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Technology Stocks : Sequans, the investors board
SQNS 5.950-4.2%10:42 AM EST

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JCnieuwenj
From: frmrVZguy5/22/2018 3:32:08 PM
1 Recommendation   of 290
 
COMMENT: on Strategic Partners - Sercomm said... Sequans said... is Wall Street listening? My Thoughts.
Start with these previous posts here on SI
Message 31585251 News to Watch: Sercomm preps for M&A with fund raising. 15% share offering per DIGITIMES ...
Message 31598144 CC Buried Comments deserving highlight: Hockey stick, Go-to-market, China, Feature phone, more ... we have been working on expanding our go-to-market capabilities via new strategic relationships...
Message 31547906 More ruckus from RUCKUS (ARRIS) re M&A and "opportunities that are near-adjacencies " and "deals that can broaden its addressable market" and "opportunities that will come way of CBRS" ...
Message 31549222 Ruckus/ARRIS adding 3.5 GHz CBRS via "plug-on modules for its existing Wi-Fi access points" ...
Message 31574699 SQNS distribution partner Arrow Electronics: "Arrow will also offer an LTE service" ... provide that supply chain directly to their customers...
Message 31529009 Reuters: Broadcom - the King of Unlicensed Spectrum tech - is shopping for small IC firms. LTE over Unlicensed Spectrum tech?... Broadcom Ltd (AVGO.O) on Thursday said it was likely to pursue smaller acquisitions of chipmakers after its failed hostile takeover bid to acquire rival Qualcomm Inc
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So, the biggest product leaders in Tier 2 ODMs are talking about M&A and Strategic Partners.
So is giant BROADCOM (AVGO).
These are PR pieces announcing negotiations with as-yet unnamed partners.
The question has been answered.
Now it is just a matter of finding the specific news details that indicate what partners are in discussions.
BUT.
We already know one target who has already stated that a Strategic Partner has approached them: SEQUANS
The rest is TBD.

GLTA
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