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   Technology StocksSequans, the investors board


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From: frmrVZguy7/21/2019 1:12:47 PM
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errata: 2017 statement of Objections, not 2018

There are two apparent reports that give hope to SQNS shareholders
- EUTC attempt to streamline proceedings and total duration to conclusion.
- My offer and request at the initial filing of COMPLAINT requesting that EUTC give regards to the UNNAMED DEFENDANT's reported actions to enforce compliance internally waaay back dated 2016, with the actual internal training initiated 2015 around the time of C-Level management changes. I noted that those actions indicated remorse and reform and desire to remain in compliance to a prior order and thus we should consider them genuine and thus EUTC should consider some charges of a lesser degree than initially indicated in order to expedite the entire case.

Is EUTC and the UNNAMED DEFENDANT willing to have a 'come to Jesus' and finish this early?

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From: frmrVZguy7/22/2019 5:31:43 PM
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7/19 Fiercewireless Report: CBRS Testing completed SAS vendors begin filing to FCC. ops 4-6wls
Thanks Monica.

fiercewireless.com
NTIA’s ITS wraps final CBRS test reports by Monica Alleven | Jul 19, 2019 3:52pm...
“We received our final ITS report yesterday and filed it with the FCC today," Federated Wireless CEO Iyad Tarazi said in a statement provided to FierceWirelessTech. "This initiates a review process that will last approximately four to six weeks, at the end of which ICD will begin...

----
reader mode
NTIA’s ITS wraps final CBRS test reports by Daniel Bukszpan Jul 22, 2019 12:43pm

ALSO
Bevin has two mmWave devices to discuss: a MiFi-type and an overheating smartphone.
Gawd, how do people ignore this stuff? Oh yeah, muppets. (Security, Android, privacy....sad)
Thanks Bevin.

fiercewireless.com
5G networks deliver super-fast speeds, but new next-generation smartphones need to chill – WSJ by Bevin Fletcher | Jul 22, 2019 10:56am
and
fiercewireless.com
Verizon lights up 5G in St. Paul, introduces new mobile 5G hotspot by Bevin Fletcher Jul 18, 2019 10:51am

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From: frmrVZguy7/23/2019 9:57:51 PM
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After six years of MDM modems ends where does AAPL get its LTE-only modem? Inquiring minds wonder..... MDM is QCOM. XMM is INTC.

I posted some justifications to buy XMM IP assets and tech here
Message 32252755
There's gotta be more than one reason to spend a billion dollars. In a futurQualcomm Moderated Thread - please read rules before posting-20 minutes ago

  • There's gotta be more than one reason to spend a billion dollars. In a future LTE-only world mmWave isn't enough.

But the curious path AAPL is on suggests they want a Single-RAN solution to match a future world of LTE-only cellular with a built-in HUB for all the LoRAN connectivity needs of IoT and IIoT. It has seemed that XMM never acquired the low-energy IP needed for future long duration devices.

Do you recall how AAPL's Cook made a trip to Paris waaay back when President Macron was elected and then pushed an opening of IoT beyond DRC to include PRC?

Hmmmmm........

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From: frmrVZguy7/29/2019 1:46:35 PM
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IIoT Zero Day Recovering from a quietly conducted discovery and patch
Longer post under AMD
Was this the reason for IoT and IIoT delays?

here Message 32260128
Wind River's VxWorks Zero Day allert: Warning As 2 Billion Medical, Industrial And Enterprise IoT Devices At Risk Of Attack

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From: frmrVZguy7/30/2019 5:57:22 PM
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2Q19 CC quotes: USA NB-IoT launches this Q, Our 3 biz segts doing and moving well

Well that's it in a nutshell, folks. Unless you needed another dose of GK here:
  • " We have 6 months to come into compliance."

^THIS^ gem was the response to Deb's response to Gary Mi about Share Price recovery as the final question of the CC wherein she said:

  • "We expect Share price to recover (on its own)"

From the Fin Stat this gem: 3mos 3mos
  • Accumulated deficit (289,965) (272,036)
  • Convertible debt and accrued interest 17,747 19,723
  • Total non-current liabilities 41,248 40,396
Oh, you want an encore of GK? Here:
  • I can confirm gaining iot traction
  • bbd recovery on track
Just like green cheese pizza, its warm and fuzzy.

