Fool reiterates the falling SWA model

[lowecur]

Motley Fool has been a staunch supporter of Jetblue, but really never a basher of WN. They take a swing at the incumbant king in this article, but do they really know what they are talking about?....a little.

Kelly knows that in order to continue their success they must grow by at least 10% per year. Gordon Bethune reiterated this many years ago. In other words they have to keep bringing in newbies to subsidize the bourgeoisie. Sounds a little like the Social Security System today. He hasn't sought to change the business model proactively, the system is dictating a new business model to him where he must seek high cost stations to place the expanding fleet in the next few years. Sound like a winner? :laugh: :laugh:

imp:

http://www.fool.com/news/commentary/2006/commentary06032104.htm?source=eptyholnk303100&logvisit=y&npu=y

 

[Whataburger]

I don't believe the model is falling. It's evolving. Lets see if Jblue and AirTran's 35% annual growth or SWA's 10% growth over the next few years works out better. Hopefully both will work, but the proven horse is usually a good bet.

 

[ACAFool]

I can already see this article annoying a lot of SWA guys. How dare anyone question the mighty SWA. But hey, someone had to take over that arrogant swagger after Delta lost it.

 

[SWA/FO]

attn: the sky is falling, repeat the sky is falling...effective immediately.

 

[canyonblue]

Fool reiterates the falling SWA model

I thought this headline was speaking of Lowecur.uke:

 

[Dave Benjamin]

There sure are a lot of airlines that would love to be failing just like WN is. I think the Motley Fool is....welll.....a fool. WN is well run by some smart folks and they enjoy good employee relations. Their business model works. The company has been profitable for decades. There may be a chink or two in the armor but my money is on WN staying in the game long term.

 

[SWA/FO]

ACAFool,

I think the

arrogant swagger

title doesn't even belong to a Pax carrier anymore.

 

[ACAFool]

ACAFool,

I think the title doesn't even belong to a Pax carrier anymore.

You might have a point there.

 

[firstthird]

[FONT=&quot]Okay, I just can't let it go. Moteley Fool is still pumping jet blue stock after their less than stellar 4th quarter (CY). Okay. But at least get your facts straight.

I especially like the leather seats comment. "and Jet Blue has smartly presented an attractive alternative to peanuts and cloth seats." I'm pretty sure that every one of our 440+ 737s has leather seats now and has for some time.

This mention of David Neelman's fourth quarter comments is precious, see if you can spot the missing fact "While the ticket prices may be rising $5 to $10 in the short term, as Neelman indicated in the wake of last quarter's earnings report, their prices should still be quite competitive relative to the industry pricing."
How about disappointing 4th quarter results, or first loss in 5 years, or something of that nature in a column where you are pumping how great a stock is. Something like, 'despite the surprising and atypical 4th quarter loss, blah, blah, blah.'.

Now, please don't get me as bashing Jet Blue, they seem like a great company that hit a little oil price bump (which thankfully SWA was somewhat insulated against by our prescient and declining hedges) but the Fool's continual pumping of a stock with anecdotal evidence vice actual facts and information is a disservice to jet blue and their potential investors.

"By mocking the Southwest model quite nicely with lower-cost hubs, no union affiliation, and more cost-effective planes, Jet Blue added a little sizzle to the steak." Okay, something right and something wrong in this quote. At least this writer recognizes that JFK is a hub of sorts, but to call Jet Blue's planes low cost when they had to get a second aircraft type because the bus was just a little too big for some markets, may be low cost in Lowecur's opinion but the rest of us know better. It was a reasoned business decision that probably was taken with great wringing of hands, it isn't every day that you bet the company on an unproven airplane. Hopefully the bet works out for Jet Blue but to call a dual plane fleet 'more cost-effective' is something only Lowecur could love (no offense intended, but you do love your E190s Lowecur)

and finally, Mr. prognosticator Steven Ellis says "And I wouldn't be surprised if Southwest also raised its fares, since its hedges don't present a solution to the chronic threat that continuously higher fuel costs present." Wow, get that man a job picking and pumping stocks, seeing as it was industry wide news that SWA led a fare raise on the 14th of March, and here this genius is on the 21st of March predicting what already happened a week ago. He's doing the Johnny Carson bit with the envelope, answer "Southwest," question "who led a fare increase last week?"

Okay, rant complete. And please, as I stated earlier, this rant isn't aimed at Jet Blue or their employees, in fact some of my best friends work for Jet Blue (a little humor there, although it is true); but at the MF column for shoddy reporting and irresponsible speculation. There are plenty of reasons to see positives for Jet Blue down the road, but I'm not sure any of them were pointed out in that column.[/FONT]

 

[Aubie]

You know, Lowecur, since you are such an economic and aviation industry expert, why aren't you out there making tons of cash will all your insight instead of sitting in front of a computer 24/7? Just curious.

 

[FL717]

Because lowecur is a pilot.....

You know, Lowecur, since you are such an economic and aviation industry expert, why aren't you out there making tons of cash will all your insight instead of sitting in front of a computer 24/7? Just curious.

