Ubiquiti Networks,Inc (UBNT)

[Rob_]

The party was great. I watched it on youtube and I recommend you watch it too. Just start with Pera's presentation at 32 minutes into the video.

Ubiquity - Youtube

If you don't want to watch the whole thing - here is the commercial they played at the "party." The plan is to increase awareness and this should drive sales.

Commerical

Two parts to Pera's presentation - 1) Launch of Ubiquiti World Network and 2) New products

Ubiquiti World Network is a plan to increase awareness of WISPs (Wireless Internet Service Providers) as an option to high speed internet access instead of cable and the phone companies. They plan an advertising blitz on TV to increase awareness and have designed other advertising media for individual WISPs to customize - direct mail, bill boards, yard signs, etc. By helping individual WISPs, they should greatly increase UBNT sales as well.

3 New products which should help WISPs:
1) Airfiber5 (unlicensed 5 GHz , gigabit speed backhaul), with a range of 100km.
2) Airprism - active RF Filtering (Multi-Lane RF Technology)
3) The NanoBeam (redesign of NanoBridge with active RF filtering and redesigned mounting).

Overall, the conference has gotten me excited that UBNT can continue to grow and grow fast.