Michael:
1.) In regards to the price dropping of the stock price - I think this is due to the fact that most of the PRs that came out are all meaningless (in my opinion). Ex. They had a PR regarding PO but after few weeks they released a PR saying that they have a new member of the team to expedite the development. How are you going to get a PO if the product is still under development? CLYW is so far has the most inconsistent information when it comes to PRs. Also, I think a lot of people is already tired of name the dropping of other companies in their PRs. Also with the untimely and "un-announced" resignation of Mr Leon and constantly changing CEOs are key to the constant price drop. George is so far the person who have almost make CLYW move forward but with his departure, CLYW is left again in the dark.
2.) Competition - A lot competitors is moving forward when it comes to development of their new product and solution while CLYW is still struggling to come out with a working prototype -- a phone. I admit to say that CLYW has a vey good foresight when they applied for the patent of Wi-FI to Cellular roaming and vice versa but I hate to see that they did not take advantage of that forsight. And when they consistently mentioned that ASNAP is proprietary, I think most of the competitor tried to develop a solution that is starndards based and in the end, they may not be able sue on a basis of patent infringement because the competitor is using the current available standards. Also their failure to prove in public that they have a working solution in regards to the roaming between Wi-Fi and Cellular is one of the reason why competition may not take CLYW's patent seriously. If they showed their solution ahead of the competition then these competitors may not even dare to develop their own technology/solution and instead licensed the technology from CLYW. Also, how can they defend their patent to the infringers if the iventor who knew the technology in-and-out is not around to explain the bits and pieces should they took these infringers in court.
3.) Moving Forward - I think even thou CLYW will have a working product in the future, it will be too late for them to convince the competition and the market that ASNAP is better than the current standard. EVDO Rev-A will be available soon and so is UMTS/WDCMA, when this happens, there will be no more comparison when it comes to speed between Wi-FI and Cellular. Also, at this point, there is no company that ever exist that can provide all the components to packetize Voice and Video end to end (from phone to softwitches to core packet network to shared billing) so I guess if this the direction of CLYW as what they have been envisioned long time back, there is a big mountain to climb ahead of them. If they are going to focus on just phones (as what we have seen on the recent PRs) then they are admitting that ASNAP is worthless, remember they are the ones that told us that ASNAP is a solution -- meaning a network architecture built within the bounderies of prorietary technology called ASNAP whom they hope to become a "de facto standard" (remember the QCOM vision that CLYW is trying to imitate), so how can they imbedd ASNAP on phones only, if the rest of the network is based on standards while ASNAP is proprietary. If they move on with the standards based (just like when they mentioned the freeware Asterisk), then they are ones who will kill the opportunity of ASNAP, and worse, they may not be able use this to claim that the patent may have been infringed.
Peace !!!
AI
