Davis Freeberg

Our Play for Coinstar

It would never work. There are laws against destroying currency and it would cost the government too much to replace them. I didn't think Q1 was really all that weak. CSTR is in a great position, I'm not sure how Icahn could do anything, but screw things up if he got there. As long as they keep buying back stock and producing on the earnings front, I think investors will be happy to let management continue the good job they are doing.

The Short Case on Coinstar

One word - Walmart