Originally Posted by Sunvox

I get that the last decade and a half has seen some serious Black Swan events and that colors most everyones view, but wow, I can't believe how cynical and glass half full the whole world has become. I think the order shift is part of a larger very positive trend in improving future growth.

To whit . . . .

The above quote was taken from the other forum. There is also a slide taken from yesterday's investor conference that shows UAL talking about continuing to review the used market for further fleet enhancements.

I'll take switching orders to Airbus for 2:1 odds. Let's revisit this thread in 2 years and see how it goes.

On a slightly separate note, but still relevant . . .

Did anyone see Mr. Munoz on CNBC last night? In that interview the commentator asked about United's business plan. The plan announced at yesterday's investor conference calls for "$4.8 bil in net income enhancements by 2020". That announcement was coincident with the announcement from Warren Buffet that he invested $1.3 bil total into airlines including UAL/DAL/AA/ and SW.

I don't think you get $5 bil in earnings growth by flying more RJs or reversing growth plans.

Pollyanna? Maybe. Maybe not.