Boeing to Supply 767's for DHL US Operations

[ABXbooger]

Thought they were out of biz??

Gonna be laughable if DHL gives these to anyone but ABX, tryin to save money and all...

 

[tired_pilot]

Ena

NO but on serious life support, one plane flying in Asia, but the certificate is alive. www.ena.aero

 

[hvydriver]

I figured it out!! They're going to Virgin America!

 

[skid]

As for Express.Net flying for DHL...NOT gonna happen. Like was said they are just trying to keep the certificate alive.

We all got furloughed in June with the rumor that we may start flying for DHL in a month or so. Was supposed to be a short furlough. Of course that is what the management said. Yeah right! Most are still out of work and the chief pilot and alot of management have hit the road there.

767 at E Net I am sorry for all those I worked with but not gonna happen!

 

[penguin22]

Another possibility is DHL is playing hardball with Hete - somebody mentioned this elsewhere. Hete apparently won't give DHL our additional 767s under the current ACMI margin rates. Hete's holding out for much higher charter margin rates.
Not saying its so, just another possibility.

 

[penguin22]

Another thought just occured. Doesn't UPS have a bunch of 767-300's on order? Now THAT would imply some commonality between fleets, in the event that some sort of partnership with them were to be reached in the future. See my above post...

Whistlin' Whacko update:

Anybody else notice FDX just bought 757s? And UPS already has 757s!!
And MD-11s! Airbus!!

Coincidence you say??? I DON'T THINK SO!!
Obviously they are already in merger talks!!

We're all DOOMED !!!

 

[Whistlin' Dan]

Whistlin' Whacko update:

Anybody else notice FDX just bought 757s? And UPS already has 757s!!
And MD-11s! Airbus!!

Coincidence you say??? I DON'T THINK SO!!
Obviously they are already in merger talks!!

We're all DOOMED !!!

Dude....

First, silence the bell. You know, the one in your head that keeps going off. It's only adding to your level of anxiety.

Next, sit down. Allow your mind to take you to a place of great peace to you. The forest, a lake, wherever. This is your time...

Then, when you're rested, and ready to re-join the discussion in a civilized manner, check out this link...

Boeing: UPS Orders Additional Boeing 767 Freighters

Also, you might want to try the decaf for a while. It's the third button down, same price...

 

[penguin22]

Then, when you're rested, and ready to re-join the discussion in a civilized manner, check out this link...

Boeing: UPS Orders Additional Boeing 767 Freighters

...

re-join which discussion? Your discussion about DHL/UPS/FDX 'strategic alliances' ?
:laugh: :laugh: :laugh:

I can't even say that with a straight face !!

 

[AV8OR]

Thought they were out of biz??

Gonna be laughable if DHL gives these to anyone but ABX, tryin to save money and all...

Yeah. Except it's not gonna be funny.

I'll be honest with you. Given a preference as to whether or not DHL sent these aircraft to Express.net, Atlas, Polar, et al, VS ABX, I'd rather see em go to ABX. And I say this as a full blown, in his right mind, AStar pilot. If they go to ABX, at least it A. Demonstrates that DHL might, might, once in a blue moon actually think about the ramifications of their decision making processes, (which usually starts with the question "First, how can we screw the employees?" and ends with the statement "Who cares if we screw the customer."), and B. Would be a step toward demonstrating that they have the ability to learn from their mistakes......which means their probably going to be part of a new ERAU ab initio airline flying body parts from ILN to DAY.

 

[Whistlin' Dan]

re-join which discussion? Your discussion about DHL/UPS/FDX 'strategic alliances' ?
:laugh: :laugh: :laugh:

I can't even say that with a straight face !!

That's better.

Now, since you are obviously of the opinion that DHL will never partner with anybody to bolster their presence in the U.S. market, tell us what they're doing to fix it on their own. Industry experts have stated that it will take 3-5 billion dollars to become competitive (I.E., "profitable, at market rates") over here. Where do you see them spending the first 300-500 million?

A new hub? They're not even shopping for land...

New planes? These 767's are the only new planes that DHL has acquired since they bought the Metroliners in the early 80's.

Expanding their service network? That would imply adding flights, or adding stops to flights. Are you adding flights? If so, your guys should be coming off of furlough very soon.

Prey tell, what is DHL doing, besides trying to put the squeeze on you and Astar, to reverse their downward slide and prepare for future growth in the U.S.?

 

[shooter]

Thought they were out of biz??

