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Technology Stocks : Sequans Stock Discussion -- Ignore unavailable to you. Want to Upgrade?


To: w0z who wrote (24)8/9/2020 2:33:56 PM
From: GaryMi1 Recommendation

Recommended By
w0z

  Read Replies (1) | Respond to of 222
 
RE: Fool me once, fool me twice...

You are not the only one to make that mistake. It seemed fairly compelling at one point when their broadband was still strong and they were predicting $10M per quarter. But that aside I really am surprised how slow the adoption of Cat-M has been in the US. It seems that there are many applications for this tech and price point and yet the market has been extremely slow to adopt it. Seems like a perfect fit for watches\wearables and yet I only know one (Garmin) that actually uses Cat-M and they chose Altair.

We need one of the big boys to adopt Cat-M to give it a connectivity and battery life advantage over the rest of the field that will force the others into adoption.

I'm 4 years in nothing to show for it. I have held a number of stocks where I got in early and left too early and I resolved not to do that with Sequans, but I never imagined the 4 year roller coaster to nowhere that we have been on. Still, I do think that they are in the best place now that they have been in for several years, but that doesn't mean much with G.K. at the helm.