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Author: TMFKitKat Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1264  
Subject: Re: RadioShack RSH Date: 8/7/2004 9:48 AM
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Hi Pos

Agreed on all counts. They are at a crossroads. The general market stampede will most likely take them below $25. I felt waiting for the dust to settle and see if another 10-20% discount might not be in their future. That would put them around $21. At that price they would be interesting.

The company is not going to grow except at the rate the economy grows and maybe a bit better if the partnership with Verizon lifts them. Verizon's new dominance in wireless may be good news for RadioShack.

Also of note, satellite dishes are now overtaking the cable market for the first time. DTH has been a declining segment for RSH--will they now be able to capitalize on this move? They only deal with EchoStar. What is stopping them from adding DirecTV and VOOM(new HD satellite service) They need to move on these things and take their image out of the radio components and radio controlled cars to the "cool" stuff consumers are buying.

Management seems to have a good feel for controlling expenses and inventory while improving margins--it's time to dust off the image.

>^..^<
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