Member Info for Tracylied

The positions are current and future. There is a huge talent pool in Israel and a huge demand. Ethernity have been advertising and developing from within which is the smart way to manage it.
The tech is new, often unique and developing now bringing people into roles is with a view to moving the tech forward is a risk. The head count has increased but I don't know the scale of the requirement.
Looking at the rate of development of the solutions I think that they have a very engaged human resource.

https://telecom.economictimes.indiatimes.com/news/promote-rd-led-telecom-manufacturing-ecosystem-instead-of-just-assembly-dot-official/83389262

This is definitely something Ethernity and the Indian OEM can use, also flow processor manufacturing.

Yes I knew it but my clients bought Friday against my opinion. I will take a few today or tomorrow.

Dallo zero chance of getting into any trouble with the authorities. You have to make a misleading statement then act with or against it. Then you have to be the subject of a complaint. Then maybe it ends up on someone's desk to be binned at a later date.

Uhif the drop came around 11 months ago. The share price is very similar to where we were a couple of years ago. Since lots if dilution and previous the share price was supported by cash worth half the cap. Yes lots of progress for the business since.

Doubled after a huge drop doesn't really take much to generate. Fact is that whilst they are very well positioned currently it means little until the engagements and trials convert to orders. This won't happen until the industry steps forwards as a whole. As long at Telecom can avoid investment it will.
I believe that China will move to a mature open 5G solution this year.
What we need is the company to put some detail into the vague statements made so far.

I think that they have made it quite clear what their market is. The market is about to start so how could they have revenue before Telecom deploy a 5G network. In the meantime they have been filling flow processor and adapter sales along with other design wins. They can't prove anything until Telecom deploy 5G. Yes it was delayed but at IPO they made it quite clear what the target was.
I don't understand the thought process.

Fairview I agree. China is the most advanced "real" 5G future deployment. Ethernity are arguably in prime position here. Not American or Indian, not politically sensitive. Ethernity are deep into field trials but it will be the decision to deploy the whole chain of solutions that triggers production orders or I am sure licence to manufacture the hardware. This is absolutely out of the hands of Ethernity.
They can only set the ducks in a line and hand out ammunition Chinese Telecom have to pull the trigger.
Ethernity will deliver, there are multiple opportunities but exactly now I can't say in which order they will land. Ethernity delivering is really just continuing as they are until the market moves. When it does it will all move together.
2021 will definitely see deployments on a mass scale.
The major players are now recognising the need for Ethernity solutions David says. Any sniff if this and we'll be straight through £1 without catch breath.
I don't think that any more can be done, speaking with people in Israel I am very confident that Ethernity are doing everything right and sitting up waiting for the action to start.

Well the situation can't mature by any action of Ethernity. They had been working on the Tarana project for years and before it was announced we knew nothing.
Mass deployment in China is out of their hands. Ethernity are absolutely at the edge of the technology a bigger player won't move any faster as it is totally lead by the end users.
2021 will contain many events and we were told that it would be H2. Ethernity are ready and waiting. If you can't hold on then you best sell.
I won't be and I want information but delivery of revenue will be when the market is ready to invest.
The flow processor sales are really a very small part, if they cover 2 months I am not too upset by that. Next year they will cover a minimum of 3 months. I believe that $5m is the absolute minimum we'll see from Tarana next year. The pinch will be fpga availability.
Hopefully cheque books will be out this year as Ethernity are leading right now. They have product placed in field trials and really can't do more than that. Tarana field trials lasted12-18 months and in the US it's still going.

Very true time is ticking.
The Tarana numbers are merely a taste of where they will go.
I think that Ethernity need to stop alluding and start revealing some detail.
David is very encouraged but this time he needs to be more than very very encouraged and the market needs to be impressed.
The rising trend has stalled currently and it needs to be picked up.
We should have a flow of news due. Field trials and lab testing outcomes could easily be updated on the insight side of RNS or on the website.
I think that we deserve a bit more than we have seen. Yes it may not be ready yet for a broad update, so update on what you have.

It would be wrong as David already stated Covid had little impact. Even Lod being attacked by missiles from Gaza did not cause even one lost day.
Full steam ahead towards our goals David told me.

10k seller is trashing the price on no volume.

Projecting like that makes no sense of based on no deployment then mass deployment. Even very slow something is multiples of nothing.
New markets starting and we can assume at least $6m recurring revenue.

Is that from a broker note. I don't have anything beyond $6m this year. So far $9m would represent total failure and a delay globally ramping up.

Uhif. I believe that we'll see in no specific order. A South Korean and Philippines based Telecom roll out a open 5G national network using ACEnic-100 and some elements of Ethernity code.
We'll see a Avionics OEM land a substantial defence contract using the Ethernity Avionics switch in their package.
We'll see sales from a Chinese OEM using Ethernity code on in house silicon.
We'll hear about the DU solution entering trials in the US and in Germany or Spain.
We'll hear more but these are just what I think.

I suspect that if Tarana are moderately successful we'll see $5 2022 from them alone. Already committed to a quarter of that. If Tarana win big deployments from the US funding and the satellite rollout we could see $5m a month. The scale could be huge.

Bid I saw it on several lists last year.

https://sanctionsnews.bakermckenzie.com/us-government-adds-thirty-three-entities-located-in-china-hong-kong-and-cayman-islands-to-the-entity-list/

I assumed that it was the reason all is quiet on the FH front. China is a huge opportunity happening now. Sales will come from here in H2.

Yes it's early in the cycle but I believe by year end we'll see some volume orders. The realisation may fall outside of the period.
I am told that Ethernity has been flat out all year and they are engaging names we have all heard of. This takes time to reach orders but I don't think that we'll be waiting long for some huge news.

I have been updating myself with the China 5G situation. With Fiberhome on the US sanction list I assume that Ethernity are finding a different route (TietoEVRY).
Fiberhome website is almost always offline on the western language version. They are still a flourishing business and Ethernity do have at least one joint product with the BNG 3000 which uses ACEnic-100 and Ethernity code.
Ethernity has several direct relationships with major Telecom and products currently in field trials with 3 Major Chinese Telecom. Field trials are at least 9 months and often much longer. However we can anticipate orders from these trials H2 2021. This is as performance aspects are established and field trials extend to scaled deployments.
Ethernity will win business here, the UPF market is crowded but once you strip unlikely candidates from US and India there are really not so many directly against Ethernity. The Ethernity product has proved superior on several occasions and moved on to extensive trials and selection.
Deployment is very close now and certainly should start within the next 6 months. This means production orders for Ethernity. These will be real gamechangers for income.
The start will be small $100'sK. They will grow quickly into millions.
China is a minefield and Ethernity needs to tread very carefully to maintain their "neutrality" advantage.

I think that is very likely. Just needs a catalyst to kick it off. All the ingredients are present.