RE: RNS this week25 Mar 2021 16:07
I just don't see Ethernity as a win or lose deal. The products are multiple and Ethernity need a tiny slice of each to do very well. I don't think that all the OEMs, server manufacturers, Integrators and direct sales avenues will bomb out. If they can land 1 in 3 server manufacturers or 1 in 3 Chinese Telecom then they will grow very fast.
I can't see TietoEVRY or Fiberhome not scoring in China where they both have huge presence.
If a server manufacturer produces a DU for their service provider client that directed them to Ethernity then sales volumes will be in the tens of thousands with just one client.
Ethernity has multiple opportunities lined up under field trials. If they all land 2022 could easily produce £20m profit then growing exponentially year on year.