Dave Benjamin
an over 40 victim of fate
- Joined
- Jun 12, 2003
- Posts
- 1,040
Didn't ATA cite overpriced aircraft leases as a factor? I think AWA has a better handle on that end of the business. I think their costs across the board are lower and they have a much different business model than ATA.Realyman said:Hopefully no furloughs, but it just seems like they are a year behind ATA. I will keep my fingers crossed for my friends there.
Also sometime next year WN's and anyone else's fuel hedges expire. As the fuel price playing field becomes somewhat level WN will raise fares. Unlike other carriers I think WN managment is smart enough to not sell widgets for less than manufacturing costs for an indefinite timeframe.
I think HP is well positioned and should do fine. One thing I am curious about is whether or not the Airbus delivery schedule will be scaled back or postponed. Ultimately this industry will be a lot different by 2006 or 2007. I think Parker and friends will get past this bump in the road just fine.