fact 1 if PEP implied anything that could be intrepreted positive Soda would be at 50 now. It's not.
fact 2 Pep doesn't have to partner with Soda or GMCR to be successful. What technology they use is immaterial, they have the engineering staff to pull it off. they have 5 billion reserved for efficiencies. They can throw a bone to the bottlers and let them make the Co2 cannisters if needed. They also already have the dist. channels and trucks to pull it off without GMCR or Soda. Remember the last time PEP buyout rumor surfaced and nothing happened . Also the Soda stock price went from 75=77 to 58 awful quick. You might get a surprise that you are not counting on.
Come to think of it rlolsen....PEP probably will choose to re-invent the wheel. They will forfeit the only competitive advantage they have in this sector to KO. That advantage is product to market/ market share. If they go it alone, they will bring product to market a year after KO.....and once again prove that they do little more than follow the king of soda around carrying his ball bag.
Nice. But if you think it takes long to establish a network that already exists in their own company you might be overstating actual time to implement. KO strategy may have been influenced by Warren B. A move that made them over a billion dollars instantly to the bottom line without even doing any product movement.
Rlolsen, the fact is that the majors have a major problem. The inefficiency of bottling and transporting water is being disrupted. They can create their own system or partner with another entity. But, we are nearing an explosive move one way or another for Soda. Stay tuned.
I hear you. Just wanted people to think there are many options that can materilize and god only knows which one will materilize. Anyway I have my planned approach for Soda and probably will need to amend it many times. Good luck to all.