Mike Trilivas

Dell-RadioShack Merger? I'm Not Holding My Breath

Looks like those Texas boys are beggining to make some noise around RadioShack...

www.star-telegram.com/...

Brocade Communications Systems: There's Still Time To Get In

Brocade's a good company with solid fundamentals, and is a cash flow machine. The current number for the quarter is low. Stock buyback in place, over 40% of the revenue from overseas, a weak dollar and sales momentum should beat the number easily.

There's nothing speculative about Brocade even though Jim Cramer says there is but then again Jim has gotten Brocade wrong numerous times since last year. Clearly Brocade has been Jim's nemesis.

Brocade's coming out with 8Gb Fibre Channel products late summer/early fall and by all indications they will, again, lead the upgrade charge to this new technology.

The major concern with Brocade and the storage industry in general, is potential capex spending slowdown in the second half of the year so guidance here will be very important.

Bottom line...I believe Brocade's a long term Buy

Dell-RadioShack Merger? I'm Not Holding My Breath

Chad,

I have been holding Sears since 1991. In fact I inhereted the stock from my grandfather who had held it, I don't even know since when. Sears was/is a very diverse business and frankly so was Kmart. RadioShack isn't. This is a completely different ballgame and challenge for Julian Day.

At the end of day the lifeblood of the retail business is sales and sooner rather than later Radioshack will have to deliver the goods. I can understand the cost cutting measures, layoffs, store closings etc but when it comes down to they'll have to show top line revenue and growth.

This is a marathon for the current management but the stock had behaved as if it's involved in the 100 meter dash...Radioshack is not a turnaround story until top line revenue reverses the current trend and that's not going to happen any time soon. At least not this year.

RadoShalck's stock should not be trading at this levels and is extremely inflated based on hope, Julian Day's respect track record, manipulation, rumors, inuendo and short covering. In short, this is held together by gum and duct tape. The slightest mistep and this thing will drop like a rock.

Dell-RadioShack Merger? I'm Not Holding My Breath

Sorry Chad, but you can't compare Sears Holdings with Radio Shack. Radio Shack has completely lost its relevance in the market and i has lost it because of Best Buy, Circuit City, Fry's Electronics, CompUSA. Way too much competition in this space. You can shave off the excess, buy back the stock and boost earnings but at the end of the day this catches up with you... And it will catch up with RSH big time.

I have a Radio Shack about 1/2 mile from my house. Everytime i go there to get something, it seems as if i'm the only person there.

This stock trades at 38 TPE and 18FPE versus its peers which by the way are better companies and the worst thing of all is that their earnings are manufactured and people are cheering.

Hey I have an idea. Maybe Julian Day can close a coulple of hundred stores each quarters, buy back some more stock, layoff some more managers and employees and boost the earnings...and if the stock stays above $30 for another couple of weeks some of his options get to vest...

Now, that's what I call "Drive-by Re-engineering"

Good luck

Dell-RadioShack Merger? I'm Not Holding My Breath

You shoudn't be holding your stock either. Not at this price. Radio Shack has a LOT of high expectation baked in and frankly it does not deserve to trade at this price. Looking at their latest 10Q it appears to me that they are beating the bottom line due to the restructuring and there's so much you can cut before it catches up with you and it will. Net sales and Op revenue is down -14.5%. Comparable store sales down -9.2%. Profit margin down. Gross margin up primarily because of the excise tax refund.

Between March 1 thru March 31st they started buying back stock, $45mil worth woth an avg. price of $25 and change.

These guys have been laying off store managers, replacing them with less seasoned lower paid folks.

very frothy stock with a tremendously high trailing PE, very high forward PE and PEG. There is NO growth in Radio shack to justify the current price. This stock should be trading 20% lower from here.

Syntax-Brillian: The Bears' Latest Folly?

Indeed Willy. I do not expect anything good out tomorrow from Syntax. Retail business has been pretty marginal lately and the bears have a strong case here nor do i expect them to guide higher for the remaining of the year as the consumer spending will start to weaken plus we're moving into a historically unimpressive season for the retailers.

People don't buy TVs from Home Depot. The last thing I want is "Bob the Builder" try to sell me a TV. I'll gladly go to Home Depot to buy a Toilet seat but not a TV. In fact that would the last place I'd go to buy a TV. People don't buy TVs at Radio Shack, they buy trinkets and small electronic components. People do not buy TVs from Target nor CompUSA as a rule of thumb. I left Circuit City last and because these guys couldn't sell water in the middle of Sahara. CC stinks.

If I want a TV I'll go to Fry's Electronics, certainly Best Buy and maybe CC if the get their act together. If I'm gonna pluck down a couple of grand for a TV then I want to talk to someone who's knowledgable and not some guy off the street who happens to sell TVs at Home Depot after he's done laying down tile.

The bears have a good case here.

Dendreon: Short Term Volatility For This Biotech Stock

Neurochem's case is different that Dendereon's. Neurochem had sumbitted additional Data in February 2007 for their KIACTA drug and amended their NDA which cause the FDA to extend their decision to allow for a full review given the new data.

Ole! South America Beckons Investors

No such thing as a South American investment. These qualify as swing trades. You get in and you get out before you get stuck holding the bag...

My 0.02c