SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : FedEx (FDX)
FDX 369.09+1.4%Feb 6 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jacques Tootight who wrote (327)2/16/1999 8:12:00 PM
From: Dayuhan  Read Replies (2) of 524
 
I would expect business-to-business e-commerce to increase centralization to some extent. This is a trend which has already been going on, but I see no reason to believe that it has peaked.

I think the real growth potential for FDX is in the international market. When they started the Asia 1 service (next day delivery among major Asian cities) nobody realized that they wanted it; now it is a way of life. I use it almost daily. FDX is completely dominant in this market; the nearest competitor, DHL, is far behind. Asia is not where it is happening now - though it is not as flat as the media would have us believe - but that cycle will eventually turn. It isn't only Asia, either. Globalization is a trend that is here to stay; it may not run a straight road, but it will keep moving. More international business will mean more international shipments.

Bottom line: I think there is huge expansion potential in the international air cargo business in the next decade, and FDX is clearly the dominant player.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News