InvestorsHub Logo
Followers 1
Posts 333
Boards Moderated 0
Alias Born 04/25/2004

Re: Lord Ship post# 965

Tuesday, 05/18/2004 5:32:54 AM

Tuesday, May 18, 2004 5:32:54 AM

Post# of 60937
I couldn`t agree more with you. There is need for technology such as the idea CLYW claims that they have a patent on, but I honestly don`t think CLYW will have chance with their actual product, beacuse there are competitors in the market (not just Birdstep) that have been testing and talking to the major players for years. If you check out Lucent, Cisco, Nortel, Ericsson, Intel, Verizon and others you will see that they either have agreements or have been testing with a lot of the competitors of Clyw. As an example Nortel tested the Birdstep Mobile IP Client together with IBM and Verizon i 2002 (you can find it on Nortels website) and now Verizon have asked spefic for Mobile IP Client and the Bidstep solution. They point is that testing with the major players take place 1-3 year before they actually choose to buy the solution, thats why Birdstep have gotten the recent OEM agreements with ericsson, Alcatel and Nortel and are in final talks with Lucent and Motorola as well. But this has been a long process where some of Birdsteps competitors have been refused. If Clyw is been tested by one or two major players, then it will probably take 1-3 years befor there can be an initial agreement, and in most cases there will not be an agreement. The major players are testing most technology available but they only sign with a few. Also the major players will choose solutions which they can profite from, Cisco will not abondon the Mobile IP way, since they`re a part of the solution, thats why Cisco is an ecopartner with Birdstep and IPunplugged. If you search on the major players websites (Intel,Cisco,HP,Lucent,Nortel, Ericsson and others) you will most likely find the names of Birdstep, Netmotion, Ecutel, IPunplugged, Netseal and a few others. Why? Beacuse their technology has been tested and accepted. To me it seems like Clyw is in the premature testing fase where they haven`t even been attending some interesting events yet. If all goes well for CLYW then maybe they`re in final talks with some major players in 1-2 years, but any talks today is probably quite loose. Agreements take a while to finalice and as an example Birdstep have offers from 15 Mobile Operators for the Mobile IP Client, but any final agreement can take several months, beacuse you have testing and som adjustemens and so on. This will also cost money and Clyw needs money, probably a lot more than 5 million dollars to have anu success!

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.