195 ordspråk av Ray Neidl
Ray Neidl
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I will still bet there's no strike, one or the other. These airlines are too big to allow a strike for any period of time.
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It's a failing carrier and government authorities would probably love to have a bigger airline come and buy it and rescue it.
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Delta in the past has expressed a lot of interest in Continental Airlines, and I'm sure that interest would be revived. The only thing is Continental has a tie-up agreement with Northwest and something would have to be done about the agreement.
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If your employees are disgruntled they can still do damage to you, no matter what the court orders. But all of this is going to make it harder for United to win back its good business customers, which they've been trying to do.
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Air travel is usually one of the first big hits of a slowing economy, but these guys don't believe the economy is slowing. It's only going to be a good quarter.
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Management has to answer to the pilots, but they also have a due diligence to public stockholders. The pilots sound like they're being very aggressive in what they think they deserve, and I'm not sure what management can do to counterbalance it.
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I think that's very important that United gets flexibility on regional jets.
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It just shows you the advantages of employee ownership.
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Right now, I still believe in the story of Alaska Airlines,
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The fuel was a little higher than expected, but the revenue was a little higher as well,
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Looking ahead, the revenue side is going to be decent. The cost side should be OK. The big question mark is fuel. It has to start coming down if we're going to have a strong 2000.
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Fuel prices are up, and to a large extent we're being driven by fuel prices.
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They (airline officials) are afraid things could deteriorate further, ... That's why I have a 'buy' rather than a 'strong buy.'
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To a large degree it (the cut in commissions) is helping offset the fuel prices. You're talking about some big bucks there. That's 3 percent of revenue to people who book 80 percent of your flights.
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You could see the stock reverse itself if there's a turn-down there, because there could be a strike there very quickly,
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