A$NAP, im not going to address GS other to say that he is
no longer w/ the company, i dont doubt that there might be one
or 2 people left that will deal with him...not bashing him
but other than sharma and ozabal (forgive the spelling) i have
a hunch that nearly all the initial team will running dry on
information once a majority interest holder comes with a new
team
As far as the RV tec deal, this is what ive been able to put
together looking at the pieces of the puzzle. relevent to this
convo two things stand out from GS's watch.
1.) RVtec and 2.) Leon leaving, now we know that sharma could
do things leon could not do and given the stage of clyw it
was right for leon to replace himself with sharma, regarding
RVtec, one has to know a little about programing, and recall
that even before the rvtec deal GS was complaining about the
FLEX deal going bad secondary to Leons old boss MOT. So we
know that someone was pushing for the phones back before
GS took the helm as ceo, its possible to be incorrect that GS
may not have not been hot on the phones while pushing the
RVtec deal through as CEO. Fact is however clyw did probably
owe RVtec alot of money for the following reasons
a.) the prototypes (which we have all beaten to death)
b.) the consulting and software / hardware platform NEEDED to
develop and test the ASNAP framework
fact is though dual mode pones are becoming a common word
if you read light reading blogs etc. daily two years ago
you couldnt just go out and buy one to use as the basis of
one's development platform. in fact sleipner needed the clyw
phone as a prototype to take a number of their projects to
the next level. now that HP has wifi and cmda in PDA's
there is no need for the 1250i, but that is now, not then when
to move forward they did
there is more risk in the stock from one point of view since
if no one licenses their technology they are over since w/ out
a phone they cant very well license the technology to
themselves
on the other hand no there is no drag on the company to try
to make ten twists of the rubic's cube simultaniously in order
to make the company viable (ie letter of credit. mfg deals
etc all coming down in perfect unison so that the company
can do the phones w/ out any additional cash), further w/
competitors though asnap wont be a one trick pony the phones
might have been, with the environment as it is now its much
harder to follow a "seeding model" because of all the
competition, but also for the right patent its also in this
environment unnecessary imho
if no one else was making dual mode phones then Calypso
Wireless would have HAD to have dealt with RVtec and would
have needed to have stuck it out and imho someone would have
came along but imho in the current environment it simply
does not make sense to stick with the seeding model any
further than at the prototype level
remember that clyw does have prototypes and has learned
greatly from their development, from the sharholder perspective
this all has been mighty confusing but if one is truely
viewing this as an investment rather than a trade imo there
is great opportunity to get this stock for one of the best
bargans...sure there is risk, and at times i have my doubts
but the k confirmed all the buzz so i am betting more of the
same
go clyw
p2k |
