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Technology Stocks : Sequans, the investors board
SQNS 6.310+7.3%2:12 PM EST
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From: frmrVZguy5/4/2018 5:05:25 PM
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Sequans should adopt the motto: "We are CBRS ready"
In my opinion.
Put it on the packaging too.

TRIPLE BRANDING
Hotspots and CPE jointly developed and certified for VZW/VZ, Comcast, Charter should have a slightly larger TAM than just the Walmart campaign of the past.
But I have also read that much of the Comcast, Charter growth has come from VZW/VZ customers switching brands to become a tri- or quad-play customer... so perhaps the TAM growth is small.
HOWEVER, the support for BigRed's 'xLTE' brand PLUS CBRS is going to make the next hotspot more attractive,
Again, IMO
GLTA
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