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To: Sam Citron who wrote (3103)12/6/2002 11:49:55 AM
From: Sam Citron  Respond to of 13403
 
TSN S 300 11.13 Taking small loss from Jan '02 purchase at 11.76. Looked like a safe value play to me at the time of investment, and it has been a relative safe haven. But IBP merger integration could be creating some problems for this huge meat processor. I'll focus more on tech and healthcare for the time being, although food sector still interesting. On watch list are WFMI and OATS.