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Non-Tech : The Children's Beverage Group (TCBG)

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To: A66TALLguy who wrote (2096)11/17/1998 9:43:00 AM
From: Dave Shoe  Read Replies (1) of 2452
 
Recent communications with IR have squarely placed the current waiting period on WalMart's shoulders. I last phoned a week ago.

Apparently TCBG awaits a WalMart signature before production can begin. I suspect there has to be more than a pencil holding up progress.

Also, in recent conversations, I find the order may take twenty-something days to fill. I'm not sure whether to accept the earlier 1-2 week run or the recent 21 (I think this was the number) day production run.

Also, WalMart, by agreement, get's first product. Therefore, Winn Dixie necessarily comes a few weeks later.

I'm disappointed with this current delay. While it should be expected, based on recent history, I'm bummed when I extrapolate the 'delay' factor forward. How will it affect the speed of growth in the future?

Oh, well. First delivery, actually first production, can't be too many dozen hours away. I really need to hear grinding gears soon, though. As a confidence check.

Shoe.
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