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   Technology StocksSequans, the investors board


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From: frmrVZguy7/23/2018 4:28:04 PM
   of 255
 
QCOM owning NXP delays 2G 3G sunset, extends old unwanted IP Royalties regime into vehicle designs due to multiband SoC designs continued like a trojan horse with CDMA IP locked inside like burglers, waiting to jump out.
China knows this.
It is time for CDMA to retire - not just on the towers, on ALL devices also.

It is time for simplified SoCs to emerge with lower modem complexity and cost and power demand giving way to an increase in LTE-A aggregation schemes.
VZW has already introduced an LG brand LTE-only flip feature phone with a QCOM 200-series multiband SoC with all other bands disabled.
The same SoC is also found in TMo's Alcatel flip

The acceptance of Big Red's flip for enhanced security since it does not run GOOG apps as a smartphone does will tip LTE-only market TAM including computational IoT (laptops and tablets etc.).

If the NXP deal terms out on Wednesday then you should perceive tailwind in that development.
IMO

ORIGINAL on
wsj.com
copy here on Message 31713446
Qualcomm Faces Demise of NXP Deal as U.S.-China Trade Fight Rumbles On Chip makers need approval from Chinese regulators to complete the $44 billion deal, which is set to expire Wednesday By Tripp Mickle July 23, 2018

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From: frmrVZguy7/25/2018 6:59:52 PM
   of 255
 
Tailwind? Tsinghua aka the Purple Group makes offer for Linxens of France. Indication of successful negotiations between States and good Relationships established with the Macron Administration

Perhaps other investment groups are also having successful Franco-Sino negotiations in these times...

REFERENCE

reuters.com
JULY 25, 2018 Chinese chipmaker Tsinghua Unigroup to buy France's Linxens for $2.6 billion: sources
HONG KONG (Reuters) - China’s top state chip manufacturer Tsinghua Unigroup Ltd has signed a deal to acquire French smart chip components maker Linxens for about 2.2 billion euros ($2.6 billion), five people with direct knowledge of the matter said. The deal, which the sources said was signed over a month ago but has not yet been announced publicly, will be a key test of European regulators’ stance on Chinese investment in the region that has been on the rise amid the country’s worsening trade relations with the United States. Tsinghua’s acquisition of Linxens from private-equity group CVC is still pending regulatory clearance, three of the sources told Reuters, adding regulators in France, Germany and the company’s union need to approve the deal...(more).

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From: frmrVZguy7/27/2018 4:08:27 PM
   of 255
 
New Multi Band and Mode Module? Approved by FCC today. Only two band ranges for typical 2-band VZW or Sprint networks but documents ref CDMA which is a little odd. Appears to be submitted 5/30/18 and approved today.
Not Sure.
Yippee I think.
FYI
FWIW

FCC WEB SITE
apps.fcc.gov
6 results were found that match the search criteria:
Grantee Code: 2AAGM Product Code: VZM2OQ Displaying records 1 through 6 of 6.
---------------------------------------------------------------------------------------
NEXT SITE Is this web site a spoof? fcc.io ?
fccid.io
Application: VZM20Q EZlinkLTE modulesEquipment Class: TNB - Licensed Non-Broadcast Station TransmitterView FCC ID on FCC.gov: 2AAGMVZM2OQRegistered By: Sequans Communications - 2AAGM (France)App #PurposeDateUnique ID
1Original Equipment2018-07-27b9+QLNOSOn37TvXNk5j3uQ==
...
Operating Frequencies
Device operates within approved frequencies overlapping with the following cellular bands: CDMA 8,1800 UP | GSM 1800 DCS UP | LTE 10,AWS-1+ UP | LTE 3,1800+ UP | LTE 4,AWS-1 UP | LTE 66,AWS-3 UP | UMTS CH 10 UP | UMTS CH 3 UP | UMTS CH 4 UP |
...
(SKIPPED CONTENT)
...

Grants 1 TCB (2018-07-27) 1 EAS (2018-07-27)

TCBGRANT OF EQUIPMENT
AUTHORIZATION
TCB
Certification
Issued Under the Authority of the
Federal Communications Commission
By:

Siemic Inc.
775 Montague Expressway
Milpitas, CA 95035
Date of Grant: 07/27/2018

Application Dated: 07/27/2018
Sequans Communications
19 LE PARVIS DE LA DEFENSE
PARIS-LA DEFENSE CEDEX, 92073
France
Attention: Jeremy Gosteau , PLM director


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From: frmrVZguy7/31/2018 12:18:29 PM
   of 255
 
LAST POST: Funding Prive' means Aller Prive' ? Best path forward IMO
Avoid Regulator arguments, Lawsuits over Quarterly statements which have been ... wow
Basta !

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To: frmrVZguy who wrote (189)10/11/2018 8:35:36 AM
From: w0z
   of 255
 
Where have you gone fmrVZguy? Would be interested on your take regarding Thales pending acquisition of Gemalto? Sequans appears to be very tight with Gemalto and with the parent Thales being French, I wonder if Sequans might become a more attractive takeover target for Gemalto?

