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To: patron_anejo_por_favor who wrote (62278)1/26/2001 9:25:50 PM
From: Mark Adams  Respond to of 436258
 
With the futures prices coming up to $5, I think that might be a sound long term bet. I don't see how at least two of the current players can survive sustained higher feed costs. Of course, one of them said better pricing of the end product allowed them to restart, so I may be all wet.

BTW, that contrarian investor link you posted- I had not read that one. Started following them later, and didn't go that far back into the archive. Thanks