$UBNT Raymond James note yest: new Ethernet switches eventually competing w $CSCO enterprise products costing 5X more #GoliathMeetsDavid
other than him croaking, it is tough for me to envision a scenario where Pera does not continue to be extremely successful. 90% (?) of his employees are literally the very best engineering minds from throughout the world (and intentionally paying them better than they would make elsewhere) has and should continue to churn out products which will astound.
I can trust Pera to be all about maximizing the share price. (no salary, no bonuses.)
and, the business model, product pricing, ease of install/use/maintenance, no user licensing fees or software to buy, etc...
i am "sold". thus, the significant percentage of my savings in UBNT.....
I agree, too. (paranoia abounds!!!!!!! oh my, don't trust anyone!!!!)
not just a layer2 switch, either....starting at 399.00....
• Advanced VLAN Configuration
• Auto-VoIP with Coice VLAN
• Class-Based QoS with Shaping/RED
• Static/DHCP IP for Interfaces/VLANs
• Broadcast Storm Recovery
• Port Channel LAG/LACP
• DHCP Snooping • DoS Prevention
• Port Mirroring
• Static Routing
• DHCP Server
• Port ACL
• And Much More
Craig L. Foster
... yes, we do believe that there's a strong second half of the year that will materialize for existing products and for new products. And going into the quarter, we were at -- right at the last couple of weeks, we were just beginning to sell our new airFiber 5 product line, but we had to build a significant amount of inventory so that we could be prepared for the onslaught of deliveries coming up.
Craig L. Foster
Yes, I think that as we look forward -- in the past, we've had some problems with supply and we had some capacity constraints. And we feel like it's necessary to make some major investments to kind of roll that forward and have enough inventory, so that we can get it in to the channel properly. I mean, if you look back 1 year ago, we were having problems in the channel, like we were having massive stockouts. And the channel does have a decent amount of volatility. So we need to be prepared, especially for the second half, to be able to pull that volatility without any disruption on supply.
Craig L. Foster
...one of the things that we're trying to alleviate, especially since we do have cash to spend on inventory, our inventory doesn't expire like food or newspapers or some business like that, it's okay for us to build inventory because if there is a run or as we continue to accelerate until the latter half of the year, I want to be able to fulfill that demand without any interruption in supply...So looking at what's going to happen in June, July, August, we need to make sure that we're ready for it.
Ubiquiti launches new backhaul gear, promises big performance gains
Jul 3 2014, 14:08 ET | About: Ubiquiti Networks, Inc. (UBNT
Ubiquiti (UBNT +0.6%) claims its new airMax ac wireless backhaul systems can deliver 450+ Mbps of throughput, or 3x that of the regular airMax. Improved latency and noise immunity is also promised, as is a range of 25+ km.
Ubiquiti attributes the performance gains to its use of a custom signal-processing ASIC, improved firmware, new antennas, and proprietary RF filtering tech (called airPrism) that lowers noise/interference.
CEO Robert Pera mentioned on the FQ3 CC (transcript) Ubiquiti will initially offer point-to-point airMax ac hardware before later rolling out multi-point products.
Thanks for the post, and welcome. I feel the same about UBNT as you do. "A game changer." And, so, I have invested a decent sized portion of my savings in the company. I'm almost 59, and have never felt so confident in any company. I feel fortunate to have 'found' UBNT.
Ubiquiti Networks, Inc. shared a link.
8 hours ago
We have a big announcement. We're pleased to introduce the new Ubiquiti website. Now it's easier than ever to navigate and find information and support for your broadband and wireless needs. We hope you enjoy it and if you have any feedback, please let us know.
While basic control and monitoring can be achieved via the web-interface, the usage of the mFi Controller Software allows for setting up scenes and other home automation aspects. SSH access is available (similar to what power users have enjoyed with the other mFi devices), opening up a host of possibilites for developers of home automation integration systems. In terms of hardware installation, many home users might prefer the services of a licensed electrician for installation (but, this is quite similar to what one had to do for the Belkin WeMo Light Switch, a play aimed purely at the residential market). The other issue is that all the Wi-Fi circuitry takes up some space, and the outlet is actually 1.6" deep (which might be too big for some gang boxes).
Retail availability is still a bit of a hit-and-miss, as Ubiquiti tends to operate through a distributor network. However, on the basis of my previous experience, I believe we should be able to grab these on Amazon pretty soon.
Source: Ubiquiti Networks
Ubiquiti Networks Launches mFi In-Wall Manageable Devices
by Ganesh T S on July 2, 2014 3:49 PM EST With the Internet of Things (IoT) revolution underway, consumers want the ability to control devices in an automated and easy manner. The home automation market has also received a fillip recently, thanks to efforts from some high-profile vendors. Ubiquiti Networks is tackling the IoT market from the enterprise / SMB side. Due to the nature of that market segment, Ubiquiti's building automation product line (mFi) is loaded with features, and is quite flexible too. We had reviewed the mFi mPower and found it to actually present great value for the money despite being targeted towards business users.
Today, Ubiquiti is launching a couple of additions to the mFi family. The mFi-MPW is similar to the mFi mPower in terms of providing electrical outlets with remote switching (over Wi-Fi) and energy monitoring capabilities. The only difference is its in-wall design which allows users to replace the existing wall outlets while gaining automation aspects. The industrial design allows for blending of the device into the current setting (no odd protruding contraptions out of the wall / loose power strip hanging off the outlet). The mFi-MPW comes in black, with a white colored option (mFi-MPW-W) also in the mix.
The second device provides new functionality by acting as a switch / dimmer. Unlike traditional switches, the mFi-LD and mFi-LD-W come with touch panels. Toggling the lights is achieved by tapping while dimming control is provided by sliding the fingers on it (similar to a mouse pad). Obviously, the device can be controlled via Wi-Fi and energy monitoring is available. More details about the switch / dimmer can be found here.
I saw pics of it on ubnt's site, went looking online for prices, couldn't find any for sale - nor could I find any mention online of the product - except this on ubnt's support site:
Ubiquiti Networks Community
2 hours ago
So any thoughts on these new products?
Looks like an interesting product to me.
1 of 4
an hour ago
I just saw the edgeswitches on the website! Did I miss something? When where these announced? Did the website just update today or am I late to the party? I want one for sure.
2 of 4
an hour ago
There was a teaser when they put up the UniFi Video site, but until now this is the first "announcement".
3 of 4
Re: EdgeSwitch [ Edited ]
54m ago - last edited 52m ago
Not a single reseller seems to have any clue of their existence yet, and we only have a MRSP STARTING at 399$
Could we have the MRSPs of each model please ? ^_^
the 500w 48p is making pretty eyes at me :manwink:
Also, there should be a new forum section for EdgeSwitches since they seems to have their own OSes and features.
Edit : In the download section, the Edgeswitch is under Edgemax.
Ubiquiti Networks Inc(NASDAQ:UBNT): Wuderlich understands point-to-point airMAX AC products are currently in stock at some of the company’s larger airMAX distributors. Also launched are new higher port density EdgeSwitch products. These product introductions give a moderately positive bias to the firm’s expectations. They expect June quarter results to show sequential acceleration for Enterprise products with outlook for further growth in the current quarter. Look for double-digit percentage sequential inventory decline for the June quarter.
sorry. I accidentally lied. the latest stats (DOT) are from March, and air traffic was up 2.0% over March 2013 . In my previous post, I was referring to the last month I had read (Feb) before right now, and air travel was down that month, 2.1%, from Feb 2013.