NatinalZ (SQNS customer) up 15% in two days. The only hints from news is 4G launch. SHE:300077
The majority of China Mobile LTE device purchase this year is data devices.
中国移动今年4G(TD-LTE)终端的 (terminal) 采购计划总数为124万部 (1.24 million)，其中90%为MIFI和CPE，另10%为数据卡 (USB Dongle)，TD-LTE手机 (Handset) will be very limited.
Looks like tender is being delayed to June. No catalyst, no contracts, no news. 1.40 soon 1.30 not much later.