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Message: <blockquote data-quote="bacha29" data-source="post: 5360889" data-attributes="member: 58386">D.E. Shaw is a arbitrageur/hedge fund. The question he is what is his timeline? Is he looking to rip Fat Freddy for a big and quick wad and in doing so wreck the company's bottom line and balance sheet taking years to recover or has he set out to undertake a complete transformation of the entire company which could either mean a full consolidation of the entire company into a UPS style model or break it apart and sell it off piecemeal. The first and last outcomes are the most likely. Getting stuck running the entire FDX company is not something he would normally allow himself to be encumbered  with.Either way it still looks like contractors are going to continue getting cuffed around and dragged along behind  the wagon until they free themselves no matter the economic cost.</blockquote>