1. They need to show that gme out performs npd and it is not a reliable measure of their business. They have historically out performed the npd and have a market leading share of around 50% of physical software. This needs to be reinforced.
2. I want to see insider buying raines and martel need to put their money where their mouth is.
3. Update on stock buy back. They should be buying back now. They usally wait until march to reinstate buy backs they need to do it now. Add at least another $100 m onto plan.
4. Need to stress growth in tech brands. Spring mobile is expanding like crazy tell the analysts. What are you doing with think geek
This is Raines time he needs to stop #$%$ footing around. This can not be another ho hum call where he gives conservative numbers. Raise guidance. A strong call with a postive Christmas outlook will send this
stock into the 50s.
Some serious growth in stores when comparing the most recent 10q to said tech brands website
Simply mac 72-79
Spring mobile 590-747
Think geek 0-1
Over 25% growth in spring mobile jumps out as they expand into california and new england.
Steady growth in simply mac.
Thinkgeek has huge upside as they have opened their first retail outlet in orlando. This could be very big with star wars coming out in christmas. Could become a national newbury comics. Geek culture is very popular now they need to leverage this store.