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Technology Stocks : Sequans, the investors board
SQNS 0.930-0.1%Jul 19 4:02 PM EDT

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From: frmrVZguy5/13/2019 8:39:27 PM
   of 243
 
1Q19 CC Selected Comments Deserving Highlight and Commentary in my own words.

GK continues to produce comments disconnected from REALITY
  1. I'm pleased to report that the signs of improvement
  2. *****our business is doing very well...

GK has been holding back some important negotiations and reveals them here. I am relieved the Board of Directors has taken some initiative to authorize these efforts. Perhaps we have our 10% shareholder to thank.
  1. a new business model for Sequans with a new go-to-market approach
  2. similar deals that could materialize this year
  3. *****Meanwhile, together with the Board, we are continuing to explore the full array of possible alternatives and timing considerations for significantly strengthening our financial position and maximizing shareholders' value.
  4. we are fully prepared to take whatever decision may be in the best interest of shareholders in the future.
These Customer project announcements reveal more than we knew up to today
  1. **** we have an ODM in Asia addressing at least 4, 5 design win that we have, and this is Asiatel.
  2. ****We have a buy-here-pay-here service as well that we announced with Connected Holdings.
  3. **** certification of our Sprint CAT 1 module and started shipping
  4. we are making good progress on the engagements we have on CBRS and enterprise router markets
  5. If we manage to secure them, our broadband business will recover completely
  6. Many of those that were nearly secured at year-end were converted to fully secured design wins during the first quarter.

On 5G it seems that our long R&D project with TCL(Alcatel) is resulting in a Device Management Platform to manage both devices and their applications including OTA updates.
  1. our 5G platform for application
  2. After 5 years of research activity, we are now moving to the development phase, and we are very excited about this new market opportunity


A new technology is announced ,and as you read it I wonder if it looks to you like a hint of existing designs getting ported to FD-SOI which is both lower power and lower cost An important fact is recognizing that France's STMicro is a major developer of FD-SOI and has successfully ported earlier FinFet designs to it - I'm thinking of a very early Ericson 4G LTE SoC modem that was used in a Samsung cellphone before porting and thus tested there also AFAIK for performance comparison.
  1. Also, we have identified a potential opportunity to capitalize on our clear leadership in CAT 1 with
    *****a new low power, lower cost variant that would expand the market.



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