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

To: Cavalry who wrote (1842)	9/7/1998 2:27:00 PM
From: Dave Shoe	Respond to of 2452

>i am not down on tcbg i think it;s product is >a huge winner, just realized we as shareholders >gave jon d. a platinum amex card with no preset >spending limit via preferred shares, he needs to >be put on notice that tcbg shareholders are trusting >him but are also watching how he spends our money. Cav, Did Jon ask for the Platinum card you gave him? I really appreciate some of the info you post. Much of it, however, sounds like you are either hyping TCBG or, at present, are trying to cause panic. You stated you sold all your TCBG stock. Are you possibly short TCBG right now? (If you are, that's cool. Have fun.) I don't need an answer, it's just that lately I've been assuming you were, especially since you still refer to TCBG ("our money") as though you still have money tied up. My point is that maybe if you stopped talking about TCBG as a "huge winner", etc, and accepted it as a speculativly priced start-up venture with cool possibilities for near and long-term growth, you might not be so disappointed when the stock doesn't run up every day. The pace of TCBG's production ramp up looks appropriate, based on my hands-on experience with pilot and production line ramp-ups. The stock price sucks right now, but I'm betting it's a temporary condition that can also be viewed as a potentially good buying opportunity when the time comes. Actually, TCBG is appropriately priced right now: Investor samples aren't shipping. The last TCBG press release raised flags and lowered the bar. Almost simultaneously the whole stock market corrected. Also, we are not getting technically rigorous 'current events' info, but that's been TCBGs style all along. The MMs can maybe bias the price based on mood, but the current price basically reflects real uncertainty. Jon is apparently more of a gearhead than an IR wiz. I can relate to, and appreciate, this. I'm here to watch the product hit the market. Yesterday I was at an outdoor concert with The Trashmen, The Underbeats, The Litter, Stillroven, Crow, The Fendermen, The Castaways, The CA Quintet, The DelCounts and a dozen other local '60s bands playing a fun annual reunion gig. Perhaps more importantly there was a beer tent. There was a corn dog tent. There were a dozen tents set up selling food, T-shirts, and other concert necessities. There was a mixed drink tent which sold juices and pop, too. I thought of BrainSlush when I walked past but realized it's too soon. Maybe next year's rock reunion will be more amply stocked. Give it time. The real action is just beginning. Oh, that reminds me: I'd really like to see BrainSlush handed out free around the race track pits and especially in the announcer's booth. It's gotta be really cold, and you don't even have to ask anyone to try it. Once one person (Robby?, Eddie?, pit crew?) walks around sipping it (and carrying a cooler full), the rest will go scrambling. Can you see a fight breaking out in the pits when the supply runs out? Can you see cameras zooming in? O.K., nevermind. I drifted off. Just let the ramp-up continue. The stock price will follow. Shoe.