At the time, it probably wasn't possible to hit the price point they needed to with 450. I'm sure the FPGA and whatever else needs to go into a 450 costs a lot more than the SOC in an ePMP.
At this point, from my perspective anyway, ePMP seems positioned a lot better for the future than 450. On Sun, Sep 20, 2026, 3:18 PM [email protected] <[email protected]> wrote: > I never understood why they invented the ePMP in the first place. If > they wanted a lower cost product just spin a lower cost version of the > 450. > > > > > ------------------------------ > *From:* AF <[email protected]> on behalf of Ken Hohhof < > [email protected]> > *Sent:* Sunday, September 20, 2026 1:40 PM > *To:* 'AnimalFarm Microwave Users Group' <[email protected]> > *Subject:* Re: [AFMUG] RIP Cambium Networks? > > If true (and probably is), I don’t understand why buy the PMP450 business > and not also pick up ePMP if it can be done for $4-$5 million. > > > > ePMP does not strike me as low margin product that loses money. And if > someone else buys it, that could be a competitor and you could regret it. > Better to buy it and figure out how to migrate the customers to 450 if you > want to shut it down. You could also avoid some complexity selling off > cloud based systems like cnMaestro that support both products. > > > > I figured if the buyer is Airspan they might consider ePMP redundant with > Mimosa, but it looks like they no longer own Mimosa? I had low confidence > in the EVO plan, but even if you give up on the converged platform, for > that little money some companies would buy ePMP just to shut it down and > eliminate a competitor. (Larry Ellison would do it. Google or Amazon > would do it.) Maybe do the shutdown gracefully so as not to piss off > PMP450 customers any more than has already been done. Because some WISPs > use both products. Mine is basically a PMP450 shop but I’ve got some Force > 300 at customer prem and Force 425 backhauls. > > > > Maybe it’s something crazy like when Airspan sold Mimosa they agreed not > to have any future WiFi chip based products and therefore they are legally > prohibited from buying ePMP. That’s pretty far fetched. > > > > Or maybe they don’t want the products or the customers, they want the > design team for new projects. I find it interesting to peruse LinkedIn and > try to figure out where Tarana hired all their R&D people. Or look at what > Ubiquiti did when they hired most of the Canopy engineers to staff their > airFiber design center. They managed to do it without buying the company > though. > > > > *From:* AF <[email protected]> *On Behalf Of *Tyson Burris > *Sent:* Friday, September 18, 2026 2:25 PM > *To:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] RIP Cambium Networks? > > > > I have no direct knowledge of any of this, but I have now had several > people openly tell me the following: > > The PMP 450 product line is supposedly being purchased by Airspan, which > itself previously went through bankruptcy and later became a privately held > company. > > I have also heard that the ePMP business was being shopped for somewhere > in the $4-$5 million range. > > None of this really makes sense to me. Cambium was still doing roughly > $35-$45 million in sales per quarter. It seems like deeper workforce > reductions and the discontinuation of underperforming product lines should > have happened much earlier rather than allowing the situation to > deteriorate to this point. > > There is a lot of head-scratching over the whole situation because, from > the outside, U.S. sales still appear to be largely intact. While the stock > itself is delisted and on the non-filer expert market, it is still trading > though worthless. > > *Tyson Burris* > *President & CEO* > > > > Internet Communications Inc (ICI) > > 739 Commerce Dr. Franklin, IN 46131 > <https://www.google.com/maps/search/739+Commerce+Dr.+Franklin,+IN+46131?entry=gmail&source=g> > > > > > [image: Mobile mobile-icon]317-412-1540 (emergency/after-hours) > [image: phone phone-icon]317-738-0320 (office) > [image: Email email-icon] [email protected] > [image: website website-icon] www.surfici.net > > > > > > > *Fixed Wireless & Fiber Broadband Solutions PtP / PtMP • Indoor & Outdoor > Wi-Fi • IP Cameras • MDUs* > > *Member: WISPA.ORG <http://WISPA.ORG> | NBBC.COOP <http://NBBC.COOP>* > ------------------------------ > > > *Confidentiality Notice This email and any attachments may contain > confidential or proprietary information intended solely for the use of the > individual or entity to whom it is addressed. If you are not the intended > recipient, please notify the sender immediately and delete this message. > Any unauthorized review, use, disclosure, or distribution is prohibited.