Calypso Wireless (fka CLYW)

[plaintif2000]

my take on the white paper:


http://www.calypsowireless.com/documents/content/WP/WP-1%20Seamless%20Mobility.pdf

thanks to Del for providing me w/ the above link, and for giving
me first crack at getting back at the bashers

this board has been innundated with lies and attactks on longs
the shorts have cost longs millions, why because they are
persistant and know that w/ cutting edge technology they its
much easier to decieve people into thinking that a company
has nothing...

ive been saying despite my wearyness that clyw was being
mischaractized and that sophisticated shorts didnt know what
they were talking about, ive commented on articles and noted
again and again that the independent pundits had been largely
verifying what i and other longs had been speculating on
all along, sure its not been easy to watch the pps going down
but for me the hard part has been that i have not been buying
as much as i know i should

now finally we have confirmation directly from the company
of what longs have been saying, this imho confirms that
people from mot, and kineto have been bashing on this board

it was not easy to let this information out, management didnt
like it you can be sure, esp after the scamming that happened
to leon when he first gave powerpoints to license the tech
to the big boys

but engineering finaly convinced management to release some of
this information partly because they simply could not take
listening to the lies but also imho because they are finally
that close that the floodgates are about to open

My take:

(please realize like most of us and in all humility
i must say i cannot fully appreciate all that they are getting
into, but w/ the help of the glossary that they provided
this can get people w/ some background on the tech such as
die hard longs up to speed quickly imho):


1.) shows that 3g still isnt here for UMA patrons

sharma outlines the "emperor's new clothes" story behind UMA,
and since kenito wireless is up to its ears in UMA, they are
also selling the market a bill of goods imo. Insiders in the big
companies know that they are sorrowfully behind but push UMA
as if its 3G

2.) CLYW is one of the only companies out there that isnt hype
in this space for the america's, its true 3g and beyond


some key excerpts:

1. "Seamless Session transparency, of all Sessions" note the
word ALL

(in the 3d paragraph on page 3 they explain that this is
for all relevent divices w/ all relevent classes of information)

2. "Calypso Wireless ASNAPTM technology allows for a seamless integration to the existing core networks, the existing cellular/landline devices, without requiring a carrier forklift to an elusive unified core network."

(some of you that have read my posts know that im into broadwing
whick is a talk the talk company regarding convergence and
the establishment of a perfect core network, or are they?.
recently hutchenson telecommunications (6b market cap and
undervalued) plug and played ethernet for asia into the the
north america network...broadwing became an international player
overnight...however look at the speeds they are boasting, while
totally respectable and proving clearly that bwng is sorely
undervalued, seem to support that the "unifed core network" is
still elusive, now this imh is not a perfect apples to apples
comparison since we are not talking wireless per se. but then
if the core network is elusive to wired then how much more so
will it apply to the wireless relm.)

3.) "3GPP IMS is SIP based but requires a carrier network overhaul. Calypso Wireless has a solution that can co-exist with existing telephone networks as well as existing business PBX networks."

(again like 2.) the idea is set forth that a major network
overhaul is not required if the ASNAP scripting service is
used in conjunction w/ the ASNAP servers. As longs have always
said on the board that there would be a need for a "next-next-
generation" network, but that there are many ways to skin a
cat giving a variety of business infrastructure plans where
ASNAP could work. This white paper verifies what longs such
as myself had been speculating but takes it a step further
because by using the ASNAP scritping the possibilities for
roaming across networks are even more extensive. As we saw
above w/ the broadwing example even though core networks can
be interconnected if they are sufficently adept to begin with
what you dont hear about is hutchenson and broadwing completely
overhauling each others network to optimize the connection

why? way to costly! all the big infrastructure advances are over
years and technology changes as does the plan as the networks
evolve so there is always inhomogeneity across any given
network of any significant magnitude

its because of this that ASNAP is so valuable, it can put the
networks on common ground and smooth things out sufficently
to allow seamless wifi transfer)

