UCAL is already bigger, and 3.5 B less. Do we have to go down, do they have to come up, or could it be that each stock is traded based upon the particular circumstances of the respective company.

Right now, AMR-LCC only looks great on paper. Mix in people and planes, and customers, and IT integration, and let's see where that takes them.

02-12-2013 | 03:20 AM

#122522

Avgwhitemale

Gets Weekends Off

Joined: Feb 2010

Posts: 271

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From: NYC 320B

I had the craziest dream last night. I was sleeping in my lush recliner in the basement of LGA. I dreamed DAL was hiring 40+ per month. We had 787 deliveries and the retirement wall was filled with retirement photos! Bob (if you've slept in the belly of the beast you know who I am talking about) the janitor slammed the door open and flipped on the lights. Back to reality...

02-12-2013 | 04:19 AM

#122523

SailorJerry

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Joined: Feb 2012

Posts: 633

Likes: 0

From: A big one that looks like a little one

Quote:

Originally Posted by buzzpat

Do you????

I'm happy with what we got. I don't need them.

02-12-2013 | 04:24 AM

#122524

Columbia

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Joined: Aug 2010

Posts: 2,530

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Quote:

Originally Posted by dalad

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

I hope you realize that company size (planes/people) doesn't define market cap. Simply saying AMR/LCC will have 20% more planes/people means a 20% higher market cap (for example) is not sound financial logic.

02-12-2013 | 04:27 AM

#122525

DeadHead

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Joined: Mar 2008

Posts: 2,919

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Quote:

Originally Posted by SailorJerry

I'm happy with what we got. I don't need them.

Not really an answer to Buzz's question.

The question wasn't were you happy with what we got?
Or do you need them?

02-12-2013 | 04:31 AM

#122526

dalad

Line Holder

Joined: Nov 2009

Posts: 1,281

Likes: 0

From: C560XL/XLS/XLS+

Quote:

Originally Posted by Columbia

I couldn't agree more. I usually don't trade airline stocks, except on four occasions. I bought calls in NWA before the merger announcement, in Airtran, before their merger announcement, and shares in HA thinking we were going to buy them out. Now I'm long the LCC 13 calls to see what happens this week. It could all fall apart. I mostly trade futures ETF's and ETN's. I short VXX and UVXY, and am currently long XIV and SVXY. I have been in and out of corn and nat gas as well.

02-12-2013 | 04:49 AM

#122527

boog123

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Joined: Dec 2009

Posts: 2,058

Likes: 2

From: Capt

Quote:

Originally Posted by Sink r8

Right now, AMR-LCC only looks great on paper. Mix in people and planes, and customers, and IT integration, and let's see where that takes them.

You guys crack me up. Sometimes it's "Southwest is lost, gonna start going downhill, Lost it's way". Then, "AMR is going to liquidate, judge is going to impose contract, We are getting MIA and JFK". "UAL/CAL is a mess, just wait".

I think the focus should be a little more on your own pay/QOL vs hoping other airlines do poorly