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So...will it be up or down 4 points tomorrow am? Not sure which side of the trade to get on, any advice?
mickeybritt:
The P/E stands for "Price" to "Earnings" ratio, not price to revenue.
So the earnings that the aquiree has would get added to the earnings of the aquierer, and so long as the earnings are of equal quality (growth rate), the same multiple could apply.
In recent posts you are using the revenue as opposed to the earnings potential of IDCC's income stream.
Also, they do not "write off" the purchase of the asset (whether it be a company or patents) until they are convinced they are worthless. They would carry it on their books at the purchase price, and hopefully appreciate the asset every year.
Even when the above is applied to your assumptions, you would still make a lot of money on this stock.
Looks like you were right. Must have been a large buyer. I lost on that one!
Well, if my read is correct, when he is done selling it should pop right back up. If you're spin is accurate, when he is done buying look out below! There is definitely downward pressure today that is supported at 40, either with a buyer or a seller.
Looks like around 140,000 of the 487,000 shares traded today have done so at 40,00 - 40.01. Looks like someone large is selling at a stop loss of 40.
I really thought there would have been a buyout by now, and put my money where my mouth was a few times in the last few months and made a small amount of money selling puts.
I'm not as comfortable as some are here being long this stock, but its clear that IDCC has valuable patents as they have proven by earning money with them.
I also think it was a great move to consider the sale of their company and IP based on what the market was appearantly valuing them at.
However, I can't help but wonder IF the only two companies who really had no IP to protect themselves, Apple and Google, now have what they need, and therefore, the market premiuim on this IP has gone away.
I agree that IDCC has great IP, and they are monetizing it well. I just wonder of there is anyone out there now, who "needs" to own it, rather than licnse it.
I'm not suggesting there is no value, just not the hyped up value there appeared to be a few months back.
WiFi and ASNAP:
I posted here a number of months (years?) ago that the general consumers, most reporters, (and some investors!) don't get what WiFi is or means. They constantly believe or write that WiFi provides high speed internet access (even CLYW's website used to and maybe still does make this assertion). This view point is just like saying that a network cable in and of itself supplies high speed access.
The reason I bring this to the boards attention is that I have the iPhone, and as expected (by me) the WiFi access is extremely limited. In the past 10 days, the device has seen nearly 30 WiFi networks, free ones, public ones, private ones, etc. It has only been able to connect to and regularly use 2 of them: the one in my home which is wide open and completely unprotected, and one at a diner which is part of a hotel that offers free WiFi.
Access by a device (iPhone or a device with ASNAP) to WiFi (WiFi with an internet connection, that is) is no where near as easy, or as universal, or as widespread, or as free as the manufacturers lead the public to believe.
From CLYW's current Website:
"Wi-Fi equipped products such as mobile phones, PCs, laptop computers and PDAs use access points or "hot spots", which utilize a wireless local area network (WLAN) to connect to the Internet at high speeds. Since Wi-Fi WLANs have the potential to facilitate wireless communications anywhere, ultimately anyone using Wi-Fi will be able to stay in touch with anyone else at all times and connect to the Internet at super fast speeds, no matter where they are, as long as they can access a Wi-Fi access point."
Although this paragraph starts off accurately, it greatly misleads the public. I, for example, have had access to over 30 WiFi access points, 28 of which I could not use.
Well, licensing is the way to go for these guys. The Angel investors that put a few hundred thousand in did so on what terms? Is there some heavy dilution coming if the company succeeds?
C99:
"well, you predicted CLYW will go bancrupt and us longs lose everything
Remember?"
Not exactly. I remember analyzing the ASNAP product and not having much faith in it (or it's market demand). I remember visiting the Boston VON show and them not being able to get the ASNAP to work as a demonstration. I remember talking to that Italian guy about his 4 Million phone order and sharing my skepticism of the order with him, and then this board. I remember heavily criticizing the companies decision to get into the phone manufacturing business (saying they should have stuck with licensing).
