Originally Posted by
FNietzsche
That could be true. It could also be true that mgmt is leveling with us, and UA is watching our response (and the responses of other UAX carriers) closely to determine who continues being a partner. One thing is sure, if we cannot even survive until that decision point, then for sure there is no future for us. So given all that, I think the company's short-term performance is very much relevant.
"UA is watching our response (and the responses of other UAX carriers) closely to determine who continues being a partner."
What are they watching for? To see who jumps 1st or who jumps higher?
Gauging short term performance? What's the metric for that? It should be pretty easy to operate at 10% capacity, right?
Regarding the decision point, I think it's likely that we've already reached that point. While they'd like to keep it a secret, it will eventually slip out unintentionally. Just like it slipped out when Delta decided to cancel the CPA with XJT. Or when big Ed slipped up and told an audience at an investor meeting that they would be going down to 3 regional partners. Who knows, the slip up could have been the Skywest call last week.