Alex Brand
Alex Brand
asset call conference desire fuel network planes running stressed
They've stressed on conference call after conference call the desire to be asset light, ... They feel like they need a network of planes to fuel the kind of freight they carry. But now they're going to be running a third-party network anyway. I can't see them going out of their way to put the planes back in the air.
seems separate solutions systems ups work
I think FedEx over-engineers solutions in many cases. UPS doesn't see the need to have two separate systems and it seems to work pretty well.
conclusion definite
It's a foregone conclusion there's one carrier too many, ... But even with this, I don't think it's definite that Emery will be the one that disappears.
billion blows company dollar issue mind truly
It blows my mind that a $25 billion dollar company is going public, ... It is truly incredible. That will be one issue everyone will be clamoring for.
allow buying clearly equity form investment market outright players public rather terms
In terms of volume, they clearly have the time-deferred, small-package market cornered. Going public will allow them to form partnerships with other e-commerce players through an equity investment rather than buying them outright with cash.