Helane Becker
Helane Becker
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.
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.
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.
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.
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,
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.
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.
continued guidance obviously
It is the guidance for continued loss, which is obviously very bearish for the stock.
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.
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.
cincinnati hub safe
Cincinnati has always been described as a hub on steroids. But as this shows, nothing is safe anymore.