It is still too early to own ground transportation names.

Manual had us out of sorts early on. I don't want to take anything away from Manual, but you can't give them cheap ones like we did. We gave up three big scores that you are not going to get back in a big game.

We expect the stock to rally on the unexpected fuel surcharge announcement. Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.

We expect the stock to rally on the unexpected fuel surcharge announcement, ... Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.

We've never seen a beast like UPS, ... It's best in class, six times bigger than its next largest competitor. They set pricing. They have best returns in the integrated (freight transportation) sector.

The earnings implications are probably immaterial, but perception of UPS as a new economy supply chain information provider is real.