Chasing A Flawed Model?

[BoeingBoy]

Bear Sterns analyst David Strine has made some interesting comments on AWA. Could it be that the model for our transformation is flawed? Food for thought....

Jim

America West Falls on Downgrade

 

[diogenes]

From the site Jim posted;

"Ultimately, the analyst believes, America West's costs aren't low enough to offset the low ticket prices.."

I thought Siegel, Lakefield and Bronner said we had to follow the AW blueprint to success.

Perhaps not.

Good catch, Jim!

Ultimately, you cannot sustain $99 transcon flights, long-term. But we're gonna see a lot of carriers augering in trying.