From a supply and demand standpoint, there is going to be some rough sledding for a while.

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But having said that, it probably is a good thing to have an independent Kraft, though there won't be that many changes. Perhaps their tax rate will be lower.

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They've had such monster first quarters for the last couple of years, so that has created a difficult comparison.

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I would have thought they would have been a little lower given that General Mills seems to have gotten their act together a bit.

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