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From: frmrVZguy12/18/2018 1:32:34 AM
   of 255
 
Tailwind? Orange announces 3.5Ghz 5G FY19, USA too see VZW, AT&T, cable co's; and UK too REFs

fiercewireless.com
rcrwireless.com
Orange to launch 5G in 17 European cities next year By Juan Pedro Tomás on DECEMBER 14, 2018 Some targeted markets include Belgium, France, Poland and Spain
French telecom group Orange said it aims to launch 5G technology in 17 major European cities across Belgium, France, Luxembourg, Poland, Romania and Spain during 2019. The telco said that these initial launches will pave the way for the company’s full-scale commercial launch of this technology, which is scheduled to take place during 2020.... initial services will mainly target enterprise customers... Orange Spain will deploy 5G networks in “three or four” Spanish cities in 2019... Orange Spain has been testing 5G
technology in seven cities in the country including Barcelona, Sevilla, Santiago, Vigo, Malaga, Valencia and Bilbao... The telco named Paris, Châtillon and Linas-Montlhéry as the next zones to host Orange’s new 5G tests. In Paris, Orange expects to introduce a platform designed for 5G demonstrations in the Opéra district where its Orange Opéra megastore is located... 5G services for companies will continue to be addressed in co-innovation projects at the dedicated Paris-Saclay platform, Orange said
.

rcrwireless.com
Orange says FWA will be key driver of its 5G rollout By Juan Pedro Tomás on SEPTEMBER 7, 2018... Orange will carry out these new technical tests in Marseille using 5G equipment from its partner Nokia. The French government previously said it expects at least one major city to have commercial 5G services by 2020 as one of the key initiatives of the country’s 5G roadmap

fiercewireless.com
Verizon: We’re ready to go with 3.5 GHz, will be primarily outdoor by Mike Dano | Oct 18, 2018... However, Stone warned that “right now there are no devices that support the CBRS band,” he said. “They’re lined up and ready, they’re just not here yet.”
He said he expects CBRS devices to begin to hit the market next year, and he said that customers who choose to upgrade to those devices “are going to benefit significantly” from faster connections
...

fiercewireless.com
FCC adopts county-sized license areas, 10-year terms for 3.5 GHz CBRS band by Monica Alleven | Oct 23, 2018

lightreading.com
Cable, Mobile Prepping for CBRS – DAN JONES, 10/30/2018 Jefferies & Company Inc. analyst George Notter put out a research note Tuesday stating that Citizens Broadband Radio Service (CBRS) spectrum 4G LTE networks are moving closer to commercial deployment in the US, with both mobile and cable operators. "We understand there have already been a number of field trials and the FCC has processed registrations for 15,000 sites (a.k.a. entities) to date," the note says. Commercial equipment supporting the 3.5GHz CBRS radios are expected to go online before the end of the year...

lightreading.com
Federated Wireless Sets Plan for Massive CBRS Band Deployment JEFF BAUMGARTNER, Senior Editor, 9/10/2018

lightreading.com
Three UK to Go Big on 5G for Home Broadband IAIN MORRIS, International Editor 11/12/2018 ... There might also be advantages in using mid-band spectrum for residential broadband services, rather than the extremely high-frequency "millimeter wave" bands that have grabbed all the attention in the US. "3.5GHz is the traditional fixed wireless band and how it works is well understood," he says... If Three can take full advantage of massive MIMO technology and its generous spectrum holdings, it may be able to overcome the challenges it faces on the capacity side. "It might not be a Rolls Royce service, but it will be pretty good," says Brown...

lightreading.com
... CommScope CEO Eddie Edwards said Thursday in a call in which he spent most of the time justifying the deal. "We believe with this transaction we can achieve growth and success that neither company could achieve on its own."... CommScope appears to have a lukewarm attitude about Arris's overall consumer premises equipment (CPE) business, recognizing that the video set-top box business is in decline while sales of broadband modems and gateways remain strong.

lightreading.com
Why CommScope Wooed Arris JEFF BAUMGARTNER, Senior Editor, Light Reading 11/9/2018

\/ ThisBelow \/ is about the mmWave component of 5G - not M2M nor LTE-CA

lightreading.com
Bill Shock: Orange, China Telecom Fret About 5G Energy Costs IAIN MORRIS, International Editor 11/26/2018

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From: frmrVZguy12/18/2018 1:36:50 AM
   of 255
 
EUTC letter update from my inbox 10/24. Uncertain timeline 'coming weeks' We're still in the fight. It ain't over.
After 4 years of patience and little indication of progress except these slim notes, its my reading of other company reviews (Google, Qualcomm, others) on Market Dominance that keeps me holding onto the belief that EUTC takes these matters seriously.
We are getting 'AMD'ed' as you have seen in our SP and revenues.

