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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (11001)	7/27/2000 3:23:55 PM
From: Freedom Fighter	of 78730

Thanks Mike. I've been looking at it closely and it looks cheap to me on the operating results. I consider the restructuring a plus. (refranchising). The thing that has kept me out of the restaurants is basically my macro view that we are at/near/past the top of a consumer cycle that has been extremely strong. I figure there's at least some risk of serious head winds over the next year or so. YUM has international exposure so it may be less vulnerable if I turn out to be correct. I haven't taken a position yet. I don't know what to make of the Ameriserve situation. Who else is getting hit by that issue? Wayne

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