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[matt24d]

SQNS I went through their last conference call today and the writing is on the wall. The CEO was saying that he had some stuff in the works with China telecom that would add revenue this year. Well we just landed those. Then he said that the China telecom design win would be very big because 25% of the initial products would be single mode LTE. Again we landed those two deals with China telecom. Also we have more sizable tax credits coming as well that are going to add a nice chunk of cash to our bottom line. Then they moved corporate headquarters and that was supposed to save them like 40% a month. This is another thing that should add to their bottom line this next Q. I bet their wimax inventory shows continued decrease with the new Walker wifi router being the number 1 in Japan right now. I think this Q is going to be a good one as well as Guidance. The CEO stated that the move by China telecom was a much welcome surprise. This tells me that their guidance for this Q probably was not anticipating anything from China telecom since they had not landed them yet. Now that they did china telecom is moving much fast then the probably figured being they are trying to play catch up to China mobile. Right off the bat if China telecom did 200K devices on that launch then 50K of those could be single move LTE devices. So if we even did 25K of that it would be a nice addition of revenue right off the bat. Also back to the walker router. This product has been on the top of the list for a few months now for the top selling router in Japan. People can do what they want but My shares are staying put. I think this company is setting up for a nice Q and even better NICE!! guidance. Not to mention like you pointed out this next conference they are the sponsor and I have never seen that before. I think we need to find out who all is also attending this one. Not to bad to have SQNS center stage for a M2M conference up in front of the big industry guys.