Ethernity Networks Share Discussion Threads

[purchaseatthetop] 17/6/2022 09:12

Anyway….enough about me and the wife….

[astralvision] 17/6/2022 09:12

Least it provides a bit of entertainment, bit like watching an old married couple carping away at each other.
If it makes them happy….

[quantas01] 17/6/2022 08:54

I personally wish we could stop the toxic barbs. Just filter each other. It seems to me you both might actually enjoy each others posts or you would have done that a long time ago....

[collywobbler] 17/6/2022 08:54

Quick Tarana clip. Yuge

[504] 17/6/2022 08:49

The difference between where it is and where it should be is an opportunity. If dplewis you are so deep in depression that you can't see that I pity you.
Actually I pity you anyway. How are your shares from the last placing looking now....sad.
The last update derisked the next 6 months. On schedule or even slightly ahead. Given the financial disaster of the UK it's not surprising there's no money around. Brexit, British isolation and a economy built on fantasy is coming home. The UK is the single biggest risk to this investment. MR is second.
So if the share price doesn't respond when it should I don't think that has anything to do with Ethernity. I wait for the day that we hear of something with a direct return that's valued.
Personally I no longer need this to reach multiple pounds. I can sell everything below 80p and take what I need.

[purchaseatthetop] 17/6/2022 08:10

He couldn’t help himself could he!

[dplewis1] 17/6/2022 08:09

Looking forward to this being 25p at the end of today though

[504] 17/6/2022 07:59

Reading the specs it's easy to see where the boards come from.
EFB-MPSoC-300 seems to be the board on which the Chinese product is built. This is stripped back so someone can build their own custom product on the board. This will end up as a high value product likely $5000+ a unit. I suspect that the board may be 20-25% of that.

[504] 17/6/2022 07:48

To answer a question. I don't see the sale of boards as a desperate attempt to sell something. These boards are designed and in many cases physically built. It makes sense to add another sales level to the business. I am not concerned that competition may use these boards. It just doesn't work like that. These boards and the code belong to Ethernity so Ethernity just become part of their product.
Mostly these will be used for appliances not in Ethernity spectrum. They could be used for product that will never be mass produced. They are perfect for appliances that require compute so building an IoTs device. An example may be something specific to a factory or a special purpose vehicle. Maybe 500 units so each would be built like a prototype. However now it's likely 90% built already.
I don't know if they will achieve sales but it's a further opportunity and I don't think that Ethernity do anything without some solid evidence of need.

[j arthur rank] 16/6/2022 21:35

All this for < 14 million quid!

[504] 16/6/2022 17:46

These boards are their lifes work. Assets they have accumulated and used for development of the products and solutions. They are ideal building blocks for engineers to innovate their solutions.
A good example of this is Tarana, Ethernity made a custom switch for so they could build their base node upon it. They are effectively open devices and extremely versatile.
Seems like good business to make these available as many third parties will use these as solutions and prototype platforms. Cheap enough they could use them for mass production.

[purchaseatthetop] 16/6/2022 15:54

Dplewis. Well, at least there is an upside to it. Not sure I would want to be newly on the housing ladder right now or heavily geared buying later.

[dplewis1] 16/6/2022 15:51

That's what happens when you crush the demand side by not buying billions of dollars of assets and raising rates by 75bps!

[purchaseatthetop] 16/6/2022 15:39

Can we have our 59p share price back then please?

[astralvision] 16/6/2022 15:26

Chip shortage over PaTT.Loadsa chips.

[purchaseatthetop] 16/6/2022 15:21

Astral. Seems a bit odd for a company struggling with chips to start offering FGPA boards as third party parts? Maybe things are better.

Second thought. I wonder if they are now mass producing these as part of the UEP and PON production so can also sell them third party for big profits. Selling via Xilinx means Xilinx who supply the parts are happy.

[astralvision] 16/6/2022 15:14

cheers CW
here is the blog from the ENET web site

June 15, 2022
If you are the type of person who notices subtle changes, you might have noticed that we launched a new product page on the Ethernity website, FPGA Boards.

This new section features a range of hardware boards that Ethernity has developed over the past few years that are now being made available to the marketplace as standalone products rather than as integrated parts of larger devices. They use a variety of different FPGAs and have different arrays of interfaces, clock sync components, CPUs, Flash, and memory on-board. Depending on an engineer’s needs for the specific application s/he seeks to develop, Ethernity likely has is a board that offers an excellent platform on which to base the design.

The key value here is the reduced time-to-market for such an engineer. By using a pre-existing board design, the engineer can concentrate on programming the application without worrying about the long and involved process of hardware design and testing. Because Ethernity’s boards are FPGA-based, there is flexibility to program toward any application for virtually any industry, with optimal networking and security performance.

And, of course, should the engineer want or need Ethernity’s expertise and experience in delivering customized hardware, or if s/he might benefit from the use of our pre-existing IP cores (packet processing, security, PON), that is always an option as well.

All of Ethernity’s FPGA boards will also be available via the Xilinx Partner Portal so that potential customers who are browsing the various products on the Xilinx site can also take advantage of the Ethernity boards.

As always, Ethernity Networks is staying ahead of the curve when it comes to offering valuable FPGA-based products for our customers.

[purchaseatthetop] 16/6/2022 15:09

My they have been busy. UEP2025 and now supplying building block FPGA. Excellent and thanks Collywobbler

[collywobbler] 16/6/2022 14:54

Check it oot

[504] 15/6/2022 18:36

Out of that list Fujitsu, dell and JMA are in my opinion likely to be using an Ethernity interface either as OEM or integrator. Of course we'll never see a partnering with Ethernity headline unless they build the network themselves as Integrator. With Dish it's most likely that Ethernity routing and acceleration would be used for density and challenging transport scenarios. This is exactly where the Ethernity DU could be used where space and power are a problem. The point of open is the best solution individual for the location.
This is the job of the integrator.

[1liam] 15/6/2022 17:30

Purchaseatthetop (richard). Say hello to Christina for me xx