GLTA

Receipt of your request of 27/09/2018 - GESTDEM 2018/5063-AT.40484
COMP-C3-MAIL@ec.europa.eu
Wed 10/24/2018 3:12 AM
COMP-ACCESS-TO-DOCUMENTS@ec.europa.eu;COMP-C3-MAIL@ec.europa.eu
Dear Mr XX,
Thank you for the above request. Whilst I cannot give you a precise timeline, we hope to revert to you in the coming weeks.
Kind regards,
Nicholas BANASEVIC
Head of Unit
cid:image001.png@01CE65EC.45FF9CB0
European Commission
DG Competition – Unit C3
Antitrust - IT, Internet and Consumer electronics
Office: MADO 27/069
B-1049 Brussels/Belgium

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From: frmrVZguy12/18/2018 1:39:38 AM
   of 255
 
Renner V. Sequans case status in case you didn't know see this link for minimal status notes
pacermonitor.com

Docket last updated: 12/06/2018 11:59 PM EST
Monday, December 03, 2018
56 motion Stay Mon 2:23 PM
Letter MOTION to Stay action, filed jointly on behalf of Plaintiffs and Defendants, pending the parties' scheduled mediation by Deborah Choate, Georges Karam, Sequans Communications S.A.. (Kramer, James)

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From: frmrVZguy12/18/2018 2:08:59 AM
   of 255
 
@GaryMI RE "Why has adoption been slow?" See this article on standards and notice the terms 'fragmenting the market' and recall that our SP crash began the very same day of the GK warning: "fragmentation in the Internet of Things (IoT) market could prove a threat to the segment’s development"
NYSE: SQNS · October 4, 4:06 PM EDT 1.93-1.13 (36.93%) After Hours 2.00+ 0.07 (3.63%) Vol 8.04 M

eetasia.com
IoT Slow to Adopt 4G 23 October 2018 Rick Merritt Ball rolling in China only, after government subsidies SAN JOSE, Calif. — New LTE standards for cellular IoT are off to a slow start with some carriers just now turning on relatively expensive services. Nevertheless, competition in silicon making wide-area IoT links is strong, and the 3GPP's road map is expected to drive a wave of chip upgrades for cellular IoT. Long term, the Narrowband-IoT (NB-IoT) version of LTE and its unlicensed rival LoRa are expected to dominate wide-area wireless deployments in the Internet of Things. But getting there may take time. “The volumes are not taking off anywhere but China and even China isn’t growing at the pace it was predicting. Their initial projections of 600 million units by 2020 won’t happen,” said Christian Kim, a senior analyst for IHS Markit, which plans to update its forecast in December. “Markets are still below what we expected a year or two ago, primarily due to the immaturity of the networks, especially in Europe where there is not wide coverage for NB-IoT. We are now on the ramp we expected would have come six to nine months ago,” said Vieri Vanghi, a 20-year Qualcomm veteran who launched and manages its LTE IoT business... Many IoT software platforms also are fragmenting the market. Developers are starting to standardize on device management standards from the Open Mobile Alliance, but carriers and third parties are still spawning their own proprietary software stacks, Vanghi said... It’s a highly competitive time for the sector. The potential for cellular IoT has attracted at least a half dozen chip rivals including Altair, HiSilicon, Mediatek, RDA and Sequans. Some expect a shakeout will eventually winnow out some competitors...

mobileworldlive.com
Sequans boss warns on IoT fragmentation 04 OCT 2017 INTERVIEW: Georges Karam, founder of LTE chipmaker Sequans Communications, warned that fragmentation in the Internet of Things (IoT) market could prove a threat to the segment’s development, as he urged for more “simple” solutions. Karam, speaking to Mobile World Live, noted that low power wide area networks for IoT, such as LTE-M or NB-IoT, have been built from scratch, and it was actually “easy” for operators to upgrade their networks. The problem, he believes, comes after the connectivity is in place. “You see that operators like Verizon and AT&T in the US, in less than six or seven months, they have networks up and running and we’re seeing this on a global basis,” he said. “For me, going further, you need to see things made more simple on IoT because of the fragmentation of the market. You need to allow any developer to use this connectivity, in the same way they would do if they were connecting a device to Bluetooth for example. And so, you have some challenges there related, for example, to the certification, the ease of use, the data plan of the carrier, and adapting the data plan for IoT application.” Karam also said the true promise of LTE technology for IoT could only be achieved when the price of a single module reduces to a single digit, such as $5. This, however, also needs to be complemented with a cheap data plan.
In the interview, Karam also opened up on the evolution from M2M, underpinned by 2G connectivity, to IoT. Click below to watch.
Interview: Sequans

mobileworldlive.com

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From: frmrVZguy12/18/2018 2:22:25 PM
   of 255
 
Spoke to (Unnamed) Law for the first time today.
I offered my research and Pro Se filings results.
Best thing I can accomplish, I believe, is public awareness of a defense against the Un-named Defendant by EUTC to encourage Market acceptance. A bully is interfering in the Market. IMO

We are getting 'AMDed' by _______ y'know who.

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