UAL/CAL Revisited.

[BugWash]

I guess the buzz going around this weekend is that once the trial is over there might be more in the news about a merger going on. IF the DAL NW deal goes through no one wants to be left out in the cold.

What are the chances?

767Jetz, as usual I'd love to hear your opinion. If the deal went through would it save pilot jobs, or send more to the unemployment line? For some reason it just makes sense that they are parking the 737's in order to merge. Cut the fat before, rather than after and deal with less backlash.

?

 

[flydude]

I GUESS the buzz going around this weekend is that once the trial is over there might be more in the news about a merger going on. IF the DAL NW deal goes through no one wants to be left out in the cold.

From another thread:
"BugWash
post Today, 10:01 AM
Post #7"
"Wow Winglet. That's weird. I keep hearing that about Air Tran and US Air. I GUESS maybe we should all stop GUESSING and hope the best for everyone. "

BugWash, this topic you started is all about GUESSING and speculation. Like you stated above on another thread, "I GUESS maybe we should all stop GUESSING and hope the best for everyone." :unsure:

 

[BugWash]

BugWash, this topic you started is all about GUESSING and speculation. Like you stated above on another thread, "I GUESS maybe we should all stop GUESSING and hope the best for everyone." :unsure:

Dear FlyDude,

Didn't mean to rattle you. I hope you are ok and that the airline you fly for is too. That was my over-all point ya know. That all survive intact. Then again, that is another guess on my part.

If I were going to make another guess, it would be that you are with US Air.

Peace,
BugWash

 

[flydude]

Dear FlyDude,

Didn't mean to rattle you. I hope you are ok and that the airline you fly for is too. That was my over-all point ya know. That all survive intact. Then again, that is another guess on my part.

If I were going to make another guess, it would be that you are with US Air.

Peace,
BugWash

BugWash,
No problem....Just want to point out, you seem to always bring US into the fold, when UA is brought up in a negative way. Both UA and US are in pretty pathetic shape right now, along with most airlines.

Also, the answer to your GUESS?? Yes, I work for USAirways, although that should have been pretty easy, and my partner works for Continental. FYI, He has not heard one thing about a merger "revisit" with UA and is relieved. Plus the urgency to merge, before Bush gets out of office, is hopefully gone. This could all change tomorrow, but what actually happens could be anyone's GUESS??

Peace back at ya!!!

 

[Maark767]

BugWash,
No problem....Just want to point out, you seem to always bring US into the fold, when UA is brought up in a negative way. Both UA and US are in pretty pathetic shape right now, along with most airlines.

Also, the answer to your GUESS?? Yes, I work for USAirways, although that should have been pretty easy, and my partner works for Continental. FYI, He has not heard one thing about a merger "revisit" with UA and is relieved. Plus the urgency to merge, before Bush gets out of office, is hopefully gone. This could all change tomorrow, but what actually happens could be anyone's GUESS??

Peace back at ya!!!

I think UA will be sold off piece by piece.... no merger at this point of the game.

 

[UAL_TECH]

I think UA will be sold off piece by piece.... no merger at this point of the game.

That is an interesting theory.
Sold off to ‘whom’? :wacko:
The whole industry is in contraction and doubt if we will see expansion for a few more years at least.
With the financial markets in a bind, cash for expansion/startup will be nearly impossible to obtain for quite some time.

B) xUT

 

[Hi-C-Camp]

That is an interesting theory.
Sold off to ‘whom’? :wacko:
The whole industry is in contraction and doubt if we will see expansion for a few more years at least.
With the financial markets in a bind, cash for expansion/startup will be nearly impossible to obtain for quite some time.

B) xUT

Tech, its a typical AAer response, very very sad... I saw an article the other day that said AMR was right behind US in the carriers most likely to tank.. they cited AMRs massive debt load and large ancient fleet.. saying that basically the debt that would be taken on to replace the S80 fleet, would be lethal... Therefore they think the S80 fleet will be around for quite some time, If AMR is... Should be interesting to see who is sold off in pieces first if those AMR pilot, flight attendants, mechanics and CS all get their snapbacks plus cost of living raises, AMR will tank very fast... VERY!!!

 

[Maark767]

Debt is way done, pension payments are made , new 737's on their way..... things are in order over here...
I'd love to see the article.... can you please share it with us ?? Link ????

 

[Maark767]

That is an interesting theory.
Sold off to ‘whom’? :wacko:
The whole industry is in contraction and doubt if we will see expansion for a few more years at least.
With the financial markets in a bind, cash for expansion/startup will be nearly impossible to obtain for quite some time.

B) xUT

Put a few Asia routes up for sale and see what happens.........gobble ...gobble !!!
There is always cash to be had for the good stuf..

 

[Hi-C-Camp]

Put a few Asia routes up for sale and see what happens.........gobble ...gobble !!!
There is always cash to be had for the good stuf..

You seriously need to do a spell check b/f you post Maark.. your debt is NOT way down, your 737s are bringing on new debt, DUH!!!! Wake up!!!

 

[Maark767]

You seriously need to do a spell check b/f you post Maark.. your debt is NOT way down, your 737s are bringing on new debt, DUH!!!! Wake up!!!

Thanks for the tip...
AA has been making big debt payments over the last few years.... Take a look at AMR financials. The debt has decreased about 5 billion over that last 6 years or so and pension payments are up to date. Also the debt associated with the new 737's is simlply the cost of doing business. AA will surely get a good return on investment with these A/C. The fuel savings alone is woth the investment.

 

[LGA Fleet Service]

Trying to heave this back on topic...


Cheaper oil (For the moment) eases the pressure on the airlines.All these new fees and surcharges are adding tens of millions in new revenue and older aircraft are being retired in large numbers.What may have been unpalatable at $147 oil isn't as unacceptable as it might be at $96 bbl.


Continental management running a combined CO/UA would be a formidable competitor indeed.

 

[Art at ISP]

I agree--CO has an outstanding management team who recognizes the value of both employees and customers, and they LISTEN.

I could see this as a winning combination, but the only way I would support it would be with CO management running the show.

Time will tell but I don't think this one is so far fetched.

I'd bet there would be a glut of used Airbus airplanes on the market afterward however.....

 

[Fly]

Debt is way done, pension payments are made , new 737's on their way..... things are in order over here...
I'd love to see the article.... can you please share it with us ?? Link ????

(deleted by moderator)


cleaned up? Ok, here it is

American Airlines' parent AMR (AMR Quote - Cramer on AMR - Stock Picks) appears to be in decent shape on the surface, with nearly $6 billion in liquidity. Trouble is, that carrier has been deferring badly needed investments for quite some time and would need to burn through much of that liquidity to upgrade its aging and inefficient fleet. Until that happens, AMR's fuel-thirsty planes will likely keep the carrier from operating flights profitably, even as others might slip into the black as oil inches toward $100. Conversely, a big spike in oil would dole out an especially painful hit to AMR.

On the other end of the spectrum, UAL (UAUA Quote - Cramer on UAUA - Stock Picks), parent of United Airlines, and JetBlue (JBLU Quote - Cramer on JBLU - Stock Picks) appear to be in fairly strong financial shape. Both carriers are generating positive operating cash flow and have made sure to keep their balance sheets from becoming too debt-laden.

In fact, UAL gains very high marks for trying to squeeze out every cost in its system and constantly tweaking its route network.


*****

That was fun. Still up on that high horse?

 

[whatkindoffreshhell]

"Trouble is, that carrier has been deferring badly needed investments for quite some time and would need to burn through much of that liquidity to upgrade its aging and inefficient fleet."

This same observation could also be made regarding UA.