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Technology Stocks : CLYW - Calypso Wireless, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: del24 who wrote (769)	1/15/2006 3:48:05 PM
From: plaintif2000	Respond to of 1595

my take on the white paper: calypsowireless.com thanks to Del for providing me w/ the above link, and for giving me first crack at getting back at the bashers this board has been innundated with lies and attactks on longs the shorts have cost longs millions, why because they are persistant and know that w/ cutting edge technology they its much easier to decieve people into thinking that a company has nothing... ive been saying despite my wearyness that clyw was being mischaractized and that sophisticated shorts didnt know what they were talking about, ive commented on articles and noted again and again that the independent pundits had been largely verifying what i and other longs had been speculating on all along, sure its not been easy to watch the pps going down but for me the hard part has been that i have not been buying as much as i know i should now finally we have confirmation directly from the company of what longs have been saying, this imho confirms that people from mot, and kineto have been bashing on this board it was not easy to let this information out, management didnt like it you can be sure, esp after the scamming that happened to leon when he first gave powerpoints to license the tech to the big boys but engineering finaly convinced management to release some of this information partly because they simply could not take listening to the lies but also imho because they are finally that close that the floodgates are about to open My take: (please realize like most of us and in all humility i must say i cannot fully appreciate all that they are getting into, but w/ the help of the glossary that they provided this can get people w/ some background on the tech such as die hard longs up to speed quickly imho): 1.) shows that 3g still isnt here for UMA patrons sharma outlines the "emperor's new clothes" story behind UMA, and since kenito wireless is up to its ears in UMA, they are also selling the market a bill of goods imo. Insiders in the big companies know that they are sorrowfully behind but push UMA as if its 3G 2.) CLYW is one of the only companies out there that isnt hype in this space for the america's, its true 3g and beyond some key excerpts: 1. "Seamless Session transparency, of all Sessions" note the word ALL (in the 3d paragraph on page 3 they explain that this is for all relevent divices w/ all relevent classes of information) 2. "Calypso Wireless ASNAPTM technology allows for a seamless integration to the existing core networks, the existing cellular/landline devices, without requiring a carrier forklift to an elusive unified core network." (some of you that have read my posts know that im into broadwing whick is a talk the talk company regarding convergence and the establishment of a perfect core network, or are they?. recently hutchenson telecommunications (6b market cap and undervalued) plug and played ethernet for asia into the the north america network...broadwing became an international player overnight...however look at the speeds they are boasting, while totally respectable and proving clearly that bwng is sorely undervalued, seem to support that the "unifed core network" is still elusive, now this imh is not a perfect apples to apples comparison since we are not talking wireless per se. but then if the core network is elusive to wired then how much more so will it apply to the wireless relm.) 3.) "3GPP IMS is SIP based but requires a carrier network overhaul. Calypso Wireless has a solution that can co-exist with existing telephone networks as well as existing business PBX networks." (again like 2.) the idea is set forth that a major network overhaul is not required if the ASNAP scripting service is used in conjunction w/ the ASNAP servers. As longs have always said on the board that there would be a need for a "next-next- generation" network, but that there are many ways to skin a cat giving a variety of business infrastructure plans where ASNAP could work. This white paper verifies what longs such as myself had been speculating but takes it a step further because by using the ASNAP scritping the possibilities for roaming across networks are even more extensive. As we saw above w/ the broadwing example even though core networks can be interconnected if they are sufficently adept to begin with what you dont hear about is hutchenson and broadwing completely overhauling each others network to optimize the connection why? way to costly! all the big infrastructure advances are over years and technology changes as does the plan as the networks evolve so there is always inhomogeneity across any given network of any significant magnitude its because of this that ASNAP is so valuable, it can put the networks on common ground and smooth things out sufficently to allow seamless wifi transfer) 4.) review for a second, SIP is the protocol used to set up the IMS sessions where IMS is the IP Media Subsystem. Ask yourself why the heck they call it a subsystem? and not a system? the very terminology they employ reflects on the very nature of the network itself, and although i dont fully understand it i think this is the key to why networks need ASNAP to extract the maximal potential in terms of convergence because convergence without roaming across networks cannot imho be true perfect convergence. So there has to be a standard 5.) if ASNAP is a standard, then how can it work if its not under wide spread adoption? Imho, we have the answer to that question. corporate PBX systems can adopt ASNAP now and greatly save on costs, the bulk of the savings will come from keeping the dual mode phones off of the cellular network as much as possible. Employees will be encourraged to use broadband and will also have the wireless network access points at home the benefit to the employers will be that the two way communications using rich multimedia will be superior to UMA and they will have better control over roaming away from costly cellular systems. the way i see it is that its there network that will be in control rather than their cellular provider 6.) is uma the standard? is it 3 g? according to the white paper: "UMA essentially is GSM over IP over WiFi, which has the advantage of reusing the existing 2G MSC Core network, but suffers from non-VoIP interoperability with existing IP-PBXs and VoIP carrier networks, and has little future application support as in video." also: "Requires a Carrier Based UMA network controler, UNC for GSM voice and GPRS data services" corporate networks are huge and transformation to a UMA core is a hugely expensive buildout, Granted this january there are huge corporate buildouts planned as inferenced by the huge ammound of corporate paper that has been issued during the first few weeks of bond trading in 2006, but also realize that there are also vast aqusitions involved. If you were a company and you had the choice of aqusitional growth vs "efficency" you would put more money into growth, leaves less money left over for a network upgrade, and lets face it w/ multiple aqusitions having a unified core over the companies aqusition space is going to be more trouble than its worth the decenteralization associated w/ aqusition drives the need for video sessioning but even more so a mobility solution is needed. If UMA cant offer these fundamental services quickly and cheaply and completely they've got nothing but 2G, nothing but hype and a bunch of taken customers are companies sophisticated enough in upper management to understand what ASNAP brings to the table, well so far its taken a while to see much evidence of this, my take is that once a case study of a company of significant size is widely available its going to be hard for other companies to ignore im going to take a break and post again after midnight but my conclusion for now is that there are enough companies near term to get us cash flow positive. Once we are fireing on all cylinders it will be much easier to devote the time to getting the word out, the server side licensing will be very significant imho as will be the clyw phones and their associated licenses Here is a quote to think about "This approach suffers from not supporting data session continuity, suffers from re-originating calls whereby called-parties now pay for Long Distance calls..." note w/ the sleipner comob they note that one feature is call waiting. This is not mere "call waiting" that we are used to in our everyday experience but rather for intellegent phones its required when the person that received the call roams between networks because its the recipient of the call that has to call back the caller (unbeknownced to him or her self) while the caller unbeknownced to him or herself is puting the person on call wating for a microsecond and then switches to the new call. this is screwed up, the clyw solution is flexible enough to support this kind of call but would rather have the call be routed through skype for smart phone switching or have the intellegent servers keep track of the call so the person called during the course of roaming does not foot the bill the clyw 1250i phone handles all situations, the skype solution the pure asnap solution and if the user liked to screw his friends the uma solution clyw does not want to rip people off, and wants people to live the dream now. more advanced IMS services will always need to deal w/ legacy systems so the need for ASNAP no matter how hard they try to build the ultamate core network will be needed for a long time...the day ASNAP is not needed will be the day that we go back to just 1 world wide MA BELL or something close to that, i dont see that happening anytime soon p2k