Ethernity Networks Share Discussion Threads

[dplewis1] 20/1/2021 17:39

Boonkoh I'd recommended their blog posts. The recent one was really interesting as basically the smartnic from Ethernity can give an instant "5g upgrade" to 4g kit. So a lot of their offerings are actually capital efficient and perfect while the world transitions to full 5g. Have a look -https://ethernitynet.com/2021-trends-part-ii-operators-will-continue-to-invest-in-4g/

[enter] 20/1/2021 17:16

I think Open RAN is the way it's going to go. Not being tied-in to one supplier makes so much more sense. ENET will win a slice of the pie as will others but even a very small part of the pie will transform the business. They are already well advanced in the 5G market in China (passing from laboratory trials to commercial trials) and making inroads in India too.

[boonkoh] 20/1/2021 15:52

It is a steep learning curve to understand what ENET does, but I think that's why it is undervalued atm and therefore has allowed me and others to buy at this cheap valuation.The key for me is OpenRan. If networks worldwide embrace it, then it gives ENET the opportunity to sell in.If networks decide to go full stack from Huawei, Nokia, or others then its difficult for ENET to get a piece of the architecture.Luckily, OpenRan is getting traction due to networks being burned by Huawei and wanting to not put all their eggs in a single basket from now on. Also in terms of cost. OpenRan can be cheaper. All mobile networks are struggling in having enough capex for 5G rollout.

[escapetohome] 20/1/2021 15:10

It might be the case that the tech will sell itself. Once the info is out there , the providers will have limited options , as enet will be the best in class.

[gerihatrick] 20/1/2021 14:58

I feel that only the committed and tech savvy would get anything from the Directors Talk comments. His strong accent makes him hard to understand. From a "marketing" context I do not feel his presentation would inspire. My takeaways from his comments were the following comments "we offer unique telecoms features"; he mentions China specifically; they provide a complete solution; he anticipates huge revenue growth. I await specific news.

Some are re-assured that he is a "techie" with considerable success in the past and not a BS artist. I understand that!

[astralvision] 20/1/2021 14:33

Starting to move back up. When news hits this will be very difficult to buy in size!

[escapetohome] 18/1/2021 12:43

I had another small top up .

Time to tuck in i thought!!

[outlawinvestor] 14/1/2021 17:43

2021 Trends, Part II: Operators Will Continue to Invest in 4G

ethernitynet.com/2021-trends-part-ii-operators-will-continue-to-invest-in-4g/

[outlawinvestor] 13/1/2021 12:37

The 5G Perfect Storm in 2021

Opinion by Mike Murphy, CTO of Nokia Americas

[outlawinvestor] 13/1/2021 12:21

2021 Trend to Watch: FPGAs Become the Silicon of Choice to Enable OpenRAN

[astralvision] 11/1/2021 15:17

Newsletter sent out today by ENET2021 should turn out to be a great year for Ethernity!Well, 2020 is finally over, and hopefully, as 2021 is ushered in, the new year will be accompanied by better news in terms of world health and economic prosperity.The telecommunications industry seems to have weathered the COVID storm, even emphasizing the potential of 5G to respond to the greater demand for high bandwidth and low latency from so many people working and learning from home, videoconferencing, and spending their lockdown time as gamers.As operators now work toward mass deployment of their planned 5G networks in 2021, Ethernity continues to bang the drum for FPGAs as the ultimate technology for accelerating and optimizing performance (both 4G and 5G), and as the ideal underlying platform for open, disaggregated networking. We believe 2021 will be a banner year for 5G and Ethernity both.

[mold breaker] 09/1/2021 19:24

as I said let's see how we go... have a nice evening

[purchaseatthetop] 09/1/2021 19:17

mold breaker...this is getting boring....I have not posted on EUA for many weeks and I think that my total posts there was maybe five times.
now...for the last time please grow up.

[purchaseatthetop] 09/1/2021 18:48

we will see I am sure. I will spend tomorrow analysing the company and then decide whether to invest. If I decide not to you will not hear from me again. I looked at this from a recommendation from one of your regular posters who knows me better than you and whom I had helped in the past.
lets agree...and I have done this with other EUA posters who I have met on these boards...I will not mention EUA and we will get on fine.
Every share I have listed I am long on. If i buy ENET I will be long on that.
GLA and nice to meet you all.

[mold breaker] 09/1/2021 18:40

so there is no misconception I'm long ON ENET, I'm referring to how peeps react to your future posts.

[mold breaker] 09/1/2021 18:37

let's see how it goes on here for you. GL

[purchaseatthetop] 09/1/2021 18:35

None that I am aware of except maybe on the premium EUA thread. So maybe 1. And that is because I believe you are being sold a pup.
as I said....run along and grow up. If you check the boards you will see that i am not filtered.
in any case....it does not really matter does it?

[mold breaker] 09/1/2021 18:32

and how many of those BB's are you filtered on?

[purchaseatthetop] 09/1/2021 18:26

Yes...a few. I am strongly into BMN, DMTR, NEX, MCRO, BWNG, AGL, ITX, and soon maybe ENET.
now run along and grow up please....

[mold breaker] 09/1/2021 18:23

oh lets not stop there. BMN, DMTR... am I missing any?

[purchaseatthetop] 09/1/2021 18:20

mold breaker...I understand now having checked your posts. You are an EUA investor. That explains it. You know my opinion on EUA and do not like it. Please get over it.

[mold breaker] 09/1/2021 18:16

preconception

: an idea or opinion that someone has before learning about or experiencing something directly.

Unfortunately....... I already have experience!

[purchaseatthetop] 09/1/2021 18:09

well that clears that up mold breaker. I am amazed that I have a "reputation" and rather pleased.
Anyway...have fun with your pre-conceptions and we will roll on regardless!
Looking forward to doing more research on ENET.

[mold breaker] 09/1/2021 17:52

PATT everyone is entitled to their own opinion and everyone has their own objectives (long/short), the difference is that I and like most posters are not filtered on this or other BB's. “your reputation proceeds you dear chap”.