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Non-Tech : wendy's -- Ignore unavailable to you. Want to Upgrade?

To: Shawn M. Downey who wrote (57)	8/6/1998 3:07:00 PM
From: TheSlowLane	Respond to of 91

I concur with most of what Shawn said. While many USAmericans eat that stuff for breakfast - the competition is fierce. Dunkin Donuts is firmly entrenched in the Northeast, can't speak for the rest of the country. Great for coffee and donuts (which I rarely eat) but the bagels are sub-par. Bagels have become quite popular and I agree that people who eat bagels routinely have many other places to choose from which offer better bagels. Most of the people I talk to agree that Wendy's makes a better burger - but their locations are far fewer then MCD or BK. I've been holding WEN for a while and watching it move sideways for almost the whole time, but am in for the long haul. On the up side...here's a true story: This older gent in my town hit the lottery for about a million or so (paid over 20 yrs) about a year or two ago. He just hit again on a scratch ticket and won another ~1.5 million (one payment). He took the wife out for dinner...yup, you guessed it...to Wendy's. Man, if that ain't livin' I don't know what is.

To: Shawn M. Downey who wrote (57)	8/6/1998 9:25:00 PM
From: Demetre Deliyanakis	Read Replies (2) \| Respond to of 91

Shawn Thank you for your comments. The lack of a good breakfast menu has hurt WEN in the past. I read that Americans prefer bagels to Doughnuts. Is this true? The stats in Canada are as follows: (sales in restaurants and coffee shops per two week period) (000's) 1993 1997 Doughnuts 3,400 3,000 Muffins 3,100 2,500 Bagels 561 1,600 (Source :Globe and Mail 7/10/98) TH offers all three products. I would say that their muffins and doughnuts are the best tasting. TH has good bagels although my wife , who is American, prefers Manhattan Bagels. As you may know they are going bankrupt . I like the fact that TH has adapted to the change in canadian tastes by offering decent bagels. It is my understanding that in the U.S., there is only one national doughnut chain (Dunkin Donuts) . I think that in the next 10 years TH will become a formidable competitor to DD The key for Wendy's is to promote TH products. I am sure most people will like TH products once they have tried them. Another couple of positives on Wendy's is that they will be able to buy up some locations that were occupied by the now defunct Long John Silver and the soon to be defunct Boston Market. It is cheaper for them to buy these locations or take over the leases than build there own stores. Also, I would not rule out an eventual takeover bid by a competitor like Tricon Global (KFC, Taco Bell and Pizza Hut). This company which was spun off from Pepsico is missing a burger and doughnut chain. Iam not saying that this will happen but it is an idea. Congratulations on your purchase of Wendy's . I think you will handsomely rewarde over the next few years.