Helane Becker
Helane Becker
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,
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.
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.
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.
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.
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.
definitely pilots power
The pilots definitely have the power in this relationship. If they don't want to fly, you don't fly.
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.
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.
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.