Sequans, the investors board Message Board

STOCKTALK

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 7.100

-3.3%

9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: frmrVZguy who wrote (266)	6/26/2020 3:51:29 PM
From: frmrVZguy	of 290

My comments re GK on Baird CC esp his Revs projection. After 7 years of BS is he believable? GK is almost at the same level as CEOs of Luckin and WireCard. His 7 year record is F-grade. Can he produce a turn-around? IMO he is such a known low-credibility CEO his success will come only due to externalities. And... sunuva81+ch it is starting to look like that blind hog is snuffling around to find some acorns and truffles. But only because... Hisilicon faces embargo in IoT A major competitor exited the market CBRS is finally going commercial CV-19 created increased TAM for FWA BWA. Sometimes it’s better to be lucky than good. ———- WHAT I’D IKE TO SEE FROM GK AND OR DEBBIE A MONTHLY IC ORDER REPORT. If they list the orders with TSMC for IC solutions it isn’t a violation of NDAs as I understand it. Orders can only loosely track to end products, especially modules. But it would be an improvement. IMO

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next