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Alias Born 03/22/2004

qed

Re: Michael Allard post# 442

Tuesday, 03/30/2004 11:32:17 AM

Tuesday, March 30, 2004 11:32:17 AM

Post# of 60937
Michael:
I forgot another important application for Calypso's technology: video camera phones. A lot of people are talking about them lately but the only downside they say is the painfully slow upload speed over traditional networks. CLYW would solve this problem. You could record it and send it once you enter a Wi-Fi network.

Roaming:
A few weeks ago the WSJ reported the first Wi-Fi roaming agreement between T-Mobile and I think it was ATT. They took this as a sign that there might be a lot more roaming agreements to come similar to what happened in the cell phone industry.

I think my evaluation of the patent value in my post #440 was too conservative. I based it on Wi-Fi capable phone obtaining a market share of 10%. Yesterday I read in the WSJ that 16 % of all cell phones sold in 03 were camera phones (84 mio up from 18 mio). So there should be no reason why Wi-Fi phones should not reach the same market penetration. So you can add another 60% plus the potential revenue from camera phones and my estimate of the value of the patent is probably closer to $3B.

The paper also stated this young but fast-growing market is the first big test of whether Nokia can sustain its huge lead in the wider handset market as mobile phones become multipurpose devices capable of taking pictures, playing games and accessing the Web. This tells me that they are pressured to come out with new innovations and Wi-Fi or video phones could be among them. Actually George Schilling mentioned in a phone call with a friend of mine that they are talking to Nokia.
George also mentioned in a recent email that they are in touch with RIM although he wasn’t specific about the time frame.
Regarding the VoiceTech agreement Calypso will only have to share revenues from the VOIP portion and only if the licensee uses their VOIP solution, but there are many other options. Also see my post #367

http://www.investorshub.com/boards/read_msg.asp?message_id=2662774

Q. E. D.

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