AAPL not getting China Mobile is a good thing for SQNS. This will buy them some time to get branch out from just data devices and hopefully get into some locally produced phones. I wonder if some of the sticking point (besides paying subsidies for phones) is that CM would like some local vendors to have some parts in the iPhone??? One thing that does make me nervous is the consoliation that is happening in the chip world. SQNS will be going up against some folks with deep pockets. QCOM, BRCM, etc. Would still love to see them partner/get bought by INTC.
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