I couldn't agree with you more. We measure the performance of the railways in how they move the cars, how they deliver it, and the consistency of service, but we do not measure the supply of railcars. It's commonly referred to as order fulfillment. I think we believe we should be measuring how many cars were ordered by customers, how many orders were cancelled by customers, how many cars were committed to by the railways, and then how well they actually performed when it came to delivering those cars, both the number of cars and the reliability with which they delivered them. For instance, did they deliver them on the day they said they would? That's what I think we should be measuring.
On November 22nd, 2012. See this statement in context.