I was told by Steve Tobias, the chief operating officer, that one day recently they had no trains being held between Philadelphia and Chicago. That's the first time that's happened since June 1, ... The only thing we have to worry about right now is weather. If the snow doesn't come early, this thing could be humming in few weeks. |
I would say up until the recent few weeks, it looked like CSX might be doing a better job, now the shoe may be on the other foot, ... I'd be more worried about CSX going forward than Norfolk Southern. |
If the east gets fixed within six months, one of them (CSX or NS) could very well go to the dance with UP, the other could end up going with CN/BN soon thereafter, |
If they screw it up, there probably won't be another rail merger approved, at least in my career. |
It is not gridlock. We had gridlock on UP-SP, ... Do we have congestion? Yes. Have we had service problems? Yes. It's going to get a little worse over next couple of weeks while traffic peaks. But it's not nearly as bad as UP. |
That would leave the other one to merge with Union Pacific. |
UP has some things to consider, |