. Just my thoughts. Of course Dell could be using any SmartNIC provider. We'll have to wait and see.
I suspect that Dish will need in the region of 20000 DU servers employing 100000+ radio units. That's for the initial deployment. Every network will need to add density after initial deployment that could add 50+% to the initial offering. Certainly once they start to establish tidal capacity. This is where programmable fabric wins hands down

Where did Dell come from?? Like they just appeared with a shiny new 5G solution....
I wonder

I assume these double tap sells close together are 5G. 27500 and around £10k favourites.

Yes it's certainly what the Ethernity tech is about.

He does lots of talking, most of it nonsense. I think satellites will be used for backhaul connecting more remote locations. The new Ethernity product is definitely perfect for that.
I don't think that satellite will match price point or quality of Tarana. Certainly not from low orbit.
I can see satellite linking tarana to end users but that is a Greg Wyler project not Musk. Greg being a major financial backer of Tarana.

SK Telecom are I suspect the SE Asia Telecom using ACEnic-100. I suspect.

https://www.mobileworldlive.com/blog/intelligence-brief-can-dell-transform-telecom-industry

80k bought 1333 sold. Level 2 looking firm for further rises. Back towards 50p today even on limited buying.
Demonstrates how weak the MMs positions are.

Inevitable rise commenced, the share price is unsustainable at this level and has to rise.
60p a week Friday.

We are at the very start of what will be huge momentum in this sector.
In the last 6 weeks we have seen more developments for 5G than in the last year. Investors are becoming more interested in the sector. The good the bad and the ugly will benefit. Ethernity are in a very strong position. The share price is hugely ******ed compared to market position and IP assets. Arguably they have the most to gain of any list stock in this sector.
I can't see any other so primed for share price explosion. I think that it starts in the very short term. Certainly I expect momentum to increase now and any news will trigger a leap.

The 2021 Shortlist Nominees

Arctec Mobile for SnapLinx: file and link sharing for nearby smartphones

BroadForward for Enabling 4G-5G Hybrid Core with the world’s first converged signaling solution

Ethernity Networks for 5G DU Aggregation and vRouting on FPGA SmartNIC

ng-voice for fully cloud-native and containerized IMS Core

150k v 30k.
60p end of next week...

97k bought 23k sold.
We'll see a chunky 5G IF sale to balance.... Or not and the share climbs

Level 2 is a generalised term for market data that includes the scope of bid and ask prices for a given security. Also called depth of book, Level 2 includes the price book and order book, listing all price levels of quotes submitted to an exchange and each individual quote.