We didn't get to finish last night, but we got as far as the formation of the NYC. We will likely be playing again tonight, so I will offer only my preliminary observations here, which may be confirmed or disabused with further plays.
1. We had some track shortages, and needed to add a couple of straight yellow cities (#57), 3-way green "Mercedes" (#81), and green left turn and right turns (#82 and #83).
2. The facts that there are no non-straight yellow cities, nor any tight curved yellow track, nor any brown track upgrades, seem to make it very possible for companies who start after the first OR to be severely damaged in their run capabilities. I will report back on this after more testing.
3. The Local Companies are not close to equal, but they all have the same price, and are allocated by stock turn priority seat only. By pure luck I wound up with #5 (LIRR) and #6 (OCRR) and they were almost immediately paying out $45/round. Company #7 (B&M) has a problem if it doesn't build quickly as soon as the green tiles are available, and can easily be blocked. If it doesn't get blocked, #7 will run along the ferry and down to Islip for $60/round. Companies #8 (NYHRR) and #9 (PATH) seem by far the weakest in revenues, although presumably those tokens would be worthwhile in the brown and gray phases. However, #5 also has a NY token and still gets excellent revenues. Perhaps these Local Companies could be included in the initial auction, but not be required to be purchased?
4. The 2x tokens are very powerful. The 4 LGCs automatically get one for free when they destinate. And there are 2 more in Scranton for anyone to grab. Erie has a huge advantage in being only 3 tiles away, so it can grab a Scranton token on its first OR. That leaves Reading and PRR to fight for the other one (if Reading is even opened early). Doubled city value, plus an additional +$10 bonus, makes Scranton worth $70 in the green. Scranton sits in the center of the board, and it has 4 exits in the green, so it can easily be used by both a company's trains. Since it's right on the way to Buffalo, it makes Erie super powerful, as it can run a 2T from Scranton to Newark for $100, plus a 3T from Scranton to Buffalo via Rochester and 3 towns for an additional $210. No other company on the board can make that much in the early mid-game. Plus it can use both it's 2x tokens with multiple trains because they're not off-board. The PRR and B&O destination tokens are lower value ($30 instead of $40 for Buffalo) and can only be used once each per round.
5. The B&O major seems severely handicapped. It's not likely to be in the running for a Scranton token. The best it can hope for is laying a token in Philly, and that's saying something. ;)
The B&A didn't come out until late in our game, and never developed any track. The NYC only operated once, and its token locations seemed lackluster. We'll see how those develop in future sessions.
Walt