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Technology Stocks : Sequans, the investors board

SQNS 6.295

+7.1%

Nov 7 9:30 AM EST

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From: frmrVZguy	1/11/2018 2:21:31 PM
	of 290

Basta ! NO Masa ! Sprint rejects mmWave cost: installation, operation, ROI... Who cares ? DAN JONES writes that Sprint's CTO John Saw can't justify CAPEX for mmWave. Of course his new CFO will participate in that tech decision, but it could also highlight the strategy being used over at BIGRED. In an earlier post I speculated that early mmWave rollouts would be subsidized by equipment vendor(s) pushing to achieve early scale economics. My conclusion was and is based on apparent mmWave costs and the cherry-picking of rollout sites. And,... That implies the equipment vendor(s) have financing available and thus their partners are included or they are a large multinational firm with deep resources, e.g. Samsung or Intel or Huawei. Based on Dan's reporting, I suggest that Masa's US operation is given the cold shoulder by those vendors who don't want a Sinophile juggernaught forming in their back yard. Why do Sequans investors care? Your investment case depends on definable TAM. If a geographical market segment is blocked in the fashion of a Huawei/ZTE embargo - stated or hidden - then the investment case suffers. Sprint holders have something in common with SQNS, it seems. Achieving scale in M2M IoT requires a powerful partner. Macron's detente in China this week may be too little, too late or it could be the deal that turns the tide by rebalancing economics and achieves victory. Business is War. lightreading.com Sprint Says No to mmWave, Yes to Mobile 5G DAN JONES, Mobile Editor 1/11/2018 Sprint's CTO said Wednesday that he is not sure that using millimeter waves to deliver 5G services is a practical economic use of the high-band spectrum and that Sprint will be focusing on using its existing bandwidth to deploy 5G, at least initially...

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