Scott Davis
Scott Davis
below both falls price revolt risk share threshold
If AOL's share price falls below $50, there's the real risk you could have a shareholder revolt from both sides, ... That is a threshold point. But do I think we'll get to there? No.
accelerate agreement along closer company conclude confidence contract diversion grateful increase loyalty risk timely union volume
We are grateful for the loyalty and confidence demonstrated by our customers, ... But we've said all along the risk of volume being diverted would increase the closer we got to contract expiration, and diversion will accelerate if there's no agreement soon. It's even more important the company and the union conclude these negotiations in a timely manner.
committed heads holiday increases looking risk second surprised time worst
Certainly, the more heads up we get on it (slower growth), the better we can react. The holiday season, with the committed capacity, is the worst time to be surprised by a slowdown. But without that growth, there would be some risk to our estimates. We are looking for increases in the second half,
comparison expect last quarter reasonably tough versus
We expect the first quarter to be a reasonably tough comparison versus last year,
beaten recent stock
The stock has been mercilessly beaten up in recent weeks,
areas great major moving particular potential
These are the two major areas where we see potential (for acquisitions). We see great opportunities in particular for freight forwarding moving forward.
appreciation athletic bring coaches effort fans interact letting people
And we, as the athletic department, like to bring our coaches out to the fans in just an effort of appreciation and letting people interact with our coaches.
almost history morning remember
There's such a history, it's unbelievable. I remember this going back to the 1990s. I used to see him almost every morning on my way to work.
air business deliver difficult domestic economic financial growth guidance managing prior showing track ups
Prior to Sept. 11 UPS was showing growth in its domestic air business and was on track to deliver on the financial guidance we had provided, managing through some difficult economic conditions,
cut hold teams
We like to hold the ball, and get other teams frustrated. We hold it and hold it, then get a back-door cut and score. That's what we do.
anticipate continued domestic generation increases modest per revenue slow volume
Even in a slow economy, we anticipate modest increases in domestic volume and in revenue per piece, and continued generation of industry-leading margins.
corporate fill increasing kept less lower might moderate perks price prime reduction season seats teams ticket tickets
Teams would respond, probably by increasing the perks that go with corporate season ticket holders, or there might be moderate reduction in price of those prime tickets to try to fill the corporate seats. Even if they kept the kept the corporate seats at same price, they might have less of them, and have more seats at a lower price.
crew cruise engine found last lost members ship trip trouble
Crew members told us the ship lost the engine in June. The last trip had trouble and we found out the cruise after us had the same problem.
change excited sure
We are very excited about it. I'm sure it will change everything, but probably for the best.