I think that's very important that United gets flexibility on regional jets. |
I think that's what they'd want to do, and that's why they're all rushing. |
I think the market was looking for an excuse to buy airlines and UAL was the excuse for it today, ... In the first quarter, probably half the majors are going to lose money, but I think that's already factored into the market. I think investors are already looking towards the second quarter. |
I think the street overreacted to fuel costs and Y2K. But this is not to say that estimates won't come down for the first quarter. Fuel prices are even higher now and it's very difficult in short term for carriers to control that cost. |
I think there's a good need for the product and a good asset, |
I think there's an overreaction here, ... Everybody's getting crushed today, but I would interpret it as being a United problem. |
I think they're just looking at every option available out there. But if we're running a real gauntlet talking about any airline merger in this atmosphere, that one (between American and Delta) runs a bigger gauntlet. |
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. |
I wouldn't be surprised if it passed. Maybe the machinists are just trying to send a message to everybody, ... Also, the machinists are a big part of the skilled workers and maybe some of them thought they could do just as well if they left United -- if United were to go out of business. |
I wouldn't be surprised if it passed. Maybe the machinists are just trying to send a message to everybody. Also, the machinists are a big part of the skilled workers and maybe some of them thought they could do just as well if they left United -- if United were to go out of business. |
I'd say third quarter of next year will be the first time we'll see industry-wide profits. It depends on how strongly the economy comes back, and in the case of Delta and Northwest, if they can get additional concessions from their unions. |
I'm assuming changes are going to be made. If they don't get changes, they can return to profitability at the up end of the cycle, but they will continue to lose money at the down end. That's a very dangerous way to operate. |
I'm looking for a 15 percent pull back sometime this fall. It's not necessarily too late, but I might be a bit cautious getting in right now. |
I've never heard of them, and I don't give it much credibility, ... I think you're crazy paying anything for TWA. |
I've never heard of them, and I don't give it much credibility. I think you're crazy paying anything for TWA. |