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Non-Tech : Tricon (YUM) -- Ignore unavailable to you. Want to Upgrade?


To: Michael Burry who wrote (47)2/25/1998 8:22:00 PM
From: Siva Uppalapati  Read Replies (1) | Respond to of 67
 
Michael,
I read this article in Wall Street Journal on Monday
about YUM.

Appreciate what you think about it, specifally
to the "most of the earnings for 98 would be
coming from franchising" (not exact words, but to that
effect).

The article does not say the actual number, and I
am a little bit concerned if this is going to be a one
time earnings in 1998.

Thank You
Siva



To: Michael Burry who wrote (47)2/27/1998 8:46:00 AM
From: david siple  Respond to of 67
 
all: FYI. A few weeks ago I mentioned that TACO BELL has it's own brand in the taco isle kit of the supermarket. Well, the other day I took my niece to the market and she went for the "lunchables" Basically Lunchables are those little kits that most parents send their kids off to school with. There are new ones there: TACO BELL taco lunchables. She got those. I like these new supermarket ideas.
---ds