Thinking out loud on DHL and asking a few QQ's

[shooter]

Shooter... you seem a bit testy or perhaps have had a few drinks? :beer:

Either way... here goes... DHL (in spite of your wishes to the contrary) will survive just fine with an import/export only US presence. The majority of their revenue is derived outside the US, though half of it originates/terminates in the US. Your "feelings" not withstanding, DPWN believes they'll prosper just fine under this arrangement.

As far as the election and why I brought that up? You're kidding, right? Please say you're not so naive? It's common knowledge the DHL/UPS agreement has been concluded for some time now. The anti-trust rah-rah crowd and its political hacks can't take a peek until the agreement is formalized. Let's see now... Ohio is infested with enough socialist whack-jobs to make it a "battleground state" (embarrassing but true), so the agreement won't be "announced" till after the election when no one outside Ohio will give a hoot what happens with this vendor change. Comprendo ahora?

Ay caramba!

Buenos Dias Amigo!

BBB

:laugh: "...common knowledge it has been concluded for some time now"....you are one funny guy. Pay no attention to what both DHL and UPS have been saying about them, they are done...papers signed. Lay off the hookah, BBB.

Sorry if you feel I am testy. It is just how my writings come across, maybe because I just lay it out there and don't dance around if the reader might get offended by misinterpretation. My hatred is with DHL and only DHL. They will reach an agreement, they say by the end of the year. It has nothing to do with the election, they just haven't got all the details worked out yet.

You may be right with DHL going strictly import/export. I don't think so, but we have differing opinions on it. I think UPS and FedEx will pounce like a cat on a lame mouse with that maybe by this time next year. Heck, your UPS switch site is even selling your international product as a better packaging than them right now. Wait until the domestic is all gone. I guess we will just wait and find out, eh?

And like it or not, you are wrong on the election. You give this thing way more political credit than it has with regard to the election. When was the last time you heard a national stump with Obama or McCain include DHL (exclusive) of their jobs stump? The local impact and pressure will not stop because....well, it's a bad deal. But keep thinking what you wish, if it makes you feel better. It really does make me laugh out loud. :laugh:

 

[wickedride]

Shooter... you seem a bit testy or perhaps have had a few drinks? :beer:

Either way... here goes... DHL (in spite of your wishes to the contrary) will survive just fine with an import/export only US presence. The majority of their revenue is derived outside the US, though half of it originates/terminates in the US. Your "feelings" not withstanding, DPWN believes they'll prosper just fine under this arrangement.

As far as the election and why I brought that up? You're kidding, right? Please say you're not so naive? It's common knowledge the DHL/UPS agreement has been concluded for some time now. The anti-trust rah-rah crowd and its political hacks can't take a peek until the agreement is formalized. Let's see now... Ohio is infested with enough socialist whack-jobs to make it a "battleground state" (embarrassing but true), so the agreement won't be "announced" till after the election when no one outside Ohio will give a hoot what happens with this vendor change. Comprendo ahora?

Ay caramba!

Buenos Dias Amigo!

BBB

I wouldn't bet on that, just yet.

 

[Big Beer Belly]

:laugh: "...common knowledge it has been concluded for some time now"....you are one funny guy. Pay no attention to what both DHL and UPS have been saying about them, they are done...papers signed.

Shooter... who in DHL management have you been getting your information from, or have you been relying on company press releases for the whole story? :laugh: I assumed you were a little more dialed in as far as your sources; apparently not.

You do understand no anti-trust review can occur until a deal is completed? The decision to "continue working on the deal" and not "complete negotiations" was made months ago when the political rhetoric regarding this was greater in Washington (beyond just Ohio's hack politicians.) The loss of jobs in southwest Ohio due to the change in vendors, sad as it is, has been far eclipsed by the worldwide economic crisis and its fallout. The DHL/UPS deal has fallen off the politicians' radar amid crashing markets, a worldwide liquidity crisis, bank takeovers, industry bailouts, rising nationwide unemployment, accelerating home foreclosures, soon-to-be higher inflation, and a deep, long recession (or worse).

I understand your hatred for DHL. I think you overestimate the importance of the domestic US market to their survival and prosperity. A number of transportation industry analysts believe they will continue to thrive as a very large transportation behemoth with an import/export only presence in the US. I agree with their assessment. I understand you don't. Time will tell.

BBB

 

[fob727]

Take what BBB says as gospel. He's just come down from the mountain.

 

[shooter]

Shooter... who in DHL management have you been getting your information from, or have you been relying on company press releases for the whole story? :laugh: I assumed you were a little more dialed in as far as your sources; apparently not.

You do understand no anti-trust review can occur until a deal is completed? The decision to "continue working on the deal" and not "complete negotiations" was made months ago when the political rhetoric regarding this was greater in Washington (beyond just Ohio's hack politicians.) The loss of jobs in southwest Ohio due to the change in vendors, sad as it is, has been far eclipsed by the worldwide economic crisis and its fallout. The DHL/UPS deal has fallen off the politicians' radar amid crashing markets, a worldwide liquidity crisis, bank takeovers, industry bailouts, rising nationwide unemployment, accelerating home foreclosures, soon-to-be higher inflation, and a deep, long recession (or worse).

I understand your hatred for DHL. I think you overestimate the importance of the domestic US market to their survival and prosperity. A number of transportation industry analysts believe they will continue to thrive as a very large transportation behemoth with an import/export only presence in the US. I agree with their assessment. I understand you don't. Time will tell.

BBB

Well, please inform me who in UPS management has told you the deal is done and signed. Right now what we all know....nothing new. There are rumors about the rumors right now and what I am seeing through all the fog is nothing is done, but they continue to talk and seem to have a plan B in the works (And since both plan A and plan B do not include ABX, why would I make them up?). If you know it is done and signed, enlighten us with facts and sources.

We will just have to disagree on the US market scenario.

 

[Big Beer Belly]

We will just have to disagree on the US market scenario.

Not really. There will be little ambiguity in several months.

BBB

 

[shooter]

Not really. There will be little ambiguity in several months.

BBB

Okay, until then...we will just have to disagree.

 

[Big Beer Belly]

Okay, until then...we will just have to disagree.

I feel the love Shooter!

All together now, "Kumbaya my friends... K-U-M-B-A-Y-A"!!! :laugh:


BBB

 

[EuroWheenie]

Latest rumours from this side of the pond is that the DHL/UPS deal is dead, with DHL to retreat back to CVG, dump ABX and have the flying done by ASTAR only. Further to that, ASTAR to re-fleet with 757 and 767-200SF's, aiming for a fleet around +/- 40 aircraft, serving the North American (incl. Canada) and Central American (as far south as PTY) markets only.

These are only rumours gentlemen, please don't shoot the messenger!

 

[splatt]

According 'Fortune' magazine DHL is much bigger than each of these package shippers... USPS, FEDX and UPS. DHL is huge around the world. If I recall correctly DHL is by far the biggest worldwide player in the express air delivery market. They can easily survive without the internal US market.