And to wait on Best Buy to get weaker.
By owning both he could close 40% of the stores and eliminate the overlap (between the 2) and eliminate the oversized Best Buys. There's no need for a Walmart (and/or Target), a Best Buy, and a Radio Shack within 500 ft of each other in many areas.
Brilliant!!! Based on the old investment theory that two turkeys make one eagle. Great analysis.