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P.F. Chang's China Bistro, Inc. Message Board

  • freesaladbar freesaladbar Jul 27, 2005 11:23 AM Flag


    The numbers sure looked bad from the press release. Wasnt it AccurateAccountant who said Pei Wei would be written off? Not yet, but probably coming.
    I shorted yesterday after a long hiatus. But now I think the egg rolls are coming home to roost.
    Any speculation how the CC will go?

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    • Because it is a Bistro?

    • This stock had been showing conbsistent growth until now.

      The growth is no longer there and the stock must correct.

    • I was hoping to listen to the cc but will probably be unavailable. Can someone post highlights (longbread?) for us to analyze?

      I guess the questions still up in the air are:
      1 -- what is causing the sss decline (3%???) Wow, if they have raised prices and they aren't sticking then what is next? Could this be the effect of promotions (a la Carl's Jr. a few years back with Green Burrito?)
      2 -- Why the lowered guidance? Does this imply the sss is slowed to stopped?

      3 -- What gives with Pei Wei? What are the hopes here? Yes, I posted a long time that Pei Wei would get a write down at some point...the name won't carry the valuation

      4 -- What is the concept r&d location they hope to open?

      Any thoughts or answers on this is appreciated?

      I'm looking but I'm not seeing any posts by the longs to justify the stock today. I would have thought today would be the classic "buy on the dip"...this is will fill the gap etc.