Lee Odess Declares "All Legacy Lock And Access Control Companies Need To Cut Their Prices By 30%"

JH
John Honovich
•Nov 13, 2023
IPVM

It's certainly a provocative claim, though one that has near zero chance of happening since it would be a terrible financial move for Acre, Genetec, HID, LenelS2, Software House, Kantech, etc., to name some of the biggest incumbents.

Here is the full post:

IPVM Image

***** **** *** ******* *** ** considers ****** ******* ** ********** "*****, mobile *** **-*****."

*********, ***** *** ****** *** ********** increased *****, ****** ***** ******* ***** have ***** *** ************ ******** ** incumbents, *.*., ******** ****** ******* ******** **** - Alarm.com, *****, ***, *******, ****, ********, PDK, *******

********, **** ********* ** "******" ****** control *********, ***** ********** ****, **** genuine ******** ***** ***** ***** ** mobile.

******* ** ******* ******, ***** ***** effectively ****** * ***** ******, ********* should ******** ***** ****** *** ******** those ******* **** ********** ***** ***** features **** *** *****.

"******" *************, **** *******, *** **** aware ** *** **** **, *.*., cloud, *** ************'* ******** ***** ****** ****** ******, ******* ********* *** *** ***** intention ** ******* ***** ****** **** cutting ******.

**** ** ******* **** ****, ***** is ****** * ********** ** "******" access ******* ********. * ***** **** have ********* ******** *** ********* ********* and *** ******** ****** *******; ******* ******** ************ ****** ******* *********** (CTO *********).

* ** **** *****'* ***** **** ironic. **** **** ****,***** *** ******** ** *** ***** and ********* ** *****, * ******* that **************** ******* ********* ***** *** ******. You ***** ***** ** **** ****** been * ****** ** **** ********, he ***** **** **** **** ******** is **** **** ********* *** *********** claims.

(1)
U
Undisclosed #1
•Nov 14, 2023

* ***** ** **** **** ***** sentence ** ******* ** *** *** to **** *** **** ** *** post - ******* *** **** ** just *********** ** * ***** - everyone ******* ***** *** ***** **.

***** ****** ********* ********* ***** ***...

** **** (********) ***** **** ******* with * *********** ********* - ** matter *** ******** ****** *** ***** of **** ********* ** - ** the **** *** ** **** **** he****** **** ******** *******-****** **** ****** back ** *** ** *** ****** when ** ******.

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(1)
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Avatar
James Mifsud
•Nov 14, 2023
Atlas Technologies Australia

***** ** **** ** *** ***** and ******* **** ***** ****** ** 30%, *** *'* **** * ****** made **** ***** **** - **'* just *** ***** ** ******.

(2)
(1)
Avatar
Brian Karas
•Nov 14, 2023
Pelican Zero
In reply to James Mifsud

*** *'* **** * ****** **** from ***** **** - **'* **** not ***** ** ******.

* *****, **'* ******** ** ******. I'm ******** ****************** ** *** **** *** ****.

UI
Undisclosed Integrator #2
•Nov 14, 2023

* ***** **'** **** ********** **** companies **** ******* **** ****-****** ***** and ****-**-***-***** ********.

(2)
JH
John Honovich
•Nov 14, 2023
IPVM
In reply to Undisclosed Integrator #2

****-******

**** *** **** *** ******* *** Milestone, *** ** *** ***** ****. The ******** **** ** **** ********, Genetec, *******, *********, ***. ****** **.

*** *******, ** *** ***** ****, many *** ***** ******* *** ********* are ********** **** **** ** ******* Optix. *** ****** *** ***** *** niche ******-*** ** "******" ******** **** the ****** ********* ***** ****** ****.

**** *********. * ***'* ***** ********* would ** ****** *** ******** ******. They'd ** ****** *** ****** ******** and ******** ***** ***** *** ********* capabilities.

(1)
UI
Undisclosed Integrator #3
•Nov 14, 2023

**** *** ** ** **********.

(2)
(1)
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UI
Undisclosed Integrator #4
•Nov 14, 2023

*** ***?

(1)
(1)
(4)
UI
Undisclosed Integrator #5
•Nov 15, 2023

** ** **** **** ******** ** the ********** *********, *****'* **** ** a ******* ***** ****** *** *** to *** ***** *** **** ** the ***** ****** ********* **** *** of *** ******** ****** ** ** Enterprise ***** ******. **** ***** ** see **** *** **** ** ***** customers ****** **-**** *** ******* **** their *** ** ***** ************.

(3)
(1)
JH
John Honovich
•Nov 15, 2023
IPVM

***** ** ******** **** ** *** cutting **% ***********:

IPVM Image

**'* * ****** *********** **** ******* for ******** ************* ** *** ***** prices ** **% *** *** ** far ***** ***.

***'* *** * **** ************ *** 50% ***** ******* *** **** $*** million ** *******; **** ***** **** generate $** ******* ** ************ ****** (i.e., *** ******* **** ** ** pay ******** *** ************, ***.).

** **** ************ **** ******* ** 30%, ******* **** ** $** *******, and *** ****** ******* ** **** the ************ ****** ***** **% ** $20 *******, *** *** ***** ****** percentage ***** **** **% ** **.*% (i.e. ($** ******* ******* - $** million ****) / $** ******* *******)

*** ****, *** **** ***** ********, is "********* ****** ********," **** **, one **** **** **** ***** ** a **% ***** *****.

