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

To: DOC who wrote (2093)	11/12/1998 2:15:00 AM
From: Dave Shoe	Read Replies (1) \| Respond to of 2452

As I see it, TCBG is working on a shoestring budget. They can't throw their financial might around to get things done fast. To a certain extent, TCBG is at the mercy of their big customers. Fortunately, TCBG has a unique product which is probably not subject to future competition, based on the legal umbrella which Kraft has placed over the market. TCBG's customers can't just go elsewhere for a product with better value (lower price, superior design). This is where TCBG has power. We will learn within three weeks (my time estimate) whether TCBG is a force or a farce. I'm confidently betting on the former, though I'm wrong plenty. Go TCBG. All they need is a 'go' on the WalMart P.O. I'm hoping to see one in a few working days (my guess). As for the race car: What makes you think it is paid for in shares? Maybe it is, maybe not. I think WalMart marketing is less interested in investing in TCBG and more interested in cutting a good price. I'm thinking WalMart's part of the race car costs were to provide cash up front which would be deducted from the purchase contract. Yup, this means that TCBG ultimately pays sponsorship costs for the whole car. This is as it should be. Also, if you have a better idea as to how TCBG should spend their advertising dollars, your suggestion might be of interest to us all. Shoe.