Southwest, Aa Not Worried About A New Us Airways

[WNjetdoc]

The only reason LUV is handing any airline their "head" is due to their fuel hedging.

Which, BTW is eroding as time passes by.

[post="273453"][/post]​

You sir are not up on how fuel dedging works, it would seem. Perhaps some research on your part would help in this matter.

 

[WNjetdoc]

WN has around 1600 mechanics. The formula of the number of Mechs Vs Aircraft is getting very close to where the company wants it to be.

[post="273517"][/post]​

Bubbleboy, the headcount of mech to a/c is right on, we are trying to get our total M&E headcount inline. This info is according to Big Bob.

I've noticed this insp89 guy has used the word, "erode" in a few of his posts in this thread, it seems as if he is implying that we are eroding in several aspects of our operation....I wonder if airline analyst contact insp89 for information on the U.S Airline industry? :blink:

 

[700UW]

And don't forget the combined airline will have over $6 billion in debt.

 

[nycbusdriver]

You sir are not up on how fuel dedging works, it would seem. Perhaps some research on your part would help in this matter.

[post="273522"][/post]​

Perhaps you should take your own advice.

Insp89 is correct in that the advantage may be declining:

SWA fuel hedge:

2005 80% of their supply is hedged at $25/bbl
2006 60% is hedged at $31/bbl
2007 40% is hedged at $30/bbl


While these are certainly still very large advantages, as Insp89 said it is a declining advantage.


As established and "new" LCCs enter the fray in earnest and begin to match SWA prices and service, SWA's historically lowest-in-industry load factor will soon become a large consideration. Whether the fuel hedge is enough to offset the fact that SWA is usually about 5-10 points behind all other carriers in load factor remains to be seen.

There was much hoopla about SWA starting service at PIT. My question is: How has the new PIT service affected loads out of CLE? All those PIT folks who would drive to CLE to avoid USAirways high prices now have the convenience of flights from their home town airport. But now those seats out of CLE go empty. Maybe SWA is reaching the point in their service that has plagued USAirways for so long. SWA may now be beginning to compete with themselves. This will only exacerbate the anemic load factors.

 

[AAviator]

Hmmm... Just curious. How many BANKS are involved in this merger? Surely when you say "financial community" you mean banks, right?

Or could it be a hodge-podge of groups who are getting some direct benefit out of this deal. Like a major mainenance contract (Air Canada), or selling some new planes (Airbus), or maintaining a source of revenue at a guaranteed price (Air Wisconsin). Oh yeah, and I almost forgot about the cheerleading section of certain over-the-hill, bitter, jealous, narcissistic pilots hoping to extend their un-spectacular careers for just a little longer at the expense of another work group.

Really, when you dissect this "stunning" amount of money, you see a bunch of people getting a piece of the action, but no one willing to ante up a large sum.

Otherwise there would be one or two big banks investing in the whole deal.

[post="273476"][/post]​

Jetz, I'll try. He gave you an 11 paragraph response that didn't answer the question. Not that we could expect less from him.

So here goes. Oh Whirleygod from PIT, how many banks are involved? When you say "financial community" you can't mean airlines and aircraft producers, or do you?

 

[nycbusdriver]

Jetz, I'll try. He gave you an 11 paragraph response that didn't answer the question. Not that we could expect less from him.

So here goes. Oh Whirleygod from PIT, how many banks are involved? When you say "financial community" you can't mean airlines and aircraft producers, or do you?

[post="273530"][/post]​

I am loathe to defend the Whirlygod, but what do banks really have to do with it. Banks are not the only entities with money. Is General Electric a banK? No. I suspect, though, that GE could buy a half dozen US banks this morning with petty cash and still have enough left over for their two-martini lunches.

"Financial community" really is a better term for what happens to large industries looking for money. Banks, per se, don't necessarily get involved and are often totally absent from the largest financial transactions that take place. Banks are nice to have around though. I don't think GE has any ATMs.

 

[ngneer]

I think AA and WN are more concerned about JetBlue and AirTran rather than the combined HP/US. The HP/US merger is supposed to take place over 3 years and the combined carrier will have lower costs although, according to Parker, will not get as low as WN's. In the meantime, JetBlue and AirTran already are already established low-cost airlines that will continue to grow while HP/US is trying to put itself together. B6 will soon be getting those new E-190's which will probably be used more to poach US's traditional territory more than they will affect WN and AA.

 

[767jetz]

767jetz:
Theyre not as you descirbe a "cheerleading section of certain over-the-hill, bitter, jealous, narcissistic pilots hoping to extend their un-spectacular careers for just a little longer at the expense of another work group."

Meanwhile, regardless of the source of exit financing and M&A monies, the point is the new business enterprise will have a much stronger balance sheet that will be one of the best in the industry.

Moreover, you're not upset that United is going to lose code share revenue and could be required to obtain even deeper cost cuts, maybe from employees, because of the US Airways - America West agreement, are you?

