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Will DHL target ABX’s DC9 aircraft for cuts?

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As much as anyone would like to say over and over "they cannot reduce their service to pre Airborne purchase" you better get ready. The writing is pretty much on the wall, whether any of us like it or not.

Then that would be a shame because it will be the end of DHL.
 
Ummm... that would be the same guy about to get thrown in the Stalag for tax evasion, correct?Rhetorical question, Shooter. He bought DHL to diversify DPWN. They bought ABF when they were in aquisition mode. They made many other large scale purchases in that time. Excel, etc. I don't think they'll reduce to quite pre-integration levels, but you can't keep losing 1 Billion annually. They are going to have to drawn down to be able to get control of this goat rope before they do anything else. You guys are putting way too much importance on the US market in the global environment, and how long it's going to take Purple and Brown to catch up globally. Perhaps they will, but it will be a long way down the road before that happens.
 
I disagree, DHL will move on. Time will tell.

Lets first see where they are going on the 28th. If it goes back to pre-airborne and do not feed the market with air service of some type, I know they will fail. We just disagree on that, oh well. If I am right, same some $$ for the beer you will owe me.
 
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Ummm... that would be the same guy about to get thrown in the Stalag for tax evasion, correct?Rhetorical question, Shooter. He bought DHL to diversify DPWN. They bought ABF when they were in aquisition mode. They made many other large scale purchases in that time. Excel, etc. I don't think they'll reduce to quite pre-integration levels, but you can't keep losing 1 Billion annually. They are going to have to drawn down to be able to get control of this goat rope before they do anything else. You guys are putting way too much importance on the US market in the global environment, and how long it's going to take Purple and Brown to catch up globally. Perhaps they will, but it will be a long way down the road before that happens.

Go back to air express history a bit and see where Fred was. He was losing his butt but knew he had to keep servicing the market in order to gain market share. You can't put the cart before the horse. Pre-Airborne service is doing just that. Besides, their problems were not with the air service. To kill off their service because of ground/delivery problems will sink them further behind the 8-ball. edit: What am I saying...it will kill them off from the express business.
edit2: you seem to underestimate the FedEx and UPS push into the international arena.
 
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I disagree, DHL will move on. Time will tell.

About 2 1/2 years ago, John Mullen, now the CFO gave a presentation in which he stated fully 65% of the WORLD express freight is to or from the US and that without a solid US position, DHL would not be able to capture a meaningful percentage of that freight.
 
About 2 1/2 years ago, John Mullen, now the CFO gave a presentation in which he stated fully 65% of the WORLD express freight is to or from the US and that without a solid US position, DHL would not be able to capture a meaningful percentage of that freight.[/quote



That was my understanding too. As for my Astar brothers and sisters who seemed to think that DHL can be successful by "pulling back in the US market" and reducing themselves to pre-integration levels, I just don't see it as a possibility. The world has changed to much since the integration and the FedEx and UPS's patience and hard work in the international sector will be rewarded. They have built up a successful operation here and have withstood DHL's biggest and best punch now it is time to see if FedEx and UPS can with stand the DHL's best punch in the international arena. My best guess is that FedEx and UPS will be fine. I'm still pulling for the yellow team (my paycheck is still directly linked to them) but apparantly the writing is on the wall. Too bad for us all. Who was it that had the phone number for Truckmasters? Was it you Shooter?
 
It appears DHL wants to go back to the previous way of operating before coming to ILN...you don't have to be FDX or UPS to survive the freight market, but rather find a niche and go from there.

I don't suppose ABX could give DHL their money back, reincorporate and rebuild their B2B business model before DHL takes the airline apart?
 
No Shooter, I comprehend quite well. Believe it or not, I can read too.

One thing I can't comprehend is the air of superiority that some of the "Airborne" employees have.

Well let's see...ABF was doing fairly well, (double the market share that "world leader" DHL has) and then DHL, Astar,etc come to town and dismantle a successful operation to ensure that things are done according to DHL's way, which as it turns out doesn't work.

Kind of like watching a pop warner football game - line up, hike the ball, run into the pile and fall down... with a loss of yardage every time. Frustrating to say the least.

I think you are mistaking "superiority" for frustration at watching our careers, (yours too if they don't get their ********************e straight) go down the crapper.
 
and then DHL, Astar,etc come to town and dismantle a successful operation to ensure that things are done according to DHL's way, which as it turns out doesn't work.

As far as Astar coming to ILN, we weren't sent there "to dismantle" anything. Just like our friends at ABX, we work for a customer that decides routes, etc.
 

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