Boyd Group AA Analysis
 

http://www.aviationplanning.com/Imag...%20Reality.pdf

Observations -

Eagle jet fleet subject to huge reductions

MD-80's while old are still a good aircraft

The majority of the Eagle fleet is obsolete(ERJ135/140, ATRs), but along with that is APAs scope clause. In BK I am guessing the eventuality is an industry average scope clause, which would mean lots more CRJ700s and probably either CRJ900s or ERJ170s at regionals.

CRJ700s and 900s could be added to Eagle's fleet very easily considering they already have the CRJ700 program going, and with little disruptions since they are going through the BK process as well.

Don't be so quick to think those planes if they ever come to fruition will arrive at Eagle. Skywest and the others will fly the routes at a loss if the can get a foothold in at AA.

Why would AMR get rid of CRJ700's?

I didn't mean AMR would get rid of the CRJ700. I meant that they will own the airplane and then bid out to the lowest regional to fly them. Just like big D.

No, I was referring to Boyd's analysis. He says by 2016 AE will be down to 39 ATR-72's & only 17 CRJ700's. That's obviously his guess, & nothing more. I was just curious why AMR would ditch thence. Unless he's assuming AMR will sell them/lease them to a different operator.

Michael Boyd has been wishing for and predicting the demise of AE for ten years. I think we lost his baggage once or something.

If he keeps saying it long enough, eventually he'll be right. Right?

While I agree that the 50 seat market is declining, none of us as yet knows what's up AMR's sleeve. I'm sure there'll be enough pain for all the employee groups.

Boyd is a complete tool. He is paid to say what someone wants to hear.
His wet dream is the demise of the 50 seater and Eagle in particular in the Regional world.

Take what he says with a grain of salt, a shot of tequila and a squeeze of lime!

After reading the analysis, I think it's the best take on the situation the I've seen. All of the business TV channels glossed over the sacrafices that the employees made and he even somewhat laments the likely pension termation. True, he's sour on 50 seat RJ's. The industry seems to be sheading those left and right, so is he wrong?

Really some thing's wrong I guessed, jonny! http://www.couponsindia.net/imgs/sig...ouponcodes.jpg