BOS ALPA F/O Rep. Update - July 12, 2007

[EastUS]

And east guy lecturing a West guy on reality.

Now that's funny!!

Arrgh!...."A touch..Yes, I do confess it!"

I take it that you've no interest in the Red Pill then?...sigh..So Be It

You may now continue with your exuberant expressions of youthfull despair at being denied the Nic candy store for now.

 

[ClueByFour]

Umm...got time to give us all the next winning lottery numbers? ...or at least a few good stock picks?

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The key is to look at when the capacity stops coming out of the system. If that does not happen, try to estimate when the network becoming of absolutely no value to anyone will be the trick--in essence, predicting the "can't shrink to profitability" curve. The BKs screw with that, because costs go artificially low.

When you get that answer, take it and proceed to short LCC like a bad habit. I don't think Parker has the operational acumen to actually ever fix things like PHL. Or anything in IT. Or improve the product. You have to try to figure out when the total lack of the ability to manage without a bankruptcy filing will hit. Since US is doing so many things wrong right now, it's kind of hard to find a metric and make an investment decision based upon it.

 

[EastUS]

.

The key is to look at when the capacity stops coming out of the system. If that does not happen, try to estimate when the network becoming of absolutely no value to anyone will be the trick--in essence, predicting the "can't shrink to profitability" curve. The BKs screw with that, because costs go artificially low.

When you get that answer, take it and proceed to short LCC like a bad habit. I don't think Parker has the operational acumen to actually ever fix things like PHL. Or anything in IT. Or improve the product. You have to try to figure out when the total lack of the ability to manage without a bankruptcy filing will hit. Since US is doing so many things wrong right now, it's kind of hard to find a metric and make an investment decision based upon it.

Concur with your methodology. I've been having some pretty decent results via shorting this year. I'm not willing to go out on a limb yet as to any timetable for LCC....likely because I'm "too close to the problem" and emotional issues arise.