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Joe Stocks

07/01/04 11:00 AM

#264354 RE: cy esp #264337

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,