Member Info for Tracylied

I think that 40p is realistic this week. The market cap is just stupid.

It seems that it involved PEEL as they changed position.

So what's with these tiny multiple full price buys.
They look like a unusual platform. Currently you can buy below at 36.6.

https://www.nickelboards.com/adya-5g-acceleration-card

This is quite typical of the 5G DU NIC that are out there. Almost no functionality, two ports and a blank canvas for someone to apply code. No router. Layer 1. Vanilla box offering.
Plenty of those out there.

I am sitting tight with what I have for the time being. I have spent a lazy day in the winter sun in the Marina Las Palmas. No hurry for me. Heading back into the med next month when it warms up a bit.

DU market is massive and will importantly be early on in the deployment cycle.

I don't think that the server providers will be competing on this aspect. This is what OpenRAN is all about.

"The server vendors will evaluate Ethernity's existing DU offering while the Company continues working with them on an upgraded version that will entirely account for the operator's specific NIC requirements within the OpenRAN deployment"
That is a partnership to develop a product. Ethernity has huge experience with Telco and the server providers need that to deliver the perfect Teleco product.

This is clearly a development partnership. It's not a win or lose trial. This is an evaluation of the current incomplete solution then a joint development to build a specific product for the server provider.

Lots of vendors do lots if things but unless you understand what they are you get lead down blind alleys. Ethernity are Telco focused, many SmartNIC are not aimed at Telco. There are DU NICs but they have little functionality beyond network interface. Ethernity product is unique with the 10 port configuration as it is a appliance for DU rather than a NIC that can be used on the DU. Other parties have DU virtualisation and they can be used on ACEnic-100. The positioning of the DU is the main difference between products.
I can't see any other comparable in the market. The router-on-FPGA is not applicable in all scenarios and not all the server family will have them.
The significant point here us this has been instigated by the server providers. The current offering will be evaluated then the server providers and Ethernity will develop the product to the specific requirements of provider.
The trials are simple evaluations to determine performance parameters.
The requirements for a router-on-FPGA are determined by the way the servers are used.

I think amongst the small investors it's a different story. Those that invest or gamble their excess earnings may not be having those earnings currently.

I am lead to believe that the trial is against conventional DU performance parameters. I don't expect to see competition in this field from anyone with a server on their NIC.

Xilinx DU card is simply for a third party to build a solution on. That's what Ethernity has done. The way they move the data chunks us concept patent protected.

Bid I don't know where your information comes from but I would like to know who else has a DU product, who else the server manufacturers are going to develop a product with. I can't find any and the people I am speaking with in Israel close to Ethernity don't know either.

No real secret about todays news David told us about it.
The server manufacturers will be competing on many levels but this may just be a type standard.
There is work to do on this as Ethernity only has a concept working at the moment. There will be chunky design payments as engagement fees attached to this I am sure.

I think that it should be obvious to any casual observer that there is a significant disconnect between the market cap and the opportunity. Even based on this niche product it should be £1.50+
I know that times aren't good for long term investment generally in the UK but this valuation is crazy.

With respect Bid the trial is not to see if it works. Like the integrators, OEMs and service providers trialling the network appliances this is about setting the parameters and matching the product to a framework of performance. Ethernity are still building this product it is not market ready. Now they will build it with each manufacturer to mate their standard servers.
There are no similar products to trial this against. It either makes a completely new server family or not.
That depends on the end price and performance. This is an absolutely exclusive market. Until 6 months ago we didn't know it existed as a market.
I believe we discussed this at the time.

Bid Ethernity are the only solution with a router on the NIC. That concept is patent protected. With a external router the product doesn't exist so yes it's definitely exclusive to Ethernity.
As I mentioned before I expect the server to be manufactured in large numbers with ACEnic-100 powered DU solution actually hardwired inside.
This is a unique product and I believe that it will be the defacto DU solution for 5G.
Now I believe that we enter a likely takeover window as server manufacturers eye market advantage.
This would make a interesting spin off the market for Ethernity.

Major European and North American service providers have pushed server vendors for this. Those major European and North American service providers recognise Ethernity as a leading solution provider.
Anybody else feel the sun coming up.

Huge news that 3 server manufacturers are not just interested to but engaged in trials. However the exciting part is that the parties will work with Ethernity to develop the product. Exclusivity is key here. This is Ethernity niche now.
Excellent news