chesterwilson
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Posts
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chesterwilson got a reaction from Gary Leeds UK in Apple announces Homekit - Threat or Opportunity?
Neither.
Apple going for the low end of HA, lower cost less complicated integration (affordable to the masses).
C4 at the top end, higher cost (albeit less than it's competitors, but very niche).
If I were a CTRL shareholder I'd be pretty pissed because the major growth is going to be driven by the less complicated DIY integration. Sure there will be some more business and exposure in the higher end market but no where near what the current stock price has priced in.
As I've said in the past if you are a shareholder in CTRL you are banking on a takeover. Nothing to this day leads me to believe that management is competent enough to transform or significantly grow it's business model.
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chesterwilson got a reaction from qVAMPIREp in Apple announces Homekit - Threat or Opportunity?
Neither.
Apple going for the low end of HA, lower cost less complicated integration (affordable to the masses).
C4 at the top end, higher cost (albeit less than it's competitors, but very niche).
If I were a CTRL shareholder I'd be pretty pissed because the major growth is going to be driven by the less complicated DIY integration. Sure there will be some more business and exposure in the higher end market but no where near what the current stock price has priced in.
As I've said in the past if you are a shareholder in CTRL you are banking on a takeover. Nothing to this day leads me to believe that management is competent enough to transform or significantly grow it's business model.