I do not recall ever predicting the company would go Bankrupt, but if I had, I would have been within what, 2 cents a share of that happening?
So why has the stock moved these last couple of days? New license deal pending? new product?
I havn't posted on this board in a few years - I can't believe some of the same names are still here! What is up with the recent price movement?
"The fact that cdma is the best cellular technology hasn't made any difference in the past and the future is not going to change for cdma (it is a small player and getting smaller)."
Unless you believe that WCDMA is CDMA....which I do. In this context, CDMA, which is the best technology, is making a difference, and a significant one.
BO:
Using Gartners worldwide handset shipments of 814 Million for 2005, and their recent estimate update of 960 Million for 2006, and using QCOM's reported actual CDMA/WCDMA shipments of 210 Million in 2005, and their recently increased guidanece of 290 Million for 2006, the CDMA market share increases from 25.7% to 30% from 2005 to 2006 (no where near your 1:6 ratio based on subscriber stats)
I don't know the breakdown as to how many of the balance of the units sold are GSM, but whatever the true number is, it is declining (as the total goes from 74.3% in 2005 to 70% in 2006).
There are a number of reports out that predict by 2010 (about 3 years from now) the mix will be more like 50% CDMA/WCDMA and the balance GSM and others.
BO:
The GSM subscriber count is significantly flawed, and not representative of the actual GSM subscriber base (but that is another issue).
The GSM association keeps throwing these numbers out there, because they benifit them. The important metric is not subscriber base to subscriber base (due the flaw mentioned above), but rather handsets sold to handsets sold.
Case in point, your ratio of 1:6 represents subs, but the ratio is more like 1:3 if you look at handsets sold. By 2008, it will be more like 1:1 (when WCDMA is taken into acount on the CDMA side), but I'll bet the GSM org counts each WCDMA sub as a GSM sub as well (technically, there is some validity to doing so) Again, the units sold is the real story, not the phony subscriber base.
Honestly, I think the company stands a greater chance of success as a licensor of technology, rather than a manufacturer (I've said that all along). I think I am on the record as stating that their purchase of RV tech and their launch and manufacture of phones was doomed to fail, and for all the reasons listed in the report, that is the competition is too great, and the product cycle too short.
Now the question is, is this a legitimate strategic redirection (from a manufacturer to a licensor) or just a further extension of a nut shell game to confuse investors? I mean they did start out as a tech company, then when that strategy failed focused on becoming a manufacturer (which they never had a chance of succeeding at) and now they are going back to being a tech company.
With all the "insiders' here, was there some indication given during the last 6 months that they were giving up their manufacturing strategy?
Well, it's not worse to them (the carriers) than seamless roaming, because at least they keep you on their network, but the evidence does show a reluctancy on their part to support VOIP over their all you can eat data networks.
FYI:
http://biz.yahoo.com/prnews/060607/nyw067.html?.v=58
How is everyone on this board doing? Did I see negative posts from wiredog????? P2K and ASNAP I can't believe you two are still defending CLYW. Let me guess, field trials are going well, they're in talks with unnamed large providers, technology is confidential, NDA's prevent them from sharing anything or anyone, and they're giving the keynote speech at the next VON!
$1,000 price target - I don't know why I always feel the need to defend Piecyk (sp?) but the stock has split 8:1 since his estimate, which leaves his estimate at $125 in todays terms.
Also, he was suggesting it could trade as high as $125 (properly adjusted) based on numbers he projected 10 years out, or to 2010.
So does it seem so outrageous that QCOM could be $125 4 years from now?
And of course, the numbers never lie!
I remember many years ago when we were comparing CDMA vs GSM subscribers an article that claimed the GSM count was significantly flawed because they count active SIM cards which they consider to be a subscriber. Old cards were counted, pre-pay cards were counted, etc. I'm sure by now we are getting better numbers than we were, but the posted totals still do not stand up to reason to me given that:
The world population is 6.4 Billion.
