there are different kinds of anaylsts. Frost and Sullivan is
a specialty information service, though they may look at
fundamentals (earnings, cash-flow, balance sheet), they are
more concerned w/ whats out there, the problems the solutions
and where the market may be going. CLYW has the solution for
when telco turns on its customers and makes them pay...
though im clearly overstating carriers long-term goals the
fact is eventualy nothing is for free. Skype, then Skype
premium. Now they are owned by ebay. As for being obsolete
well i realy have to question either your intellegence or your
motives because its clear that revenue sharing is ahead of its
time--but not so much so that we cant profit from it.
The explosive demand for bandwith will de-commoditize the
current excess in dark fiber. Streaming video everywhere?
you see all the new services will be bandwith intensive and
they will catch on, and more quickly than any other technology
and because handsets are always on they will always be
uploading and downloading. PC anywhere will become handset
everywhere. Its not just a matter of convenience its also a
matter of national security (i could state numerous reasons)
Revenue sharing has long been used by operators in terms of
promotions etc. to say that they will not want it because
they will make less money is an out and out lie. sprint etc.
has been giving customers free minutes for bringing on other
customers etc. Sharing broadband access is the natural
progression. UMA w/ revenue sharing = ASNAP, and hence
infringment. the problem with bashers on the board is they
both have an agenda, and they beleive future trends only if
they are sufficently brought into the mainstream.
ASNAP is ahead of the curve, its a fact for anyone who has
cared to think about it enough, a technology that
1.)saves money
2.)shares money
3.)brings better services
is poised for future growth. its that simple.
your track record is becomming very poor as far as clyw board
is concerned, if you contiune to harass the company after a
purchase order i will start reading your blogs, posting key
search terms here in association w/ your track record...ppl
will search for you and find themselves here and then they
will see what u r all about and your blog traffic will drop
significantly...and of couse your sweet revenue sharing w/
the goog will also suffer
fair is fair, thats the corner you are painting yourself into
because of your high profile you stand the most to suffer when
clyw comes throgh...
Face it uma is to skype as ASNAP is to skype premium, its
because of the features in skype premium that EBAY made
the multi-billion dollar aqusition
the guy i talked to in dc that worked for a major brokerage
stated that he had heard of clyw, and he was not an analyst
but a financial consultant. but he knew only of the concern
that the company had last year regarding raising cash. i was
actualy suprised when he knew of the company since he did not
specialize in telco...but the guy knew me because we went to
the same HS and Berkeley.
Those guys that you talked to dont know you from adam as they
say, blog or no blog, being a traditional analyst puts one
into a position of responsibility. In a company most of the
time worth less thatn 1/5 of a billion dollars you cannot
get a traditional analyst to do DD unless you pay them, thats
a simple FACT.
Again back to your so called seamless handloff claim well if
that handoff does the following
1. violates the clyw patent
and
2. causes financial loss to clyw
they WILL BE SUED...
unlike the misery that rambus has had to endure. CLYW's
situation will be much easier...no one will be able to claim
that CLYW tried to trick any of the companies, nor will the
companies be able to claim ignorance. I will not go so far as
to say CLYW will be able to prove collusion or conspiracy
which would vastly multiply the dollar value of an infringment
claim. But even without that, a claim victory or even a
settlement would be min in the range of a 500,000,000 dollars
--my guestimation based on the kinds of settelments that ive
seen over the past couple of years
Latin america and Europe are in intense competition w/ north
america, going w/ CLYW, a company w/ a US patent but thus far
not PUBLICALLY acknowledged by many US operators has a special
cashet--it goes against mainstream shananagans...
as for off brand, Aironet is an OFF-Brand? you've already been
nailed on this one...
i look forward, as im sure many other posters here at ihub do,
to the day when you will be afraid to show your face on the
CLYW board...
AI
