Member Info for Tracylied

If you think about it there are only a few OpenRAN networks in the US. So a server vendor engages an ISP wanting to build their network. So already we are down to a handful. So this ISP needs to be big enough to encourage the server vendors to make a new product for them. So this eliminates regional even statewide ISPs as no way they make work for a couple thousand server sales. So we are looking at national networks. So can anyone think of another building a solution from scratch in the US. OK so we have a couple potentially but no more.
Then they tap up a server vendor like Dell. The significance is Dell, they have named the server vendor so they must be more than a server vendor because they could use any CoTS server. They build "open" but name a key supplier.
I bet Dell are the DU solution provider on their CoTS server.

"Under the deal, Dell will provide Dish with computer servers that will sit at the bottom of cell towers or nearby to crunch data when sending it all the way back to a central data center would cause too much delay, such as helping future cars communicate with city infrastructure.

"We can put the servers at the bottom of the tower, or we can centralize 10, 15 or 50 sites," Dish's Executive Vice President and Chief Network Officer Marc Rouanne said in an interview. "The beauty of this edge cloud is the software can be placed where we want it."

That from Dell describes the Ethernity DU solution.

In China they will win because many others are excluded from the market.

Ethernity has a product, a very good product and excellent alliances TietoEVRY and FiberHome (maybe still) however they are not alone, this is a crowded market and the others have made it their focus. I believe that in China they will win business but elsewhere it may be tougher.

I just bought 10k shares. In my short term fund. Just too cheap.

Trading it is very much the way I saw it going and it is good to see 5G moving as anticipated. Ethernity won't be filling any headlines but will be filling solutions. There will be production orders this year I am absolutely certain but they will be small. We'll see 5G networks built this year but next year we'll see huge acceleration.
I said about 18 months ago that I expect Ethernity to win a substantial of the market. Now my view has moved on. I expect Ethernity to win a substantial part of the open DU market, a small part of OpenUPF market (mainly in China) and a substantial part of flow processor and wireless backhaul market.
Avionics switch I don't know about but Ethernity are at the lead if the market with 2 OEMs marketing products containing Ethernity switch solutions.
I am very confident about the tech but short term the AIM will be a jungle.

We can see that even in the US 5G mature networks will be started this year. Ethernity could very well be part of this.

So the million dollar or more question is who are the 3 server vendors/manufacturers. Dell?? Maybe. We know that they cover Europe and US and we know that they have clients engaged already. We know those clients directed the server creators to Ethernity because they want a onboard router DU solution for their 5G networks. We know that Ethernity are working with the creators to develop a solution for each client to cover their total requirements.
Now we see this.
https://www.reuters.com/business/media-telecom/dish-network-taps-dell-5g-network-infrastructure-2021-06-17/

It's complicated about Fridays many do work. I don't think that it would stop them releasing but I think next Tuesday is favourite.

I was interested to read this from Brian K at Ethernity
"Supersonic via MTN, the largest operator in Africa. They are providing wireless broadband connectivity across the continent. Wireless broadband offers bandwidth comparable to fiber-to-the-home, but with far less infrastructure required to connect homes to the network, a huge bonus in a place like Africa, where laying new infrastructure is the biggest challenge"
So MTN are rolling wireless across Africa. We know about 3 or 4 countries already.
I do wonder at the timing of this with the news of MTN OpenRAN project.

Of course nothing has changed. Just another day in the dark with no information. Has to change at some point but the longer they leave it the more expectation they create. We approach H2 where much is flagged. Let us see what they deliver. Clocks ticking...

Yes lots if opportunity for Ethernity to be involved. TechMahindra are the company that I had pencilled in as being likely for the Indian OEM that they are working with.

Indeed the DU and vendors engaged is a gamechanger super niche.
What we have seen was a sell down on reversal and this after FOMO gripped the market. News tomorrow maybe but the reality is that it will all come out eventually.

Geri I am aware but this is not a discussion for a public board. The company has told us of many things in the pipeline. When they are reveal ready is another matter and how secure they are is another. We can assume that some information is extremely commercially sensitive some may have national security implications.
Ethernity will reveal what they can when they can in the appropriate manner.
They walk a thin line here and so do we all. Until the company reveal the sum of their works we can only guess and place our investment accordingly.

Last chance before 10%

Level 2 weakening

I stepped off because I had information about a seller and I had already flagged my expectation. I am back because I know he has finished. I don't know what else is going on but the share price is too cheap over anything other than a immediate basis and will rise stronger on news.

Back in December when they needed shareholders to rally the price for the warrants they were good at updates. When they needed more they named Tarana.
I have made this point to them as they created an expectation.

The market thinks it will be 7am tomorrow morning and they could be right. The company are tight lipped and professional as ever.
The share price will be back to 50p in quick time I have no doubt

We'll certainly look back on this blip as an opportunity.... Missed or taken.

Just guessing but I suspect that an orchestrated squeeze by several holders. I know of one genuine seller now through and gone but I suspect that we had some averaging down going on and we'll see chunky buys through now.