To clarify, the reason a GMCR SODA partnership would be beneficial for both is the fact that SODA has the tech and distribution network, but GMCR has the sales staff and foot traffic to cover deals and broaden the reach of SODA. I am not talking about the reach to consumers individually but to businesses (restaurants, hospitals, workplace breakrooms, etc.)
Just think how many reps you see from GMCR and then think about the reps from SODA. I sure see plenty of reps from GMCR at my business and I have heard of many elsewhere. I have yet to come into contact with a SODA rep. Again, I think SODA is good without a partnership, but there could always be advantages/disadvantages.
I am long on SODA and still believe the upside in SODA is WAY higher than the potential downside. However, as an active investor, I am interested in seeing others perception of the development that GMCR is planning a soda maker. GMCR is worth about 13 times that of Sodastream right now and ultimately has the free cash to create a comparable and even better model than SODA.
Although the pipeline is non exsistent and their are no exclusive agreements as of yet.......GMCR could pose a real threat to that of SODA in the future. Does anyone see this as a viable threat? Or is this GMCR getting into a market too late as many companies tried to do to Amazon, netflix, microsoft, etc.?
There is no buyer surfacing yet for BBRY and it is going to likely remain this way until the MSFT's, NOK, GOOG, and AAPL's of the world get a deal on the technology that blackberry offers. It's all about patents but even at this point, I don't think there is any reason to believe this stock is going to be offered a premium.
where is your source of this info? Also this could be a good thing for shareholders as Staples sees something coming now and looks to make their moves now before they have to deal with cost cutting issues during another recession, etc.