>From what I'm hearing the Tarana cash flow projections simply require subsidies. Which is ironic since any subsidy is really hard on fiber...
On Fri, Dec 20, 2024 at 6:36 AM Forrest Christian (List Account) < li...@packetflux.com> wrote: > I'd like to see what a tarana deployment looks like financially from > someone who has deployed it. The reason I say this is that none of the > back of the envelope calculations I've done make any sort of financial > sense in our area based on expected take rates in a typical sector. There > are a few narrow deployment situations I could see where this makes sense > but I struggle to see where doing a systemwide switch to tarana over a > reasonable period would result in anything other than reduced profitability. > > I'm not saying the tech is bad, I just haven't figured out how it makes > fiscal sense to deploy. > > On Thu, Dec 19, 2024, 12:19 PM Steven Kenney via AF <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> 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> *On Behalf Of *Jason McKemie >>> *Sent:* Tuesday, December 17, 2024 9:42 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. >>> >>> >>> >>> 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> 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> *On Behalf Of *Tyson Burris >>> *Sent:* Tuesday, December 17, 2024 5:42 PM >>> *To:* af@af.afmug.com >>> *Cc:* 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 <317-738-0320> Daytime #* >>> *317-412-1540 <317-412-1540> Cell/Direct #* >>> *Online: **www.surfici.net* <http://www.surfici.net> >>> >>> >>> >>> VIA WIRELESS >>> >>> >>> >>> On Dec 17, 2024, at 18:38, 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> on behalf of Sam Lambie < >>> samtaos...@gmail.com> >>> *Sent:* Tuesday, December 17, 2024 4:35 PM >>> *To:* AnimalFarm Microwave Users Group <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. What's the word on the streets? >>> >>> >>> -- >>> >>> -- >>> *Sam Lambie* >>> Taosnet Wireless Tech. >>> 575-758-7598 Office >>> www.Taosnet.com <http://www.newmex.com> >>> ------------------------------ >>> >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >> >> >> NOTICE OF CONFIDENTIALITY This communication, including any attachments, >> is intended only for the use of the addressee(s) to this email and is >> confidential. If you are not an intended recipient or acting on behalf of >> an intended recipient, any review, disclosure, conversion to hard copy, >> dissemination, reproduction or other use of any part of this communication >> is strictly prohibited. If you receive this communication in error or >> without authorization, please notify the originator immediately and remove >> it from your system. >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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