Sequans Stock Discussion Message Board

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Technology Stocks : Sequans Stock Discussion

SQNS 6.210

+4.0%

3:59 PM EST

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To: MUDD1 who wrote (2)	7/26/2020 10:59:04 PM
From: GaryMi	of 222

Re: Hi Gary Thanks for your thoughts. I noticed on something I read recently that Georges mentioned NXP and Microchip but not ST and I knew there was something going on. That would be an interesting question to ask on the call. I'm curious to know what the early indicators are from their distribution agreements with Richardson and Avnet. I too am hopeful for a surprise but we both know the history of disappointment. I do think if we can get to next year where Cat-M is truly ramping with NXP and Microchip shipping in big volume as well CBRS taking off that they can really grow revenue quickly. After that a lot depends on who their strategic investor is behind Taurus and whether that will ever ship in volume in 2022.

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