Jim Winchester
Jim Winchester
develop earnings experience good half second sector system
I think the UP earnings are probably a good foreshadowing of what the U.S. transportation sector will experience in the second half as bottlenecks develop and the system comes under stress, ... Their earnings were pretty brutal.
container difficult five given goes good market perspective pure rail second shipping since
If you look at it from a shareholder perspective, it's a good short-term move, since there is a difficult container shipping market now and it makes CSX a pure rail play, ... Five years from now, when container shipping goes through its cycle, there may be second thoughts. But given what's going on now, sure, it's a good move.
customer dock five four internet percent realize road service ship time truck
As we look down the road four or five years from now we'll realize that the Internet is an important customer service enhancement for the transportation industry. But 90 percent of the time the important thing is 'Did the ship get out of the dock on time?' and 'Did it get into the dock on time.' It's the same for truck or rail.