Member Info for Tracylied

Dallo indeed these are completely staged. So in naming the 4 does he avoid the 3 engaged or include them......
Yes he was telling maybe a wider audience than a RNS that Ethernity has a huge problem. The mattress is simply not big enough to hide the mountains of cash.
The question is how to monetise the DU product. Interesting because if it comes with a CoTS server specific to the DU Ethernity will not market it but simply sell the rights on a fee or and royalty basis. There could be millions of units.
This scenario is completely outside the 5G offering. A fresh new market.

I suspect that the video interview was shot about a month ago and released today. Clearly it was not recorded at Ethernity Towers rather at Davids home. Also rather than "this year" testing is 2021. I wonder at the timing if the release.
Also interesting that he names 4 CoTS server producers then talks of the near term delivery of a early version product for testing by 3 large server manufacturers. Pushed to name some how likely is he to name those they are not in contact with.
How much is the DU solution worth? £50m.... Who knows.

They certainly can end to end and in private networks they may. They have a very broad range of solutions and some are clear leaders. This is not a level playing field as there are political considerations to consider. I believe Ethernity has a very broad appeal and will win against perceived giants. The difference is that Ethernity specialise in the Telecom sector and has a real understanding of the challenges.
David said 2 years ago that the deal with Fiberhome will bring huge financial reward. He was right, not long now.

Interesting in the interview briefly mentioned was a CU security offload product. I don't recall that ever being released.

Dallo I suspect that interview was in lieu of news not quite ready for release. There are at least two non 5G contracts coming but I am not logging on at 7am UK to check as I think that we are 3 weeks away.
I find it interesting that the MMs had stock to sell. Clearly nit from 5G fund as they were at 35ishp.

Surprising to see any sells at these levels. I don't think that I have seen such a no brainer buy and hold in 30 years of investing.

Delivering huge revenue growth. Nice line to end on. Surely it will result in huge share price growth.
The basement door is closing in my opinion.

The Ethernity DU product is still under development. It is ready to work immediately on third party hardware but Ethernity are still building the in-house product. This is an intriguing situation where Ethernity are engaged to deliver a product not yet complete.
3 large server providers??? The world of server providers is quite limited. It suggests that the DU could become integrated within the server with a router contained within. Reducing physical connections, space and increasing reliability.
This is a massive development disclosed.

Very nice. No surprise re the DU as the advantages are clear and unique. Worth more alone than the current market cap. Ethernity can deliver here in a massive way really from a patent protected concept.
How is this share price below IPO still.

Anyone concerned that we are not seeing any contracts to supply Oran service with a named Telecom should not worry. The point of Oran is that there is not one vendor. When someone selects a OEM or a vendor they are using them as an integrator. Even if they are competitors of Ethernity they can and likely will use Ethernity products in their build. The point of Open is that it is open not locked to the appointed vendor.
We'll only see end to end in small private networks. Ethernity can end to end turnkey for private networks.
In mass deployment we'll see many products brought together from many sources under one integrator.
We simply don't know who Ethernity are allianced to which makes monitoring difficult.

Slowly slowly it's happening.

https://www.rcrwireless.com/20210118/open_ran/telefonica-deutschland-accelerate-oran-deployment-report

That's true. They are also quite general and cover many aspects. They are method patents rather than specific inventions. They were quite fortunate to have them approved. I wouldn't happen now I suspect.

It's important to understand that they are talking about the UPF here. Ethernity are here with others, in the DU they are there with a few and Ethernity are the only solution with a router within the NIC. I still believe that we'll see a unique product for the CU very soon.
When you read market figures you have to understand that using a SmartNIC in the DU is a new idea. Ethernity use the ACEnic-100 in multiple roles now and there are others but they don't come close in performance. The reason is that Ethernity hold patents on the concept.
Expect IP licensing deals soon to allow others access for existing applications.
These are now current nit future markets. The basement window is closing, Mark my words.

Massive opportunity in India in 4G and 5G. Massive challenges in locations with variable power reliability, extreme weather and large distances.
Ethernity has a OEM contract in place to manufacture in India. This contract now allows for export. India are insisting on local manufacturing and this will exclude some for sure. India are open to innovation and will use a open platform allowing for the best in class in each step of the process.
India isn't exactly in a race with China but the recent tensions means that they are looking across.
India is a near term market now and we can expect substantial interest and substantial sales.

Yes it's correct. Ethernity will deliver more products as user cases become apparent. However Ethernity can be used on any fpga based SmartNIC.
As networks evolve new solutions will be needed. More money more money more money. The key is FPGA-based SmartNIC.

I guess that it depends upon how the product is sold. Techtronics will pay up front for hardware and Ethernity will license the code or solutions if there are any.
Other contracts will be likely on a unit by unit or group basis. If say Fiberhome sell a solution with ACEnic-100 inside. I suspect that Fiberhome will build the ACEnic-100 and pay Ethernity a royalty immediately. Then there will be further payments to be as solutions are dropped onto the ACEnic-100.
You need to look at the ACEnic-100 as the base model that has extras added on a as required basis. The extras are at near 100% margin. The more base models out there the more extras. I think that the ACEnic-100 itself will be low margin for bulk sales. However they are hands off as far as work or investment goes.
Smaller users may come directly to Ethernity but I anticipate most sales being mass deployment and through third parties. Private networks will come through integrators.

I receive PMs on this platform from time to time from people looking for opinion on normally very specific questions. I tend to answer them here because if one person is thinking then maybe more are.
So the question was about field trials and lab trials. Why it takes so long and what happens next.
The lab trials are about testing different solutions against a standard set of criteria across a broad spectrum of installation scenarios. The point is to determine where a solution fits in the spectrum and the requirements for the test. Requirements like power drawn, peak power, temperature and space. Then data is collected on performance throughout the range of scenarios.
Field trials examine the performance over a sustained period in "real life" conditions. The biggest hurdle is the lab testing the field trials really support the lab results and are used to determine if parameters are constant.
They also look at actual power consumption, performance within a chain of solutions and the impact from real environmental conditions.
We do know that ACEnic-100 has been selected over other similar products and is now in field trials. We can expect in China that the top 3 Telecom to be collaborating on this process.
They have smartly been working together to build the towers and stations. It makes sense that each station and fiber connection must be interoperable. I believe that they will all go down the same path.
ACEnic-100 is the most versatile and highest performance fpga based SmartNIC on the market. It is a well tested and trialed product with dependable performance.
So to answer the last part of the question, will winner take all.
No definitely not we'll see many winners. In the DU product Ethernity will be the only provider with a router on the Nic. This is a major advantage and Ethernity will win big here.
This story ducks and dives in every chapter but right now I believe that we'll see Ethernity take a substantial chunk of Chinese business starting really from the spring.

Decent volume today and 9% drop is a bit harsh.

Marketing within the Telecom is not really something that we'll see necessarily. The European 4G vendor will be marketing their product eventually. Timing is everything here and Ethernity are definitely gaining traction.

The Avionics switch is military focused currently. Huge growth market and this is for retrofitting to updated existing aircraft. The switch brings compute into the ****pit and is now a essential part of a modern military aircraft. Two OEMs have selected Ethernity and they secured orders for their products. There will be more for sure.
5G and 4G Telecom is the next focus. It will be huge but not every day reflects the long term trend.
I will only be buying more, not selling one share. When it turns up buying is tough and news can land any day.