I think it has less to do with the election and more to do with companies waiting to see if Congress will somehow not crap the bed with the time running out in respect to the "fiscal cliff"

I feel the POTUS can only do so much and the yahoos in Congress and the Senate who won't compromise on anything are the real threat.

 

I agree with you Boomer. IMO, that is exactly what we said.

At this point, the contract is done. I am pleased with the company's success with its "flightplan." I'd also like to keep Ed up a little more at night.

Our contract is better than many, no question. It definitely does not capture whatever historic percentage of the company's revenue the previous pilot contracts used to.

 

I don't recall you providing suggestions for an alternative path with a probablility of success. Did you? I sure hope you don't suggest the CMR model...

Our pay is way below where I want it to be. I haven't accepted a "reset." But we live in a tough neighborhood. The great SWAPA didn't get a pay raise this year. They're past their amendable date with no progress. A Delta A320 Captain makes $50/hr more than a UAL A320 Captain. APA was first to the concession stand and is now "fighting" for survival under a rejected agreement But the Delta pilots and their agreements which you deride have put additional money in our pocket every year since bankruptcy. And our management was in front of Wall Street on Wednesday defending against the cost increases those agreements provide.

btw, the regional segment is still living with the CMR last gasp survival attempt. PCL restructured their 1113 bankruptcy demand after hearing what you CMR guys were willing to give up to try and keep a job. That increased PCL management's bankruptcy demand by 80%. Nice.

 

Can somebody please 'splain why E-175,190's are not considered mainline?

 

Slow, I see your up and posting this fine Friday morning. How about taking a chomp on these?

Thanks

 

it turns out they actually are mainline:

"Part of what we’re doing here is putting a better product in the market, better fuel efficiency, fewer airplanes in the air and our customers tell us they much prefer flying on mainline airplanes rather than 34-, 44-, and 50-seat airplanes."

we should consider them from now on as mainline aircraft.

 

So, If Delta buys them, WHO, pray-tell, will fly them. Mainline, or SDI?

 

You quoted a guy on my "ignore" list. 80/Purple's posts don't reach me, as I'm choosing not to respond to people who can't put substance into a discussion. If they want to play with that level of immaturity they can join the Fielding Follies in Hangar Talk. Not worth my time.

Management is in a tough spot with their short term mentality owners/potential investors. They didn't hit the consensus earnings per share (missed by a penny) and their costs are growing while some of their major competitors have declining costs (see LCC). They won't see the real positives from the business plan until 2014, so they're trying to paint a picture these quarter to quarter guys with ADD can understand.

I'm sure our management is quite frustrated. They report a Q3 GAAP profit of over $1 billion. UAL reported a GAAP profit of $6 million. Now GAAP isn't real money (it takes into account out of period hedges and special items that may or may not impact real cash), but by almost every measure we're outperforming our large rivals (SWA, UCAL, AMR). Yet we're not getting significat differentiation in stock price performance. We trade at a low multiple, SWA trades at 14.5 earnings. We track with our group about 80%. Management wants (and it would be good for us too) differentiation and the financial flexibility that comes with that.

 

Glad to see she has her double breasted jacket buttoned up properly. Abiding bye the FOM policy before Nov. 1st.

 

Crazy, isn't it? Somebody is paying her to look professional.