I think that's true to some extent, but may be overstating it just a bit.

They care a LOT about the deal on the AC, and a large panic RFP hampers that, although they do have the flexibility to use the whipsaw so maybe that will mitigate it.

But other than NYC, the 88/90 fleet will be plenty deployable elsewhere in the network for a few years at least. They're already here, paid for, with pilots trained etc. If they get a deal too good to pass up then they'll bite. But if not I don't see why they'd freak out about it as much as many are implying.

That said, perhaps just the removal of NYC will be enough to throw a bucket of sand in the gears of the "just in time" marketing based fantasy numbers where fleets live and die based on 0.001% costs and that will induce a panic who knows. But there's no reality based reason to pull the panic cord.