Michael Boyd
Michael Boyd
airline historic showing signs strength
The airline is showing signs of showing a pulse. What they're doing is going back to where their historic strength is.
achieved labor problem until
Delta's problem is not labor, it's debt. They have achieved labor cuts, and can achieve more because they have only two unions. But until they can restructure their debt, they are in big trouble.
anywhere build buy fast fleet forecast near projects terms
Our fleet forecast projects that these manufacturers may not be able to build enough of these things fast enough. If they're anywhere near as advertised in terms of performance, it's going to be a stampede to buy them.
bankruptcy bottom mean unless
Bottom line? Unless you're a bankruptcy attorney, this isn't going to mean a thing to you.
happiness happy putting record track
They have a track record of putting out happy numbers.
months problems talking
In 12 months we'll be talking about the problems with the low-cost carriers, not the (old line) carriers.
delta rather reduction separate stay
It's not that big a deal, ... They're re-branding it as Delta rather than as a separate sub-brand. . . . Other than that, there's not much of a change. There's no reduction in competition, and fares will probably stay the same.
nasty
I don't know who's going to live or who's going to die. But we do know this: it's going to be a very nasty competitive mess.
absolutely add flying people revenue
Right now people who are flying are flying because they absolutely have to, ... This may dilute revenue more than add to it.
airlines good variety
It's very good to have a variety of airlines like Indianapolis does,
company four incentive might next runs situation smoothly table three
If the situation runs smoothly for the next three or four days, there may be no incentive for the company to end the strike. If it doesn't run smoothly, they might be back at the table at some point.
airline high trying
They were trying to be a low-fare airline with high costs.
coast east feed flights less north shove south traffic west work
They have to recast what they're doing on the East Coast because it doesn't work any more, ... They have to shove more of their flights to feed their East to West traffic and less flights between North to South traffic.
people
People say it will be like FedEx for people,