I think the change has more to do with the UPS effort to cause Fedex to have to unionize. You can type into google "ups tried to make fedex unionize" and you'll see articles about this. I originally read the article in the WSJ. The first link that comes up describes the situation:
http://seattletimes.nwsource.com/html/opinion/2009484986_will17.html
http://seattletimes.nwsource.com/html/opinion/2009484986_will17.html