Originally Posted by
scambo1
T,
I know you are onto something with the SWA arc. It seems odd to me that their CFO is now the CEO, that rarely ends well. However, I dont see them dieing, just stagnating and rotting on the vine.
Your forward looking thoughts?...
Yeah... I don't know about dying on the vine.. but the growth that they have enjoyed for years will slow to a trickle. That's the way I read the tea leaves anyway. 737 orders pushed back.. what.. 3 years? The 717 issue... assimilating a merger... Heavy competition from the rest of the industry... Fuel hedges on the same level as the rest of the industry... IMHO it doesn't mean they are going away, but they aren't gonna be the pack leaders for much longer.
Next year at this time I will be interested to see if those guys that left DAL for SWA are still happy with that decision.