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To: IceShark who wrote (60701)	9/8/1999 10:48:00 AM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 86076

Ice Shark, Sorry for the quick cryptic note. It is my opinion the food processing sector should be watched for investment opportunity, because there is very little world inventory if any. Our government in the past 15 or so years has sold off the grain and bean inventory. We used to worry about having a national food supply, but selling this inventory looked like a place to obtain some more funds for Washington to spend elsewhere. Right now it looks like US crops are going to have a shortfall, but I have not been able to assess if the South America and Canada crops are going to cover this short fall. The bottom line is this industry will have a price shock to the upside when there is a short fall in production. Joan