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To: FJB who wrote (2276)	4/27/2021 4:56:53 PM
From: FJB	1 Recommendation Recommended By frmrVZguy Read Replies (1) \| Respond to of 2386

So that's why we are assuming zero in the zero shipment in the portable router in Q2(for VERIZON). Still a question mark for the second half. So this means the growth is coming. If we look to Q2, you could see like a decline in the broadband because even if we have the emerging and the CVRS, in Q1, we did a little bit of broadband, we did like more than $1 million for portable router that went to Franklin. And this will go away in Q2. And obviously, this means massive growth from massive IoT and more than 10% the growth in vertical as well quarter-to-quarter. So this is, I would say, for the picture in the fourth term. If you look for the full year, the $6 million is really the worst case, what I consider because we always said like we could be -- we are doing $8 million on a normal situation, which is like $2 million per quarter on portable router business. I mean, sometimes, we were a little bit below, but sometimes a little bit above. So on average, like $2 million So the $6 million reflects like $2 million times 3 quarters, assuming this will not see any recovery. But still, I'm hoping maybe in the second half, we could see some of the recovery, and maybe we'll not go to the worst-case situation with all those $6 million less in revenue.