Helane Becker
Helane Becker
below consensus good numbers
I think that the numbers weren't as good as Continental's and they were below the consensus estimate,
negative news obviously oil record
We've got all this in the news about record oil prices. That's obviously very negative for the airlines.
attempt chapter stay
I think it's their attempt to stay out of Chapter 11.
chapter cut three united view
I think United cut as much as they can after three years in Chapter 11. There's not a lot more they can do at this juncture. In our view they're probably positioned as well as they can be at this time.
file higher northwest october oil pension prices
I think that they will file before October 17 for sure. With oil prices where they are and big pension contributions due, and without higher airfares, Northwest had no choice,
file higher northwest oil pension prices
I think that they will file before Oct. 17 for sure. With oil prices where they are and big pension contributions due, and without higher airfares, Northwest had no choice,
general industry revenue side time
I think the industry in general is having a little better time of it on the revenue side of the equation.
airlines route talked
I wouldn't be at all surprised. In the past, these two airlines have talked and they have very little route overlap.
definitely pilots power
The pilots definitely have the power in this relationship. If they don't want to fly, you don't fly.
began came news obviously shares stock york
The shares are down obviously on the New York Times article. That's the only news that came out before the stock began to fall,
continue demand happens held prices
So far, demand has really held up. We'll see what happens when prices continue to go up.
everybody fare increase key matched northwest waiting
The key to the fare increase was that Northwest has matched them, and that's really what everybody has been waiting for.
cincinnati hub safe
Cincinnati has always been described as a hub on steroids. But as this shows, nothing is safe anymore.
costs cuts delta saying tried unable
It's a long-winded way of saying that Delta tried to cuts costs before 9/11, but was unable to. I think it's self-serving.