FedEx (FDX) Message Board

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Non-Tech : FedEx (FDX)

FDX 256.64

-2.1%

11:20 AM EST

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To: JCS who wrote (255)	12/7/1998 5:47:00 PM
From: Darryl Olson	of 524

"... making the US Post Office an across the board better competitor to FDX." Depends on whether you are referring to price or service. The post office makes no guarantees. That's why their (price) commercials state 2-3 days versus 2-day service for UPS and FedEx. Any way you slice it, all three should benefit from the trend. The kicker for FDX is they are a technology entity (heavy into the internet and information services), and they do not have to fight the teamsters. If you contact the post office, they cannot tell you where your package is or if they picked it up. Of course, if you certify or insure it you can prove that you gave it to them. UPS is closer but still behind in technology, plus they have to contend with the teamsters. The pilots can still be a thorn in the side of FedEx, however, the threatened strike forced FDX to take a hard look at their ground network and I believe they discovered some opportunities. As stated before, all three should benefit, but FDX stands to benefit more (IMO). They have positioned themselves very well.

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