My point with DHL being a non-issue is really very simple, and I have a hard time accepting that the more astute posters on this forum don't get this;
Let's say DHL's last day is January 10th (whatever it is). It is not like on January 11th there will be a million DHL customers for UPS to pick & choose from, to pick up as customers.
ALL large DHL customers have already chosen their new delivery service, be it FedEx or UPS. All others that have lived in a cave for the last year and caught unaware at DHLs demise add up to a handfull, no more than what is already out there as UPS sales leads.
Mark my words - you heard it here first - the UPS-saving DHL volume won't even cause a noticable bump in sales figures. Any significant volume has already changed hands. The time to sell these customers was 6 months ago, not after the horse got out of the barn.