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mekemosabe

12/14/12 7:39 PM

#20193 RE: bcci #20185

do thay have a contract with calib

BobSinCA

12/14/12 9:20 PM

#20196 RE: bcci #20185

Why wasn't Calip Dairies part of today's PR? Would have expected to have a quote about how excited they would be to launch this exciting new ice cream.

But, I still don't get the timing. In early October the ice cream was o be in stores by the end of October so it could be part of pumpkin pie a la mode, etc, over the holidays; now we see distribution is being 'finalized.'

Net: from three weeks out, they missed the 'in store date' by six weeks -- and counting, not very good execution IMO. I have some sympathy for the NY situation due to Sandy, but that says nothing for Phoenix, etc.

Speaking of Phoenix -- anyone heard anything more about the other four stores that a year ago were announced to be open by 3/31/2012??

On the Tully acquisition -- anyone have any idea of BCCI form/level of participation in BAPI? Certainly very heavy dilution if 'negotiable securities' are BCCI common, hopefully some sort of 'junk bond.'