Replies to post #17047 on Calypso Wireless (fka CLYW)

[stitch_surfs]

P2K,

You should stick to pretending to be a trader or an attorney; you have clearly demonstrated that A) you know NOTHING about network engineering in general or WiMAX in particular, and B) that you don't have a clue about Vonage or VoIP either.

In fact, I don't have to speculate and neither would you (I hope all the assumptions you developed didn't take you a long time because they were a complete waste of energy) if you simply read the technology news (which I would think you'd be doing if you're long in a stock like CLYW that has the potential to be influenced by - or even influence - other technologies, in particular, VoIP, WiFi, WiMAX, GSM, CDMA, etc.).

In any case, it isn't an infrastructure issue at all as far as Vonage is concerned. Low infrastructure costs are the significant advantage VoIP operators have over other technologies. In the TowerStream deal I mentioned, Vonage is partnering with TowerStream and it is the latter company that is handling the WiMAX end of the transaction.

Nope it isn't infrastructure at all. It's marketing; Vonage was the largest online marketer [http://www.vonage-forum.com/printout2076.html] spending over $22.68 Million in June alone.

Estimates suggest that that this is over $300 per acquired customer. Vonage is attempting to secure a massive first mover advantage in the VoIP pure play space and to do this more than anything else, they need subscribers. At the rate of $22 mil a month, plus overhead burn rate, plus radio, print and TV, $600 mil isn't even that much money.

Of course the other thing you missed is that that WiMAX is more efficiently used as backhaul for aggregated traffic, which is also a proposed use of this technology for 3G cellular networks. And by the way, it does scale and not like your numbers there (which have no basis in any reality I've seen - please cite your reference) which seem to be invented.

To respond to your ASNAP insertion attempt...uh...if the system is not hybrid then you're not even talking about the same thing...unless CLYW plans to sue every company that has ever had a transmitter and a receiver transact dataflow over a fixed or variable frequency of some sort...

On the other hand, let’s just say for fun that it IS a hybrid phone, using BOTH cellular and WiFi/WiMAX...

How about the real standard? You know, the one approved by the 3GPP? The one that is being embraced by Motorola, and Cisco and now even Nokia? [http://www.mobile-weblog.com/50226711/nokia_commits_to_uma_solution_based_on_kineto_wireless_product....

In case you forgot...it's called UMA. Check it out at http://kinetowireless.com

Here's a list of the VC's that put money into Kineto the developers of UMA:

3i
Mitsui & Co. Mitsui & Co. Venture Partners
Oak Investment Partners
SeaPoint Ventures
Storm Ventures
Sutter Hill Ventures
Venrock Associates

Of course you're probably right. These guys have no clue about investing in communications technologies.

By the way, for someone critical of the length of my posts, you last novel was fairly uh...lengthy itself.

-Stitch
My apologies for those of you that found this post to be too lengthy, factual, incoherent, dishonest, or self serving.