Originally Posted by
C2078
Of course I don’t. But, given available info, would you place a bet on Carol Davis placing a net growth airplane order? I would definitely not hold my breath. In fact, I would even place a small bet on them not making up their mind and disposing of the MD fleet without a replacement, ie, shrink.
Only if they can find a better way to move the volume. Thome wants to improve margins by not chasing low margin, high volume customers. Amazon is the poster child for that type of customer. Total profit is still a percentage of total revenue. She doesn’t want to see that number shrink. Wall Street hates shrinking revenue. I see us potentially ordering new jets to replace the MD with numerous options to enable the company to tailor the order as market conditions dictate.