53% live on less than $2/day, leaving 3.4 Billion
29% of those are under 15 years old, leaving 2 Billion of which over 10% are over 65 years old.
Yet these subscriber counts add up to 2.17 Billion as of the end of 2005 and growing by 500 - 600 Million a year!
I'm sure someone will post how the GSM group cleaned up their act and clam to count only active subscribers, and many kids under 15 have phones, and even elders have been seen with cell phones, and many people have 2, etc, etc, but still, to me, these numbers do not make sense.
As of the end of 2004, there were roughly 1.5 Billion worldwide subscribers claimed. At the end of 2005, there were 2.17 Billion, an addition of 670 Million subs. Yet other data indicates that 816 Million mobile phones were sold during 2005, with some 73% of them being upgrades. This would indicate new subscribers of only 195 million, yet we have a reported increase of 670 million?
However these numbers are counted, there is something fishy still going on!
I read that there could be 1 Billion phones sold in 2006. According to QCOM's estimates, they will move 283 Million chipsets into the market (96 million of WCDMA which they have less than 50% market share of) indicating around 400 Million of these 2006 sales to be CDMA/WCDMA phones. So this would indicate CDMA with 40% market share, I would guess GSM to be somewhere in the 50% to 55% range, and the balance (5% - 10%) split between TDMA, PDC, IDEN and amps.
The article implies that the carriers do not want WiFi capable phones on their networks.
Early on, and I believe currently, CLYW touted their technology as a way for carriers to "offload" customers from their over burdened networks to WiFi hot spots. It was (and probably still is) a core CLYW assumption. But as the years go by, the market and the carriers seem to be sending a pretty clear message - they don't want customers switching off of their networks.
Evidence:
CLYW has not signed a single carrier to a deal, though a handful of big ones looked into their technology.
The few Pseudo deals that have been announced have been of the Local Wireless Loop, or corporate variety, not mass market or carrier side.
CLYW recently introduced a system whereby they can bypass the need to install technology on the Carriers side.
Current carrier technologies (EV-DO rev A and B in particular) eliminate the speed, capacity, cost, and coverage advantage that ASNAP could ever have offered.
bbazz...
Wifi/Cellular or Cellular/Wifi
This debate goes back a few years on this board, but I am seeing a stronger move from WiFi to Cellular than the other way around. WiFi only phones have been around for a few years, and they are now adding cellular capability. Laptops have had WiFi for over 5 years now, and they too are adding 3G access at a fast rate.
On the other hand, we have a few dozen cellular phones that have included various WiFi technologies, but none with any traction (yet).
Carriers are not trying to offshoot to WiFi, but rather are pulling the WiFi users onto their highspeed networks.
With technologies like EVDO Rev A hitting 5/2 (Forward/Reverse)Mbps and Rev B to 73/27 Mbps blanketing areas thousands of times larger than WiFi, it's no wonder!
IMHO, these higher speed networks will eliminate the need or desire for a Cell/WiFi device. WiFi will remain a niche technology, great for the wireless connection from an internet access point (like a cable modem, or an EVDO RevB modem) to your computer, audio or video server.
By the time this dog can hunt, the field will be empty!
Here is a demo from CTIA that actually worked!
http://news.yahoo.com/s/ap/20060409/ap_on_hi_te/wi_fi_phones_1
I wonder if we'll ever read somthing like this regarding CLYW?
http://www.dmeurope.com/default.asp?ArticleID=13461
I'm curious as to wether or not any of the longs on this board still believe that CLYW will receive a royalty on any Wifi/Cellular device switching method out there? That was the original premise of this company (and I understand that things have changed). Does the patent have any meaning anymore? Why have there been ZERO lawsuits filed against the some 15 WiFi/Cellular devices, and at least 3-4 methods of transferring from WiFi to Cellular and back? Maybe the two sides on this board should agree to a common definition of "scam" for purposes of their arguments - there are many types. Does producing a phone prove the company is legit? Does it prove that ASNAP is legit? Does it prove that patent is legit? Does it prove the patent is enforceable? Which of any of these do you need to see to believe the company is for real, and which of any would move the stock price?
