Replies to post #1284 on Calypso Wireless (fka CLYW)

[doe]

Here's my attempt to analyze competive advantage: please help
OK, so both go in the phone. George said in the first e-mail I posted that they were negotiating with microsoft to use their smartphone windows application because it works well with ASNAP. He didn't say if it was necessary, so I'm still wondering if both are OS dependent. It still sounds like 1.ASNAP does the bottom layer of switching that birdstep can't, so is a more complete solution, closer to standalone. Next, 2. they're making their own phones, which gives another advantage.

Calypso's next big pr thing is how they save money for the carriers/isp (3.capacity and 4.revenue sharing)and the consumer (5.lowest cost option). I don't remember exact words used in Birdstep's pr, but I think it was speed, connectivity, and cost?. Let's look at those one at a time. Given my limited technical understanding and Bbaazz gone back to work, anyone who can help me out, please do.

3.Capacity: I tend to think no matter how much capacity and speed, it will always fill up and max out, just like computer RAM and hard drive. I think Calypso and Birdstep both relieve network load by offloading to hotspot. No advantage, one vs other, but good for both, right?

4.Revenue sharing: Calypso incorporates some type of billing service to split cash between carrier(s)/isp(s) involved. This would definitely amount to cost savings to all of the above, assuming license fees aren't exorbitant. I see Birdstep is working on agreements with carriers, but don't see that they have this interbilling capability. I haven't read the patent but I think this is what it's mainly about. It sounds like Birdstep can't save the carrier any money in this department, as the carrier will still have to handle all billing arrangements after the BT client reports minutes used. Am I even close to the mark here? If so, big advantage to Calypso if not too greedy about license fees.

5. Consumer cost vs. speed/connectivity We already know Calypso goes for the cost option. I don't know how Birdstep decides. It states historical data for previously used connections. Does the user ever tell it what their personal preference is? It states the process is invisible to the user, so I'm guessing not. Is there a predetermined algorithm, ie use lowest cost if signal is strong enough to maintain, use speed as priority if it senses a heavy traffic demand from application? Please clarify on this. It may be Calypso is best for average user, but BT best if connection/speed have priority. Who knows enough to tell who has the advantage here?

I'm not a good one to try to do analysis of this type, evan after Bbaaz's primer on how it all works, which I'll probably go back and read once a week or so until it sinks in. Please whoever has time, illuminate, elucidate, anything but regurgitate. Thanks, now I've got to get back to my taxes.