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 (43)	9/1/2020 11:43:53 AM
From: GaryMi	Read Replies (1) of 222

RE: Sequans has announced only 4 new products since the beginning of the year. Given the size of their company that does not seem like a bad pace to me. What matters is whether they make the right products that get some real uptake from the market. Sounds like they have some very good interest in their CBRS chips. Monarch Go also seems like it has a strong niche potential in the low volume products. But what comes from the NXP and Microchip relationships is probably the most significant IMO in terms of total revenue. It'll be awhile before they get design wins, manufacturing and ramp of product sales for those products too. So I don't see a sudden jump in Monarch sales at the end of the year. I just passed the 4 year mark since I got involved in Sequans. Would have been much better off had I put the money into almost anything else. But I'm not planning on selling as I think they have the products and relationships to be successful. I still think this can become a billion dollar company, which would be around $30-$40/share.

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