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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (5340)5/24/1999 9:02:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
** TANDY **

I snipped this from a Barron's interview this past weekend:

Q: What do you like about Tandy?

Klingenstein: Their Radio Shack chain sells stuff that isn't susceptible to major
competition from the Internet. Customers ask for parts to connect gizmos to
thingamajigs. This requires human help. In fact, I think their stores soon will be
seen as Internet showrooms. Radio Shack is positioning itself to sell whatever
stuff and services are required to bring high-speed data into your home.

---------------------

My comment: Now there will be three places where you can get turnkey internet products and installation: your RBOC, your Cable Company and Tandy (Radioshack). Radioshack has 7,000 stores and 94% of the population is said to live within a five minute drive. And with the purchase of ALNK, Tandy has the ability to install the service in your home and back it up with its name. No other retailer comes close. Tandy has created its own retail category and now dominates it. And Tandy should have unique residual revenue agreement with the ISPs that will allow it to take 4-6% of the ISP bill for service on a monthly basis (it did this with Sprint PCS) as long as the account is still in existence. Tandy has such an agreement with Northpoint, a CLEC. So, Tandy will have a growing portion of its earnings from a consistent source. And as a net investment, Tandy has real earnings. The CEO has projected $2.75 - $2.80 for 1999 with 20% - 25% earnings growth going forward. The stock is priced as of the close today at $76. Tandy pays a small dividend.
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