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Strategies & Market Trends : Value Investing

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To: Mark Marcellus who wrote (15430)	9/11/2002 3:04:39 PM
From: Bob Rudd	Read Replies (1) of 78670

Mark: Your point on replacing management is well taken. I would be pleased with a leader with a less muddled view of strategy..a better understanding of position and tradeoffs....and a keen focus on execution. A former franchisee...not so sure that running a restaurant and running a global enterprise correlate well, but getting in touch with how things are working and responding quickly and appropriately to issues at the unit level are of critical necessity. The guys there now are a tad bit too ivory tower in that regard, methinks.

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