Gonna be laughable if DHL gives these to anyone but ABX, tryin to save money and all...

I hope more than anything else that ABX gets these, but my money is going to ride in DHL across the pond to get them and fly them to and from the US.

They already have the 757, so everything is in place just like ABX. The Polar ownership gets them 747 space to Asia and these will increase uplift across Atlantic. Does anyone know if these will be ETOPS aircraft and what range ETOPS (if at all) DHL Euro operates under? The ONLY worry would be a slow death if open skies allows DHL to operate point to point within the US.

And I will go back to my ILN Ops thread post the W.Dan needs a pee test because he thinks some kind of DHL/UPS/FedEx deal is in the works. Hey Dan...Delta flies 767's too...so your mind must be just RACING that Delta Dash is this giant cargo consipracy to all fall under the same umbrella.

RUN TO THE HILLS DAN! AND DON'T OPEN ANY YELLOW, PURPLE OR BROWN BOXES!

 

[shooter]

Another possibility is DHL is playing hardball with Hete - somebody mentioned this elsewhere. Hete apparently won't give DHL our additional 767s under the current ACMI margin rates. Hete's holding out for much higher charter margin rates.
Not saying its so, just another possibility.

Good for Hete...have you seen how much more Astar contract is than the ABX ACMI???? ABX gets better $$$$ for charter, so either pay up DHL or ABX will make money elsewhere. Just give ABX the same rates as Astar.

 

[Browntothebone]

Whistlin' Dan,

What do you think the chance is that DP could purchase FedEx if Open Skies goes through?

Current FDX market cap is 35.22B. A 30% premium would put it at 45.79B ($149 per share). Is this something DP could swing? The result would be instant complete access to the US market.

 

[penguin22]

Whistlin' Dan,

What do you think the chance is that DP could purchase FedEx if Open Skies goes through?

Current FDX market cap is 35.22B. A 30% premium would put it at 45.79B ($149 per share). Is this something DP could swing? The result would be instant complete access to the US market.

There ya go, Whistlin' Whacko, a fellow conspiracy theorist. Y'all talk amoungst yourselves, and be sure to let us know when you've got it all figured out.

 

[Browntothebone]

I'll keep talking, but remember the world was once flat. Coke or Pepsi? Long term there is room for 2 integrators. The ranking right now is 1. DP (DHL), 2. UPS, 3. FDX and 4. TNT. Now let's make two: (DP+FDX) and (UPS+TNT). The gutsiest will then somehow acquire Schenker http://www.schenker.com/index_en/index.html from DB.


2006 revenue:
DP (TNT) $ 79.32 Billion
UPS $ 47.55 Billion
FDX $ 33.97 Billion
TNT $ 13.23 Billion

DP (TNT) + FDX = $ 113.29 Billion (Total net profits approximately $ 4.5 Billion)
UPS + TNT = $ 60.78 Billion (Total net profits approximately $5.7 Billion)


Makers & Breakers
Brown Triumphant
Tatiana Serafin 03.26.07



Freight carrier UPS always seemed to be less glamorous than its competitor FedEx. With its dull brown trucks and unionized workforce, United Parcel Service (70, UPS) compared unfavorably to the less unionized (pilots only) and brightly colored FedEx.
But UPS has come into its own. Beefed-up bar codes have let Big Brown's drivers improve reliability. UPS workers and customers now are better able to track package movement. Despite their identical price/earnings multiples (18), UPS is the better bet for investors than FedEx , which has gotten indigestion from swallowing several smaller competitors. Another minus for FedEx is the money it is pouring into its ailing copy chain, Kinko's. FedEx also is embroiled in a dispute with contract drivers on whether they should be treated as employees. In 2006 UPS earnings rose 8% to $4.2 billion on $47 billion in revenue.
The 100-year-old UPS now has a broader array of services, including freight forwarding, heavy airfreight and logistics planning, and is taking full advantage of burgeoning international trade to fuel growth, says Bank of America analyst Scott D. Flower.
UPS delivers 15.6 million packages a day in 200 countries (FedEx: 6.1 million). UPS' international package volume was up 17.3% last year while its U.S. package growth was 4.4%. In February the company ordered 27 Boeing 767-300er freighters to handle the surge in volume. The UPS-FedEx rivalry will heat up in 2007 after a detente in prices last year. UPS announced a 4.9% boost while FedEx's rate increased 3.5%. Another potential duel: TNT Post Group in Europe, which Flower says both UPS and FedEx may go after.