Originally Posted by benzoate (Post 3933671)

Not disputing your opinion but on the earnings call JG stated we are “appropriately staffed”. Historically, jetblue has not been phased by turn over despite the added costs it brings. Do not mistake your own personal value with the opinion of management.

Also, management stated the XLR’s represent a 3rd fleet type at this point and they aren’t willing to take on that burden hence the sale. Low single digits of growth the next few years largely with returning AOG’s which will not add additional costs as they are already owned. Management is banking on the continued decline of ULCC’s as well. That little nugget of information, IMHO, will be the single biggest factor on whether the BOD sells the airline or not.

Originally Posted by FriendlyPilot (Post 3933727)

I think this is the right take. Nothing is going to happen until the fate of NK is resolved because there are too many unknowns. My contrary take to a merger is that if UA sees the value in B6 as JFK, then is the FAA/DOJ/DOT going to allow UAL to dominate NYC with EWR and JFK or will they require much divestiture so that it effectively neuters a deal.

Originally Posted by BunkerF16 (Post 3933742)

I'm pretty sure that there is precedent set by the DOJ/DOT itself that stated EWR is a separate market than NYC proper. If that holds, UA could keep EWR and still gain a foothold in JFK without any major setbacks.