Member Info for Tracylied

Several market leading products developed on a shoestring compared to others who have products not yet matured to the market.
When investing you look for value. The difference between the fact and the valuation of that fact. You can't then state that fact as a reason to be negative.
Ethernity are small but extremely agile and focused. They are leading because several times they have prioritised and changed direction as the rollout schedules have changed. Big business cannot do this.
Ethernity will win a disproportionate amount of business to their size and the share price will increase a disproportionate amount.

Years of non delivery. Are you insane

No reason to sell no new reason to buy. This equates to the calm.

I see it completely differently to that Bid. The company are fielding enquiries and engaged over several products with multiple opportunities.
Shareholders and the market only react to what has happened. We are just ahead of the curve. It is catching up rapidly. Timing is everything and the wave is coming.

The important thing with the ads. Is not the content but the fact that we are seeing them now. David knows now is the time. I search everything tech and 5G so I get hit. The name and the word is spreading. Some may become shareholders some may be in positions where they are part of corporate decisions.
However, why now... Now is what we have been waiting for.

Many shareholders are sitting on a nice paper profit without any fear about the future. The share price is a fool and that's why this is a solid buy at these prices. Yes I said that at 13p and 15p.
The future for Ethernity is huge, the market is huge, Ethernity has a prime spot in two rapid markets entering the decision window. We'll see sales through vend, OEMs and integrators engaged very soon. The next six months will see decisions made and networks formed ACEnic-100 will be on many wishlists. Choosing Ethernity will save substantial investment, up to 80% so we can feel very confident in the tech and the market. We now just need the deployment to begin.

https://ethernitynet.com/5g/?gclid=Cj0KCQiA4feBBhC9ARIsABp_nbWcKu6WCvkWGF1PevndjjIIOoMSnZ5ERb4y0R2vGLJQl1KcRRjlswAaAlSsEALw_wcB

Links to here when clicked.

Anybody else seeing the Ethernity ads popping up. I have a US email account and it popped up on the news feed.
"Open your RAN for a instant 5G and upgrade"

The delivery of the DU solution to 3 tier one server vendors with no disclosure of any payment is simply a product development update. It's not ready yet and not commercial until figures are attached. However it is highly significant. Chances of one or more paying a substantial fee to engage Ethernity and build a product line containing the DU solution must be very high. Potentially all three which would be worth multiples of the current cap.

Very low volume and drifting at the moment. Exactly how it has been before many times. News changes everything. Now we can expect news to include early revenue.

I think that you need to understand that Ethernity will not win big contracts. Ethernity will reach the market through third parties and integrators. Sales will come when integrators and OEMs make sales. The model is very different.

Silicom aren't exactly in direct competition though on any product. They are aimed at different markets. Ethernity has much more of a bit component portfolio. They have taken disaggregation and open to the extreme but remain firmly rooted as Telco specialists. Ethernity NICs have very specific functionality which will cut their market very cleanly.
In fact in conversation recently and said by David in directortalk. Ethernity has solutions others have something that may one day be a solution.
The next steps will be rapid and having the solution ready not waiting for the client to request shows confidence that they have their finger on the pulse. This is only possible for niche products in a sector they have a grip on.

Ethernity has so far developed products because there's an industry requirement. Ethernity has products like the Avionics switch now with two OEMs which has been developed for contract requirements.
Three server vendors are testing the DU solution and developing it together, that is listening to the service providers requests to the server vendors.
The products are all there and they evolve when clients require.
I don't really know what else they can do

Silicom have only made sales because they have products in a now market. Ethernity don't and have only made sales into old product types. The multiplication for Ethernity is ahead for Silicom it will be much less. Ethernity need very little to get moving.

Ah maybe tomorrow

It would be an excellent day for an upgrade today. Tell us about a new Chairperson and how business is progressing. A bit of meat for the bones. Must be near term now.

They have disclosed the field trials as the next step so probably can't say much more. I suspect that they will update in the next few weeks with progress including about to or commenced field evaluation. We are really looking at H2 for mass deployment but certainly we are in an engagement decision making process for the first ecosystem construction. We need to view this as an evolving process it won't just switch on.

It will be revealed when it's revealed and not a minute earlier.
The field trials are not about if they use the product. It's about the interoperability in the real world and setting the parameters of performance.
Others will also be approved and all with different criteria. Then the most appropriate selected for each installation. Ethernity may win with broad exposure or lose with a bit part.
Sales will flow soon.

If we are talking about the field trials in China they will be small trial networks or private networks. I suspect that they are running already.

Steve it's the time to buy when it's drifting.