Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: FJB who wrote (2244)	2/11/2021 1:19:57 PM
From: FJB	1 Recommendation Recommended By frmrVZguy Respond to of 2386

Now those networks are developing. They are not there yet, when you talk to Charter and Comcast and so on. I don't have the good feeling about the timing to get those available, even if they spend a lot of money to acquire the CBRS, but this is definitely a new market. The third one which is we are seeing really development now, is what we call the private network, which is essentially really beyond -- private network independent of the carriers to provide last mile access. We saw a lot of activity in the schools, where the schools, they put a small access point in the school, connect it to the cable they have and then suddenly all the school district can get connected with CBRS. And the students, when they are in a school they are connected on CBRS or Wi-Fi, but when they are at home, they can stay connected on their VPN School Network and they don't have to pay anything to MVNO, because they are on the school network, it's for free. And so we see a lot of lot of business there and this is where we saw lot of deployments if you want. We saw, for example, as well, as some private application in the stadium, the Football League, the National Football League has a business with us today and they start this, which is in the -- on the stadium you have like, private network between all the training and so on, to communicate between themselves using CBRS. We saw a lot of business as well there with the like, JLP [ph] to connect the JLV [ph], to connect enterprises. So these are the kind of businesses, that's why by the way, it is very complicated to look to the -- complete the size of this opportunity very, very hard. So many study there, none of them is really clear to go and say there is 3 million units per year, or 1 million unit per year or more. So it is a little bit complication. We're seeing this a little bit bottom up. We have a lot of demand with customers coming to us, where they talk maybe about 50,000 units a year. But some of them they talk about 300,000 units a year end. And it's too early to assess the credibility of each number, to factor it in. And that's why I came by saying this year we should be doing $4 million minimum because I feel good about it. But hopefully, we'll get some upsides, because I see some opportunity much bigger, that they can drive much bigger revenue for us. So this is, about the market and about our technology that you know the Cat 4, Cat 6, what we have unique there Rajvi is that the CBRS, our biggest competitor, when they add this frequency band, they add it on the high end platform.