Song update

[Dizel8]

Cost Per Available Seat Mile

Airline 9/30/03 9/30/02 %Change

JetBlue 5.92 6.41 -7.6%
ATA 6.9 8.39 -17.8%
Southwest 7.51 7.34 2.3%
America West7.57 7.75 -2.3%
AirTran 8.11 8.21 -1.2%
Frontier 8.32 7.86 5.9%
Continental 9.01 8.9 1.2%
Alaska 9.24 9.48 -2.5%
Northwest 9.34 9.24 1.1%
American 9.49 10.38 -8.6%
WestJet 9.5 9.5 0.0%
United 9.67 10.9 -11.3%
Delta 10.21 9.81 4.1%
US Airways 10.98 10.95 0.3%

Perhaps my mistake, I was looking at this chart with supposedly shows numbers for 3rd quarter. It sure seems to back up my what I said, but I would like to see the real numbers, perhaps you can point me in the right direction?

 

[FDJ2]

Cost Per Available Seat Mile

Airline 9/30/03 9/30/02 %Change

JetBlue 5.92 6.41 -7.6%
ATA 6.9 8.39 -17.8%
Southwest 7.51 7.34 2.3%
America West7.57 7.75 -2.3%
AirTran 8.11 8.21 -1.2%
Frontier 8.32 7.86 5.9%
Continental 9.01 8.9 1.2%
Alaska 9.24 9.48 -2.5%
Northwest 9.34 9.24 1.1%
American 9.49 10.38 -8.6%
WestJet 9.5 9.5 0.0%
United 9.67 10.9 -11.3%
Delta 10.21 9.81 4.1%
US Airways 10.98 10.95 0.3%

Perhaps my mistake, I was looking at this chart with supposedly shows numbers for 3rd quarter. It sure seems to back up my what I said, but I would like to see the real numbers, perhaps you can point me in the right direction?

What you don't see in that chart is that DAL now also incorporates ASA/CMR CASM into the mix. No other airline does that. That supposedly increases CASM by about .5 cents. Additionally, DAL has reduced capacity year over year, which adds costs. Those aircraft parked in the desert still need to be paid for, as does the rest of DAL's infrastructure. As DAL increases its capacity, you'll see the CASM drop.

 

[Dizel8]

I was not aware of that, but that would put it at 9.72. Still the second highest currrently. As far as airplanes in the desert, that holds true for quite a few of the airlines listed, certainly AMR and UAL have a/c's parked.

Also, one must wonder how the CASM for Song is calculated. Is lease payments, fuel, gates, ramp etc. figured in or do those fall on mainline to pay? In other words, what is the "around 7 cents" number based on?

Again, the question, what is the cost for Song. While "blurbs", such as "better than expected, on track etc" sounds good, and despite the contrary thoughts, I hope we all prosper, it does not
put a true number to Song.

We are all just chesspieces in the game, but that does mean we cannot speculate on the players.