I read this today, and that of you guys....
http://www.investorshub.com/boards/read_msg.asp?message_id=9493250
Ref the White Paper:
I read the new White Paper. It seems they have moved the technology from the Access Points to the network carrier sites. I imagine this prevents the need for customized access points, and I also belive this to have been made possible by CoMob/Sleipner. After reading the current paper, I am left with the question of how they could have possibly accomplished this without CoMob? And the answer is probably that they couldn't, which is why they have included Sleipner in their plans.
The CONFIDENTIAL stamp on the paper is a little odd. The purpose of a White Paper is to tell the world about something, and they do have it posted on their web site, so you have to ask, confidential from who?
I still follow this industry (not this board) and am back to post because the new White Paper came across my desk. I imagine things have not changed mush here?
Good luck to all!
I use MobiTV on my Treo 650 constantly throughout the day, especially when I am in my car. It is like having the TV on in the background - I hear everything (usually CNBC)and I occasionally glance at the screen to see who is speaking, etc.
I don't see the small screen as being that big an issue, personally.
If CLYW were legit, why after nearly two years since supposedly taking the industry by storm, are they not even mentioned in the following article?
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh09939_2005-11-17_09-08-01_sha...
I don't get it either. There really must be no bite to their patent?
Tenac:
Well you have your PO. How about a pre-market prediction - do you fly or do you die?
The good ole days. I loved that report. I stand corrected, the target was within the next 12 months, and as the report points out based on the projected revenue stream of the next ten years.
From the report:
"$20 BILLION ROYALTY STREAM = $800 PER SHARE
The 45% CAGR of CDMA phones sold could result in a
$20 billion royalty stream for Qualcomm by the end of the
decade. This estimate is highly sensitive to assumptions,
as is any long-term projection. Our estimate assumes that
3 billion phones are sold in 2010 with an average sale price
(ASP) of $180 and a royalty rate of 4.5%. If we apply a
97% operating margin and 35% tax rate we are left with
$13 billion of free cash. Using a terminal multiple of 60x
and a discount rate of 20% yields a present value of $800
per share of Qualcomm?s stock."
What do you think of these assumptions? 3 Billion phones sold in 2010?
Remember though, that in todays terms (post 8:1 split) that $1,000 call is now $125. And his prediction of $1,000 was within 10 years, so five more to go. His call may actually end up being conservative. But the truth doesn't make good headlines, so we'll continue to see his call referred to as $1,000.
p2k:
If you were really there (and I believe you were) and to Sosa and Billcon, who were also there, how truthful is todays PR?
Calypso & Sleipner Announce Successful Demonstration of Calypso Wireless Dual Mode WiFi-GSM-GPRS VoIp Cellular Phones at Voice over Net Expo in Boston
"We are proud to see our patented technology and solutions being demonstrated at the Voice over Net Expo in Boston, MA. Offices, homes and enterprises will be able to save money when making VoIP calls over any Wireless LAN or switch over to the Mobile network when outside of Wireless LAN area," says Alfredo Sarrazin, Vice President of Sales of Calypso Wireless, Inc.
Spin it as you will, but four of us were there, and did any of us see a successful demonstration of the phone or technology? IT WAS NOT WORKING! They did not have a GSM connection, and the WiFi was confused due to so many access points. p2k got the farthest with a VoIP to VoIP (you should share more about this experience) call with echo (there were hundreds of VoIP devices at the show working fine, no echo, QOS applied, etc. I tested about a dozen such phones myself)- p2k was this a successful demo of the c1250i dual mode phone and/or coMob or ASNAP?
If there was any question in my mind about CLYW being a scam, this PR (after visiting the booth personally) puts it to rest. I can confirm first hand that this PR is not just an exaggeration or stretch of the truth, it is an out and out lie. I'm not "bashing", Calypso folks, I was there.
