Is that an after tax margin or a gross margin?

From: Adam Moffett 
Sent: Wednesday, November 30, 2016 9:30 AM
To: [email protected] 
Subject: Re: [AFMUG] Nicely done, Cambium!

25% is what I remember.


------ Original Message ------
From: "Josh Reynolds" <[email protected]>
To: [email protected]
Sent: 11/30/2016 11:29:32 AM
Subject: Re: [AFMUG] Nicely done, Cambium!

  That's a very interesting point. I don't think their margins are that low 
though. They've done what, 40mil units sold? I think that was the last number I 
heard.


  On Nov 30, 2016 10:27 AM, "Kurt Fankhauser" <[email protected]> wrote:

    If Ubiquitis margins were low then Cambium could very well end up making 
more money on a radio that Ubiquiti engineered, manufactures, and delivered. Lol

    On Wed, Nov 30, 2016 at 11:24 AM, That One Guy /sarcasm 
<[email protected]> wrote:

      This is capitalism in its finest form. Cambium just upped the bar 
substantially. The market had a very serious issue, and they solved it, while 
still generating substantial revenue. Im curious what their profit per hardware 
unit sold is compared to the profit per license, with no real liability. 
Hopefully this will force ubnt to really focus efforts on real sync that 
actually works and get an actual legitimate support channel. Or even better, 
sell their radios preloaded with the EPMP load and work out a discount for AP 
licenses through them for their customers. Mikrotik I assume is just saying 
"meh, our products are good"

      On Wed, Nov 30, 2016 at 10:10 AM, Kurt Fankhauser 
<[email protected]> wrote:

        This is pretty neat with the whole Mikrotik thing, basically you can 
run a Mikrotik CPE network and be GPS synchronized then...

        On Wed, Nov 30, 2016 at 11:08 AM, Jason Wilson 
<[email protected]> wrote:

          ePMP Elevate Compatibility
          check the Release Notes for complete details

            a.. Loco M5 XW 
            b.. Loco M5 XM 
            c.. NanoStation M5 XW 
            d.. NanoStation M5 XM 
            e.. NanoBridge M5 XM 
            f.. Rocket M5 XM 
            g.. Rocket M5 XW 
            h.. Powerbeam M5 XW 
            i.. Airgrid M5HP XW 
            j.. Airgrid M5 XM 
            k.. NanoBeam M5 XW
          ePMP Elevate Developments
          RELEASE 1.0 - NOW AVAILABLE
            a.. XM + XW model 
            b.. Rocket M5 support as a SM - Dec 28, 2016
          RELEASE 2.0 - END OF Q1 2017
            a.. MikroTik Support - Alpha engagement in Q4, 2016 
            b.. RB911G5HPnDQRT 
            c.. RBSXT5nDr2 
            d.. RB912UAG5HPnDOT
          2.4 XW + XM MODELS - END OF Q1, 2017
          DELIBERANT SUPPORT - Q2, 2017




          Jason Wilson
          Remotely Located
          Providing High Speed Internet to out of the way places.
          530-651-1736
          530-748-9608 Cell
          www.remotelylocated.com


          On Wed, Nov 30, 2016 at 8:06 AM, Stefan Englhardt <[email protected]> 
wrote:

            Does this work for 11ac Mikrotiks ;-))





            Von: Af [mailto:[email protected]] Im Auftrag von Jason Wilson
            Gesendet: Mittwoch, 30. November 2016 17:03
            An: [email protected]
            Betreff: Re: [AFMUG] Nicely done, Cambium!



            I tuned in to the last half of the webinar, Mikrotik is down the 
road, BUT is in the works.  From a 100% Mikrotik network that is a time/cash 
saver.






            Jason Wilson

            Remotely Located

            Providing High Speed Internet to out of the way places.

            530-651-1736

            530-748-9608 Cell

            www.remotelylocated.com



            On Wed, Nov 30, 2016 at 7:35 AM, Jason Wilson 
<[email protected]> wrote:

              Mikrotik?



              On Nov 30, 2016 7:31 AM, "That One Guy /sarcasm" 
<[email protected]> wrote:

                we have been installing epmp SMs to ubnt backhauls on small 
sites by shutting off airmax until we get a chance to get EPMP APs at the site, 
this might give us a better window



                On Wed, Nov 30, 2016 at 9:28 AM, Adam Moffett 
<[email protected]> wrote:

                  Compatible doesn't mean "same".  Software for an Intel 386 is 
compatible with an Intel Core isn't it?  



                  Point taken though...ePMP is still 802.11n.  





                  ------ Original Message ------

                  From: "Stefan Englhardt" <[email protected]>

                  To: "[email protected]" <[email protected]>

                  Sent: 11/30/2016 10:25:23 AM

                  Subject: Re: [AFMUG] Nicely done, Cambium!



                    They found out that their new ePMP CPEs use the same 
hardware as the oldest UBNT-Atheros-Crap. So no porting problem. Just install 
the same SW.





                    Von: Af [mailto:[email protected]] Im Auftrag von That 
One Guy /sarcasm
                    Gesendet: Mittwoch, 30. November 2016 16:12
                    An: [email protected]
                    Betreff: Re: [AFMUG] Nicely done, Cambium!



                    you have to wonder if at some point cambium hired marsellus 
wallace  and some hard, pipe-hittin' people, who'll go to work on the ubnt 
managers here with a pair of pliers and a blow torch to get hardware access



                    On Wed, Nov 30, 2016 at 9:05 AM, That One Guy /sarcasm 
<[email protected]> wrote:

                      im in the webinar, I didnt realize thats what the webinar 
was when I signed up for it but now im all giddy like a school girl



                      On Wed, Nov 30, 2016 at 8:55 AM, Joe Novak 
<[email protected]> wrote:

                        I prefer the Cambium direct link: 
http://www.cambiumnetworks.com/blog/dont-migrate---elevate/



                        Very interesting indeed... very interesting. 



                        On Wed, Nov 30, 2016 at 8:50 AM, Tyler Treat 
<[email protected]> wrote:

                          This ought to shake things up a bit.  



                          
http://www.businesswire.com/news/home/20161130005468/en/




                               /

                                www.businesswire.com

                                /
                               











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