Ray Neidl
Ray Neidl
driven extent fuel large prices
Fuel prices are up, and to a large extent we're being driven by fuel prices.
cost fence low regional risky run sitter skeptical using
I think it's pretty risky what they're doing. I'm a real fence sitter here -- I'm real skeptical you can run a low cost carrier using regional jets.
I think that's what they'd want to do, and that's why they're all rushing.
lighten next run year
Long-term to me, ... is a year in this business. If we're going to have a recession, you should probably lighten up on your airlines, because they're still cyclical. But there has been a lot of restructuring in the airlines, the way they run their business. I think they will come through the next recession.
pressure
That will put more pressure on American and Continental to do the same.
airlines allow bet period strike
I will still bet there's no strike, one or the other. These airlines are too big to allow a strike for any period of time.
high leader strike union
From what the union leader said, they don't want a strike either. I still have high hopes.
hurricane katrina last nobody predicted
Hurricane Katrina was probably the last straw. Nobody could have predicted 60-dollar, 70-dollar-a-barrel oil.
active assuming drag emergency highly logic longer point probable
He has been pretty active with these emergency boards, ... If there is a strike, I think it's highly probable it will be short. If there is no intervention, I think it could drag out for the weekend. At this point I'm assuming logic would prevail, it wouldn't go on much longer than that.
book bucks cut degree fuel helping large offset people percent revenue talking
To a large degree it (the cut in commissions) is helping offset the fuel prices. You're talking about some big bucks there. That's 3 percent of revenue to people who book 80 percent of your flights.
business came expecting key traffic weaker weakness
We were expecting weakness but it came even weaker than we feared. The key thing is business traffic is way off.
airline future government policy rethink
The government has to rethink its anti-trust policy on airline mergers. Otherwise, future liquidations are inevitable.
alaska believe
Right now, I still believe in the story of Alaska Airlines,
chance good northwest
There's a good chance (of a Northwest filing),