That handout, droy24's picture, clearly shows Sleipner as a division of CLYW. This is outrageous! Why would Calypso send a subsidiary to the VON to demonstrate a different technology than their own ASNAP (unless ASNAP did not work?).
I am through following this technology, it is clear to me that Calypso can not get it to work, and clear form todays PR that they are willing to lie about it. If I can offer any more to this board about my visit to the VON I will be happy to, but after that, the longs have one less "basher" to contend with. I wish you all luck.
The truth will be revealed...
MA will loose credibility by Droy24's posting,
You will see names star appearing...
Bla, Bla, Bla, Bla...
I'll tell you what. If you think it would help you, droy24, wiredog, p2k, tenac, Sadee, etc if I stop posting on this board I would be happy to oblige. I offer this now, because after my recent visit to the show, my talk with Bruno, seeing the competition, reading the management shuffle, and hearing about a Sleipner/CLYW relationship, I have all but given up hope that this thing will ever be worth my time or money. Since my quest has ended, if I am not helpful, I too (like Leon & George!) offer my resignation.
Good luck finding one from me that says Bruno said there was no market for ASNAP! He did not say that, nor have I posted that he did.
What he did tell me (when prompted by me) is that he does not see a large demand for seamless transfers from cell to WiFi and back, especially in Italy, in fact he said not at all in Italy. Maybe in other countries, he said, but for now they are focused on Italy, and he does not see the need here. (now I would interpret this as no market for ASNAP, but he did not use those words, nor did I in my posts).
The Techs specifically said they did not see a market for ASNAP, and this was unprompted by me. They said the carriers do not want WiFi phones period.
There is a lot to read here, and a lot to digest from all three of us who went to the show. Use what you will, use what you won't
Sosa:
Our posts are crossing. If that is true, that Sleipner is a subsidiary of Calypso, then Bruno seriously misled me (not the he has to be honest with me, mind you). But I was fishing hard for him to say something good about Calypso and/or their phone and/or technology. I kept saying things like, "but why did you put your coMob in this phone? Why did you pick Calypso? Why is there no ASNAP? And he kept downplaying the choice by saying things like "it is the only phone available", "it came with no software, and we could add our own layers", "we can do ASNAP if and when we want to", "Calypso is our manufacturing partner", etc.
He never said anything about Calypso being his parent company, and he never said anything like "we liked the c1250i because of ASNAP" or "we chose Calypso because of the great quality" or anything like that (which is what I was trying to get him to say).
Sosa:
I'm still trying to determine if Sleipner is part of Calypso or not. Why would Bruno care if competitors at the VON violated Calypsos ASNAP patent? Why would Bruno be collecting this info, or asking for our help to turn in companies that we feel infringe on Calypso's patent? In my conversation with him, he was very pro CoMob, loved the c1250i phone because it was windows based and simple and small and he had them. He referred often to Calypso as their "manufacturing partner". When I asked why he chose the c1250i phone, he said it was because it was the only dual mode windows based phone (not PDA, he was not as excited about PDA's) out there. What do you know about the relationship between Calypso and Sleipner?
Well, keep in mind that ASNAP was not present at the show, and the c1250i's loaded with coMob could not connect to the GSM network, or the WiFi network.
Reconcile these facts with the following comments from board member ASNAP:
BILLCOLN go to show you live in new england. sales said it invites all shareholders to see demonstrated calypso wireless patent technology at the show!!! prove it to yourself go see the REAL PHONES!!! and tell me how that crow taste.alfredo will show you how it works CoMob & Asnap ZZZZZZZOOOOOOOOOOOOOOOOOMMMMMMMMMM once trade journals see for themselves sleipner and calypso wireless phones and publish story. nlightn billcoln your dust!! FOR REAL!!! DOUBLE COMING AND EVEN YOUR BASHING CAN"T STOP IT!!! CREDIBILITY WELCOME TO THE NEXT LEVEL BINGO!! A REAL PHONE ( PRODUCT ) AT A REAL TRADE SHOW !!! NEXT WEEK$$ add purchase orders and granted satellite patent $ 6.00+++ merry christmas longs$$$$$$$$$$$ thanks george!!
