Sequans Stock Discussion Message Board

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Technology Stocks : Sequans Stock Discussion

SQNS 6.240

+4.5%

2:11 PM EST

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To: GaryMi who wrote (27)	8/11/2020 9:49:18 PM
From: MUDD1	Read Replies (1) of 222

I too have been surprised at the slow uptake of CAT M. As was mentioned, it makes perfect sense for wearables, but GK has long mentioned that the consumer market is much smaller than the industrial/commercial side so they have kind of ignored the consumer market. GK may be right the the consumer market is smaller, but it is still very large and just from a PR standpoint if they could get into a Fitbit or Garmin that would go a long ways towards validating their products IMHO. To discount that market was foolish. GK will point to the Onelife Care Watch as a design win, but that company is literally a one man band. Pebblebee trackers have been delayed for months due to manufacturing issues (Covid related) Anyone found anything that is readily available in the marketplace from Sequans in the Cat M space? I would love to hear who their Tier 1 partners and customers are. Maybe they will surprise me. At this point, I would even take a Robinhood rally to get to break even on this one. It is even hard to trade this one because it is so thinly traded selling even 2k blocks that drive the price down 5%. Thanks to everyone that contributes here. I know we are all in the same boat.

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