m*n
3 楼
SQNS
g*u
11 楼
SQNS's niche is WiMAX.WiMAX is dead.
SQNS and BECEEM last year all came out with claims of LTE/WiMAX dual mode
chips.
But, carriers are not interested in this kind of dual mode, except perhaps
Sprint.
Then, they claim they integrate TD-LTE as well. But, commerical rollout of
TD-LTE will take time and will probbaby be limited to China and India. QCOM
has every intention to reap TD-LTE markets (as evidence, they put up 1
Billion to acquire India 4G spectum last year). SQNS's sillicon cannot
compete with QCOM's.
BRCM as we know, picked BECEEM over SQNS. BTW, the latter is a French company.
All in all, NVDA has little use for SQNS. Even IDCC would be a better fit.
The sweet spot for such deals is IP first, people second.
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: NVDA should buy SQNS.
:
: venture
SQNS and BECEEM last year all came out with claims of LTE/WiMAX dual mode
chips.
But, carriers are not interested in this kind of dual mode, except perhaps
Sprint.
Then, they claim they integrate TD-LTE as well. But, commerical rollout of
TD-LTE will take time and will probbaby be limited to China and India. QCOM
has every intention to reap TD-LTE markets (as evidence, they put up 1
Billion to acquire India 4G spectum last year). SQNS's sillicon cannot
compete with QCOM's.
BRCM as we know, picked BECEEM over SQNS. BTW, the latter is a French company.
All in all, NVDA has little use for SQNS. Even IDCC would be a better fit.
The sweet spot for such deals is IP first, people second.
【在 b******r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: NVDA should buy SQNS.
:
: venture
b*r
13 楼
Someone recommended IDCC for a long term value play last week.
$40 ok entry?
QCOM
【在 g*****u 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: SQNS's niche is WiMAX.WiMAX is dead.
: SQNS and BECEEM last year all came out with claims of LTE/WiMAX dual mode
: chips.
: But, carriers are not interested in this kind of dual mode, except perhaps
: Sprint.
: Then, they claim they integrate TD-LTE as well. But, commerical rollout of
: TD-LTE will take time and will probbaby be limited to China and India. QCOM
: has every intention to reap TD-LTE markets (as evidence, they put up 1
: Billion to acquire India 4G spectum last year). SQNS's sillicon cannot
: compete with QCOM's.
$40 ok entry?
QCOM
【在 g*****u 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: SQNS's niche is WiMAX.WiMAX is dead.
: SQNS and BECEEM last year all came out with claims of LTE/WiMAX dual mode
: chips.
: But, carriers are not interested in this kind of dual mode, except perhaps
: Sprint.
: Then, they claim they integrate TD-LTE as well. But, commerical rollout of
: TD-LTE will take time and will probbaby be limited to China and India. QCOM
: has every intention to reap TD-LTE markets (as evidence, they put up 1
: Billion to acquire India 4G spectum last year). SQNS's sillicon cannot
: compete with QCOM's.
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