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Non-Tech : FedEx (FDX)
FDX 267.48-0.4%3:59 PM EST
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To: Kid Rock who wrote (5)10/29/1997 4:38:00 PM
From: Darryl Olson   of 524
 
Thomas - in theory that sounds good. However, I don't think we can completely do away with warehouses and DC's. We can shrink the number of them and improve utilization, but you will still need consolidation and distribution points within the supply chain.

I think the Caliber combination presents some interesting opportunities longer term. If they can actively compete with UPS and wrestle away some market share, their growth prospects look pretty good. I like the quality image of FedEx and RPS not to mention the fact that their technology exceeds that of UPS, their services complement each other, FedEx will have a much improved service offering, the logistics piece could add volume, etc...

Of course, this won't happen overnight. As mentioned before, I think there is longer term value here.
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