I think it's more of a one-month blip than an indication that the truck trend is starting to reverse.

This number is a one-month number. I would really be hesitant to make a trend out of this. If you strip out oil, these numbers do not look so bad and, especially in the producer price area, prices are still falling and this tells me that the pipeline does not have inflation in it.

But despite the pressure, I can't think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on his watch, but they weren't created by him.

It's really not a zero-sum game where one wins and one loses. It's really everybody or nobody.

That's an indication I'm sort of starting to fade.

Even though it is not completely Wagoner's fault, you just have to shake things up.