[Wall Street analysts seemed encouraged. Shares of Atlanta-based Delta were up 5% in late-afternoon trading.] I think it's great they are finally being aggressive in making these adjustments, ... If Delta had done this even six months ago, it probably wouldn't have had to file Chapter 11. |
Cincinnati has always been described as a hub on steroids. But as this shows, nothing is safe anymore. |
Given how big Southwest is, they're a pricing leader, and they'll continue to keep [downward] pressure on airfares. So there's a limit as to how high fares can go. |
I don't think anybody thinks United will emerge this year, ... There are too many questions they can't answer. |
I don't think these changes will alter the ultimate outcome, which is a Chapter 11 filing, |
I think it's their attempt to stay out of Chapter 11. |
I think that the numbers weren't as good as Continental's and they were below the consensus estimate, |
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, |
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, |
I think the industry in general is having a little better time of it on the revenue side of the equation. |
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. |
I wouldn't be at all surprised. In the past, these two airlines have talked and they have very little route overlap. |
It is the guidance for continued loss, which is obviously very bearish for the stock. |
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. |
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. |