The UPS Strike- Opportunity of the year?

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Non-Tech
The UPS Strike- Opportunity of the year?

An SI Board Since August 1997

Posts	SubjectMarks	Bans
25	0	0

Emcee: Rubble	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
25	A resolution to the strike has been announced. The details haven't. I'm	Rubble	-	8/19/1997
24	I too am bullish on ABF. The PE of ~12 is perhaps the lowest of all the carrier	Rubble	-	8/17/1997
23	I'm very bullish on ABF. They price doubled in a very short period way befo	Michael Foy	-	8/17/1997
22	If I'm not mistaken, I believe PBI ships ALL of their meters via the Postal	mr.bill	-	8/15/1997
21	Bill- You may be on to something. If businesses are flocking to PBI for postage	Rubble	-	8/15/1997
20	One of the companies that might benefit from the UPS strike is PBI. As a postal	mr.bill	-	8/15/1997
19	Another idea perhaps? Are companies that rely on UPS, ie mail order firms, tan	Jake's mom	-	8/15/1997
18	< FedEx is not taking on any new customers so it doesnt benefit them that mu	Rubble	-	8/15/1997
17	WOW I wonder who owns UPS? I heard that management owns it but that would means	John Liu	-	8/15/1997
16	Thanks Don. Thought Air Ways was a freight carrier. Dont think this would be mu	Jim	-	8/14/1997
15	FedEx is not taking on any new customers so it doesnt benefit them that much. T	stockvalinvestor	-	8/14/1997
14	Air Tran merged with Valujet. Vjet could be viewed as the one who took over.	Don Dunlap	-	8/14/1997
13	< Do you know if FedX is union and has similar risks? > If I recall corr	Rubble	-	8/14/1997
12	Rubble I am on the Vivus thread and had been discussing the same play with my	Jim	-	8/14/1997
11	< 1)Service 2)Cost 3)Reliability > Well...UPS has already ru	Rubble	-	8/13/1997
10	Judy, I agree that costomers will go back to UPS. The question I have is whet	Brian VanHiel	-	8/13/1997
9	I think folks will go back to using UPS once the strike is over and forget the	Judy Muldawer	-	8/13/1997
8	I think you are right about UPS losing some business but I think it will be MUC	Bear Down	-	8/13/1997
7	FDX is up only about two points since the strike began. It closed on August 1 a	Rubble	-	8/13/1997
6	Do you know how many points and/or percent has FDX risen since the begining of	John Liu	-	8/13/1997
5	One consequence of the UPS strike that I find inevitable is that UPS will raise	Rubble	-	8/13/1997
4	John, UPS' cost structure is better since they have an extensive ground ne	JJ	-	8/13/1997
3	What I am look for is to see if FDX can compete with UPS once the strike is don	John Liu	-	8/13/1997
2	John, <i>Does anyone know of the different cost structure of each	JJ	-	8/13/1997
1	I was looking at FDX right after the strike started but have not moved yet sinc	John Liu	-	8/13/1997

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