Neil Freiman

The one you have now is perfectly fine.

You don't have to switch it out.

And if a product is currently available in the United States, it's also fine.

It's basically targeting any future device that is made abroad.

And the way they're justifying this, the United States government issued this document saying that routers have been targeted in previous hacks.

They name a couple of them.

Salt Typhoon and Flax Typhoon are a few in the past few years where China backed espionage groups hacked into routers and other telecom systems.

And at least in the Flax Typhoon one, they said that one hundred and twenty six thousand devices in the United States, including thousands more around the world, were infiltrated by these China backed groups.

Yeah, it's going to happen now.

It looks like all these companies are going to file for exemptions because the United States government also will allow exemptions.

We saw this with what happened with drones.

Earlier, I think it was in December, they the U.S.

government did something very similar with foreign made drones.

And then all of these companies applied for exemptions and a couple of them were actually granted exemptions.

That's one of the reasons that Netgear stock is going crazy is because they think there's going to be an exemption and critics of this policy.

And there are many.

say this looks a lot like a shakedown like we've seen from the United States government during the Trump administration.

Like, remember when they banned NVIDIA from selling AI chips to China, said it was all about national security.

And then all of a sudden it was actually OK unless NVIDIA pays 25 percent of the proceeds to the United States government.

So they think that they're so the critics of this policy saying we're going to see something very similar.