Originally Posted by
Skyw
You must be the blind one! United is adding 50 seat flying! AirWisconsin? Duh!! ExpressJet is adding more 50 seat jets as well! United passengers absolutely hate the entire United product! 50 seat jets are much more comfortable rather than being trapped in a middle seat (no legroom) mainline flight. Passengers would rather have the E175 vs the E145. I hope you don't expand the E175 flying, but prepare to lose more market share. United is the best short out of all the airlines. $$$
MasterOfPuppets was spot on.
Tell me more about regional feed. RJ CASM is the highest in aviation; A319s can be operated for close to the same cost as a 50 seater and less than the cost of two 50 seaters that it could replace. Half the frequency but passengers would much prefer to ride on a mainline aircraft than ANY RJ.
The majors will survive just fine when the day comes (and it will) when all RJ feed no longer exists.
I've commuted a LOT. Riding on an RJ is pure misery, worse than a middle seat even if wedged between the 350lb POS and the new mother with the screaming poop factory.
As far as shorting UAL stock, go for it. For me, it's in no man's land. I wouldn't touch it right now on the long or short side. If it gets to the low 60s, I'd buy. In today's markets, I wouldn't go short anything. Even if there were a stock named, 'career RJ pilot'.