Helane Becker
Helane Becker
leaving people replace retiring thin
They got a little thin in the flight-attendant ranks. People are leaving and retiring and so they're having to replace them.
attempt chapter stay
I think it's their attempt to stay out of Chapter 11.
chapter cut three united view
I think United cut as much as they can after three years in Chapter 11. There's not a lot more they can do at this juncture. In our view they're probably positioned as well as they can be at this time.
airlines route talked
I wouldn't be at all surprised. In the past, these two airlines have talked and they have very little route overlap.
negative news obviously oil record
We've got all this in the news about record oil prices. That's obviously very negative for the airlines.
began came news obviously shares stock york
The shares are down obviously on the New York Times article. That's the only news that came out before the stock began to fall,
convince people
They're positioned to be able to grow. They just need to convince people that their assumptions make sense.
cincinnati hub safe
Cincinnati has always been described as a hub on steroids. But as this shows, nothing is safe anymore.
alter changes chapter ultimate
I don't think these changes will alter the ultimate outcome, which is a Chapter 11 filing,
anybody emerge questions thinks united
I don't think anybody thinks United will emerge this year, ... There are too many questions they can't answer.
chapter last months time
It's about time they got aggressive. Had they done this last year, or 18 months ago even, they wouldn't be in Chapter 11.
costs cuts delta saying tried unable
It's a long-winded way of saying that Delta tried to cuts costs before 9/11, but was unable to. I think it's self-serving.
continued guidance obviously
It is the guidance for continued loss, which is obviously very bearish for the stock.
continue demand happens held prices
So far, demand has really held up. We'll see what happens when prices continue to go up.