*** ******* ** **** **** ************ would **** ***** ** ******** ** $175 *******, **** **, ** **%, to ******** *** **** $** ******* contribution ****** **** **** ***** ******** (because ** *** ******* *** ***** margin ********** ********). **** ** ************, too, ** ** **** *** ******** a ******** ******** ** ******** ** sell ** **** **** *****.

** ****** *** ******** ** *** math ** ******** ****** ****, * would ** ********** ** ****.

(3)
(2)
JH
John Honovich
•Nov 15, 2023
IPVM
In reply to John Honovich

***** *** ********* ** ******** ***** to ******* (****** *** **** ** not *********):

IPVM Image

*** *******, ***** **** ************ **** charitable ********* **** * ********* *** ideas ** *********** ******* ** ******** responding ** *** ***** ** *** matter. ** ******* **** **** **** when** ********:

*'** ******* **** ***** **** ** or *** ** *** ********* ******* me ******** **** ** '******* ******' I **** ****** ** * ******** charity

UI
Undisclosed Integrator #5
•Nov 16, 2023
In reply to John Honovich

*** **** ** **** ****** **** when * **** *** ** *** statements? ** ****** ***** ** ** such * ******** ** ***** ** sound ***********.

**** ****, ** *** ************* **** 30% *** **** **** ******** ****** adoption ** ***** *********** ******. * have *** ** **** * ******** come ** ** ** *** *** that ** ***** ******* ****** *** 30% ******* ****'* *** **** ** it. ** **** ******** *****, **** should ** ********* ** **** ***** profits **** ** ** ********** ** R&D ** **** ***** ********* *** continue ** **** ********, **'* **** a ****** ** **** ** *****, Genea, *** ******* ******** ** *** features **** *** ****** ********* **** go *** *** ** ***** ************ all ** **** **** ***** **** fatal ******.

(3)
JH
John Honovich
•Nov 16, 2023
IPVM
In reply to Undisclosed Integrator #5

*** ************* **** **% *** **** that ******** ****** ******** ** ***** addressable ******

*****' ****** ** **** *** *********** market ** *** ******. **** ** his ***** $** ******* **. $** billion *****, *** *.*.,*** ***** ******* *****'* "******* ******** Garbage"

* **** *** ** **** * customer **** ** ** ** *** say **** ** ***** ******* ****** was **% ******* ****'* *** **** of **

***, ***** * ** **** **** could **** **** ********* **** ***** buy ***** ** ** *** *******, it's *************** ******** ***** ***** **** anywhere ***** ** ****** ** ********** for **** * ***** ***.

UI
Undisclosed Integrator #5
•Nov 16, 2023
In reply to John Honovich

** ***** **** *** **** **** to *** ***** ****** **** ***, you ***** ******** **** **** ********* willing ** ****** *** **** ** market ***** *** * ***'* ***** there ** **** **** *** *** business ** *** ******* **'* *** flawed *** ****** ******** ******* *** mindset.

***** * ** ***** **** ***** understands *** *** ****** ** ** many ** ***** ***********, * ***'* think **'* ******** **** ** **** as *** ****** ** **, ** least *** *** ********** ******. *****-****** could ** * ********* **** **** retrofit *** *********** *** ***% ***** lock ******** *** ****'* *** ***** a *** ** *** ****** ***** play.

JH
John Honovich
•Nov 16, 2023
IPVM
In reply to Undisclosed Integrator #5

* ***'* ***** **'* ******** **** as **** ** *** ****** ** is, ** ***** *** *** ********** market. *****-****** ***** ** * ********* play

* *****. *** ******* *** ***** and ***** ********** ** *** ********** to **** **** ************* ********* ****** segments. **** ***** ** **** **** by ********* **** ***********, ****** **** cutting ******.

UI
Undisclosed Integrator #4
•Nov 15, 2023

*********** *** *** **** *********** **** assumes ***** *** ** ******** ** selling ***** **... *** **** ******* up *** ****** ** * ******** manufacturing ******* ***** *******.

**'* * ************ ******** *** ******** to *** ******* ******* *** *** get ******** ****** ***** ** ******** selling ***** ** ****.

********** ** *** * ***** ******** make.

(2)
(1)
JH
John Honovich
•Nov 15, 2023
IPVM
In reply to Undisclosed Integrator #4

*** ******** *****'* "******" ****:-**% ***** ******** ***** ****** *******

U
Undisclosed #1
•Nov 15, 2023

** *** *** *** ***** ** his****** ******* ********* *******% ***** ** **** ********?

****** *** ******* ** *** *** conjectural ****, *** *******, *** ************ adjective - '****'.

(2)
Avatar
Mark Jones
•Dec 12, 2023

***** ** ***, *** *** *****, is ** ** ********** **** * hope ** ******* ** **** ***** in * **** ***** ********* *****; selllers ***** ********* *** ****** *****. I ***** ******** ******** ****** ****** with ** ******** ***** **** ***'* understand. * *** *** **** ***** deals ** ***** ***** *** ** business ****.

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