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News Conference Tomorrow

Farley

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Several sources reporting that Jetblue will make a newsworthy announcement tommorow.
 
Even JetBlue itself has announced that it will make a "major news announcement" tomorrow. Seems like too much fanfare for just one new destination.

Any guesses? Here are a few of mine, in no particular order, and not based on ANY factual information whatsoever:

1. JetBlue will open a mid-continent hub/focus city (this is my gut feeling, but who knows)
2. JetBlue will launch international services: Canada, Mexico, D.R., or any combination thereof
3. JetBlue will buy Frontier (not likely, but see #1, above)
4. Richard Branson will take a 25% stake, resulting in some kind of tie-up with Virgin Atlantic
5. JetBlue will add a new aircraft type, either larger (A321 or, as a really long shot, A330) or smaller (A319 or ERJ)
 
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On 6/9/2003 7:42:54 PM phllax wrote:

You know, I also thought that they might pull something off like purchasing F9. They have no overlaping route structure, and when all is said and done, they will replace their 737''s with 318 and 319. Both have single class cabins with just more than standard beverage service.

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I real possibility, HOWEVER, I don''t think he really wants to do that (although he may think he does). Imagine the problems with seniority integration, assuming FRNT''s debt, and dealing with two more jets types (737-300, A319, I''d think he''d cancel the 318 "stink bug") Ask the SWA guys how much they like dealing with the 737-500''s. Fleet simplication is part of the business plan.

How about this for an announcement. "CEO to step down for two years".
 
Acquiring some new 100 seat RJ''s (Embraer 170?) to do the smaller NY markets to free up planes to fly to STL and PHX and RDU.

I think the A318 is dead, I seriously doubt you will ever see AWA ever getting any.
 
You know, I also thought that they might pull something off like purchasing F9. They have no overlaping route structure, and when all is said and done, they will replace their 737''s with 318 and 319. Both have single class cabins with just more than standard beverage service.

The Branson possibility is also a good one, but I think that Richard would rather get in on something from the ground up.
 
In the notice it says that David Neeleman will accept 1 on 1 interview requests. So my guess it is more personal than picking a city.
 
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On 6/9/2003 7:42:54 PM phllax wrote:

You know, I also thought that they might pull something off like purchasing F9. They have no overlaping route structure, and when all is said and done, they will replace their 737''s with 318 and 319. Both have single class cabins with just more than standard beverage service.


The Branson possibility is also a good one, but I think that Richard would rather get in on something from the ground up.

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Well, I don''t think that a purchase is *that* likely, but I''ve always thought an alliance of JetBlue, Frontier, and AirTran would make a lot of marketing sense, at least for the time being. There is very little significant overlap in the route structures of those three airlines, and the combined strength would make them more of a viable player.

As for the A-318, I wouldn''t describe it as dead yet - it looks like Frontier will be getting their first soon, as it is already painted in F9 colors....

http://www.airliners.net/open.file/361380/M/
http://www.airliners.net/open.file/361494/M/
 
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On 6/9/2003 9:35:58 PM lownslow wrote:

Well, I don''t think that a purchase is *that* likely, but I''ve always thought an alliance of JetBlue, Frontier, and AirTran would make a lot of marketing sense, at least for the time being. There is very little significant overlap in the route structures of those three airlines, and the combined strength would make them more of a viable player.

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That''s something that has had me wondering for years. If the strength of the majors was/is the network, why didn''t FRNT, Vangard, Spirit, ATA, Air South and several other players (pre Jblu)(excluding SWA, since they already have a network) get together and build thier own network. The rub, I think, is execution. A two way codeshare is tough enough, but how do you stop the jealousy''s and whipsawing that could potentially take place. Plus with most of the LCC''s concentrating on short haul, going from city to city could take several legs. I don''t think a link-up is likely outside of a merger because you lose control of the product. Jetblu doesn''t want to sell a seat on a Valujet flight to have the customer be unhappy and blame Jetblu.
 
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On 6/9/2003 11:40:04 PM Busdrvr wrote:

That''s something that has had me wondering for years. If the strength of the majors was/is the network, why didn''t FRNT, Vangard, Spirit, ATA, Air South and several other players (pre Jblu)(excluding SWA, since they already have a network) get together and build thier own network.
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Air South did indeed attempt just such a "linkup" with Kiwi, circa 1995-96.
Obviously, it brought lasting success to both...
 
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On 6/9/2003 8:29:19 PM HPearlyretiree wrote:

Acquiring some new 100 seat RJ''s (Embraer 170?) to do the smaller NY markets to free up planes to fly to STL and PHX and RDU.

I think the A318 is dead, I seriously doubt you will ever see AWA ever getting any.

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I''d venture to say that I wouldn''t want to free up planes to go to STL or RDU. They''d be better suited for the ERJs.
 
On the contrary, STL and RDU should be significantly bigger markets from JFK than the upstate markets. That doesn''t mean that the 320s should be pulled from those markets necessarily, but if you have a 320 and an Embraer 190, logic would say to send the 320 to STL and the 190 to SYR.

That said, kudos to HPearlyretiree! Not too far off with the call on the Embraer 170, and the 100-seat call was right on! I still don''t think the 318 is dead, though...
 
The new embraer RJs look pretty nice, I dread sitting in the uncomfortable 50 seat ''lawn darts'' that are all the rage today. If the economy numbers bear out, it should be a good addition, and more cost effective than a 50 seater.

As for the A318, evidently F9 is now the launch customer as HP has pushed them back (and will most likely never take them). Its not dead, but I see it like the 757-300 and the 717, both fine machines, but with very thin sales.
 
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