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


To: Goinlong who wrote (2253)1/6/1999 10:12:00 AM
From: mark cox  Read Replies (1) | Respond to of 2452
 
Goinlong, it is good to have all points of view about a stock on this forum. Personally I didn't get the impression that you were trying to drive the price down. I thought your posts were informative.

Dave Shoe took the words out of my mouth though. The story you told might apply to the BrainForest products which would be Kraft vs: TCBG.

However for the vast majority of products it would be:

Kraft vs: Coca-Cola/Minute Maid

Kraft vs: Tropicana

Kraft vs: Pepsi

Kraft vs: Nestle

Kraft vs: Campbell Soup Company

and on and on. I don't think that Kraft would get into a price war with everyone of the big companies that will be using TCBG's pouch.

Also at the moment it would be Kraft vs: Walmart and Walmart carries Kraft's products. In your scenario Kraft would be trying to price Walmart's pouched drinks out of business.

Lot of buys at $1.25 this morning. Hope we see a nice press release today.

Don't let a few PM's keep you from posting your thoughts.

Mark