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H and D-

Just talked to Lorenzo and told him there is nothing we can do on this
specific bid and we should try and position ourselves for the long
term with these guys as there is plenty we can do long term. Lorenzo
understood our reasoning based on where the bid process is. He's
going to call the CEO back and tell him we don't have anything for him
yet because of the holiday weekend but will get back to him Tuesday.
He'd like to give the guy a little bit of a nugget more as to why they
are having problems with Amtrak and said we should discuss on our
Tuesday 11am call at which point maybe we will have a little more info
from Amtrak. He thinks if we can get a little more info (really
anything) that will be well received and position us well to get a
long term contract with them focused on HSR, light rail and Amtrak.

No need for any calls this weekend. We are all good. Have a nice
holiday.

Eric D. Schwerin
eschwerin@rosemontseneca.com

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