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Customers will drive change. They likely will loose some contracts due to their safety record. they will offer the few customers that stick with them rates no one else will match with single digit margins and they will struggle through that way for a few years, and either emege from the ashes, or sell out. Its no fun, but every major company has been through it at some point, and its often not within the control of the company, so try not to judge, at least until there is some data to evaluate.