This is a risk-of-sanction or risk-of-entity-list-restrictions sale. It's ok to call it that.
Ask yourself, what will ADI, Tri-Ed, and everyone else do with their Hikvision / Dahua inventory if the sanctions or the entity-list happen?
John is painting a picture that once the sanctions and tariffs are in place, integrators will be able to return to the glory days of prosperity. He's claiming that the race to the bottom is over, but IPVM has been influential in making sure it isn't.
If Hikvision and Dahua are added to the entity list, tons of integrators are going to lose major revenue, perhaps their jobs - just look at Huawei prices. How easy will it be to compete with something 90% off?
John is promising you salvation but delivering you a situation where everyone still invested in Hikua inventory will dump it at or below costs, just to be rid of it.
He's promising financial rewards, but many of you will reap financial pain.
NOTICE: This comment was moved from an existing discussion: Who Is Raising Camera Prices Due To Tariffs?