and:
CREDIBILITY!! EXPOSURE all good calypso wireless now after two plus years we {calypso wireless} will show a real product nlightn a real product at a real trade show!! the past is in the past the future is looking brighter taking orders for calypso wireless tee shirts lol or hats
and:
BILLCLOWN BOOTH 251 LOL !!! AT THE { VOICE OVER NET EXPO } sept 20-22 with sleipner to demonstrate there REAL NOT SCAM C1250I PHONES !!! to the public and voip industry YOUR DUST BILLCLOWN DUST BYE BYE double coming can't stop this train CHOO CHOO TO THE BANK A$NAP$$$$$ REAL PATENT!!! REAL PHONES !! REAL DEALS COMING WITH PURCHASE ORDERS ground control WE HAVE LIFT OFF 4th quarter HUGE!!! GO GEORGE ALFREDO PIZZI GGGGGGGGGGGGGOOOOOOOOOOOOO WI-FI world wide will be HUGE!! there is plenty of cake to go around PLENTY !! BILLIONS AND BILLIONS in cake LOL billcoln you live in new england go to show and eat CROW!! A$NAP THE MINDLESS ONE who will be RICH AND MINDLESS not like you POOR AND MINDLESS!! sad GO CALYPSO GO!!! PURCHASE ORDERS COMING AND LONGS KNOW IT!!! close those deals micheal pizzi and alfredo sarrrazin HTC is waiting to START THERE ENGINES millions of CALYPSO C1250I phones with carriers logos on them CAN"T WAIT IF YOUR BUILD IT THEY WILL COME TO THE VOICE OVER NET EXPO !!! COME AND SEE THE SHOW COME AND SEE THE SHOW COME AND SEE THE SSSSSSHHHHHHOOOOWWWWW > ALL COMING TOGETHER GEORGE ALL REAL!! CALYPSO AT A REAL BOSTON TEA PARTY LOL next the CES in VEGAS it just get better and better!! VIVA SLEIPNER VIVA CALYPSO VIVA RVTEC WHAT A KILLER COMBO!! sign the deal WE FLY LIKE LAST MARCH$$$$$$$$$$$ merry christmas and a profitable new year it will be a BIG PLAYER sign them alfredo sign them!! SOON the industry will know of CALYPSO WIRELE$$ go george go!!!
It's not extortion if their patent is upheld and being infringed upon. Putting time, energy & money into phone manufacturing and distribution takes focus away from the technology play.
Sadee:
Of course you will get different viewpoints between Sosa and I, but here are my opinion and interpretations:
Positive:
- The c1250i looked better in person than on the website
- The real c1250i w/ rotating camera was on a poster
- Sleipner was touting CLYW as their manufacturing partner
Negative:
- Sleipner is not currently using ASNAP, nor do they need to.
- Sleipner does not see a market for ASNAP (but they are focused on Italy mainly)
- There will NOT be an order for 4 Million phones from Sleipner
- The production phones will not be ready until at least January
- Sleipner picked the c1250i because it is the only Windows based flip phone available that they could put their software on, and really for no other reason.
- There are battery issues with the c1250i (and all other WiFi phones)
- There is a LOT of competition for ASNAP, many selling product now, most in the next few months (Christmas season).
Potentially Misleading Statements CLYW has made:
- ASNAP was not demonstrated at the show (at least not yesterday)
- The c1250i was not working in GSM or WiFi mode - GSM due to some registration on the network issue, WiFi because there were too many access points at the show.
- There will not be a 4 Million unit order from Sleipner
- The current phone gets less than 2 hours of talk or standby time in WiFi mode.
- If Sleipner is a subsidiary of CLYW, there are definitely misleading statements here.
My bottom line is that if the Sleipner booth at the show was supposed to make me feel better about CLYW and ASNAP being legitimate, more questions were raised than answered.
