Originally Posted by
Jetlink2Acey
They were under serious fire from the Wall Street gang the entire call for the projected 4-6% growth.
With 24 mainline frames coming this year and lots of -9/-10 Maxes over the next few years I'm beginning to wonder if the 4-6% growth is already baked in with no need for any additional mainline buys. Too much math and time involved in figuring it out either way. I do think we'll see some retirements announced before long of the oldest 756s.
When the rumor of an order of new build 767s got going last fall, the numbers mentioned in the press were pretty high (50-100). With the 3 used Hawaiian frames finally publicly confirmed, I think even 50 is ridiculously high. Three dozen for us tops, BA would have to find homes elsewhere for more than that and I'm not sure they can. And, if we could find a dozen or so additional used frames then I think we'd pass on new 767s entirely until the 797 arrives.
Originally Posted by
Jetlink2Acey
It should be an interesting 12 months.
You betcha. Thanks for the summary, didn't get the chance to catch the call live. Wondering if any more shoes will drop on Thursday... uniforms? Hope they end up looking better than Alaska's new ones.