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Sequans Communications S.A. Message Board

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  • troy754 troy754 Oct 6, 2012 10:38 AM Flag

    Shorts

    Sorry, there is 3G in India, they got it 2011, predictions of 100m users of 4 g in 2014 though

    Sentiment: Strong Buy

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    • I looked over the last CC again and info from the CEO was great but the stuff in the Q@A was what I liked even more. Like the CEO made these comments.

      "we are in a mode where we are not any more sampling thousands of units. If you want, when I say mass production, we are in a mode where we have customers to whom we are shipping maybe multiple of 10,000 or whatever, I mean, 10,000, 20,000, 30,000 units to those customers."

      "We expect bid by the way to come from China Mobile for the Q4 time frame. It will be a larger bid than the first one where we were part of it. Hopefully, we will win a portion of it and obviously expect this to expand next year where I believe even it will – all this flair will go to larger or initial deployment where we should expect to see maybe an addressable market of few million units there next year."

      Also said he expects the clearwire contract to kick in during the middle of next yet.

      Sentiment: Buy

 
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