Document byO8q1Qk689o4GewZYy8mRevo

A cceturo v. A bex Corp., et al., S uperior Ct., Law Division, Middlesex Cty., New Jersey, Docket No. M JD -L-6601-99-A S ; 03/07/06 A cceturo v. A bex Corp., et ah, S uperior Ct., Law D ivision, Middlesex Cty., New Jersey, Docket No. M ID -L -6 6 0 1 -99-A S ; 03/07/06 t:t*I Internal Correspondence Dole:. To: Copy; From: Subject: OCTOBER 1, 1985 J. L. WARREN TCM / NAHQ SEE DISTRIBUTION J. J. COLLINS NATIONAL ACCOUNTS MME1LY REPORT SEPTEMBER, 1983 MARKET ANALYSTS . We are starting to hear sane concerns fran some of tlie major lease companies relative to the OEM push at fleets on single source pur chasing. 'ihe lease companies are concerned specifically at this time with White and International Harvester, indicating that what they are offering is merely a system that provides guaranteed coat of opera tion and residual protection for fleet customers, which is basically what die major lease companies do. . The fleets who have faced hard times and have gone with an employee stock option purchase program may be in a posiLion to bring consider able pressure on the Roadways, Yellows and Consolidated Freightways of our industry, due to tire very favorable compensation packages they have been ahl.e Co negotiate. This is sure to force even more pres sure on union-operated caupanies, making tire settling down of the in dustry yet a wliiLe off. . non-asbestoa Lining is gaining apecification consideration at more and more fleets; and we have noted that a prominent after market sup plier, Raybeatos Manhattan, seaiis to be doing the best job in the field, causing a great number of fleets to attempt a pull-through of what was once considered an after market lining. i . We continue to hear increased concerns and certainly a great deal of j conversation concerning the potential for tougher braking laws in the j industry. Much of tills discussion involves the pushing of European ; type brakes and concern that before uur industry acts, we will be legislated Lnto a position that might be less than favorable to the j trucking industry. . We continue to get reports that would Indicate a decline in the 1986 Class 8 truck sales. Following arc a few examples. COMPANY Gelco Feld Yellow Freight Roadway Lend Lease Ruan 1985 PURCHASES 2400 units 1400 units 1100 units 800 units 600 units 1986 PROJECTIONS 1500 units 300 units 600 units 600 units 300 units Foim T30-71 (Re> 15/631 P-EAT-0393 EAR 022.10.1