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Technology Stocks : Sequans Stock Discussion
SQNS 7.580-2.4%2:47 PM EDT
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To: MUDD1 who wrote (178)6/9/2021 10:26:51 AM
From: GaryMi1 Recommendation

Recommended By
frmrVZguy

   of 222
 
RE: I sold the last of my SQNS today.

Notice the date in the slide from that presentation. I thought they had been shipping their LTE product in limited quantities for several years. But the slide says they plan to launch an EVT sample in Q2 of 21.

It appears that there is a lot more engineering effort to bring products to market that is generally talked about. If you listen to Sequans it's 3-6 months but NEEBO and Pebblebee have about 4 years combined and no volume product yet.

I think the effort to write the device firmware, power management, web elements, apps etc. greatly outstrips the effort to implement the LTE functionality. High quality consumer uses are going to be slow relative to industrial uses where you are literally just sending a block of data to a database on a periodic schedule.

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