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.

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.

**'* ********* ********* *******, *** **** of *** **** **** ********* ****.

******: **** ******* *** ***** **** an ******** **********:*** ** ******* ****** ****** *** To *******?

Reactions:

(1)

Undisclosed #1

***** **** ******* *** ***** **** the ******** **** ****** ** ***** as * *** ********** ** ***** to **, * **** ******** ** reply **** ** ****:

"John ** ******** * ******* **** **** *** ********* *** ******* *** ** *****, *********** **** ** **** ** ****** ** *** ***** **** ** **********. He's claiming that *** **** ** *** ****** ** over, *** **** *** **** *********** in ****** **** ** ***'*."

*** *** ******* ****** ************ **** you ******* ******** ** **, ** is *********** ** ** **** *** seem ** **** ** **** ** see ****** ******* **** *** ****** perspective.

*** **** ** **** ******* ***** that * ****** ** ** *******... cuz * ***'* ***** **** **** readers ** **** ***** ***** **** this ****. **** '**** ** *** bottom ** ****' **** **** ******** this *********:

"China *** '****'
** ** *****, **** **** *** **** **** *** ******* ************* *** 'over' ** '****'.
**** ** **** ** *** ******, held ** ****, **** ******* *** foes ** *** ******* *************, **** Dahua *** ********* ***** ******* ******** the ******.
**** ***** **** *** ******* ************* need ** ****** *** * *** strategy *** ********* ******* ** **** with ***** **********."

*** ***: * ******* **** ***** on ******** ******* ** * **************/****** vehicle... *** ****** **** **** ****** (clearly *** ***) **** **** **** same ******* ****** - *** **** been ****** ***** ** * *** longer **** *** ****.

***** * ** *** **** ******* (who ****** *****[other ****]) personally, Gen IV has been around for more than a decade doing what you do... it was one of the reasons the integrator company I used to work for back in 2006 used their stuff.

Reactions:

John Honovich

IPVM

* **** **** *** *** ****** since **'* ****** *** ***** ** the ******** ***.

*** *******,**** ** *** ******** ******* ** ********* **:

***, ** *******'* *********:

** ********* *** ***** *** ***** to *** ****** ****, **** ** integrators *** ***** ** **** ***** revenue, ******* ***** **** - **** **** ** ****** ******. *** **** **** ** ** to ******* **** ********* **% ***?

**** *** **** ***** ********* ** how **** ***** **** *** ********. But ****'* ***** *****.**** ***** ******** ** **** **** 8 ****** ***, ** ********* ****. ** ********* **** **** ********** their ***** ***** ***** **** ** on ****. **** ** *** ****** out ** *** ****. ****, **** have **** ** ****** *** **** is ** ****.

**'* ********* ********* *******, *** **** of *** **** **** ********* ****.

**** **** * '********'? ****** ***** and **** *** ******** ******** * have ****.

** *** **** ******* *****, ******** dependence ** ******** **** ** ************* regime *** ** ******* ** ***'* own ***'* ** **** *** ***** dependent. ***, ** *** **** ***, it's *******.

Reactions:

(8)

Undisclosed #2

IPVMU Certified

**** *** **** ***** ********* ** how **** ***** **** *** ********. But ****'* ***** *****.

*** **** ******** ** “*** **** will ** ** ** ******* **** something **% ***?”

*** * ***** ******* **** ** referring ** (** ***** ** ****) non-Hikuan ******* ********** ********* **** *** flood ** ***** ****** ********.

*****, **** ** ****’** ******* ****** from ****** ******, ** *** ** legal ** **** ******** ***** *********.

Reactions:

(1)

Matthew Nederlanden

> *** * ***** ******* **** ** referring ** (** ***** ** ****) non-Hikuan ******* ********** ********* **** *** flood ** ***** ****** ********.

***, **** ** ******* **** * am ******.

Reactions:

Undisclosed #1

"***, **** ** ******* **** * am ******."

*** **** ********** ******* ** *** imagine ** ******* ********** ** *** US?

Reactions:

(1)

Matthew Nederlanden

******** ********, *** * ***'* ****** know. *'** **** *** * ****** answer ***** * *** *** ** church.

**** ***** ****, ***'* *** ***** selling **** ******* *****, *** ***** after *** *****/***** ******? ****'* ******** our **** **** ** *** ** a ********.

Reactions:

Undisclosed #1

"******** ********,but * ***'* ****** ****."

** *** **** ** ******* ******* as **** **** ***-***** ******* ** other ******* ****************** *** '*****' ** ********** ***** hardware ** *** ** - **** though ******* ********* *** **** ** **** *** much ********** ******* ** ******* ** the ** ******* ** ** '******' at *** ***** ** ***-***** ******* of ******* ********?

**** ******** ** *** **********.

Reactions:

(1)

Undisclosed #2

IPVMU Certified

...*** **** ** ******* ******* ** fact **** ***-***** ******* ** ***** Chinese ****************** *** '*****' ** ********** ***** hardware.

** ** **** ** *******, *** ‘flood’ *** ** **********.

* ***** ** **** **** ** grant *** **** ***** ** ****** a **** **** ** ****** ******* and ********* ********* ** *** **, presently. ** ***** ** **** ***** in *** **, ***** *** ** be * *********** **********. ***** ****** chain *** ******** ** *********** ***** sales.

** ********* ** **** ******* ******* is, ****** ** ****** *** **** action ******* * ******* ******* **** will **** ***** *******?

** *** *****, ** * **** a ** ******, ************ ** *********** (I’m ***), * ***** ****** *** ban ** ** ****-**** *********** **********, even ** ***** *** * ****** of ****** ***** ******** *********.

Reactions:

(4)

(1)

Matthew Nederlanden

* ** *** ****** ** *******'* do ********.

** * **** **** ****** ***** 2020 ** ******. ***** ********* ********** is ******. ** **** ***** *** unfair.

*** *** ***'* ****** * ******* with * ******. *** *** **** defeat ** **** ******* *******.

Reactions:

(2)

Chris Chambers

•May 31, 2019

*** *** ***'* ****** * ******* with * ******. *** *** **** defeat ** **** ******* *******.

**** *** ******* ******* *** **** the ******* *** * $*** ******* or ** *** **** ***** ******* with *** ******* ******** *** *******, the ********* *** ** ***** ** the ******* ******** *** *******. ***'* got **** ** **** ** *** tariff ******?

Reactions:

Matthew Nederlanden

** ********* ****** ***** *** ****** the *********** ** ****** ************ ** Huawei ** **** ** * ******* trade **** **** *******.

* ***** ****** *** *** ** be ****-**** *********** **********.

**** *** ***** ** ** **** with *** ****** **** ** *** president:

*** ****** *** ** * ********** chip. *****'* ** **** **** ******.

Reactions:

Matthew Nederlanden

* ***'* **** *** **** *** weigh, *** * **** **** ** you ****, ***'** **** **** **** to *****.

Reactions:

(1)

Undisclosed #1

*** **** ***** ******** ***'** ******* that *'** ******** ****** ** ********* with.

Reactions:

(2)

Undisclosed #2

IPVMU Certified

...*'** **** *** * ****** ****** after * *** *** ** ******.

** ****** ******* **** *** **** you’re ******* ***** *** ********* ******** in *** ****** ** **** ;)

Reactions:

(4)

Matthew Nederlanden

**'* * ****** ******** ** *** amount ** ********* / ***** ******* in *** **:

**** **** **** ********* ******* ** the *** *** ***** $**** **** year. *****'* ** ******** ***** *** same ** **, **** ****** **** are ***** **** ** *** ** a *******. **** **** ** ** about ******* ******* ** *** **. That's ***** **** ** ** *** a ****'* ******.

** ***** ***** ** **** ** receive * ******** **** ***** *** boat, ** *** ***** ****** ***** 1/3 ** */* * ****'* ****** always ** ***** ** ** *** way, ** ***** ***** ** *********.

*** **** ******** ** *** **** inventory ******* *** ****** ** ****** the ******* ***. ** **** **** significant ******* *********** ******* ** ********* ** *** **, ****** because ********* ******* ** ***** ****** before *** ******* ***.

*** **** **** ********* *** *** Dahua *** / ***** ****'* **** to *** ******** ****** ********* **, and * *** *****'* * ***** lot.

Reactions:

John Honovich

IPVM

*****'* ** ******** ***** *** **** or **, **** ****** **** *** about **** ** *** ** * company. **** **** ** ** ***** equally ******* ** *** **.

*** ******* ********* ** ***** ** roughly */* ** ********* ***** ** the ** (******* + *** ********). We've **** **** ** ********* ****** records, **** *** *******, **** ***** and ********* ****** **** **, ***.

Reactions:

(1)

Matthew Nederlanden

******, ****'* *******.

Reactions:

Undisclosed Manufacturer #3

* **** ** *********** **** ***'** interested ** *** **** ******* **. According ** **** ******** **** *** sell ******. ***'* **** ************ ** dealers ****** ***** ****?

*** ******* *** **** ******, ** that *** *** *** *** *** ********* *** *** * ***** ************ system ** ********** ******!

Reactions:

Matthew Nederlanden

In reply to Undisclosed Manufacturer #3

** ******* ****** *** *********** *** of ********?

****, ** **** ** ******* ********. Install ****** **** *** ** **** if **** ****** ** ********** **** an **** ***** ** ***** ***** services.

Reactions:

Undisclosed Manufacturer #3

* ***'* ***** **** ******* ****** put *********** *** ** ********, *** I **** **** *******. ** ****** it * ****** **** - *'* sure ******* ****** ***'* ***** ***** the ********** ******** **** ***** ** a ******* **** ******* **********/********. (*.*. drought). ****'** ******** **** ******* ***** their *** ******** **** ***** **** are **********.

Reactions:

(1)

John Honovich

IPVM

*** * ***** ******* **** ** referring ** (** ***** ** ****) non-Hikuan ******* ********** ********* **** *** flood ** ***** ****** ********.

****** ***** ** **** (********* + flood ** ***** ****** ********), *** most ***-****** ******* *******, **** ****** be ****** ****:

********: *** * *** **** ****** is ******* *** $**, *** *** you **** * ******* *** *** $100 ** $***?
********** ******: **** **** ****** ** from * ******* ********** *** ***** rights ****** *** ***** *********. *** only **** **** ****** **** **** that **** *** ******, **** ******* to *** ****** *******, ********, *********, etc. *** ************* ** ********. *** can ****** ** *** *** ***** or *** ** **** ****** ***** for ******* ** *** ****** *** do ***?

*******, ** *** *** *********** *******, as ******* ****, **** **** ** harder (*** *******, ****** *****, ***.), including *** **** *** ****** ** sure ******* ******* ** ****.

Reactions:

(2)

(1)

Undisclosed #2

IPVMU Certified

********: *** * *** **** ****** is ******* *** $**, *** *** you **** * ******* *** *** $100 ** $***?

*****. **** *** **** ******* *** going ** *** ******* ** ******* cameras ** $** **** ** **** can *** **** ** $**?

*** *** ******* **** *** ** somewhere, ******** *** ******-*** ** ***-****, where ** *** ****** ** ******* 1st ***** ** *** **** ** the ******.

***** ******** ***’* ****** ******** ****** sales *** ****, *** ******* **** introduce ******** ******* ** * ***** new *********** ** ******...

Reactions:

Klay Anderson

Klay Anderson AVL

*** **** **** *******-********** **** * few ***** * **** *** **** several ***** **** *** **** *** years. ** ** *** *** *** the ********* *** *** **** ** in *** ****. **** **** *** similar ***** ** ***** ****** ********** the ****. * ***'* ****** *** from ***, *** *'** ***** ********* of *** **** * *** *****. Also **** **** *'** ********* ***** other ******* ** *********** ** ** those ********* *** ***** ******** **** the ** ********* ******, **** ****. They *** **** ****** ** *** time *********** ** *** ****.

Reactions:

John Honovich

In reply to Klay Anderson

IPVM

****, ********* *** **** **** ** at ***** ** *** '***** *****' in *** **** ****, **** ****** they *** ********, *.*. *** '**** ***' ** **** *** Hikvision ********

*** *** **% ******** *** **** one ** ****** **** *** ****** max **%.

* ***'* ***** **** **% *** has ******** ** ** **** *** sanction ****** *** ** ****** **** relate ** *********'* ********** ***** *** marketing ********* ** *** **.

Reactions:

Klay Anderson

Klay Anderson AVL

*******, *** ** * **** *** sell *** *** * *** ** Hikvision (*'* **** ***** **** ****) as * *****, * ********* **** a *** ************. *** ******** *****'* necessarily **** *** ****** ***** (**** or ***) *** ********* ***** *** Hikvision ***** ****** ****. *** *****'* deal **** ********* ****-****. * **** found *** ***** ************ * **** to **** **** **** *** ****** considerably ***** ****** **** ***, **** great ***** *** ******* *** **** factory ****-****. ***** ** ***** ** business * ** **** **** ** comparison ******** ** **** **** *** product * ** *** * ****** for *** ****** **** ** *** 200 ** ** ***** * ** a ****** *** (*** ******* "*", I'll ***** **** ** ***** * RFPs). **** **** ** **** ******* discussion ** **** ** ***** ******** available ** ***, * ** **** to *** **** ***** "*****" *** not ** ** ******* ** *** thinks. ****** ***, ***** ** ***** that *** **** *** ** **** from *** ************. **** ***** ** adjusted **** **** ********** *** ******* discounts (**** ******* * *** ****** sells *** ** "******* *****" *****'* mean ** ******** **** **** ***** on *** *******). ********* ******* **** up **** *** ***** ****** *** and ** **** *****. **, **** up **% *** **** **** **** 15%. *** ***** ******* **% ** more ** *** **** *** *** all ** * ******---** ***'* * real **** **** ** ***.

Reactions:

John Honovich

In reply to Klay Anderson

IPVM

****, * ***'* ***** ****. ***** are ******** **** ** *** ********* products - **********, ****-**********, ************, ***** box, ***. * *** **** ********** to **** ***** ***** *** ********* and **** ** *** ********* *****.

Reactions:

(1)

Igor Keel