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Got it. Thanks.

On Tue, Dec 21, 2010 at 2:28 PM, Hunter Biden <hbiden@rosemontseneca.com> wrote:
> See my changes below. Also I would even further temper their expectations regarding FL an speed requirements and make it clear that Amtrak will not be the ultimate decision maker here.
>
> R. Hunter Biden
> Rosemont Seneca Partners
> 202-333-1880
>
> On Dec 21, 2010, at 1:35 PM, Michael Muldoon <mmuldoon@rosemontseneca.com> wrote:
>
>> Hunter - let me know if you have any changes and we'll get this out ASAP.
>>
>> Below are a number of the issues we were planning on discussing on our
>> call this morning. Please let us know if you have any questions or
>> concerns and we look forward to connecting next week.
>>
>> Amtrak
>>
>> Earlier this week Hunter had lunch with Joe Boardman on a broad range
>> of issues relevant to CAF. Joe was less focused on the longer term
>> high speed rail projects in Florida and California and more honed in
>> on short term issues facing Amtrak. Among the issues he touched on
>> were CAF’s current contract with Amtrak, Amtrak’s role in developing
>> the Northeast Corridor and plans to identify short and long term
>> solutions for replacing the Acela rolling stock. Joe expressed
>> confidence in the positive working relationship between Amtrak and
>> CAF. An important point that was reiterated in the meeting was that
>> the high speed rail projects are all longer term proposals that involve players and politics beyond Amtaks control. However, within Amtrak control is the xintinued expansion of long distance superliner service for example that will result in real potential procurements in the short term.
>>
>> FL High Speed Rail / High Speed Rail
>>
>> FDOT released the latest draft RFQ on December 16th that contains the
>> same speed provisions as past versions (please see attached copy). The
>> most relevant sections are on page 5 (see definition of “Rolling
>> Stock”) and page 30 (see “Lead Rolling Stock Manufacturer”). The
>> technical requirements for the Lead Rolling Stock Manufacturer (page
>> 24) were excluded from this draft. This language doesn’t really change
>> CAF’s ability to successfully bid on the contract. It will still be
>> difficult given the speed requirements, but it doesn’t entirely
>> exclude CAF either. That said, we’re pursuing angles with Amtrak and
>> SNCF regarding their consortium and a potential fit for CAF. We’ve
>> learned that SNCF is the lead on identifying a rolling stock partner
>> and are following up with their team on a meeting accordingly. The
>> final RFQ is expected in the next month.
>>
>> It also seems that the Desert Express Project has real political backing and is gaining some traction in both in the public and private spheres. We’re monitoring this opportunity closely and will keep you
>> abreast to any developments and potential consequences for CAF.
>>
>> --
>> Mike Muldoon
>> Rosemont Seneca Partners, LLC
>> 1010 Wisconsin Ave., NW
>> Suite 705
>> Washington, DC 20007
>> (202) 333-1880
>> mmuldoon@rosemontseneca.com
>


--
Mike Muldoon
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
mmuldoon@rosemontseneca.com