I'm a little confused as to why the music is stopping for NK (slowing growth) whilst it's blaring loudly for F9? Shouldn't a climate where one does well suit the other too? What's the difference? Is it simply that NK's was too aggressive? And I don't buy into the doom and gloom being due to the Big 4 finally waking up to the ULCC threat. Again, they can only compete with seats that would have went empty anyway.