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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

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

To: Jay Lowe who wrote (676)	12/9/1999 1:05:00 AM
From: Raymond Duray	Read Replies (3) \| Respond to of 1782

Hi Jay, Interesting thoughts on the home networking front. At a more basic device level, we should be including the likes of Broadcom and Scenix Semiconductor. Each have compelling product line-ups and are at the bleeding edge of development for the home network market, which is one that I will believe in when I see it. I rather suspect that a lot of homeowners will take the attitude that the level of complexity introduced into their home lives by "home networking" is something they would rather leave behind at the office. Having been an electrical contractor for years, I made quite a study of home automation, which has been touted since at least the early 80's. The long and the short of it is that this stuff is ready to be installed today and not many homeowners have any interest. Most potential customers see automation and today, I suspect, networking, as complex, high maintenance and not worth the bother. Once the home networking is a no-brainer, like turning on the TV, the oven or the washing machine, then it will be accepted. HapiHolidaze, Ray