SWA 3rd qtr conference call?

[CoopDog]

Anybody know when this will occur? 3rd week of this month?

Also, does anyone know if this is when they'll most likely announce the new city(s) for '04? Or is that usually a separate event altogether?

The last one was great....15 more airplanes for next year! Sure would LUV to hear them top that news.

Coop

 

[bigred]

1. 20 October
2. Don't know.

 

[chase]

Aircraft Purchases/Retirements

This question will come up as the 20 Oct conference call occurs. What are the scheduled deliveries/retirements for '04, '05 & '06. The source of this is the SWAPA website. This shows that SWA expects to purchase more non-RJ aircraft over the next 3 years than all other carriers combined. We are fortunate & wish other carriers will continue to rebound.

Here goes:

Nov '03 -- 2 '700's on board
Dec '03 -- 2 '700's on board 1 '200 retirement

total at end of '03 -- 387 aircraft

'04

Delivery700's Retirement200's Total
Delivery
Dates Net Actual Planned
JAN 2 -1 388
FEB 1 -2 387
MAR 2 389
APR 6 -2 393
MAY 2 -1 394
JUN 8 -2 400
JUL 4 -2 402
AUG 2 -1 403
SEP 4 -1 406
OCT 5 -2 409
NOV 3 -1 411
DEC 3 -2 412
42 -17 25

188 (700) 5 412 (Total)
'
'05

700's Retirement200's Total
Delivery Dates Net Actual Planned
JAN 3 -5 410
FEB 3 413
MAR 3 416
APR 3 419
MAY 3 422
JUN 3 425
JUL 3 428
AUG 3 431
SEP 3 434
OCT 3 437
NOV 2 439
DEC 2 441
34 -5 29
29
222 441
441


700's
Delivery Dates Net Actual
JAN 4
FEB 4
MAR 3
APR 3
MAY 3
JUN 3
JUL 3
AUG 3
SEP 3
OCT 3
NOV 3
DEC 3
38

260 (700 only) 479 (all aircraft)

FIRM OPT Net Total
2006 22 16 38 479
2007 25 9 34 513
2008 6 25 31 544
2009-12 177 177 721


I have not compared this against the last quarter's 10K listing but I think this listing is pretty accurate for the next 3 years at least. I would expect aircraft to be accelerated to earlier months as has been done in the past & a new city to be announced. My prediction is a hub of one of the major airlines will find a new neighbor there in the next 6 months. My unedcuated guess is PIT, MEM, or MSP. Hope to see the poolies here soon!!! Hang in there.