Member Info for Tracylied

Sitting currently in a large Southern European city with nearly zero restrictions and covid having plateaued and now falling on a very similar graph to the UK one has to wonder what the UK government are smoking. Regardless of the measures once people are aware they will take their own precautions. Very few jabs delivered here just people have visited the restaurants, bars and gyms with caution in mind.
I can only assume Boris didn't trust the majority of people to make smart decisions.

36.44 to buy

I am expecting news of maiden 5G network appliance sales and engagement with OEM for UPF solutions around ACEnic-100 and Ethernity code.
Non 5G or DU I am not bothered about or excited by. The DU solution is the star of the show. The early version is delivered and it will take 6-9 months to create the final draft. However prior to that we can expect a contractual arrangement hopefully with a design win payment of a few million. This is the game changer as the DU requirement is huge and Ethernity could sew the whole lot up.

Let them miss out. I don't care.

I always favour good news release on a Tuesday. Enough time for 2-3+ days and a settle back. Then the weekend for people to read about the detail and buy Monday morning.
Maybe this week or next but it can't be far now.

I am just a Private Investor here. I have been to Israel several times since I started to buy here January 2018. I have made several contacts in Israel with I cultivate. I am semi retired, I invest largely in people who establish small business across Southern Europe.
I research extensively in the Telecom sector currently. I have created a network of industry contacts who work within the field.
I hold 280k in my name and invest for three others.

I suspect some is around the DU delivery to the 3 server manufacturers. A team from Ethernity are in contact with and working with R&D teams at the server manufacturers. It's a strange dynamic as the server manufacturers are by default working together.
This will create noise I am sure but I think that there is much more.
I am encouraged to believe that two non 5G contracts are in the pipeline.
Several weeks ago I was told of foreign suits at Ethernity I don't know what that's about but seems unusual in covid times. I think that we will find out soon.

Noise starting to come from my contacts. I think that we'll hear very soon something we can all hang our hat on.
No ramp just my experience.

I think that the piece doesn't understand how it will be for these smaller solution providers. They will ultimately be component suppliers in many different products. I would be surprised to see Ethernity winning any 5G or server business in their own name. Ethernity could be in a high percentage of solutions with minor roles in each. This can still produce huge financial reward on volume and very little investment or effort. No winner will take all. This is the whole point of OpenRAN. Nobody will have a percentage of the market because even in a system integrated by a major player they will still have multiple products from smaller players.

https://telecom.economictimes.indiatimes.com/amp/news/japans-nec-in-talks-with-indian-telcos-for-5g-based-openran-deployment/81112335

Looking like there will be huge open opportunities in India. Ethernity are well positioned with a Indian OEM using Ethernity technology in their products. Also the manufacturer capability in India for the Indian and global markets.

https://www.lightreading.com/cloud-nativenfv/how-new-crop-of-vendors-is-breaking-into-5g-core/d/d-id/767513

Interesting...

https://www.google.com/amp/s/www.tradingview.com/chart/ENET/3nUx7TGU-Obvious-breakout-is-obvious/%3famp

Mass deployment is slated to commence in Q2 in China. Certainly they do things on a wholesale scale. However the Ethernity advantage is all about scalability and that means it will start small. Certainly units in tens rather than hundreds.
Field trials will be ongoing probably for 12 months at least. These trials are fixing the parameters where products optimally interoperate. Pairing solutions to form tested chains with deterministic performance. I believe that 3 or 4 fpga NIC solutions will form the approved framework. Then it's up to vendors and integrators to sell the most appropriate solution to fit the required or expected spec. As Ethernity are the most scalable and has the PAYG option I expect them to win big. Just need the first couple or confirmation that up to this point Ethernity are in the family.

There will be plenty of news before the big news lands I believe.
Big news will be xxx server manufacturer are building a DU specific server using ACEnic-100 DU solution. Annuals sales expected xxxxx from Q4 2021.
Other big news will be first sales of OEM appliances using ACEnic-100 for UPF.
I believe that we'll get both in the near term likely within 3 months.
Until then potential news from multiple partnerships and market strategies.

I suspect that they will be on foreign platforms at full price. There is no live quote and they warn that you may pay over the average market price.

36.74 to buy currently so showing in red.

Pointless but necessary as they they have to disclose the roles.
The blog post was really a bit pointless as well.
We know when it's quiet it's deadly quiet but it changes very quickly.

Still some sellers around. I guess some see it as a plateau likely to decline until news. I see it as a step up.
We'll certainly have substantive news in the near term. The share price will rise gently once the selling abates. Even in low volumes the price can rise.

36.9/37.3 on small quantities currently. I don't think that it will take much to remove Sing at 38

I suspect that update will be when they have a collection of things to talk about. 5G UPF deep in field trials, DU product in trials with 3 major server manufacturers, South Asian OEM product with ACEnic-100 at the centre in trials with service providers. Lots of opportunity for news.