[post="273482"][/post]​

Don't know where to start here.

- I know you're dense, but I was specifically refering to you. (And the very, very few, "1%-ers" like you.)

- No, the point is that you exaggerate everything to the positive side with regard to USAir (stunning, financial community, etc.), and to the negative side where anyone else is concerned (shunned, etc.). Just like in another thread when you posted an Op-Ed article voicing the opinion of one historically biased individual against UA, and then lied when you stated that it was the opinion of the WSJ. They are your lame attempt to distort the truth.

- UA will not be losing any code share revenue, unless we decide to kick US out of STAR, which I don't believe will be the case. Try to control your over inflated ego. US is in STAR because of UA. Make no mistake about it.

Please spare us the "you must be scared" routine. Most people know that narcissistic personalities often accuse others of the very thing they are guilty of. It's called projection, and is a very telling symptom of NPD.
----------------------------------------------------------



On a side note, just found out that we are opening a 747-400 pilot domicile in Dulles. Perhaps I may be changing my call sign to 747jetz! Enjoy your shortened career, old-timer. I feel so very sorry for the HP pilots who may have to share a cockpit with you. I hope they educate themselves on NPD first.

 

[boeing787]

Thank you 767Jetz. USA320 is a moron.

 

[Finish or Ignore]

Don't know where to start here.


- No, the point is that you exaggerate everything to the positive side with regard to USAir (stunning, financial community, etc.), and to the negative side where anyone else is concerned (shunned, etc.). Just like in another thread when you posted an Op-Ed article voicing the opinion of one historically biased individual against UA, and then lied when you stated that it was the opinion of the WSJ. They are your lame attempt to distort the truth.

[post="273540"][/post]​

767jetz...you have my vote for president!!
Give us all a wave from the cockpit window of that 7-4!!

 

[USA320Pilot]

767jetz:

I find your anger and venom interesting, since you work for a failed company who has been "shunned" by the US Airways' "executive suite".

In regard to your personal comments, I'm quit happy at US Airways, I enjoy my job, and I have made about $500,000 more than I would have at United with better working conditions. With all due repsect, you can continue to lob "jabs" my way, but do not let the facts interfere with your thought process.

I find it interesting that you regularly visit the US Airways board and attempt to spare with me, but I have not ventured over to the United board. When would now be a good time for you to focus on your company, who has its own issues?

By the way, there are new financial community reports that United may have to go the same route as US Airways to obtain exit financing. I am hearing that United may have to shed maybe as many as 100 of its mainline jets in exchange for financing so the airline can be "rightsized" and the aircraft sent offshore where the lease rates are higher.

Best regards,

USA320Pilot

 

[AAviator]

shunned?

When did usairways go Amish?

 

[ClueByFour]

Instead of ClueByFour, would it not be better to change your ID to ClueLessByFour?

Best regards,

USA320Pilot

[post="273496"][/post]​

Generally speaking, it's amusing when someone debunks your spin to the point where you have no response. You then attack the messenger.

I figure that by debunking what you wrote, this reaction is provoked by someone on this board once every 10 days or so.

Address what I wrote. Also, consider this: at the present time, US Airways is in bankruptcy for the second time in 4 years. Even upon emergence, the combined entity might have 1.5 billion in the bank, but will owe 1 billion of that to the federal government, and every plane on the property will be in hock. Unlike the GAG/cheerleader crowd, I call a spade a spade. And you go on tilt when you run out of CCY-friendly analysts to quote in response.

When would now be a good time to admit that line pilots who blindly quote CCY verse still have no control over their future and might not get to play pilot much longer?

 

[FlyUs]

Thank you 767Jetz. USA320 is a moron.

[post="273542"][/post]​

You're kidding, right???

 

[insp89]

Perhaps you should take your own advice.

Insp89 is correct in that the advantage may be declining:

SWA fuel hedge:

2005 80% of their supply is hedged at $25/bbl
2006 60% is hedged at $31/bbl
2007 40% is hedged at $30/bbl
While these are certainly still very large advantages, as Insp89 said it is a declining advantage.
As established and "new" LCCs enter the fray in earnest and begin to match SWA prices and service, SWA's historically lowest-in-industry load factor will soon become a large consideration. Whether the fuel hedge is enough to offset the fact that SWA is usually about 5-10 points behind all other carriers in load factor remains to be seen.

There was much hoopla about SWA starting service at PIT. My question is: How has the new PIT service affected loads out of CLE? All those PIT folks who would drive to CLE to avoid USAirways high prices now have the convenience of flights from their home town airport. But now those seats out of CLE go empty. Maybe SWA is reaching the point in their service that has plagued USAirways for so long. SWA may now be beginning to compete with themselves. This will only exacerbate the anemic load factors.

[post="273527"][/post]​

nycbusdriver, Now here's a post worth repeating..