| I think the problem with CLYW is that with all the positive pieces of the puzzle being put in place they still suffer from moronic delivery of PRs. For example, the supposed London deal that was going to bring revenue. Dead deal. The supposed deal to sell Sleipner 2 to 4 million phones. Now that Calypso owns Sleipner they would just be selling to themselves. All very dissappointing. As I have said in other posts, this stock will not start to take off until a confirmed, verifiable sales order is placed, imho. That being said, I think Calypso is poised to make a big move, but they need a catalyst for this to happen and it is the sales order. I particularly like the RVtech and Sleipner deals because it provides them the supply and distribution channels which I think is going to help them tremendously in building the company once the orders start. Again back to those damn orders. In terms of timeframes, I am not concerned we did not hear about solid sales orders yet, but I do expect to hear something soon. IMO I don't think they have a large window and something needs to happen soon. Oh yes, one more positive thing. I think the recent PR confirming Microsofts interest, or at least curiosity, in Sleipner/Clyw is potentially huge. I guess if I was to sum it up, a whole lot of potential, but not a whole lot of time. I too am hoping this is not a dead duck, but rather that duck sitting in the water that appears to be doing nothing above the water, but below the water, those web feet are just cranking away. |
