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To: E.J. Neitz Jr who wrote (48459)	6/5/2003 9:22:43 AM
From: BWAC	Read Replies (1) \| Respond to of 53068

Add Roadway to the previous trucking observations. Freight not moving through the system. Not good economically. Roadway cuts EPS estimates (ROAD) 37.59 : Company warns for Q2 (Jun), sees EPS of $0.33 vs Reuters consensus of $0.73, says "volumes to date in the second quarter have not kept pace with March's seasonal recovery". Watch for potential fallout in long haul truckers YELL, USFC, ABFS. ---------------------------------------- Earlier FedEx and Freightliner Message 18995175

To: E.J. Neitz Jr who wrote (48459)	6/5/2003 3:16:06 PM
From: DanZ	Respond to of 53068

I don't receive Goldman's research and didn't know that they said anything. However, the stock didn't do much the last time that they came out with a research report. Clearly the tone of the market is different now, which is what I think drove it to 11.60. I like the stock long term but don't think that it is clear sailing just yet because of the mediocre earnings last quarter. I seriously doubt if things have improved that much in the last two months but agree that institutional buying is propelling the market right now. Still think FLEX will pull back to near 10 at least one more time. By the way, it's great to see you posting more again. Dan