Ethernity Networks Share Discussion Threads

[504] 26/5/2023 13:11

Certainly for the XGS-PON and gPON product the hardware will be manufactured by the OEM on an ongoing basis. Indeed when they have used the term delivery before in the context of the SoC it was not physical delivery of the hardware but delivery of the design and the code.

[purchaseatthetop] 26/5/2023 12:59

R@D takes parts. We manufacture the first development runs. We initially at least supply the SoCs. Once the deals are done we could, infact, be 100% virtual simply installing coding.

[kcowe] 26/5/2023 12:57

Why does enet need components for ? If it's a virtual company

[purchaseatthetop] 26/5/2023 12:56

Essentially we are a virtual company in the value chain. We create but do not necessarily manufacture. We are R@D. The risk for customers is in the period to completion of development, integration, validation and testing. On our existing product range...all done. We do very little after that.

[504] 26/5/2023 12:52

It's important to understand that these are not new businesses they have installed networks and established customers. This is the point of the model.

[504] 26/5/2023 12:51

As I have said many times skiddy you just don't get it. You are blinkered by your corporate thought process.
This is a disruptive business and is run very differently, the relationships are very different.
OEMs are looking for a way into these markets by definition it won't be with a big name provider that's frozen them out previously.
It's full steam ahead at Ethernity and contracts are either in revenue phases now or are entering. Components have been secured, it's happening.

I know it's uncomfortable for you. The world has moved on.

[purchaseatthetop] 26/5/2023 12:51

But if they are buying it from the OEM why are they worried? They are not investing in ENET product. We design and create solutions that are taken to the market by other companies unless I have got this completely wrong!

[kcowe] 26/5/2023 12:48

PATT you think this part is not relevant ?
Clients are interested in the financial health and stability of the company they are investing in their product, especially if it is embedded in their tech stack for the long term.

[purchaseatthetop] 26/5/2023 12:38

skid. That makes you 68 years old. the world has changed. do you still think a fax is amazing?

[skid35] 26/5/2023 12:31

You couldn't be more wrong.
Clients are interested in the financial health and stability of the company they are investing in their product, especially if it is embedded in their tech stack for the long term.
Purchasing always have a set of criteria for a purchase decision, each one weighted based on importance - this gives an structured and unbiased methodology for assessment. The best tech doesn't necessarily win as there is a a major risk premium with ENET, in my youth the "no one got the sack buying ibm" mantra.
Unfortunately there are also complete red lines which I think ENET may have crossed for a number of opportunities. Escrow protects to some extent, but access to IP is half the issue of you don't have access to the expertise behind it, or the expertise have you over a barrel.

[purchaseatthetop] 26/5/2023 12:21

dplewis. Not dim. If the client are buying the unit produced by the Asian OEM or get the rights to manufacture it themselves and even get a coded SoC with the code licenced then why would they care? Even a change of ownership/receivership means contracts are sustained.

[1liam] 26/5/2023 12:19

Purchaseatthetop = Verbal Diarrhea

[dplewis1] 26/5/2023 12:18

That is an absurdly dim question

[purchaseatthetop] 26/5/2023 12:17

Funny. Just looked at Quantas posts! He has become one of the haters. He even calls me PRATT! Whatever. As long as it keeps him happy. Oh....he is not happy and it is my fault? Whatever again.

[purchaseatthetop] 26/5/2023 12:13

Why would any client think differently to Tarana? Clients are interested in the product and the people. Any product would not be impacted by ENET doing cash raises. It is a developed and ready solution.

[quantas01] 26/5/2023 12:13

DP i think PRATT iS ENET Dyslexic. He only picks out the words he wants to read but misses the most important news

[dplewis1] 26/5/2023 12:10

They've been a client since before the IPO, I was talking about potential customers

[purchaseatthetop] 26/5/2023 12:05

Exactly dplewis. Just like Tarana ran away for G2. Oh...they signed the contract. And I bet the staff are leaving. Oh..actually increased by two and two put £33.5k in at 3p.

[dplewis1] 26/5/2023 12:00

Wonder how many potential clients will walk away due to the cash issues. Those "advanced discussions" sure have taken a long time, they were probably tiptoeing out the door at the emergency raise and running down the road by the time the exercise price was being fiddled

[hazelst] 26/5/2023 11:33

Naughty little charity thief.

[504] 26/5/2023 11:20

The management choice such it was.
Run with one product and save funds or run with all and raise more. I think that in the long run it will be the right choice.

[purchaseatthetop] 26/5/2023 11:13

We are it seems, and as the share price shows, a failed company. Just like a bee. It cannot fly. The BoD are incompetent and missed all their targets.
Except bees can fly. The revenue targets missed were because the markets did not open as anticipated, and they have designed, developed and completed five new products in deployment or being trialled.
Inside the company I bet it is all 100% full on hitting success. Which is why the managers put a lot of money in at 3p. Here on the board it is seen as utter failure. I wonder who knows more?
Clearly to me the BoD are dying to tell the full story but have to wait for numbers. Promises have no value.

[504] 26/5/2023 11:12

It is but it's here and it won't be fixed with hopes and estimations.

[papillon] 26/5/2023 10:22

O/T
The dump @ SYME appears to be gaining momentum. History has a habit of repeating itself

[amaretto1] 26/5/2023 10:18

Risk / reward at 3 pence ...??? Absolute CRAZY valuation !