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From: frmrVZguy7/30/2019 6:07:43 PM
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Charlie Ergen of DISH cancels NB-IoT network plans leaving TAM fight to others. In USA that's T, VZ, TMUS and S.
It's helpful to reduce splintering the market into itty bitty deals.

Now the question is can SQNS make a sale when the other guy is already winning and leading the RACE to SCALE.
GK says he has the only non-PRC optimized NB-IoT so why is the other guy winning?

------
fiercewireless.com
Dish execs confident on ability to offer disruptive wireless pricing by Bevin Fletcher | Jul 30, 2019 11:14am ... Along with its $5 billion agreement for assets, Dish also struck an MVNO deal with T-Mobile... Ergen acknowledged its NB-IoT network, which Dish started building last year and planned to spend up to $1 billion on, wasn’t one “to be proud of.” Still, it provided Dish with experience about wireless network permitting, site construction, and provisioning. Dish is halting work on the NB-IoT network, and will redeploy those resources for its 5G standalone (SA) mode network plans. “It’s a very cloud-centric approach, it embraces the mentality of virtualization from the ground up,” said Ergen of the network.

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From: frmrVZguy8/1/2019 6:56:51 PM
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CC Quote: "recurring revenue from your wildest dream" Has he gone mental? Candyman can.
He has caught the Beijing Flu and gone all frothy in the head with notions of dotcom super-successes.

Cash is low. Debt is higher. Sales are lower. Forecast for sales is uncertain.
Never been closer...

Cue the Music:

en.wikipedia.org
  • Who can take a sunrise
    Sprinkle it in dew
    Cover it in chocolate
    and a miracle or two?
  • The candyman can cause he mixes it with love and makes the world taste good


seekingalpha.com
As indicated last quarter, we believe we are very well positioned to complement various mass market device technologies with LTE for IoT connectivity via some sort of non-exclusive licensing arrangement with recurring revenue from your wildest dream. We are engaged with a few potential partners to develop this new go-to-market strategy. And on the last call, we indicated that we were close to finalizing a new deal this time. To update you on the status, some of the discussions have become more complex as we are potentially expanding the scope of this relationship...
As I noted on the last call, there is no doubt that the interesting value of our technology, our know-how, our existing relationships and our large pipeline of business is increasing all the time...
Accounts receivable at June 30, 2019, was $12.5 million, an increase from $8.3 million at the end of Q1, reflecting the increase in revenues, invoicing of NRE milestones and the timing of shipments and billing. DSOs were 113 days, up from 101 days at the end of Q1. Our inventories decreased to $6.9 million from $7.6 million at the end of March, and trade payables were about the same at $7.4 million compared to $7.5 million at the end of Q1...
So I don't want to give a projection, but we are optimistic on -- that we will be on target for the second half of this year... (ED: << There it is folks, that old Christmas chestnut. The gift that keeps giving.)
Tristan Gerra
Since the Huawei ban was enacted, have you seen any renewed interest from non-Chinese customers that previously were looking at using high silicon and any other impact that you may be seeing from those trends that are unfolding?
Georges Karam
Tristan, obviously, I mean without commenting the geopolitical, say, impact of this that could be negative and so on for everybody. But if we focus really on the positioning of Sequans, we have definitely a unique position there because we can take advantage of this, specifically in the NB-IoT area because all the NB-IoT technology has been originally driven by the Chinese and all the Asian customer focus on building NB-IoT and dropping CAT M are doing much from CAT M. On the other side, U.S., Europe, I would say, semiconductor company were building CAT M, and they did the NB-IoT just only as a version of software without major change of the cost structure. And Sequans, we took the bet to start like this, but very quickly come with then a solution, which is NB-IoT only that looks like the Chinese version, essentially to address the remaining of the market. And from this point of view, definitely, we have a highway in front of us to be almost uniquely positioned if the Asian, they don't come to this market to serve the market with NB-IoT only. Because all our competitor, the closest to us in the western world, they have solution that they are dual-mode CAT M/NB, which is we have already, as you know, but they don't have a solution, which is dedicated NB-IoT. So this is a plus for the company. But it's very hard to predict the future on this business only as this is related to geopolitics decisions that can change over time...
Unidentified Analyst
I'm sorry. Sequans' stock has been out of compliance for about 1.5 months with the NYSE. Is it more likely that it will come back into compliance by the stock price recovering? Or will you be looking at doing a reverse split?
Deborah Choate
We believe it's more likely it will come back into compliance through an increase in the stock price.
Georges Karam
And we have six months, as you know, to be in compliance.

