If UPS provides access to high growth areas like China and India, we will give them the benefit of the doubt on margins.
What you're seeing is a crossroads here between Wall Street analysts focused on the next quarter and long-term investors focused on the next three to five years.
It has set the tone for what looks like a very good year ahead.
I think today's call put an end to those concerns. You want to see strong results coming out of the combined company. It speaks to P&G management that they have been able so quickly to digest such a large acquisition.
