Ge & The Airlines

[BoeingBoy]

A couple of UBS reports on GE's involvement in the industry:

GECAS Faulted For Creating Excess Airline Capacity, Stifling Fare Increases

GE Practice Of Renegotiating Leases For Troubled Airlines May Wind Down

Jim

 

[delldude]

GECAS has intervened three times in the past three months to keep airlines from going into Chapter 11 reorganization or Chapter 7 liquidation, Ashcroft told investors. He made the case that the airline industry would likely be materially better off now if US Airways had gone out of business. US Airways has filed Chapter 11 twice since 9/11

you all owe your asses to GE.....when they going to say enough is enough??
and when 'yall going to wake up to that eventuality??
oh, you're wrong...awa is going to save us...
😉 B)

 

[skyflyr69]

hey delldude, did you breath on that cow?

 

[skyflyr69]

A couple of UBS reports on GE's involvement in the industry:

GECAS Faulted For Creating Excess Airline Capacity, Stifling Fare Increases

GE Practice Of Renegotiating Leases For Troubled Airlines May Wind Down

Jim

[post="264823"][/post]​

Gecas has a fiduciary responsibility to keep itself going and if they don't do this i as a shareholder would be dam mad.
sorta like Bush going into Iraq to prop up the oil companies. today the top CIA weapons inspector in Iraq said there are NO WMD's. Thanks, W.
:angry:

 

[delldude]

hey delldude, did you breath on that cow?

[post="264912"][/post]​

ahh...dude...its breathe.....duh
no,just on the airline.....

 

[tug_slug]

Gecas has a fiduciary responsibility to keep itself going and if they don't do this i as a shareholder would be dam mad. :angry:

[post="264915"][/post]​

69, Do you honestly believe mangement cares how you feel as a shareholder?

 

[AtlanticBeach]

GECAS Faulted For Creating Excess Airline Capacity, Stifling Fare Increases

Once again, the myth of excess airline capacity distorts credible arguments. If there is excess capacity, B6, WN and others could not be expanding their fleets, nor would there be historically high loads for virtually all domestic carriers.

The article is correct that the increases for the lowest fares on routes with competition have been stifled. Yet, the fare mix is the most consequential aspect for profitability, as demonstrated by the most financially sound companies. This fare mix is the domain of Yield Management. Once Yield Management at the legacy carriers is improved, there should be little complaint of excess capacity. Then, there will be substantial financial reasons for business customers to fly and not seek alternate methods of transportation. If and when that occurs, there will be substantially increased income for airlines.