If you’re just talking about stock price, Tarana basically has one product, Cambium has 2 WISP PMP product lines plus fiber, QoE, Enterprise and residential WiFi, PTP, etc. So kind of an apples to oranges comparison.
Tarana G1 is their take on a 450m successor, but both Evo and Tarana G2 seem to be vaporware. And from a revenue and profit standpoint, my gut tells me a lot of Tarana sales are dependent on BEAD funds flowing. The platform was kind of targeted at getting BEAD money approved for FWA instead of fiber, but it’s kind of pricey otherwise. So a lot of financial performance for them may be tied to BEAD projects actually going to deployment. So 2025-2026 should look better for them. If BEAD rules get loosened to allow more FWA that will be good for them, if BEAD gets axed entirely, well that would be bad. Evo seems late to market as far as BEAD money, but then Nevada just awarded money to Amazon Kuiper which isn’t much farther along. From: AF <af-boun...@af.afmug.com> On Behalf Of Steve Jones Sent: Thursday, December 19, 2024 9:46 PM To: AnimalFarm Microwave Users Group <af@af.afmug.com> Subject: Re: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. this Evo is supposed to be that but it's 2 years out and vaporware On Thu, Dec 19, 2024, 1:19 PM Steven Kenney via AF <af@af.afmug.com <mailto:af@af.afmug.com> > wrote: Unless they got some serious new technology that can compete with Tarana coming soon I can't see their stock recovering. On Tue, Dec 17, 2024 at 10:58 PM Ken Hohhof <khoh...@kwom.com <mailto:khoh...@kwom.com> > wrote: When you say delisted from the Dow, you mean from the NASDAQ? Looking at a 5 year graph, I guess my question is who bid the price up so high back around April 2021? And why? From: AF <af-boun...@af.afmug.com <mailto:af-boun...@af.afmug.com> > On Behalf Of Jason McKemie Sent: Tuesday, December 17, 2024 9:42 PM To: AnimalFarm Microwave Users Group <af@af.afmug.com <mailto:af@af.afmug.com> > Subject: Re: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. I think if you can just have Elon endorse it on X it will bump the value by 10-20%. Stocks seem to be a less volatile version of crypto currency. On Tue, Dec 17, 2024, 6:53 PM Ken Hohhof <khoh...@kwom.com <mailto:khoh...@kwom.com> > wrote: Insiders especially regular employees are often as baffled as the rest of us when it comes to how the stock market values their company. Maybe they can become a “meme stock”? Or you could start a rumor that Softbank is going to invest a billion dollars in them, something about AI radios. From: AF <af-boun...@af.afmug.com <mailto:af-boun...@af.afmug.com> > On Behalf Of Tyson Burris Sent: Tuesday, December 17, 2024 5:42 PM To: af@af.afmug.com <mailto:af@af.afmug.com> Cc: af@af.afmug.com <mailto:af@af.afmug.com> Subject: Re: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. On the enterprise side it’s Ruckus and Meraki, I believe, that is the bigger competition. After Covid those companies ramped back up which caused excessive inventory in the channels for Cambium. Tyson Burris, President Internet Communications Inc. 739 Commerce Dr. <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g> Franklin, IN 46131 <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g> 317-738-0320 <tel:317-738-0320> Daytime # 317-412-1540 <tel:317-412-1540> Cell/Direct # Online: <http://www.surfici.net> www.surfici.net VIA WIRELESS On Dec 17, 2024, at 18:38, ch...@go-mtc.com <mailto:ch...@go-mtc.com> wrote: Come on Cambium people, kick down with some insider info. We won’t tell anyone... From: Adam Moffett Sent: Tuesday, December 17, 2024 4:19 PM To: AnimalFarm Microwave Users Group Subject: Re: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. Someone on Facebook had a long explanation regarding excess inventory built up during Covid shortages combined with competitive pressures from Tarana and Ubiquiti. I am paraphrasing the words of some jabroni on the Internet, so I have no idea what level of truthiness these words contain. -Adam _____ From: AF <af-boun...@af.afmug.com <mailto:af-boun...@af.afmug.com> > on behalf of Sam Lambie <samtaos...@gmail.com <mailto:samtaos...@gmail.com> > Sent: Tuesday, December 17, 2024 4:35 PM To: AnimalFarm Microwave Users Group <af@af.afmug.com <mailto:af@af.afmug.com> > Subject: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. There is talk about the stock being delisted from the DOW due to it's descent into oblivion. 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