Michael Allard's Post is Important i would like to Comment
on the post
I like to come up with analogies--it helps me anyway...
I light of Michael's post and the trends in CLYW's performance
and PR progression im thinking that the company's past and future progress should be organized into several epoch type
periods. Each period i would like to equate to a sequence of
dominos,
1.) First Epoch, talks and field trial agreements
2.) Second Epoch, announcements of successful preparations in anticipation of the field trils (as was stated, CLYW's handset
manufacture will accelerate time to field trials)--this second epoch will be in some sense be a quite period
3.) Third Epoch, Commencement of field trials
4.) Forth Epoch, Progress of field trials
5.) Fifth Epoch, Completion of field trials
6.) Sixth Epoch, License Agreements Signed (Milestone Payment)
7.) Seventh Epoch, Ongoing Licensing revenue's
A second line of progression will parallel--Handset
Manufacture-which will progress and provide material PR
during the quiet period
A third line of progression will be R&D, extending the
application of the technology--this has been wildly speculated
here on the board, however i think that the lions share of
the speculation set forth will come to pass--this will provide
ongoing PR during the later epochs
Now i can explain the domino principle:
initially the domino's proceed WITHIN epochs
but later the domino's proceed both WITHIN and BETWEEN epochs
which means that once we get material PR from licensing
i would expect literally scores of other agreements to
follow in short order--
For the time being we will be in a trading range defined by
the epoch that we are currently in--additional news from
other lines of progression will add value and ratchet up the
trading range but the big moves will accompany the emergence
of a new epoch--with each new epoch there will be a squeeze
followed by an attenuation in price to a new baseline
News marking the beginning of the third epoch should send the
stock price into a phase of steady growth but the initial
J-curve could be triple of what has been seen before
depending on how much anticipation has already been priced into the stock
Today’s PR suggests that many companies may partner together
for the field trials--the more the merrier for all of us on
the board.
