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Old 06-20-2013 | 08:25 AM
  #68  
gloopy
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Originally Posted by MatchPoint
You, more than anyone else I have ever come across, have absolutely no clue how this industry works or how SkyWest Inc’s (Jerry and friends) positioning themselves for the future. Do yourself a favor and exit stage left.[/FONT][/COLOR]
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Not going anywhere. Thanks though.

FWIW I agree with your JA vs BB/JO comparison. I still think SKYW will go IndyAir, probably in the next 5-7 years, maybe less, but we'll see. Be it from ego or their hand being forced, it will happen because it has to happen. When the lines of a shrinking sector and never ending low bid contracts meet and they're out of regionals to buy and more zero longevity ones are popping up (and the ones remaining are agressively dealing their managements an ace to win the next RFP...for existing flying) SKYW will be faced with shrinking into higher costs or doing something bold. I predict they will do something bold. And they will do so thinking they have the same "Midas touch" in the real airline world that they've had in the fake RFP ACMI provider world.

After this AA/US large RJ growth spurt plays out, there's nothing left and the sector will still be shrinking. The only way out is significant scope relief for ever larger planes (don't count on it) or infesting the scopeless airlines (AS/JB/VX/etc) with them but even that is opportunity limited even if it does come to fruition. Hopefully we can all agree that it doesn't come to that anyway.
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