In presentations that they have given, and in the annual report (available at http://www.atlasair.com/holdings/home.asp - also the contracts for 5Y and PO are available at the website) they discuss when they anticipate growth, as well as their views on the -400 market, the very open-ended schedule of Classic retirements, and the -8 (aka The Ocho). So far not a bad place compared to the regionals.