stitch_surfs,
No you don't get it. If you really believe that the ASNAP technology is obsolete then you really do need to get a wake up call.
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Question: Have you read Calypso's White Paper discussing their ASNAP technology? If you have I think you need to read it again, if you haven't, read it.
I don't think you could explain the technical architecture and overall platform solution of the ASNAP technology accurately to anybody. Remember, for converging technology solutions there are several high level functional components. The first is where the handset seeks out and connects to either a cellular or wifi access point. The others involve the backend routing of calls, traffic, verification, etc. etc. From reading your post I am not sure you have the concept down. Engineers and managers from other companies who are a lot smarter than you like what they see with the ASNAP technology so far.
Also, if the ASNAP technology is obsolete you probably need to call Cisco and Servinova and tell them that. I am sure once they found this out from you that they would immediately lose interest in their effort to verify that ASNAP does work with their Cisco Aironet Wifi Access Points.
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Question: Does anyone really believe that Cisco and Servinova would be wasting their time with Calypso and ASNAP if they thought it was obsolete?
Answer: Of course not. Companies like this see a way to increase their hardware sales by utilizing this technology. I am sure they are doing the same type of testing with the UMA technology.
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You seem to get lost in a bunch of mumbo jumbo about analysts, various technologies, etc., and the belief that UMA is the only answer. If you made a better argument, you might could establish some credibility.
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I'm glad to hear that manufacturers are testing the UMA technology on their networks. I'm also glad to report that Calypso's end user customers are testing Calypso's ASNAP technology on their networks!! Maybe you missed this.
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It is all about revenue and market demand and being positioned to take advantage of the opportunity. Kineto is there and so is Calypso.
Almost everyone here on this board is here to try and make money off of there investment. The market play is a product offering in the emerging Cellular/WIFI converging solutions market. UMA is not going to get 100% of this market. Neither will ASNAP, or anybody else's solution whenever it comes to market.
Calypso has the products and the technology to successfully compete in this market and gain a market share that will result in an EPS level that will result in a higher PPS. In point of fact Calypso offers a more comprehensive, and IMO, enterprise level cost effective solution than anybody else because they offer a total convergence solutions package.
Calypso also has the patent that covers convergence. Kineto Wireless does not. What this means is that there is a good chance that Kineto, and other companies, will be paying royalties to Calypso for many years to come. All of this will have to go to court to be figured out once and for all. But, again, patent law is there to encourage innovation by protecting the rights and work of those who take chances and risk their capital by the required R&D effort and years of development. Patents and the legal protection they provide should not be taken lightly by anyone, nor dismissed as being insignificant.
It is all all about revenue dollars and margins. Major sources of revenue for Calypso Wireless as I see it are the following:
Cellular/WIFI Phones
ASNAP enterprise installation
Licensing of ASNAP technology
Royalties from the patent
Others
Bottom line: The convergence market is large and its here, Calypso is a first entry player, and they are in position.
Regards,
wampuscat
AI