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From: frmrVZguy8/2/2019 2:46:20 PM
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SPRINT Fin Stat yesterday "Data device net additions of 262,000"

seekingalpha.com
.....
Sprint Reports Fiscal Year 2019 First Quarter Results
Postpaid net additions of 134,000
Data device net additions of 262,000 were partially offset by phone net losses of 128,000
Average postpaid accounts were stable year-over-year

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To: frmrVZguy who wrote (241)8/6/2019 1:53:55 PM
From: frmrVZguy
   of 256
 
Shots fired by Dept of Treasury in Banking Wars: Here's how to understand the Investing opportunity.
---------
So, What the H3LL is going on with USA v PRC trading agreements?

All those Rastafarians and Rasputniks and Blavatsky devotees in the liberal anti-POTUS crowd will never get it reported truthfully. The TRUTH isn't found in the smoke of a blunt. And isn't that odd that that's what they were accusing the snake-handler RNC-types of? Pentecostal Mentalism?

- China is in a desperate cash-flow bind and has been reaching for Equities, and cash from PRC entities without warning or permission to satisfy basic bookkeeping in their over-leveraged Market.
- Overseas accounts received a mini-flash crash in FOREX to permit ROI at the point of a spear/sword/pistol. PRC demanded a cash injection from its overseas accounts and they did it with a small FOREX rate sweetener. Rush to cash via equities sales.

= >> POTUS isn't stupid and POTUS doesn't want to destroy the Market here nor there where we sell STUFF that come home to USofA. (Duh!)
=>> IMO this mini-flash crash in FOREX was actually a _coordinated_ _action_ between USA and PRC in a very gentlemanly and Statesman-like fashion with EU awareness following years of EU Regulatory actions BECAUSE....

=>> China has been warned that our Treasury is about to initiate a very forceful regulatory period just like Spain did with all those Chinese Nationals over there who were sending cash home to PRC without declaring nor paying taxes. Banks seized accounts without warning. PRC criminals are likely doing the same thing here and now its our turn to seize accounts and they kn ow it. PRC wants its haircut NOW.

=>> POTUS has actually acted with great tact in demonstrating to Xi that he doesn't want to destroy his economy but he is dayum shore gonna enforce the behavior expected and now demanded. I see a high level of Statesmanship.
= >> this is a way that POTUS is showing Xi that he is a Leader that can be negotiated with and will set expectations and stick to them. The alternative in the DNC camp is .... unknown. And if that person were negotiating silently behind the scenes, well that would be an act of treason and illegal Agency.
PRC may not like getting caught with their hand in the cookie jar... but they can't deny the truth when the arrests show up in court with evidence-based charges.

I am of the opinion that Xi is going to get a deal that makes both USA and PRC economies healthy if he can just accept the Western 'norms'.
Our allies in dotEU and dotIL are also going to give an ovation when that is accomplished.
IMO
---
I Didn't vote for POTUS 2016. I vote for POLICIES, not personalities.
I like what policies I've seen to date, style is uhhh... gulp... a little hard to swallow sometimes.
But it makes for entertaining political kabuki theater

i <3 good enforcement givem h3ll mr potus #voteyou2020 #better_than_reagan

home.treasury.gov
Press Releases
Treasury Designates China as a Currency Manipulator
August 5, 2019
Washington – The Omnibus Trade and Competitiveness Act of 1988 requires the Secretary of the Treasury to analyze the exchange rate policies of other countries. Under Section 3004 of the Act, the Secretary must "consider whether countries manipulate the rate of exchange between their currency and the United States dollar for purposes of preventing effective balance of payments adjustments or gaining unfair competitive advantage in international trade.” Secretary Mnuchin, under the auspices of President Trump, has today determined that China is a Currency Manipulator.
(more)

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From: frmrVZguy8/13/2019 12:45:27 PM
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An Open Letter to Hong Kong: Goodbye Yellow-Brick Road, Hello Road Less Traveled
The Trading tit-for-tat has reached its apex.

Financial tricks have been conducted and the economic firing squad is now out of bullets.