4.) review for a second, SIP is the protocol used to set up
the IMS sessions where IMS is the IP Media Subsystem. Ask
yourself why the heck they call it a subsystem? and not a
system? the very terminology they employ reflects on the
very nature of the network itself, and although i dont fully
understand it i think this is the key to why networks need
ASNAP to extract the maximal potential in terms of convergence because convergence without roaming across networks cannot imho
be true perfect convergence. So there has to be a standard

5.) if ASNAP is a standard, then how can it work if its not
under wide spread adoption? Imho, we have the answer to that
question. corporate PBX systems can adopt ASNAP now and greatly
save on costs, the bulk of the savings will come from keeping
the dual mode phones off of the cellular network as much as
possible. Employees will be encourraged to use broadband and
will also have the wireless network access points at home the
benefit to the employers will be that the two way communications
using rich multimedia will be superior to UMA and they will
have better control over roaming away from costly cellular
systems. the way i see it is that its there network that will
be in control rather than their cellular provider

6.) is uma the standard? is it 3 g? according to the white
paper: "UMA essentially is GSM over IP over WiFi, which has the advantage of reusing the existing 2G MSC Core network, but suffers from non-VoIP interoperability with existing IP-PBXs and VoIP carrier networks, and has little future application support as in video."

also: "Requires a Carrier Based UMA network controler, UNC for
GSM voice and GPRS data services"

corporate networks are huge and transformation to a UMA core
is a hugely expensive buildout, Granted this january there are
huge corporate buildouts planned as inferenced by the huge
ammound of corporate paper that has been issued during the
first few weeks of bond trading in 2006, but also realize that
there are also vast aqusitions involved. If you were a company
and you had the choice of aqusitional growth vs "efficency"
you would put more money into growth, leaves less money left
over for a network upgrade, and lets face it w/ multiple
aqusitions having a unified core over the companies aqusition
space is going to be more trouble than its worth

the decenteralization associated w/ aqusition drives the need
for video sessioning but even more so a mobility solution is
needed. If UMA cant offer these fundamental services quickly
and cheaply and completely they've got nothing but 2G, nothing
but hype and a bunch of taken customers

are companies sophisticated enough in upper management to
understand what ASNAP brings to the table, well so far its
taken a while to see much evidence of this, my take is that
once a case study of a company of significant size is widely
available its going to be hard for other companies to ignore

im going to take a break and post again after midnight but
my conclusion for now is that there are enough companies near
term to get us cash flow positive. Once we are fireing on
all cylinders it will be much easier to devote the time to
getting the word out, the server side licensing will be very
significant imho as will be the clyw phones and their associated
licenses

Here is a quote to think about "This approach suffers from not supporting data session continuity, suffers from re-originating calls whereby called-parties now pay for Long Distance calls..."

note w/ the sleipner comob they note that one feature is
call waiting. This is not mere "call waiting" that we are
used to in our everyday experience but rather for intellegent
phones its required when the person that received the call
roams between networks because its the recipient of the call
that has to call back the caller (unbeknownced to him or her
self) while the caller unbeknownced to him or herself is puting
the person on call wating for a microsecond and then switches
to the new call.

this is screwed up, the clyw solution is flexible enough to
support this kind of call but would rather have the call be
routed through skype for smart phone switching or have the
intellegent servers keep track of the call so the person called
during the course of roaming does not foot the bill

the clyw 1250i phone handles all situations, the skype solution
the pure asnap solution and if the user liked to screw his
friends the uma solution

clyw does not want to rip people off, and wants people to live
the dream now. more advanced IMS services will always need
to deal w/ legacy systems so the need for ASNAP no matter how
hard they try to build the ultamate core network will be needed
for a long time...the day ASNAP is not needed will be the day
that we go back to just 1 world wide MA BELL or something close
to that, i dont see that happening anytime soon

p2k