Follow that thought with more management changes, more strategic realigning (CLYW buying or owning or investing in Sleipner????), Sleipner asking us to report potential infringers of CLYW's patent to CLYW??? Seriously, this is getting bizare.
If this is a technology company (ASNAP) and they have a valuable patent, they should be spending money defending their IP rather than buying their customers and suppliers. There are plenty of companies demonstrating products that appear to violate the patent as CLYW portrays things.
Q's asked by board members:
Sadee:
Is coMob like ASNAP? No. Seamless to them (and others at the show) means the ability to be able to make a call from a dual mode device on either WiFi (if present) or cellular without the user really knowing. coMob is seamless in this regard. ASNAP allows the actually data/voice call to "handoff" from one to the other, coMob does not. They can use ASNAP with coMob, and are willing to if customers require it. Sleipner did not see this feature as a large demand item.
In reference to wether ASNAP was being shown, the answer is no. There was no ASNAP in the phones at the show according to the Techs.
JW:
Ask them if they are for real and prove it?
I didn't ask if they were for real, but I think Sleipner is real, and they are using CLYW as a manufacturing partner, the c1250i's they had were not working, but I believe the Techs who said they do work in Europe (some problem with tying into the GSM network in the US). The c1250i's were prtotypes, not production units. I could not confirm ASNAP was real, as it was not there. They down played its need, and there was some reference to it still bing worked on, not ready yet, etc. But they said it should be by January.
bbazz:
1.) Ask them why CoMob is used and not ASNAP.
Explained above.
2.) If and when ASNAP will be used.
Still if, not before January.
3.) If not, does CoMob infringes CLYW patent.
4.) Who are the ISP and Cellular provider that they (Sleipner) parntered with for the field trials (assuming they are using ASNAP or CoMob).
Didn't ask.
5.) Is CoMob software driven just like Birdstep.
They never heard of Birdstep.
6.) How does CoMob be integrated in a Enterprise VPN connection.
Didn't ask.
7.) Is CoMob Mobile IP compliant? If so what are the standards it supports based from the 3GPP2 specification.
Disn't ask, but they said they only needed the Windows Platform on the device to load and run CoMob.
8.) What is Sleipner's current installed based i.e. if they are about to order 4 M phones who are they going to sell it to?
No customers yet, they will not be ordering 4 Million phones. They are focussed on the Italian market.
9.) Is the current phone on demo ASNAP embedded?
No.
10.) Does CoMob compresses data before it is transmitted? If so, what is being compressed, header or payload or both?
Didn't ask.
11.) Is CoMob or ASNAP runnning TCP or UDP port for the data call setup and data synchronization?
Didn't ask.
12.) Can CoMob and ANSAP co-exist in the same phone and in the same network?
Yes.
If so what are the component of ASNAP that is compatible with CoMob, with ASNAP being proprietary technology?
They said they load ASNAP as a layer.
13.) Does CoMob needed to have a specific software installed in the Wi-Fi/Wi-Max Access Points?
No.
14.) Where is CoMob being trialed and what is the result of that compared to the ANSAP trials?
Didn't ask.
15.) Why does Sleipner decided to use CoMob and not ASNAP?
CoMob is the Sleipner product. Sleipner chose the c1250i, not ASNAP, because it was the only one available, and it came empty so they could load their own software from scratch.
16.) Is the phone that will be purchased thru CLYW will have ASNAP in it?
It can.
17.) Does CoMob support VOIP, if so what is the VIOP gateway that it is tested to be working fine? Same goes with ASNAP...
Yes it supports VoIP.
18.) What is the Voice Compression supported in CoMob, G.723, G.711 etc.
Didn't ask.
19.) Will CoMob work on a CDMA network? If so, have they signed with QCOM to license CDMA?
Yes it will work.
20.) When will the phone be available in the market?
January
21.) What application will be in the phone that can be used to access corp. e-mail i.e. goodlink, blackberry etc?
Didn't ask.