Originally Posted by
30west
I wish that all the UAL pilots could have been at the DEN LCA meeting recently and got to hear Kirby and Oscar talk, I'm a 25-year guy and its the most impressed I have ever been, by far by management at UA.
They spoke exactly about all this and Oscar said we will get beat up the next 18 months or so by Wall Street, the analysts, and Investors but he had prepared the board and institutional investors for it.
Outstanding post 30west, waaaay more insightful than all the Wall Street analyst conference call histrionics. A week ago, it seemed likely that we were going to announce the purchase of a bunch more used Airbii at the earnings release. I think the purchase of used Airbii is still going to happen due to the sudden ramp up of Indoc classes at TK. But now I understand why nothing was announced, because OM and SK knew we were going to get pummeled at the earnings call for lack of capacity discipline. Announcing a sizable aircraft purchase at the same time would only add to fuel to the fire. Analysts are indeed not on our side. Better to release that news later when things have settled down.
As for the OP regarding a possible purchase of new 767s. Well, at the right price I could see us picking some up. There aren't that many cheap used 767s or 757s out there, so maybe a purchase of some new 767s as a bridge is more cost effective. However, no way we would buy 50-100 as mentioned in the article. A couple dozen for us maybe? I think any big 767 ramp up is likely to come from the Amazon Borg or somesuch.