195 ordspråk av Ray Neidl

Ray Neidl

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We believe the whole airline industry will now have to move in this direction; this will likely hurt revenues in the short run but could be beneficial in the long run.

We were expecting weakness but it came even weaker than we feared. The key thing is business traffic is way off.

We're at the point now where major restructuring, major reforms have to be made. Certain airlines are going to have to disappear. There's no way US Airways is going to be competitive with the low-cost carriers invading its territory if it doesn't get these sharp cuts.

We're heading into the strong season and that's what the market's anticipating. The spring rally began early.

What is meaningful is what they're doing now in bankruptcy.

What matters now is moving ahead. How much recovery will we see in 2006 both in terms of price increases, yield increases? Of course the unknown factor is oil prices.

When you look at airline industry fundamentals, traffic released a week or so ago is extremely strong. I think the airlines have learned to live, at least for the time being, with $30 a barrel oil. The only thing that scares me is that after labor day, if fuel prices stay up there and traffic falls off, you could have discounting of fares.

When you've got employees group against you, and they've got people on the board, they can certainly make your life difficult,

With fuel over $70 a barrel, it's a logical move.

With globalization and the rate we're going at, it could happen as soon as three to five years. I don't think it's ready for prime time. A lot of things have to be cleared up before that happens.

You can tell the pressure's on Frontier. It's more than just Southwest. It's probably fuel more than anything else.

You could see the stock reverse itself if there's a turn-down there, because there could be a strike there very quickly,

You need cooperation because this is a service business.

You want to keep assets in place for when you have a recovery. By the time you're in a recession, you have to be making plans for the recovery. It's not like a factory where you can just lock and then reopen the door. There's a lag effect.

You're looking at February, and you've got almost summertime load factors. I think that's going to lead to some price increases.

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