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Sequans Communications S.A. Message Board

  • gsuntaiwan gsuntaiwan Jan 28, 2013 4:30 PM Flag

    No LTE integration on Intel processors until 2014

    Posted by Android Authority. I think there is good chance for Intel to acquire SQNS. Just thoughts; Any comments?

    1. SQNS's LTE specialty fit into INTEL Wireless Profile very well. It does not have 2G/3G overlap with Infineon Wireless. ST-Ericsson or Renesas have too much overlap.
    2. SQNS has only 200~ employees. It is much easier to absorb.
    3. Expose (experience) to China and India market has fit Intel's strategy -- start with low end massive market. Not compete with Apple or Samsung directly.
    4. Softbank-Sprint-Clearwire definite is a plus.
    5. Paris is not far from HQ of Infineon Wireless. It is much easier for integration.

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    • Unrelated to the post by Android Authority, I thought Intel needed to do something to spur growth after there last quarterly report and the market's reaction. Honestly, I do not think SQNS will be acquired by anyone in the near term since I believe they will want too much of a premium to current market value. When they went public, I believe they only issued like 7.7 mils shares which leads me to believe much is still held by the original investors (and 9% by Mr. Karam himself according to SEC filings). Anyway, they will not sell cheap since now they are waiting for their design wins to kick in during 2H 2013 and I believe they also know the current value does not reflect where this company is headed. Since no one would pay the premium they would want, I think they will be independent until they increase their revenues and share price and then could probably command a higher premium more in line with what they would want. Anyway, just my opinion, but in some ways I also would not want this company bought out for even 100% or 200% premium since I believe it has more potential than that as an idependent company.

      Sentiment: Strong Buy

      • 1 Reply to motownvg
      • I agree on "NO" to a buyout. We have too much potential and would never get what we should for the company and it's chip pattents. I also think Broadcom could be a suiter due to their lag in LTE chips. Maybe a bidding war is what we need to spur things along. I'm not selling no matter what unless they would come out with a $15-17 buyout (figuring about 10PE/ 43 million shares and 300million in forward revs next here) and am accumulating down here on the cheap. We have the best chips in our market (TD-LTE) and way ahead of the pack on this. Should be a banner year latter this year and into next year.

        Sentiment: Strong Buy

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