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The Sith
July 2nd, 2008, 03:59 PM
Blockbuster withdraws bid for Circuit City


08:27 AM CDT on Wednesday, July 2, 2008


By MARIA HALKIAS / The Dallas Morning News


Blockbuster Inc. said Tuesday it has withdrawn its proposal to acquire Circuit City Inc. as market conditions have worsened since the idea was first hatched in April.
The Dallas-based movie rental chain, with aspirations of becoming a one-stop home entertainment provider, believed it could speed up that goal by merging with the Richmond, Va.-based consumer electronics chain.
Blockbuster Inc2.889:39:45 AM ET+0.37http://dallasnews.stockgroup.com/charts/newchart.asp?P1=BBI&P2=7&P3=2&P4=2008&P5=7&P6=2&P7=2008&P8=6&p9=&P29=FFFFFF&P25=180&P25b=100&P25c=0&P32=000000&P33=003C77&P33a=000000&p34=&P47=FFFFFF&P39=31639C&P48=0&P57=0&p61=0&p62=0 (http://dallasnews.stockgroup.com/sn_overview.asp?ticker=BBI)Previous close: 2.51
Circuit City Stores Inc2.179:39:51 AM ET-0.38http://dallasnews.stockgroup.com/charts/newchart.asp?P1=CC&P2=7&P3=2&P4=2008&P5=7&P6=2&P7=2008&P8=6&p9=&P29=FFFFFF&P25=180&P25b=100&P25c=0&P32=000000&P33=003C77&P33a=000000&p34=&P47=FFFFFF&P39=31639C&P48=0&P57=0&p61=0&p62=0 (http://dallasnews.stockgroup.com/sn_overview.asp?ticker=CC)Previous close: 2.55
But Circuit City's deteriorating performance and cash position and Blockbuster's shrinking stock price made its $6-a-share bid ill-advised in the view of many analysts.
Following the completion of a review of Circuit City's books, Blockbuster chairman and chief executive Jim Keyes said it isn't in the best interest of shareholders to proceed with the acquisition.
"We continue to believe in the strategic merits of a consumer retail proposition that would bring media content and electronic devices together under one brand," Mr. Keyes said.
He said Blockbuster will pursue the strategy on its own. The company has added consumer electronics merchandise to several test stores in the Dallas area.
Circuit City confirmed shareholder Mark Wattles' statement last week that others are interested in bidding for the chain.
Philip Schoonover, chairman, president and chief executive, said Circuit City's review of its options wasn't "dependent on Blockbuster's participation."
Circuit City has been squeezed as chief rival Best Buy Co. strengthens its market share and Wal-Mart Stores Inc. aggressively expands its consumer electronics business.
Last month, Circuit City reported a first-quarter loss of $1 a share, a 12.2 percent decline in same-store sales and a deteriorating cash position.
Investors voted "with their feet," said Arvind Bhatia of Sterne, Agee & Leach in Dallas, sending Blockbuster's stock price down to 52-week lows since the bid was announced.
As Circuit City's market valuation has fallen, a deal may make more sense for private equity investors, Mr. Bhatia said.

RuneRules
July 2nd, 2008, 07:53 PM
Well i gotta say that i saw it coming. I mean come on i know mergers happen all the time but this one didnt make sense at all too me. Although i do feel sorry for blockbuster because i bet there business is sagging right now. I cant even remember the last time i visited a Blockbuster, lol.....

JoNJoN
July 3rd, 2008, 06:23 PM
That Circuit City stock is really tempting right now. All it takes is a young smart internet savvy entrepreneur to buy out the company and easily turn that company around. Seriously, except for the sales, Best Buy is an absolute rip off and the people that work there are nice but just always seem to be clueless when it comes to the details. But at least they smile and ask you if you need help, the people are Circuit City (around here anyways) just seem downright miserable and pissed when you visit the store like its an inconvenience you might purchase something.

Sederior
July 3rd, 2008, 08:20 PM
Well i gotta say that i saw it coming. I mean come on i know mergers happen all the time but this one didnt make sense at all too me. Although i do feel sorry for blockbuster because i bet there business is sagging right now. I cant even remember the last time i visited a Blockbuster, lol.....

IIRC they lost about 600 million dollars (about a third of their total revenues) when they got rid of late fees. Who do we have to blame? Netflix!

It was covered in one of those harvard business cases.