Jim Higgins
Jim Higgins
apparently appear consider earlier heard hit hopeful less progress sticky
They may want to appear that they consider it, ... I am less hopeful than I was earlier this week. I heard they were making progress in some sticky areas, and apparently they hit a wall.
couple delta hope punches takes willing
They may hope Delta takes a couple of punches and is more willing to negotiate,
cannot compete peanut possibly sell straw
They don't want to sell anything that's important. That (DC Air) is a competitive straw man. A peanut entrant cannot possibly compete with United.
accelerate attractive interest pieces prompt railroad selling trying
You really can't put a railroad in play in an traditional sense. But he could be trying to prompt other changes. There are two attractive pieces of Sea-Land left. This could accelerate their interest in selling that.
carriers change contracts help leadership negative union
This is not a negative for the industry, ... The union leadership at other carriers are going to be hard-pressed to give up anything. What this does do is help to change contracts that are pending.
date fact goes highlight pilots
This is part the jousting that goes on with these things. The pilots will use every significant date to try to highlight the fact they're in disagreement with management.
date fact goes highlight pilots
This is part the jousting that goes on with these things, ... The pilots will use every significant date to try to highlight the fact they're in disagreement with management.
broader clear hard president stance trying
Delta's hard stance is aimed at trying to get the president to intervene. It's increasingly clear this may have much broader implications.
broader clear hard president stance trying
Delta's hard stance is aimed at trying to get the president to intervene, ... It's increasingly clear this may have much broader implications.
costs seen united
Compensation costs are going up. United has seen to that,
delta express hates issue needs pay proving
I think the Delta Express issue is proving to be intractable, ... ALPA hates the two-tier pay scale. Delta needs that, and needs more of it, if it's going to compete.
coming downside economic economy economy-and-economics fuel landing period prices profits relative risk soft squeezed
I think there's a risk we're going through a period that profits will get squeezed relative to expectations. If economy slows dramatically, there could be real downside risk to numbers. But having said that, if we have a soft landing (for economic growth) and fuel prices coming down just a bit, then things could actually improve.
obvious saw
I saw him Sunday, and it was obvious that he didn't have long left,
airline mergers problems
I see it as a lose-lose situation. Integration problems with airline mergers are legendary.