Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Jay Lowe who wrote (676)	12/7/1999 10:28:00 AM
From: Frank A. Coluccio	Read Replies (1) of 1782

Perhaps the best positioned folks to do what you are suggesting are the mom and pop independent alarm company players, or rollups of same, who have a foothold with residentials already. I spoke to a woman at a church event over the weekend who was trying to sell me on wireless security for the home. She is also into in-home entertainment systems, telecomm cabling for the residence (premises cabling), and you name it. The essense of your post was envisaged by me during my discussion with her. The concept is also interesting because its fruit would be borne of one-on-one marketing and truck rolls, as opposed to avoiding such anti-bubble forms of overhead. You could think of this as the information age's answer to Josephine the Plumber, or Roto Rooter (borrowing from the analogy to clogged pipes). Another type of purveyor would be those who portend to be bringing fiber to the neighborhood, and fiber to the home, such as Clearworks. I should add that I am unaware of any such intentions on their part in this space, only that they have the necessary work force, technological leanings, and work motif in place to accommodate this sort of thing.

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