That article hvydriver was a few days prior to the one I mentioned. The headline of the item I read was Fed Ex and UPS" to profit from DHL or something close to that.
Both of the carriers have stated their loads are off quite a bit from projections. Fed Ex is better positioned because of the growing foreign markets. They bought a company (ground and air) in China, India and two in Europe. This offsets the declines in the U.S. market. Fed Ex still considers itself a growing airline and with the arrival of the 757's this year and 777's next year, the increased movement into the European markets, the expanding of the Asia market, well, you can do the math. The start of this conversation was the doubts about DHL's connection to Polar with the expected decline of their U.S. presence, (not he plans of Fed Ex or UPS). Those doubts are still there.