SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Sequans, the investors board
SQNS 6.210+4.0%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: frmrVZguy7/18/2018 4:20:05 PM
  Read Replies (1) of 290
 
ERIC harvests Boo-berries due to FCC and POTUS actions causing canceled ZTE orders. Replacement orders going to ERIC for network hardware, software, services. ZTE orders for phones and network gear all canceled at several Operators globally.
This underreported news during this new fiscal reporting season is likely to precede similar news from ODMs for consumer and Enterprise devices also.
This seems like tailwind for non-ZTE device ODMs and - pure speculation - and might be affecting other PRC domestic brands competing in the West, like Huawei.
Heads up!
It is a brief opening in the market and this may be the only quarter to see a singularity in financial trends. It could lead to a more gradual trend following a single sharp adjustment.

FYI
FWIW
Give'em h3ll Mr. President.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext