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Re: crowin post# 123678

Tuesday, 07/25/2023 12:29:59 PM

Tuesday, July 25, 2023 12:29:59 PM

Post# of 130134
IMO, I believe this was their plan all along. I honestly believe they were only going to get 1000 dongles to sale on their e-commerce site, then Newegg was like, "first to market 5g dongle yes I'll take 1,930" (these tech sites and re-sellers know how well the 4g dongle sold and I'm sure they have already done their DD on the VOS 5g dongle and was probably all Tri Cascade had available to sell them at that time -Bullish)

Now this allowed them to purchase the 5000, I would also not be surprised if Amazon has purchased the other 2000 dongles and we are just waiting for that news. (If amazon even allows companies to announce this) I do not know.

But with all that being said I believe those deals were after they already received confirmation from best buy that they would be bringing the dongle in, and why SRMX secured the factoring deal with CIT. to fulfill a massive order from Best Buy (25,000). Best buy has roughly 4k stores in the US allowing each store to carry roughly 6. Now logistically this is much more difficult to distribute than e-commerce and bet Compal will ship directly to best buys distribution hub to allocate out across America.

Remember Compal is Tri Cascades partner in this venture they developed this tech together. Being Taiwan and Japan had 5g well before the USA, Compal has been selling their version of the dongle since mid 2022 in asia. Their version of the dongle is #172 in USB Computer network adapters on asia amazon. Which IMO is crazy since there are 10s of thousands of USB network adapters sold on amazon. Just look at the top 3. IMO the dongle should not be in this category, but I guess who really cares.



So long story short IMO YES, I believe we will see the dongle in BEST BUY as soon as Compal is able to manufacture the quantity needed. As soon as the dongles hit Best Buy IMO, we will see a large marketing campaign as consumers have ecommerce or brick and mortar to choose from. This will ensure their marketing campaign hits hard with several buying options for consumers.

Also, all of the hardware sales are going to be amazing but remember IMO their main source of sustained revenue will be off of monthly recuring revenue (MRR) from the sale of T-Mobiles Data plans. I am very intrigued to find out what percent they will make off each one. IMO we are golden longs!