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: MUDD1 who wrote (28)	8/12/2020 6:00:14 PM
From: GaryMi	of 222

RE: I too have been surprised at the slow uptake of CAT M. He talked about that today on the Canaccord Genuity call. He says the long value chain is to blame. Basically the market needs software solutions to make Cat-M compelling. That all may be true but that is not remotely what he was saying 2-3 years ago. Their biggest Cat-M product is the tablet that forms part of the Comcast security system. He said today it accounts for about 500,000 chips annually. I believe this is it. xfinity.com Notably there is a statement on that page that says they can't install their home security system at this time so I doubt they continue to order product from Sequans. We’ll let you know when it’s available To protect our customers and employees, Xfinity Home, security equipment and services are not available for purchase at this time. Please fill out the form below and we’ll contact you as soon they’re available.

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