Helane Becker
Helane Becker
continued guidance obviously
It is the guidance for continued loss, which is obviously very bearish for the stock.
chapter last months time
It's about time they got aggressive. Had they done this last year, or 18 months ago even, they wouldn't be in Chapter 11.
convince people
They're positioned to be able to grow. They just need to convince people that their assumptions make sense.
aggressive costs exactly growth needed plan
They're doing exactly what they needed to do. The growth plan was too aggressive for jet-fuel costs where they are.
arguably balance best route second sheet structures support united
They're getting a second chance. United arguably has one of the best route structures in the world and now they have the balance sheet to support their growth.
difficult mechanics seems talk united win
It seems like the PEB said everyone should participate in concessions, but that United should give mechanics the raise, then you can talk about concessions, ... But now I think it'll be difficult to win those concessions.
leaving people replace retiring thin
They got a little thin in the flight-attendant ranks. People are leaving and retiring and so they're having to replace them.
anybody emerge questions thinks united
I don't think anybody thinks United will emerge this year, ... There are too many questions they can't answer.
alter changes chapter ultimate
I don't think these changes will alter the ultimate outcome, which is a Chapter 11 filing,
commentary expected given high oil optimistic outlook
The commentary was a lot more optimistic than I expected it to be given the high oil prices. The outlook was also a little more optimistic than I would have expected.
cost fairly fuel people
You've got fairly substantial fuel cost bills. People are just very concerned.