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Non-Tech : The Children's Beverage Group (TCBG) -- Ignore unavailable to you. Want to Upgrade?

To: Shoot1st who wrote (730)	7/10/1998 8:03:00 PM
From: Earl Falwell	Read Replies (2) \| Respond to of 2452

shoot1st, First of all its your concern not this threads. I was in this stock before the thread was ever started or the Dog and most got in it. I have explained my position numerous times and I am here for DD as an investor. You brought that rumor out and had convicted me by the trial of your peers, whom have never invested in this company. I am still offended and I know soon enough the apologies will come. You are forgetting one thing however, I have no problem with the dog, you do. I do not blame any investor on SI for my decisions, but you have and I've been a target of your insinuations. I am holding everyone responsible for their slanderous remarks to me. I have a copy of all the PM's that where sent to me by folks that have never called or don't even know me. Earl

To: Shoot1st who wrote (730)	7/11/1998 8:05:00 PM
From: Stephen Goldfarb	Read Replies (2) \| Respond to of 2452

There may be several scenarios about how revenue will be generated by this company. TCBG brings two things to the table. They have first rights to the Volpak machine, and they have rights to certain trade-named drinks. In some instances, their partnership arrangement is with a distributor, which will market its own trade-named drinks to its own customer base. In other cases, TCBG may market its trade-name drinks to TCBG's customer base or that of the distributor. I assume there is a different profit sharing agreement for each scenario. The news releases typically describe gross number of units produced, and gross profits. It remains unclear how the revenue will be distributed under each of the above scenarios. There is still no information about the cost of the Volpak machines, and the arrangement for paying the manufacturer. There are also substantial installation and maintenance costs that have not yet been disclosed. It has not been clarified what effect these costs will have on earnings. Will additional financing be required to support lease or purchase of the Volpak machines, or their installation? What form will this financing, if needed, take. And, what effect will this have on net earnings? The TCBG investment report, available by fax-back, appears to be a promotional piece. The earnings projections depend on what suppositions were made about costs of operation, and how earnings were to be distributed to the partners. If one accepted the projected earnings at face value, then the company appears as a candidate for enthusiastic purchase. In my view, however, there is too much ambiguity in the information presently available about this company. Steve