Ray Neidl
Ray Neidl
question work
It's all going through on schedule. The big question is can they make it work post-merger.
question work
It's all going through on schedule, ... The big question is can they make it work post-merger.
anybody fuel wearing
They're wearing off, but anybody else would kill to have these fuel hedges.
might thinking
They might try to become more international-oriented. Domestically, I'm thinking they will shrink.
air atlas growing percent
Atlas Air will be growing probably over 20 percent a year.
guys pressure reduce
There will be more pressure on American to reduce its costs, because these guys will come out leaner and meaner.
company cost flight good needs structure
It is good for Continental and good for the flight attendants. Continental got the cost structure it needs. That is what the company needs to make it.
cost fence low regional risky run sitter skeptical using
I think it's pretty risky what they're doing. I'm a real fence sitter here -- I'm real skeptical you can run a low cost carrier using regional jets.
I think that's what they'd want to do, and that's why they're all rushing.
active assuming drag emergency highly logic longer point probable
He has been pretty active with these emergency boards, ... If there is a strike, I think it's highly probable it will be short. If there is no intervention, I think it could drag out for the weekend. At this point I'm assuming logic would prevail, it wouldn't go on much longer than that.
hurricane katrina last nobody predicted
Hurricane Katrina was probably the last straw. Nobody could have predicted 60-dollar, 70-dollar-a-barrel oil.
lighten next run year
Long-term to me, ... is a year in this business. If we're going to have a recession, you should probably lighten up on your airlines, because they're still cyclical. But there has been a lot of restructuring in the airlines, the way they run their business. I think they will come through the next recession.
bush changed contract good hope river step trouble win
If not, we have trouble in River City, ... You wouldn't want Bush to step in right away -- you'd hope you go back and see if there's something that can be changed to win approval. It's never good to have a contract imposed.
air buying consumer decline demand impact oil power prices recent spike travel
If the recent spike in oil prices sticks, it could also impact demand for air travel through a decline in consumer buying power and confidence.