Member Info for Tracylied

https://casetext.com/admin-law/ethernity-networks-ltd

As you can see the actual patent awarded is very different from that applied.
The wireless multipont connection is the ethos behind Tarana solution. It is what makes it unique.

Awarded on the 30th but reported at 7am on 30th still the 29th on the West Coast and and 1am on the East. Ethernity were on that quickly. I think not.

The method of stripping and reassembling the data stream is what's detailed in the patent. The same goal as the patent to parcel and reassemble the stream

Nlos was in Absolute Air. Ethernity are in loved with G1. The approval of the patent was delivered in August 2020 by email to the applicants according to the handling agents. G1 is nothing to do with Absolute Air

PR the difference is AA2 is sub 6 which is the mobile spectrum. It comes at a cost. G1 is in a "public" spectrum, a free and often crowded spectrum. G1 excludes others by filtering and blocking.

Absolute Air 2 is the improved version of their first solution Absolute Air. Absolute Air 2 is a market leading product and until now the best available. There are half a dozen similar products on the market.
G1 totally reinvents the wheel. The main difference is the way Ethernity divide up the signal into 6 streams. The streams are sent along tested routes. If there's a hurricane and trees are blowing around maybe 2-3 arrive as the others are disrupted. These 2-3 are assembled and all are used. If 6 arrive they are overlayed and used.
This is what Ethernity brings and is what's in the patent. This is why I say that Ethernity will be getting a good chunk of cash. This unit services up to 512 houses simultaneously. I think $5 each house is very cheap. It costs $600 to put fiber to a suburban house.
Simply Tarana’s G1 doesn't work without Ethernity. This is why I say 5G fund are Tarana. They have so much to lose.

Uhif the G1 is much better than the AA2. Range, reliability with 6 signals sent on multiple tested routes and load. G1 is the ultimate solution and we could easily see the 5000 double

"Tarana is now fulfilling orders from service providers for large-scale commercial deployments of G1, requiring supply of 5,000 units of Ethernity’s ENET Flow Processor over the next 12 months. Further growth is expected in 2022"
This is all we need to know when your share price is on the floor knowing that it will soon be on the ceiling.

Ethernity is certainly off the radar and misunderstood. Even their place in the market is misunderstood. It is not glamorous to make things happen for someone else's solution but it is extremely profitable. You cannot see it, touch it or even buy it so it is out of sight and out of mind. The success of others means success for Ethernity. Success of many means huge success for Ethernity and this is very much the model. Looking forward Ethernity need to be very careful about how they grow on a tight budget. Solutions are high margin on the software and firmware. The ACEnic-100 and flow processors require investment to construct and deliver, mass production will squeeze this cost considerably but require initial investment. I am sure this is all in hand but it will be very interesting to see how it goes.
I am certain that Ethernity will get 5G orders this year, I am also certain that a DU product will be launched by several major server manufacturers using Ethernity solutions. I am also certain that we'll soon see the launch of a complete CU solution bringing together the security and routing functions. This will we powered by ACEnic-100.
I feel certain that we'll be rewarded for our patience.

They have many OEM contacts I am sure for mass production. I don't think 5000 in a year counts as mass production. I guess that up to now there has been a few hundred units for testing. The component assembly is going to be a simple build for sure.

Yes absolutely. I am told that Ethernity learnt of the scale of the first deployment a couple of months ago. That resulted in the extra cash call on "recent progress by Ethernity in executing its growth plans" which left us scratching our heads. Then the patent reach RNS for a patent issued in August. As I said at the time something is up. More head scratching.
Ethernity had to do some major catch up to deliver this first order and I expect to see major investment in a permanent production facility. I am guessing in India near Pune but that's a guess.
I am being fed very specific information which I now realise was all about this contract. In fact it is all about understanding this deal and explaining links.
It is definitely not from the management but it is from two people with knowledge and an agenda to feed information.
I am very careful about what I post publicly and say privately now until I get to the bottom of who and why.

That quote was nearly a year ago. Now the trials are complete and they are commercially deploying this solution into early orders from the trial participants. Others are joining with trial installations. These maybe trials but actually they are installation exercises, tooling, training and optimising.
The important information is that this is not one user ramping up but many. Once Continents join in this the demand will be huge. 5000 units is just up to 2.5 million households. I am sure that this just accounts for the US.
Interesting when you look at the costs against fiber in a suburban installation in the US. There is a typical 90% reduction in cost of deployment. The US market is around 100 million households. Globally guessing billions.
In the US there's funding for rural and suburban connections also in Africa. This tech fits into that perfectly.
Excited.... Just a bit.

Tarana are engaged in multiple trials in the US and Canada where there is a huge rural market. Funding is in place for rural areas. Globally Africa has a fund for affordable access and Tarana are well represented by MTN who have many installations to work off.
I believe that the requirement from Ethernity will escalate at an alarming rate. I can see the $500k expectation topping $2m and next year really multiples of that.

I guess that it all depends on cash flow and how much they receive in design payments from the server manufacturers. I think that the chances of any further cash requirements beyond what we know as slim. Really once the initial production costs are covered for Tarana they will be cash generating.

https://youtu.be/N_ZuUmSU7hI

It's important to understand that G1 is not cost effective because it is cheap. It's cost effective because the operator doesn't have to buy spectrum to use it. It sits in the public domain. In extra urban and rural it saves kms of fiber for a handful of connections. A business like AT&T can bring in millions of connections. 5G mobile is not an alternative because it has a range of about 100 metres not 15 kms. The Tarana solution comes into the building, 5G doesn't penetrate walls.

"Importantly, Tiwari said Tarana is planning to sell its offering as an "infrastructure as a service," where providers can deploy a network with the company's technology and then pay Tarana a monthly fee to operate the network. That – coupled with the low cost of using unlicensed spectrum – is designed to make Tarana's fixed wireless services economically viable"
Interesting idea and fits with ongoing royalty for Ethernity. For sure this is not fit and forget and other income can be generated from software work.

It actually rained here a bit earlier but 24° whilst raining. Now I have sandy windows and top deck. Itching to head east but it is very safe here and I promised no more two weeks in a plastic box.

https://mybroadband.co.za/news/wireless/385012-why-supersonic-air-fibre-will-be-better-than-uncapped-lte-and-5g.html

Well worth reposting. Who can spot the Ethernity patent in here. I suspect the the pending application was why they choose Ethernity and the award in August 2020 was Ethernity ticket to ride.

Skid you will see that all the time I was bang on the money. Won't be long now. Looking at £3 from £1 looks very different from £3 at 30p. I rather look at where this is going than the share price. I see Ethernity with 2 unique products with huge potential. I don't see the current valuation as significant. Looking back nobody will.