Originally Posted by
buddies8
how much went to JAL?
They didnt have the numbers (or didnt say) but were getting asked why their revenue in the pacific flying was lower than the ATA forecast. Blah blah JAL blah blah Japan/Asia differences
AMR Corp. Q1 2010 Earnings Call Transcript -- Seeking Alpha
On Pacific, I would like to flesh out a little bit more color there. It was a little bit softer than I think I was looking for personally. The ATA data last night showed about 10.5% growth out of the Pacific. You reported about a 90 basis point decline. How is JAL or is it impacting that at all? I think we initially thought maybe there was some opportunity there for you to pick up some of the traffic that JAL would be losing as they are restructuring but is it actually having a negative impact in the sense some of their domestic restructuring is impacting a lot of the fees into Narita?
Gerard Arpey
I don’t think so. I think it is more a matter that if you look at our Pacific presence it is more heavily weighted to Japan as opposed to other Asia. If you dissect the results for the quarter what you will see is other Asia was a bit stronger than Japan in general. I think it is more of an entity mix question for us.
Hunter Keay - Stifel Nicolaus
There is really no relative impact from a fee perspective with JAL restructuring?
Gerard Arpey
No I don’t think so.