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Technology Stocks : Sequans Communications

SQNS 7.100

-3.3%

Nov 3 9:30 AM EST

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To: FJB who wrote (940)	5/28/2017 11:46:54 AM
From: hooligan	Read Replies (1) of 2386

I sure hope Cat M is bigger than 10M units next year. One would think so with Verizon and AT&T at up and running now. I don't think the Smarthub at Verizon is going to be a big volume product. Still waiting for them to land/announce a big volume product. The stuff they have now is small potatoes. Also waiting for them to get something on AT&T. Hopefully they are the CAT M supplier that AT&T mentioned last week. So far it is Altair and QCOM that AT&T lists as its chip source. I also think SQNS discounts Altair. They keep mentioning that their is only one competitor (QCOM). Altair has products available now at both Verizon and AT&T. Sequans can't say that now. As a long term shareholder of SQNS I like the progress they have made. The market seems to be taking notice. Market cap has a long ways to expand if the CAT M market takes hold. I still think they will be bought out by a large player. Broadcom? Skyworks? We shall see.

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