Hi Brass, I cant argue with your numbers and take your point....

Hi Brass, I cant argue with your numbers and take your point. Based on what you have presented they are well placed. But my comment was that the space is going to get crowded and prices will be driven down accordingly. I am not sure how much of the market is held by these re-sellers and what effect the drop in selling price will have to margins for resellers and IOT. If they are selling through Amazon for $299 what price do you think the re-sellers will sell for. You would think at least the same. These re-sellers need to make a reasonable margin. Not sure there is enough left in the pie but its all speculation and here say.

For me it just doesn't add up, not that I am qualified to say.