Your President is now at a moment of genuine desperation and you need to appreciate his point of view or suffer a surprising deprivation, perhaps up to including your own Life.

You have seen this coming and the perfect proof of what I present in this Letter is the annunciation of a new Cardinal agreed with the Vatican. You need to understand that both your President and your Bishop of Rome view you as pro-test-ants deserving an act of suppression just as the uprising led by a Pastor Munzer in Germany some 500 years ago was also put down by secular leaders at the request of Religious leaders including Luther himself as enunciated in his Letters to Princes.

You are facing a situation demanding that you set aside your belief that you posess an enlightened understanding of Rights superior to your President, the Bishop and his Cardinal.

We in the USA have seen this before. We were once successful in our Revolutionary War but have seen a more calculated and careful War conducted across separatist Eastern Europe and Balkan states. And those states have now at this date AD2019 all fallen and the Protest Reformation in those states is all but destroyed. Surprisingly, so has the Lutheran Reformation here in USA also fallen as of AD1999 by a Constitutional convention reuniting Lutherans to Rome via a satellite diocesan agreement with the Anglican diocese. The USA protest has fallen on the field of thought without a single shot fired nor blood spilled.

This is your situation today.

But the Leader you face is in a different predicament, a situation of financial weakness that could become political weakness if he does not exert himself to control the protest. You see, he has deployed all the important financial tools available except for the tool of time and repetition of the already used tools. But he is facing a newer and dire threat - hunger. Time is no longer on his side.

You already know that crops in PRC are failing and water shortages and pollution are at the source of the failures. Cattle are also failing due to disease and lack of feed stuffs and water. These are in our Western news sources and readers of China news have been accounting of the shortages for several years now. I am one of those observers. This means President Xi is faced with a horrible truth: his population is too large to feed. And this means he is desperate to feed the population. Since he has no easy path to feeding his people he is faced with the duty as Supreme Leader to choose whom to feed.

This is the cause of my letter to you today. I implore you to recognize that a new calculus is underway in Beijing that is deciding whom is worth feeding: and you should recognize that disrupting protestants and elderly non-workers are likely disposable in the harsh math of survival.

You must consider that euthanasia in all forms including public violence are now part of the new politic.

And a President of a major economy also knows that an act of peace-disturbance is also destabilizing to World Markets. That President likely knows that it is useful to disrupt a foreign adversary's markets.

We in USA cannot help you except by consultation. I suggest you observe what has transpired across the Balkans, Eastern Europe, and also here in USA. Reformation has fallen. A despotic Empire of the Mind has taken control of Nations via a grassroots 'Jack-the-Ripper' scheme of official subversion. Even foreign mercenaries are invited to be used to subvert via displacement. Nationalist security and law-preservation movements are disrupted and called horrible exclusionary names by official propaganda machines that look like news sources. It is all too much and too carefully planned and too well conducted for individuals to resist. It is all lost in the West.

Here the elderly are abused in their own homes by break-ins and assaults with drug injections, urine poured over a drugged and sleeping body and bedding, theft of ID and wealth and more. Snakeheads, MS-13 and England's Yale Society and Guild mercenaries run rampant. Debauchery is the goal and the product. Washington fiddles around and pretends to givadamn.

Immigration is used as a recruiting scheme like Network Marketing for Organized Crime. Youth are lured by excitement and vice and convinced it's a world of freedom and opportunity as long as they 'get in early' and 'rise to the top' despite the obvious slavery to vices. Captains of industry eagerly embrace cheap labor and ignore homeland defense and education with a 'It's not my job' shrug of the shoulders. Congress is eager to appease 'Market' demands and any protest is an existential threat.

It is as though Ancienne Regimes have deployed mercenaries under their command and authority and have extended their own Rights as Kings under the auspices of the Vienna Treaty on Diplomatic Relations. Our own Law Enforcement is denied jurisdiction over card-carrying 'diplomats' with immunity. The case of Epstein doesn't demonstrate justice at work. It proves Vienna at work and injustice reigning for some 30 years just in his case. Priestly child abuse follows the same model of 'diplomats' with immunity.

You should not expect support from POTUS who as Head of State likely doesn't even know how 'diplomats' with immunity debauch a foreign Nation. He has the authority to suspend a treaty but will not if he is distracted. And he is most certainly distracted.

You must now make a fateful decision.
Godspeed.

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