Kirschenbaum: "Some Alarm Guys Are Frantic To Dump Their Business"

Alarm industry lawyer Ken Kirschenbaum posted a newsletter about 'doom and gloom', observing and defending:

Some alarm guys are frantic to dump their business because they think the rug is about to be pulled out beneath their residential market because of DIY. I think the demise of the traditional residential burglar market has been greatly exaggerated.

We don't track the alarm side enough to know about how bad things are at but ADT is not a good bellwether. Not only has their stock been beaten since they went public again in 2018:

But ADT's big idea here is to become much more of a commercial integrator, which virtually everyone on the alarm side in the past decade thought was a much worse business and now it's ADT diversification against the problems in residential.

What do you think? Should 'alarm' guys' be 'frantic to dump their business'?

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