Helane Becker
Helane Becker
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.
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.
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.
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.
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.
below consensus good numbers
I think that the numbers weren't as good as Continental's and they were below the consensus estimate,
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.