After listening to the Investor Day presentation Kirby actually said it. Although he believes his financial projections he wants to see the improved performance before United ratchets up the spending. The whole reason United shrank was out of necessity because with all the screw ups they lost thousands of our best customers. They can increase capacity now by increasing utilization with the planes they already have. When the financial performance starts improving significantly in two years or so United will need more aircraft. Kirby also said we are behind in up gauging aircraft so he obviously wants to do this, but in synch with the increased demand that will take time.
It is also well known that Kirby hates the B739 and loves the A321 unlike Brian Znotins. Seems to me that we finally have someone who running this place who wants to compete and has some depth in his airline operational understanding.