Sequans Communications (NYSE:SQNS) is a stock that I wrote about in the past which is starting to realize its potential. I spent time with the company in New York at the Needham Growth conference in January and at the Mobile World Congress in Barcelona in February, and am increasingly comfortable with the Sequans investment thesis.
Sequans makes 4G chips for LTE and WiMAX mobile devices. Sequans was founded in 2003 to address the WiMAX opportunity, and starting in 2010 underwent a transition from the fading WiMAX market to the LTE (long-term evolution mobile-standard) market. The advantage of the WiMAX experience is its similarity in design requirements to that of LTE. Thus, Sequans had a large head-start when designing...
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