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They eluded to something extra but haven't followed up to the market. It leaves everyone to wonder.
What should be happening is in China data will be flowing back from Field trials and Ethernity will be working to restrict or extend the parameters to meet each of the 3 major Chinese Telecom requirements. They will be working with the server manufacturers to create a total product solution for mass production and deployment of DU ready servers.
They will be working with Integrators and OEMs to place Ethernity solutions within their contracts.
They will be engaging and managing multiple leads for Private and local networks both geographical and industry specific.
They will be doing a whole load of stuff that so far we know nothing about.

MMs will always show fear and disinterest but they will run dry very quickly on news and jump the share price.

7am tomorrow is the favourite

This must be week 3 in the update window. News of 2021 expectations was 3+ months ago. The market now requires confirmation that Q1 has progressed. Certainly China mass deployment is looming, decisions and expectations will be set.
Some senior jobs are still on the website however I am encouraged to believe that largely bums are on seats for the next stage now.
Ethernity sit in a unique position of both fpga and Telecom network specialists in one. No need to partner for intelligence. Ethernity are the natural industry leaders in this narrow area of expertise.

2-3x is a short term goal for sure. Mid to long £5-10 is very possible.
I believe that we'll see a increasing focus on the 6G future and ASICs will be dead long before that. The 5G problem solvers like Ethernity will be well placed to progress beyond the network. A huge market will form in the device. Without a open 5G the future will need retooling. With OpenRAN everything is possible.

With regards to the 3 largest Telecom in China who confirmed that ACEnic-100 out performed the other Tier One SmartNIC in Lab trials. I don't think that any will buy a UPF solution with the SmartNIC. There will be a mixture of SmartNIC and UPF home grown. The Ethernity device and code is in field trials now after exceeding all comers in the lab. It is cost effective and has a very low power consumption. However that's not the Prime consideration in some scenarios. Ultimately integrators will be pitching for the work against whole solution providers. I believe in the majority of cases the integrators will win. Following field trials a robust list of parameters will exist and the integrators will determine which components meet the criteria on each installation. Ethernity will for sure win many of card sales and few UPF sales.
The card and UPF sales will be from Private networks where plug and play will be important to keep costs to a minimum.
Personally I am most excited by the 3 major server manufacturers building a DU product with Ethernity for Service providers in Europe and the US. This is a huge market and we can expect substantial early payments at contract.
I ask myself what will it take to double the SP... Landing just one element of many progressing. That's the beauty of having a micro cap.

Sergio I feel the word "us" is very significant.
Please remember that Ethernity not eternity need to win maybe 5% if the OpenRAN market through multiple avenues to create a huge progression in the share price. Napatech has a much greater need. Ethernity are indeed in a small sector and they really are appealing to others who will implement the solution. Napatech are further down stream. UPF is again Apples and Pears. It is a organic thing and Ethernity are well engaged in China here with the 3 largest Telecom providers field trialing.
I am not interested in anything Napatech win. When you are as small as Ethernity it's the work you win that counts. Napatech winning something is irrelevant. However when you have a large cap to support you need big wins to maintain ground.
Good luck with Napatech.

You will know then that they are not in the same market. You will know that they don't have the same model or route to market. You'll know that Ethernity are not in the same marketplace.
Ethernity needs to win a small percentage of the available market to grow many times. There are very few mouths to feed. Ethernity are agile and have refocused several times already, they are at the sharp end of a completely new market. Napatech will need to do very well to maintain trajectory. Don't compare the two it is stupid.

Bid since when did you make money looking back. The only consideration is forward. Any value in Napatech is in the price. Pointless consideration.

Napatech has one product in the same market. It is a side play for them and not where their valuation is. Ethernity will dominate the Telecom Tier one functionality. It is where they specialise. Napatech cover many sectors with specific products for each. These are current and ongoing markets. Ethernity market is just starting now and they are still well ahead. The head to head Tier one trials so far show Ethernity as winners.

Apples and pears. Napatech are in a broad market and a much bigger company. Ethernity are very focused on a small future part. Napatech are nothing like Ethernity and you fool yourself to look for comparisons.

Bid the situation with the MMs is because they are in agreement. One will step out soon and then it's game on again. I can sell 30k on IG instantly.

The router is so far a unique feature on the NIC. Ethernity nic performance is exceptional and that allows for this function. Others can replicate in due course but with more compute, more cost and more power usage in more space. Also fpga is very robust.

The patents protect the way Ethernity parcel and process data allowing for multiple functions to happen in one space. Fpga process in parallel and the data has to synchronise with time stamps. Ethernity patents allow for that. It is not the only solution but it is the most cost effective.

32.44 to buy now. I found out who one buyer currently is and I know she won't mind me mentioning it here. Collecting 60k so far this week. Slowly slowly and her ISA on April 5th will be here as well. Buys showing in red now but this won't last long.

It's true but the concept is OEMs building their solutions using ACEnic-100. Currently it looks like there will be at least 6 in the 5G arena. Hopefully we'll see many more. These OEMs have invested huge sums to build solutions and that's proof enough of the superiority of the ACEnic-100 in their chosen solution. Competitors to them are using other combinations of products. Ethernity need to engage as many OEMs as possible with the widest market exposure.
Next stage is Integrators and Telecom sales. There will be no contracts as they would be crazy to limit themselves contractually to one component that's the point of OpenRAN.
Ethernity are in a different part of the chain to others in the same sector.
Sales will flow at the point of mass deployment, until then nothing.
I suspect that we'll see sales in H1 but sales in volume H2.
The server manufacturers will contract very soon I believe. Once they commit to the concept they will want to secure supply and get into production as the DU market really starts now.

Ethernity are very low risk because they are so diverse within a sector guaranteed to see huge expansion. Of course nothing is certain but now deployment is so close and the market is global. Ethernity are already sat at several tables and sales will follow.
It is low risk because right now it is valued appropriately for a company turning over a couple of million and loss making. All is about to change in a big way.

So just a quick round up on known events that we are waiting on.
UPF field trials in China with the 3 largest Telecom. Fully integrated within 5G ecosystem.

Trials and sales from South East Asian Telecom of their UPF software with ACEnic-100. Ethernity exceeded Tier one competitors in Lab trials.

Contracts with 3 Major Server manufacturers developing complete solutions for DU.

Ethernity with a partner (TietoEVRY or Fiberhome) delivering customised UPF to a Major Chinese Telecom for field trials. This product is aimed a Private networks which is likely to be the first UPF deployments with acceleration.

Sales from a Chinese OEM developing a solution using their SmartNIC and Ethernity code. This will be a huge router-on-FPGA opportunity.

Sales in 4G and 5G in India from the Indian OEM developing solutions using ACEnic-100 for the current ready Indian market and for export.

Direct sales through Techtronics, Integrators and OEMs producing multiple opportunities.

Wildcard something we don't know about yet. Ethernity has reported a substantial number of engagements. It is clear that when we talk Telecom Ethernity has the only mature test product with a rich data set. Certainly the only with on board router and the versatility to be delivered in the short term without an intelligence partner.

Engagements through partnership with massive industry players committed to OpenRAN. TietoEVRY and FiberHome have huge global presence. They will be targeting huge markets.

I have said many times that there will be many winners. However Ethernity need just one winner to get moving.
The Server DU deals will be huge, the UPF deals will be huge, the card sales through Integrators starting now will be huge. Ethernity are tiny, I hope that I don't have to spell it out further.

Hardly a binary deal here. It's only a matter of time now. The opportunities are multiple and they only need one winner to substantially move the price.

Let us see if the red from the UT triggers a few.