A couple decent quarters do not a turnaround make. The competitive issues haven't changed that much. February sales looked better but they're also set against easier comparisons. There's still a long way to go until a real turnaround.

We're continuing to see retailers cite the weather for either making or breaking their sales numbers. Frankly, I think is an excuse tailored to satisfy Wall Street. Wall Street is a little more forgiving if a major retailer blames weather for disappointing sales.

They have significant challenges ahead. May stores had a lot of loyal customers, and it won't be easy to convert them.

If they're in the middle of remodeling this shopping center, they're not going to stop until they finish it. They can't realize their investment until they complete construction.

They need to be rid of (Rampage) as soon as possible.

The whole consumer electronics industry is seeing a flattening of their business this summer.