Deutsche Post's extraordinary meeting this weekend
10-27-2008, 07:20 PM
#21
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Originally Posted by ⌐ AV8OR WANNABE
The warning was issued to the Deutsche Post shareholders (not UPS shareholders) because their value will now be lower than previously indicated... Standard procedure when a stock drops below a certain value.
10-27-2008, 07:50 PM
#22
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I just do not see where the the incredible windfall is that some of our UPS brothers are anticipating. DHL was losing money and now they are pulling out. Ok, so.......what? If they did not have a substantial market share in the US how can UPS gain a substantial market share from the demise of the DHL(abx/astar) operation? UPS in not going to be doing the legwork for DHL every where else on the planet, DHL is doing that just fine themselves.
10-28-2008, 06:18 AM
#23
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Originally Posted by FR8K9
The scope of the deal will be bigger, IMHO.
ABX?
10-28-2008, 06:38 AM
#24
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Originally Posted by Worldguy
I just do not see where the the incredible windfall is that some of our UPS brothers are anticipating. DHL was losing money and now they are pulling out. Ok, so.......what? If they did not have a substantial market share in the US how can UPS gain a substantial market share from the demise of the DHL(abx/astar) operation? UPS in not going to be doing the legwork for DHL every where else on the planet, DHL is doing that just fine themselves.
I think the real money for UPS would be in their ability to utilize the DHL infrastructure in markets they have not yet penetrated. Net benefit to the pilot group would be small, but the net benefit to UPS/DHL would be quite large since it would save both of them the duplication of infrastructure elements.
10-28-2008, 06:40 AM
#25
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Originally Posted by nitefr8dog
Oct 25 was the end of the exclusivity (sp) agreement DHL sighned with UPS before the rest of the deal is hammered out. Maybe the deal will go to other players, FDX? ABX?
ABX?And maybe nobody here has a clue what is really going on. I am glad we have so many on here that know what goes on behind closed doors.
10-28-2008, 06:54 AM
#26
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Originally Posted by UPSFO4LIFE
And maybe nobody here has a clue what is really going on. I am glad we have so many on here that know what goes on behind closed doors.
Maybe the people behind closed doors aren't exactly sure where this will lead, but it is possible to draw conclusions from known facts. I am sure it is a complex negotiation with many possible outcomes and that most of us here are primarily concerned with our jobs and company growth.
10-28-2008, 06:57 AM
#27
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Originally Posted by jungle
I think the real money for UPS would be in their ability to utilize the DHL infrastructure in markets they have not yet penetrated. Net benefit to the pilot group would be small, but the net benefit to UPS/DHL would be quite large since it would save both of them the duplication of infrastructure elements.
JJ
10-28-2008, 07:06 AM
#28
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Originally Posted by Jetjok
Pardon my butting in, but, since DHL has said that their business has been hurt by the decreasing demand for their products here in the United States, and that they then plan on eliminating said products, which markets exactly are you talking about? Internationally DHL plans on continuing their normal business, so are you talking about markets here in the US, and if so, are there really markets that UPS doesn't already serve? Inquiring minds want to know.
JJ
JJ
10-28-2008, 08:04 AM
#29
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Originally Posted by jungle
I conclude that DHL will give up the US market, in the sense that UPS will become their US carrier,and UPS will gain some use of DHL's infrastructure to markets in Europe, Africa, and the Middle East. It is also likely that Atlantic and Pacific routes will be augmented by UPS lift.
If the deal does not go through, DHL still leaves and UPS/FX duke it out for their volume (which is basically happening now). As a bottom 100 UPSer, I hope the deal gets signed, but I agree that it's not a 'windfall.' In this economy, every little bit helps.
10-28-2008, 08:23 AM
#30
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[quote=UPSFO4LIFE;487157]And maybe nobody here has a clue what is really going on. I am glad we have so many on here that know what goes on behind closed doors.[quote
I guess you do not understand what "maybe" means! No where did I say this is what is going to happen! But I will bet I am alot closer to the behind the scenes action than you are.
I guess you do not understand what "maybe" means! No where did I say this is what is going to happen! But I will bet I am alot closer to the behind the scenes action than you are.
