Helane Becker
Helane Becker
everybody fare increase key matched northwest waiting
The key to the fare increase was that Northwest has matched them, and that's really what everybody has been waiting for.
aggressive costs exactly growth needed plan
They're doing exactly what they needed to do. The growth plan was too aggressive for jet-fuel costs where they are.
arguably balance best route second sheet structures support united
They're getting a second chance. United arguably has one of the best route structures in the world and now they have the balance sheet to support their growth.
commentary expected given high oil optimistic outlook
The commentary was a lot more optimistic than I expected it to be given the high oil prices. The outlook was also a little more optimistic than I would have expected.
cost fairly fuel people
You've got fairly substantial fuel cost bills. People are just very concerned.
general industry revenue side time
I think the industry in general is having a little better time of it on the revenue side of the equation.
below consensus good numbers
I think that the numbers weren't as good as Continental's and they were below the consensus estimate,
file higher northwest october oil pension prices
I think that they will file before October 17 for sure. With oil prices where they are and big pension contributions due, and without higher airfares, Northwest had no choice,
file higher northwest oil pension prices
I think that they will file before Oct. 17 for sure. With oil prices where they are and big pension contributions due, and without higher airfares, Northwest had no choice,
definitely pilots power
The pilots definitely have the power in this relationship. If they don't want to fly, you don't fly.
difficult mechanics seems talk united win
It seems like the PEB said everyone should participate in concessions, but that United should give mechanics the raise, then you can talk about concessions, ... But now I think it'll be difficult to win those concessions.