It's been said that XPO would take an enormous risk with a business model that they have little to no information or experience with - The FedEx Ground Model.My point exactly, Menlo they know, LTL they don't know.
While the XPO company is taking a different approach to get more leverage on the customer ( they are "betting" in the near future there will be a shortage of equipment and drivers ) , XPO seems to make their moves based on common sense - supply demand.
Also , when you start reading about the 33ft trailers , it's a better than 50% chance it's going to happen. Why not own a company that makes trailers.
XPO is not gambling on Con-way - let's be clear. Even with lackluster management a profit is being made. They've been watching Ann Arbor long enough to know it won't be too hard to run Con-way more efficiently.