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Old 10-05-2023, 02:36 PM
  #1131  
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Originally Posted by N6279P
Here I tonight his was a delta thread? Can we rename this Delta fleet rumors? Haven’t seen any actual news.
there aren’t any so we have to talk about other airlines orders
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Old 10-06-2023, 04:47 AM
  #1132  
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Originally Posted by tcco94
Here we go again with Kirby’s crazy projections. Good luck with that. 26k pilots with retirements, guess United will soon be hiring high school graduates lolol

so stupid coming up with these 10+ year projections when no one knows. Kirby has always been this way, it’s like listening to fantasy land when he talks. One thing is for sure, this dude loves debt and high aircraft orders. How he got a golden parachute out of AA, after he tried to sink them, then hired by UA is wildly beyond my low pay grade.
Scott Kirby is a HIGHLY skilled at Network, and Operations. Elite level analytical skill combined with excellent mental math ability and photographic memory. He's so much smarter than most people he comes off as abrasive. He been banned from multiple casinos for card counting. Weak points pretty much all involve his interactions with people which he's worked on and made significant improvement since joining United. Also as previously noted, he's not a deal maker when it comes to Fleet Capex, more of a buy and go then use Network skill to maximize profit out of the aircraft. Furthermore, he's overly reliant on RJs and that burned him at AA and was slow to change at UAL. Now UAL anticipates the last 50 seat RJ flight around 2030.

Lastly, agree with the 10 year predictions. It's hard to predict 2 years in the airline industry let alone 10. Everyone is speculating at that point.
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Old 10-06-2023, 04:53 AM
  #1133  
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Originally Posted by Trip7
Scott Kirby is a HIGHLY skilled at Network, and Operations. Elite level analytical skill combined with excellent mental math ability and photographic memory. He's so much smarter than most people he comes off as abrasive. He been banned from multiple casinos for card counting. Weak points pretty much all involve his interactions with people which he's worked on and made significant improvement since joining United
I sure wish Delta had him over EB. I have a friend who worked with him for years. The guy is brilliant and very operationally focused. United outside of the EWR mess is running a very good airline. He is probably very similar to Richard Anderson except less risk adverse. That might bite United in the future but only time will tell.
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Old 10-06-2023, 05:08 AM
  #1134  
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Originally Posted by Trip7
Scott Kirby is a HIGHLY skilled at Network, and Operations. Elite level analytical skill combined with excellent mental math ability and photographic memory. He's so much smarter than most people he comes off as abrasive. He been banned from multiple casinos for card counting. Weak points pretty much all involve his interactions with people which he's worked on and made significant improvement since joining United. Also as previously noted, he's not a deal maker when it comes to Fleet Capex, more of a buy and go then use Network skill to maximize profit out of the aircraft. Furthermore, he's overly reliant on RJs and that burned him at AA and was slow to change at UAL. Now UAL anticipates the last 50 seat RJ flight around 2030.

Lastly, agree with the 10 year predictions. It's hard to predict 2 years in the airline industry let alone 10. Everyone is speculating at that point.
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The hardon you get from airline managers is a little bit disturbing...
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Old 10-06-2023, 05:53 AM
  #1135  
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Originally Posted by Eldee5
Rumor is 20,000 to 26,000 pilots at UAL being the end game. Only a rumor from a friend who flies for them.
You know there is “black swan” around the corner, right?
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Old 10-06-2023, 06:03 AM
  #1136  
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Originally Posted by Trip7
Scott Kirby is a HIGHLY skilled at Network, and Operations. ​​​​​
Looks like he basically copied GH here to me? Especially with Europe. Still chasing the inflight product we've has for years now. Much later than DL replacing regional with mainline too, but what do I know.
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Old 10-06-2023, 07:03 AM
  #1137  
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Originally Posted by RunFast
You know there is “black swan” around the corner, right?
pics of your short positions?
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Old 10-06-2023, 07:12 AM
  #1138  
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Originally Posted by sailingfun
I sure wish Delta had him over EB. I have a friend who worked with him for years. The guy is brilliant and very operationally focused. United outside of the EWR mess is running a very good airline. He is probably very similar to Richard Anderson except less risk adverse. That might bite United in the future but only time will tell.
Yeah…no. I don’t want a USAirways kinda manager here. It only took a couple of months after the merger to screw up AA between him and Parker. He’s doing it all over again at UAL.

With him, I’m sure we wouldn’t get the contract we’ve been getting the past 2 rounds.
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Old 10-06-2023, 08:49 AM
  #1139  
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Originally Posted by Trip7
Scott Kirby is a HIGHLY skilled at Network, and Operations. Elite level analytical skill combined with excellent mental math ability and photographic memory. He's so much smarter than most people he comes off as abrasive. He been banned from multiple casinos for card counting. Weak points pretty much all involve his interactions with people which he's worked on and made significant improvement since joining United.
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Geez trip, this is a new level for you I haven’t seen! I hope this was sarcasm.

you’re right he’s done a lot of good at United. But he’s also committed them to over $60B in aircraft purchases within the next decade, some of which are going to be at 8B(!!!!) a YEAR for next couple years. Assuming he isn’t completely squeezing out all of his cash flow for aircraft purchases, he will have to finance more of this unprecedented aircraft order the industry has never seen, that is 4.5x United’s market cap. I guess his “mental math” and “photogenic memory????” Helped him make this bold decision?

I’m all for our next airplane order but I’m sure as hell happy that dude doesn’t run my airline. He almost squeezed AA until they couldn’t breathe and somehow got a golden parachute out to another legacy to do the same thing, order 800 jets. Any small amount of financial disruption in this industry and UA will be sitting there like AA was being forced to take billion $ deliveries for no reason. It has to be one of the largest aircraft order gambles a U.S. carrier has ever seen. At least the 3 are too big to fail, so our taxpayer dollars will always help when needed.

Last edited by tcco94; 10-06-2023 at 09:06 AM.
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Old 10-06-2023, 09:03 AM
  #1140  
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Originally Posted by Trip7
Scott Kirby is a HIGHLY skilled at Network, and Operations. Elite level analytical skill combined with excellent mental math ability and photographic memory. He's so much smarter than most people he comes off as abrasive. He been banned from multiple casinos for card counting. Weak points pretty much all involve his interactions with people which he's worked on and made significant improvement since joining United. Also as previously noted, he's not a deal maker when it comes to Fleet Capex, more of a buy and go then use Network skill to maximize profit out of the aircraft.​​​​
I don't think he's that skilled - it doesn't take much to buy lots of airplanes and tell network to put them to work. All it takes is a recession, black swan or a better competitor and you're in trouble.

What Kirby is doing sounds a lot like what Braniff did after deregulation. How did that work out for them?
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