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<blockquote data-quote="Undertow" data-source="post: 5650412" data-attributes="member: 4550">That might be true to an extent but only in the abstract given the current impasse between the company and it&#039;s labor force.&nbsp; Most analysts that usually listen in on a quarterly earnings call and ask questions aren&#039;t solely interested in whether the company beat the number that past guidance were expecting.&nbsp; Many put much more emphasis on potential future guidance before they consider altering their current recommendations regarding the stock.Had the company not moved the date of the release back and just gone ahead and released numbers that did surpass what the consensus had previously expected, it&#039;s not as if all the analysts would revise their recs on the stock upward from Hold to Buy or Strong Buy if they couldn&#039;t get a definite answer from the CEO or CFO stating &quot;There won&#039;t be any chance of a strike.&quot;&nbsp; The boardroom in Atlanta certainly knows that. They are coming off 3 years of record profits and they have a pretty good idea that FedEx and USPS are in worse shape than they were in 1997 and possibly far less likely to retain much additional temporary volume they&#039;d see in the event of a strike.&nbsp; If the company believes the competition isn&#039;t much of a threat then it might feel even more like taking some really hard swings at a union they have long despised and it&#039;s president who they likely despise even more so.</blockquote>

[QUOTE="Undertow, post: 5650412, member: 4550"] That might be true to an extent but only in the abstract given the current impasse between the company and it's labor force. Most analysts that usually listen in on a quarterly earnings call and ask questions aren't solely interested in whether the company beat the number that past guidance were expecting. Many put much more emphasis on potential future guidance before they consider altering their current recommendations regarding the stock. Had the company not moved the date of the release back and just gone ahead and released numbers that did surpass what the consensus had previously expected, it's not as if all the analysts would revise their recs on the stock upward from Hold to Buy or Strong Buy if they couldn't get a definite answer from the CEO or CFO stating "There won't be any chance of a strike." The boardroom in Atlanta certainly knows that. They are coming off 3 years of record profits and they have a pretty good idea that FedEx and USPS are in worse shape than they were in 1997 and possibly far less likely to retain much additional temporary volume they'd see in the event of a strike. If the company believes the competition isn't much of a threat then it might feel even more like taking some really hard swings at a union they have long despised and it's president who they likely despise even more so. [/QUOTE]

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