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

To: mark cox who wrote (1219)	7/31/1998 9:30:00 AM
From: Jaste	Read Replies (1) \| Respond to of 2452

It was made very clear during the cc. that Acme had bought out Volpak, or something to that effect, and that Acme was thee biggest machinary manufacturer in Spain, thus the reason for the decrease in days needed to build the Volpak system. Mark; I do not know if you are aware of this, but again during the cc. Jon made it pretty clear to everyone that TCBG is not going to be focusing on pushing it's own drink products, but rather packaging other peoples drinks. To bring a drink to the market he mentioned that it would typically cost upwards in the area of 4 to 5 million dollars when all the advertising is finally said and done. He said that revenues generated from packaging other people's products are extremely lucrative, and there is much more of a profit margin existing to work with. In effect, the BrainForest product is unimportant at this point as it is the packaging that matters. BrainForest was and or is being used initially to introduce people to the packaging. And it has obviously worked now judging by the demand from both Canadian and American beverage manufacturers and distributors. BrainForest as I believe was mentioned will become a staple product for TCBG in the future, but it should not be looked upon as the primary source of income for this company. This I believe is where misinterpretations are taking place with this co., and thus the reason for lower share price. Everybody knows how difficult it can be to put a new drink on the shelves, and how the profit margins are pretty slim, but TCBG is not focusing on doing this, rather they are packaging products that already are best sellers and obviously well known to the public.

To: mark cox who wrote (1219)	7/31/1998 9:52:00 AM
From: Jaste	Read Replies (2) \| Respond to of 2452

When you think about, TCBG's own brands, which have currently not been factored into overall revenues, will be an added bonus. The 100% rights they have to the packaging, will allow TCBG to cut corners greatly in eventually putting their own brands on the shelves, when they decide to do this more "globally". Jon mentioned that when a truck comes out of Cliffstar, half of it may be eventually filled with TCBG BrainForest products due to the rights they have over the packaging. This is what I gathered from the cc. and this is what made me even more excited. Anybody else who listened in, did I get this wrong?