* > > > *No Binding Agreement This email does not constitute a binding agreement > or contract unless it expressly states otherwise and refers to a written > agreement executed by authorized representatives of all parties. Any views > or opinions expressed are those of the sender and do not necessarily > reflect those of the company.* > > > > *From:* AF <[email protected]> *On Behalf Of *Ken Hohhof > *Sent:* Friday, September 18, 2026 3:15 PM > *To:* 'AnimalFarm Microwave Users Group' <[email protected]> > *Subject:* Re: [AFMUG] RIP Cambium Networks? > > > > It’s a challenge trying to decipher the communication and activity or lack > thereof from Cambium. Like they just did an ePMP firmware release, > although maybe just to move it from RC to release status. Support is still > available and guidance is being issued on transitioning to cnMaestro > onprem. Very quiet regarding PMP. > > > > If I had to take a guess, I’d say all this indicates (1) they have a buyer > lined up for PMP, (2) they are trying to find a buyer for ePMP and have > some hopes that can be accomplished, and (3) the Enterprise stuff is being > flushed. (anybody remember “getting flushed” from Men In Black?) If > that’s true, it would be the exact reverse of what I would have expected, I > would have expected the new switching and WiFi stuff to be hot, ePMP to be > warm, and legacy 450 to get flushed. > > > > I echo what Dev says about the people there. Obviously at the top levels, > mistakes were made (to quote Ronald Reagan). Somebody dropped the ball > either on financial or M&A management or both. Chuck will recognize the > acronym CFIT. > > > > But all the individuals we deal with are as Dev said, solid folks. My > network is 450 with a smattering of ePMP and licensed PTP, so I mostly know > people on the PMP side. The head of PMP Product Management is Matt > Mangriotis, and I hope he stays or if not that he lands somewhere good. > Maybe because I spent 20 years around 1980-2000 in telecom equipment > engineering management, so I might have an old fashioned concept of what a > Product Manager does, but Matt is very professional and well qualified, and > has always responded quickly and rolled up his sleeves to solve problems. > I’ve talked to him at trade shows, and never felt I was getting hype or > spin. Yes, 450 had some questionable product direction decision over the > years that didn’t work out so well or that I disagreed with, not sure who > to blame for those. But Matt as well as all the support people I’ve dealt > with are indeed solid folks. > > > > Unfortunately there’s no way this adventure doesn’t negatively impact > whatever remains of Cambium, or that some good people don’t end up leaving > because of the uncertainty. It’s always the best people who can easily > find a job elsewhere. Customers and distributors may also avoid them, even > under new ownership. I don’t know about creditors especially supply chain > companies, I’m guessing they get burned by bankruptcies all the time. > > > > *From:* AF <[email protected]> *On Behalf Of *Dev > *Sent:* Thursday, September 17, 2026 1:22 PM > *To:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] RIP Cambium Networks? > > > > I’m sure the remaining employees at Cambium are also waiting for a > resolution anxiously. I’ve always had good relations with them as > individuals and they seem like solid folks. We should wish them well and > assume they’re trying to help. > > > > The corporate dynamics very likely have hard constraints placed upon them > by other parties that they have to sort though, which will take time. I’m > sure that they want to retain maximum value through this (regardless of > where things land), which involves engaging customers and others as soon as > they possibly can. This will take time, like days and weeks, not hours. > > > > On 17 Sep 2026, at 8:30 AM, Ken Hohhof <[email protected]> wrote: > > > > There are other odd things as well. Like moving PMP production from > Mexico to Thailand, not clear why, and it wasn’t handled well. Were they > on credit hold with Flextronics? > > > > > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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