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Re: Billcoln post# 15401

Thursday, 07/28/2005 9:24:33 PM

Thursday, July 28, 2005 9:24:33 PM

Post# of 60938
Again, people should verify facts before making what ultimately become very silly sounding blanket statements.

Aside from the irregularities that continue to surround transactions related to Calypso (such as the one you've just mentioned) John Winston's statements about the economics of the transaction make no sense.

UMA is a shared open specification (like Open Source Software) there is no license fee required, the only requirement is equal access to any new intellectual property developed by companies that use the specification and offer interoperability with it.

Thus, no one pays a licensing fee of any sort. Cisco, with its vast resources and portfolio companies with UMA compliant technology are always going to be more economical than paying anyone else to license their patent.

Please note that when I first started seeing what seemed to be announcements related to the competitive nature of UMA with ASNAP, I wrote George and continued over a period of months to provide additional email details to him about these developments suggesting periodically that an infringement lawsuit might be appropriate (caveat: I am not an IP Lawyer so this is PURE SPECULATION). Not only has no suit been filed, George never even bothered to respond to these messages, although he did respond to me about having me help with the E911 Specification work.

(NOTE: if you wish to see what lawsuits have been filed anywhere in the US, simply subscribe to PACER and you can get detailed reports on the internet; court proceedings are public record)

At this point I think any interest in ASNAP is more curiosity. Cisco could afford to spend a lot of time doing trials to learn about a technology without ever actually signing any deal.

In fact, this begs the question; With so many trials having been announced, what is wrong that not a one has gone to full-blown licensing deal?

Having been in technology as long as I have, and understanding long sales cycles, I still don't understand how a trial can stretch out so long that the technology being evaluated becomes archaic before a deal is struck.

In tech, things more faster than any other arena. Faster even then genomics. I know, I have worked in both. That's why technology keeps me interested. Two years is an eternity in this space. How many of you are still using 3 year old PC's? 3 Year old cell phones? That in and of itself should tell you something.

As I said, I am not negative on Calypso, I am simply realistic in evaluation of the current status quo and feel that the facts as I have reviewed them merit concern for those with serious exposure in this sector.

-Oliver
<a href="http://www.mobile-weblog.com">Mobile Weblog</a>
<a href="http://www.wireless-weblog.com">Wireless Weblog </a>
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