Because he's a Pilot just like the rest of us. He is a JetBlue pilot based in FLL I believe..... you're FLL based right Lowecur??

For some really immature F'd up reason he gets his jollies hiding on Flightinfo pretending to NOT be a pilot, and pretending NOT to work for Jetblue. He won't admit it..... in fact he'll be along any minute trying to slam me for pointing this FACT out.....LOL!

I found all this out before when Mark (rest in peace my friend) the webmaster used to show the IP addresses of the posters. One day I got tired of him posting as Lowecur the retired insurance exec AND as a SWA FO, and decided to find out who he was. He is neither..... he is a Jetblue pilot.

I outed him over a year ago and he quit posting as the SWA pilot..... but after awhile Lowecur slowly sytarted his same immature drivel.

CYA.

 

[flx757]

And there ya go...:laugh:

 

[banger]

Because he's a Pilot just like the rest of us. He is a JetBlue pilot based in FLL I believe..... you're FLL based right Lowecur??

For some really immature F'd up reason he gets his jollies hiding on Flightinfo pretending to NOT be a pilot, and pretending NOT to work for Jetblue. He won't admit it..... in fact he'll be along any minute trying to slam me for pointing this FACT out.....LOL!

I found all this out before when Mark (rest in peace my friend) the webmaster used to show the IP addresses of the posters. One day I got tired of him posting as Lowecur the retired insurance exec AND as a SWA FO, and decided to find out who he was. He is neither..... he is a Jetblue pilot.

I outed him over a year ago and he quit posting as the SWA pilot..... but after awhile Lowecur slowly sytarted his same immature drivel.

CYA.

I don't believe he is. I've read just about all his posts and I catch him using phrases and saying things a pilot would not. I enjoy his insights and views. Sometimes he misses and sometimes he hits. Just as any other analyst does. Keep it up Lowecur.

 

[firstthird]

Agreed. I found Lowecur pretty hard to take a few years ago but either he got wiser or I got more tolerant (unlikely?) or maybe I 'grew.' Anyway you slice it though, is comments are thought provoking most of the time and he posts some real news first many times too. Grats on that. Now, the Moteley Fool, I still find them very hard to take.

 

[Bavarian Chef]

One, Lowecur doesn't work for us, two, that article wasn't written by a jb employee ... and as for the rant on jb, I thought we LCC's were sticking together? I can only imagine what this thread is gonna turn into. This should perk you up: http://www.hometownannapolis.com/cgi-bin/read/2006/03_19-37/BUS


And the leather seats was a typo. It was supposed to be leather teets.
http://www.hometownannapolis.com/cgi-bin/read/2006/03_19-37/BUS

You are now free to move about flightinfo.com ...

 

[SWAdude]

I'm sorry guys. We had a small tremor in our town today and my scale SWA 737 fell off the shelf. Well then a reporter called my house and asked about the condition of our home. I told them the only thing I had any concerns were the "falling of (my) SWA model.

A complete misunderstanding. My fault. I apologize. Carry on.

 

[Bavarian Chef]

Pure genius, SWAdude.

 

[FlyBoeingJets]

Yes, Lowecur, the model is in trouble.


Short LUV and buy up JetBlue.






P.S. In reality I believe your assumptions about the future are in trouble. But I can't possibly argue it. I just believe in a different version of the future that has yet to unfold.

Think about debt loads. Think about who is buying new airplanes, who is leasing and who are not getting new ones.

 

[Mgmt1Pilot]

I can already see this article annoying a lot of SWA guys. How dare anyone question the mighty SWA. But hey, someone had to take over that arrogant swagger after Delta lost it.

If you go back over the years a few airlines that were at the top of their game had the inflated ego syndrome. I still remember Pan Am, United, Delta, American. Now the first LCC has it, SWA. Soon another will have it when SWA eventually faulters, and oh yes, evenyone eventually faulters. If SWA thinks they will be Golden 20 years from now (can I smoke some) they need to remember LCC models are here to stay for everyone now and in the future.

Good luck you'all imp:

 

[lowecur]

Because he's a Pilot just like the rest of us. He is a JetBlue pilot based in FLL I believe.....I'm not a pilot, I'm in the Insurance Business? you're FLL based right Lowecur?? No, Boca Raton.

For some really immature F'd up reason he gets his jollies hiding on Flightinfo pretending to NOT be a pilot, and pretending NOT to work for Jetblue. He won't admit it..... in fact he'll be along any minute trying to slam me for pointing this FACT out.....LOL! Well it wasn't any minute, I do have to count my money sometimes.

I found all this out before when Mark (rest in peace my friend) the webmaster used to show the IP addresses of the posters. One day I got tired of him posting as Lowecur the retired insurance exec AND as a SWA FO, and decided to find out who he was. He is neither..... he is a Jetblue pilot. Wrong, and I told you before when you threatened to print my name to go ahead and do so if I worked in the airline business. Guess what, no name.

I outed him over a year ago and he quit posting as the SWA pilot....., Joe Peeoznotz rest in peace was my hero. but after awhile Lowecur slowly sytarted his same immature drivel.

CYA.

Like I said before, you should change your handle to Claire Voyent.

:laugh: imp: