Replies to post #182 on Minim Inc (MINM)

[swampboots]

ZMTP 1.31 tariffs off!

[swampboots]

ZMTP 1.31 tariffs off!

[zenvesting]

Nice entry! I'm not sure the tariffs are coming off of Zoom's products, but I am sure Zoom is shifting manufacturing this quarter to get out from underneath the tariffs on their own terms.

What's more, Zoom is customizing Motorola's next generation modems and routers with features the ISPs and MSO's want to make them their preferred choice for Customer Premises Equipment (CPE), which will also enable Zoom to provide high demand services for WiFi management, IoT security, and parental controls on screen time and content.....as well as other services the market hasn't even envisioned yet.

I like the changes the company has made over the past year by adding visionary leadership to the BOD, connected broadband salespeople to management, and I have locked down my position to see how this develops in the long term.

[zenvesting]

I hope you're still holding, this merger gives us an exciting SaaS business model in the sticky ISP/MSO market!

When I first clued in to Jeremy Hitchcock's involvement here about a year and a half ago, I quietly fantasized that he might use ZMTP to bring Minim public, but don't think I ever allowed myself to share that idea with others, because it seamed like a rather far-fetched possibility at the time.

Its been a bit of a long winding road over the past year and a half since then. I have to admit, I let go of about 15% of my position as I lost hope for their MSO strategy earlier this year after reading this Light Reading on the departure of Joe Wytanis:

https://www.lightreading.com/cable-video/docsis/zoom-telephonics-ceo-steps-down-/d/d-id/759559

Now this new Light Reading article and interview notes with new CEO, Gray Chynoweth, has me more excited than ever about the potential for their MSO strategy:

https://www.lightreading.com/security/minim-to-combine-with-zoom-telephonics-rebrand-/d/d-id/765451?_mc=RSS_LR_EDT

I've been quiet here lately as I was trying to buy back that 15% I let go, I got most of it in the high $2s and low $3s, as I look forward to seeing how this new "hero" platform of a hardware/software combination is going to be received by those higher Tier network operators Gray thinks will be intereested...and what new speeds and services may be possible.

The work from home market for corporations looking to secure the edge of the network is another very exciting market I look forward to seeing develop over the coming months!