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How about some rampant speculation?
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<blockquote data-quote="Ricochet1a" data-source="post: 950260" data-attributes="member: 22880"><p>Something this big, has got to have operational planning take place. Once that occurs, the grapevine will be buzzing with what is about to happen. Senior managers will know that their operation will change, so they will need to make preparations to begin to adapt routes to the decrease in volume and change AM sort times. There will be hiring freezes for full-time Couriers, there will be construction going on within Ground terminals, job postings by Ground for additional positions, changes in software to accomodate scanning Express ASTRA and enable them to be sorted into the correct Ground delivery routing system. All of these necessary changes would by necessity take place in advance of actual implemention of a shift in business model. </p><p></p><p>To date, NONE OF THIS has occurred. There is no evidence of ANY operational level implementation going on. No construction at Ground terminals reported, no reports of contracts being signed with construction firms to do construction in the near (or even short) term. No reports from people working at Ground terminals using Express bar codes in a "trial" application for their computer equipment (running trial Express ASTRA through their scanners and making sure the correct results occur, etc). </p><p></p><p>For those who get their information from this forum, the dots may seem to be connecting, but from my sources of information, NOTHING has been implemented as of yet. From my perspective, the only thing that is happening is one bit of information has come out - the 28% increase bit. From that, inductive reasoning has been used by the readers to derive the conclusion that change is imminent. It may be - but again, from my sources, nothing is imminent. I would expect to get some form of confirming document or source that the trigger has been pulled - so far nothing. </p><p></p><p>So this leaves the question as to how this bit of information regarding the 28% business is being interpreted. This is what is so suspicious. No FedEx public announcement regarding expansion in Ground (they don't need to say where the volume is coming from, just that there is an anticipated increase in volume). Something like this would have some version of confirmation from FedEx in some form that would be available to shareholders. So far, NOTHING.</p><p></p><p>When all the bits of information lead to a conclusion that something is going to happen "in the future", then another bit of information arrives that leads people to believe that "the future is now". Something is missing. For the readers of this forum, thinking "the future is now", is logical inductive reasoning from everything that has been posted over the last couple of years - but I've received no outside confirming information that indeed "the future is now" - only "sometime in the future" (without a date specific given). </p><p></p><p>There needs to be other confirming data before it would be wise to assume the conversion will occur this July. If indeed it will happen, there will be a slow trickle of other information come out in the coming weeks, then a torrent of information - then finally sometime after Memorial Day an announcement from Express. I haven't received any "trickle" of information in the past few months regarding a date certain. If indeed FedEx has made up their mind about conversion, they've kept it so quiet, that it would rival national security in terms of not getting out and remaining a secret. </p><p></p><p>I had a heads up on the pay issue for 2012 and received internal memos, I had a heads up on the trial of Cheetah within Office (out of the blue). Nothing regarding actual implementaion of the business plan to actually begin the shiftover delivery of non-overnight over to Ground. However, given the "out of the blue" nature of being informed about Cheetah, it is a possibility that FedEx has made a decision to convert and is keeping it under tight control till they are ready to make a public announcement. Everyone knows that doing this will create a lot of problems within Express (both within AGFS implementing the plan and with employees in DGO), they've got to be in a position to handle those problems without having service disruptions. </p><p></p><p>So right now, don't look at a conversion as being a done deal - look into where that information regarding the 28% increase in volume for Ground is coming from and where this mystery volume is originating from. If this is an accurate bit of information, there has to be a way to get independent confirmation as to what source this volume is coming from. The movement of 900,000 packages of day isn't something that can be kept secret as to source or method. Either the bit of information is incorrect (or it is being incorrectly applied to a national level when the information was intended for a local bump in volume), or there is other information out there that can confirm the bit of info and give more info which would allow a high confidence conclusion to be reached BEFORE FedEx makes a public announcement.</p></blockquote><p></p>
[QUOTE="Ricochet1a, post: 950260, member: 22880"] Something this big, has got to have operational planning take place. Once that occurs, the grapevine will be buzzing with what is about to happen. Senior managers will know that their operation will change, so they will need to make preparations to begin to adapt routes to the decrease in volume and change AM sort times. There will be hiring freezes for full-time Couriers, there will be construction going on within Ground terminals, job postings by Ground for additional positions, changes in software to accomodate scanning Express ASTRA and enable them to be sorted into the correct Ground delivery routing system. All of these necessary changes would by necessity take place in advance of actual implemention of a shift in business model. To date, NONE OF THIS has occurred. There is no evidence of ANY operational level implementation going on. No construction at Ground terminals reported, no reports of contracts being signed with construction firms to do construction in the near (or even short) term. No reports from people working at Ground terminals using Express bar codes in a "trial" application for their computer equipment (running trial Express ASTRA through their scanners and making sure the correct results occur, etc). For those who get their information from this forum, the dots may seem to be connecting, but from my sources of information, NOTHING has been implemented as of yet. From my perspective, the only thing that is happening is one bit of information has come out - the 28% increase bit. From that, inductive reasoning has been used by the readers to derive the conclusion that change is imminent. It may be - but again, from my sources, nothing is imminent. I would expect to get some form of confirming document or source that the trigger has been pulled - so far nothing. So this leaves the question as to how this bit of information regarding the 28% business is being interpreted. This is what is so suspicious. No FedEx public announcement regarding expansion in Ground (they don't need to say where the volume is coming from, just that there is an anticipated increase in volume). Something like this would have some version of confirmation from FedEx in some form that would be available to shareholders. So far, NOTHING. When all the bits of information lead to a conclusion that something is going to happen "in the future", then another bit of information arrives that leads people to believe that "the future is now". Something is missing. For the readers of this forum, thinking "the future is now", is logical inductive reasoning from everything that has been posted over the last couple of years - but I've received no outside confirming information that indeed "the future is now" - only "sometime in the future" (without a date specific given). There needs to be other confirming data before it would be wise to assume the conversion will occur this July. If indeed it will happen, there will be a slow trickle of other information come out in the coming weeks, then a torrent of information - then finally sometime after Memorial Day an announcement from Express. I haven't received any "trickle" of information in the past few months regarding a date certain. If indeed FedEx has made up their mind about conversion, they've kept it so quiet, that it would rival national security in terms of not getting out and remaining a secret. I had a heads up on the pay issue for 2012 and received internal memos, I had a heads up on the trial of Cheetah within Office (out of the blue). Nothing regarding actual implementaion of the business plan to actually begin the shiftover delivery of non-overnight over to Ground. However, given the "out of the blue" nature of being informed about Cheetah, it is a possibility that FedEx has made a decision to convert and is keeping it under tight control till they are ready to make a public announcement. Everyone knows that doing this will create a lot of problems within Express (both within AGFS implementing the plan and with employees in DGO), they've got to be in a position to handle those problems without having service disruptions. So right now, don't look at a conversion as being a done deal - look into where that information regarding the 28% increase in volume for Ground is coming from and where this mystery volume is originating from. If this is an accurate bit of information, there has to be a way to get independent confirmation as to what source this volume is coming from. The movement of 900,000 packages of day isn't something that can be kept secret as to source or method. Either the bit of information is incorrect (or it is being incorrectly applied to a national level when the information was intended for a local bump in volume), or there is other information out there that can confirm the bit of info and give more info which would allow a high confidence conclusion to be reached BEFORE FedEx makes a public announcement. [/QUOTE]
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