Neidl on AMR

[Hopeful]

http://finance.yahoo.com/blogs/breakout/american-airlines-too-big-fail-155212722.html

 

[strikeforce]

http://finance.yahoo.com/blogs/breakout/american-airlines-too-big-fail-155212722.html

Neidl is right AMR is bleeding cash because it's spending cash "Recklessly"!

 

[jimntx]

I agree with Neidl that there is one too many "big boys." Now, who would the odd man out be? UAL and DL seem to have gotten their houses in order to a great extent (though I don't see them as free of labor strife unless they rid themselves of those PMNW union people who might start unseemly agitation in the future). That leaves LCC and us. We have more cash, but lorda mercy, LCC has survived the past 5-6 years with unions members engaged in internecine warfare, management that doesn't (refuses) to see any problem with warring unions, and other problems. I wouldn't automatically assume that LCC would be the one to go.

 

[eolesen]

Wow, a six week old article is news?...

Ray's one of those analysts who is always willing to give a soundbyte. Not what I'd consider the brightest bulb in the pack at times when compared to Jamie Baker, Gary Chase, Kevin Crissey or even Bob McAdoo. Maybe it's the writer's omission, but how can you possibly address the topic of overcapacity without also mentioning the second tier of airlines like F9, NK, B6, and Virgin?...

 

[Hopeful]

Wow, a six week old article is news?...

Ray's one of those analysts who is always willing to give a soundbyte. Not what I'd consider the brightest bulb in the pack at times when compared to Jamie Baker, Gary Chase, Kevin Crissey or even Bob McAdoo. Maybe it's the writer's omission, but how can you possibly address the topic of overcapacity without also mentioning the second tier of airlines like F9, NK, B6, and Virgin?...

Since when is there a statute of limitations on news? i came across it recently and thought it was an interesting persepective. So your issue is with Neidl probably because he hasn't blamed labor for EVERY airline woe?
It is truly amazing how arrogant and pompous you are....Unbelievable...
It's a friggin news clip about AMR....Who cares WHEN and WHO...

 

[eolesen]

Maybe I should post a news clip about AA retiring the 707's, since nobody cares when and who...

News implies new information. Maybe if the topic of AMR's stock price & possible bankruptcy hadn't already been discussed at length, it might be considered news.

I have no issue with Neidl, aside from pointing out he's a second or third string analyst who gets quoted a lot. The first string analysts have people paying for their opinions -- Ray puts his out via quotes in the media. The first string guys have access to airline management, and participate on the investor calls. Ray? Not even present on most of them.


Oh, and here's a quote from Ray, blaming costs, which is analyst speak for labor:

“American faces the longer-term risk of not being able to cut costs fast enough to match the Chapter 11 carriers, ... We believe that the upside potential in the stock price may be limited due to the potential of heavy dilution from previous and future employee concessions.”

 

[Hopeful]

Maybe I should post a news clip about AA retiring the 707's, since nobody cares when and who...

News implies new information. Maybe if the topic of AMR's stock price & possible bankruptcy hadn't already been discussed at length, it might be considered news.

I have no issue with Neidl, aside from pointing out he's a second or third string analyst who gets quoted a lot. The first string analysts have people paying for their opinions -- Ray puts his out via quotes in the media. The first string guys have access to airline management, and participate on the investor calls. Ray? Not even present on most of them.


Oh, and here's a quote from Ray, blaming costs, which is analyst speak for labor:

“American faces the longer-term risk of not being able to cut costs fast enough to match the Chapter 11 carriers, ... We believe that the upside potential in the stock price may be limited due to the potential of heavy dilution from previous and future employee concessions.”

And in that clip he responded to the anti unionist interviewer that Southwest is heavily unionized and successful thanks to their business model. Did you hear that asswipe mention the wright brothers mechanics went union followed by lindbergh's mechanics?

Typical anti unionist propaganda.

 

[Mr Red]

Maybe I should post a news clip about AA retiring the 707's, since nobody cares when and who...

News implies new information. Maybe if the topic of AMR's stock price & possible bankruptcy hadn't already been discussed at length, it might be considered news.

I have no issue with Neidl, aside from pointing out he's a second or third string analyst who gets quoted a lot. The first string analysts have people paying for their opinions -- Ray puts his out via quotes in the media. The first string guys have access to airline management, and participate on the investor calls. Ray? Not even present on most of them.


Oh, and here's a quote from Ray, blaming costs, which is analyst speak for labor:

“American faces the longer-term risk of not being able to cut costs fast enough to match the Chapter 11 carriers, ... We believe that the upside potential in the stock price may be limited due to the potential of heavy dilution from previous and future employee concessions.”

To match who.....China ! We are the lowest of the low!!As the months and years go by we get LOWER !Unbelievable.