Re: ARE YOU REALLY BEING MONITORED? READ THIS

["Where's my WEBTV?" <alarminstall@xxxxxxx>]

No, I didn't miss your point, and I wasn't referring to you as the
braggart. I was only  questioning (not arguing) the numbers you were
using.
Back around the mid to late 90's the big 3 were Pro 1, Slinky, and ADT.
The three of them were always trying to acquire each other for what
seemed like no other reason than to lay claim to who was #1(Lord knows
they had worthless paper).
We'd need an old SDM top 100 from that period to see who had what but
ISTR  Alarmguard having over 500,000, Wells Fargo, Rollins, and Holmes
were all around 300,000 each, not to mention some of the Sonitrol
acquisitions, and Edison. Slinky was slightly over a mil.
Check the ADT numbers from back in 1996, and compare them to today's
numbers. Has ADT installed 3-4 million alarm systems in the last 9
years?

Those damn SDM reports are a pain in the ass to get a hold of so if you
have one I'd love to see it.

J. Sloud wrote:
> On 19 Nov 2005 16:22:10 -0800, "Where's my WEBTV?"
> <alarminstall@xxxxxxx> wrote:
>
> >Re: ADT being larger than the next 100 companies
> >Subtract the accounts added through the acquisitions of Holmes,
> >SecurityLink, WellsFargo/Pony Express, AlarmGuard, Rollins, plus the
> >other companies ADT has purchased and those bragging rights about being
> >larger than the next 100 companies combined go to the wayside. Figure
> >in attrition and ADT MIGHT monitor somewhere in the neighborhood of
> >1,500,000 of it's own installs (including dealers).
> >
> >
>
> I think you missed my point completely.  I was saying that even though
> ADT is huge, they account for a very small part of the overall
> picture.  The independent dealers are much larger as a group, and are
> vital to the health of the industry.
>
> I wasn't bragging about the numbers, but I believe your guess is a
> little off.  I'd eatimate:
> 5 million customers - 1 million from Slink and a combined 1 million
> from the rest = about 3 million ADT non-acquisition accounts.
>
> Most of ADT's revenue actually comes from national accounts,
> government business, and commercial customers; although these sources
> account for only about 1 million total customers.  Many of these are
> not monitored accounts, but are customers none the less.
>
> Industry rankings for those who haven't seen them:
>
> http://www.sdmmag.com/FILES/HTML/SDM_2005_SDM_index/0,9754,,00.html