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Alias Born 02/24/2002

Re: cy esp post# 264337

Thursday, 07/01/2004 11:00:43 AM

Thursday, July 01, 2004 11:00:43 AM

Post# of 704047
RRI- Cy, I got out of that one too early. It is still under valued a good bit for the assets it holds.

I think drug distribution is going to get even more competitive - sucking up margin with little pricing power. The CAH incident is a warning shot across the bow that multiples need to come down. JMO

Good trading,


Joe

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