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Old 12-05-2016 | 06:16 PM
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Originally Posted by 50SeatsofGrey
There's nothing to predict. Spirit has an observable, competitive edge. If you had to bet, you would be foolish not to bet on spirit.



If you think I'm being dramatic, you simply don't fully understand whats going on. Companies rise and fall. Like I keep saying, how many US flag cruise lines can you name that operate today?


How many low cost US operated cruise lines are there?
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Old 12-05-2016 | 06:18 PM
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Originally Posted by 50SeatsofGrey
There's nothing to predict. Spirit has an observable, competitive edge. If you had to bet, you would be foolish not to bet on spirit.

If you think I'm being dramatic, you simply don't fully understand whats going on. Companies rise and fall. Like I keep saying, how many US flag cruise lines can you name that operate today?
You're correct. But step back a bit. Over 150 airlines have failed since deregulation -- most of them LCC's. No one is safe. But I'd bet on the stronger airlines with global reach and pricing power.
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Old 12-05-2016 | 06:20 PM
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Originally Posted by GogglesPisano
The same was said in the early 2000's
But that was because people thought they were gonna run the legacies out of business. That is not what I am saying. Norwegian will run the legacies out of business via the international market. LCCs will, by default, become the place to be because current cabotage laws protect Norwegian and the like from coming in and running them out of business too.

This company plans to expand on an impressive scale. And they wolnt be alone. This isn't really speculation, a previous iteration of this has already played out in the maritime industry.

There's a reason NAI wants to use flag on convienence to operate in the US, and it's not so they can put those ugly portraits on the tails.
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Old 12-05-2016 | 06:24 PM
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Originally Posted by GogglesPisano
You're correct. But step back a bit. Over 150 airlines have failed since deregulation -- most of them LCC's. No one is safe. But I'd bet on the stronger airlines with global reach and pricing power.
"Global reach" as it applies in this industry is now just another word for codesharing, and if the legacies can't make money as an entity, it doesn't help them.
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Old 12-05-2016 | 06:27 PM
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Originally Posted by 50SeatsofGrey
But that was because people thought they were gonna run the legacies out of business. That is not what I am saying. Norwegian will run the legacies out of business via the international market. LCCs will, by default, become the place to be because current cabotage laws protect Norwegian and the like from coming in and running them out of business too.

This company plans to expand on an impressive scale. And they wolnt be alone. This isn't really speculation, a previous iteration of this has already played out in the maritime industry.

There's a reason NAI wants to use flag on convienence to operate in the US, and it's not so they can put those ugly portraits on the tails.
You need to get off the koolaide a bit. Even if the LCCs like spirit are the only ones to endure after companies like Norwegian become more prevalent I wouldn't say Spirit is THE place to be. At these wages it's not a career worth having, it's a job. I'm at spirit and if pay like this is the future I'm out. Hope to see you in FLL tomorrow at the picket unless that is you'll have you nose so far up Jyri's ass telling him this is the place to be. It's not!
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Old 12-05-2016 | 06:28 PM
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I think this whole NAI debacle is gonna land up in a ticketing price war tactic. It is pretty much gonna come down to who has the deepest pockets and can bleed cash the longest. This time around, however, I can see a massive joint coordinated effort by the legacies to price undercut and drive this NAI cancer out. The only problem is, who will be next?
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Old 12-05-2016 | 06:28 PM
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Not to be political but I would be very surprised if the Trump administration doesn't over turn this ruling..
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Old 12-05-2016 | 06:29 PM
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Originally Posted by 50SeatsofGrey
There's nothing to predict. Spirit has an observable, competitive edge. If you had to bet, you would be foolish not to bet on spirit.

If you think I'm being dramatic, you simply don't fully understand whats going on. Companies rise and fall. Like I keep saying, how many US flag cruise lines can you name that operate today?
I have a pretty good idea of what's going on. It doesn't involve, however, believing that the game has changed literally overnight.

The only bet I'll make on Spirit is one for a takeover. If this industry goes down the path you seem to salivating over, Spirit won't exist in a decade and you'd be foolish to think that will mean you'll be in a better place because of it.
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Old 12-05-2016 | 06:31 PM
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Originally Posted by Hou757
Not to be political but I would be very surprised if the Trump administration doesn't over turn this ruling..
This is the next big thing. Until his administration has a say in the matter, all of this is conjecture.
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Old 12-05-2016 | 06:33 PM
  #30  
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Originally Posted by iflysky
I think this whole NAI debacle is gonna land up in a ticketing price war tactic. It is pretty much gonna come down to who has the deepest pockets and can bleed cash the longest. This time around, however, I can see a massive joint coordinated effort by the legacies to price undercut and drive this NAI cancer out. The only problem is, who will be next?
Just like Laker in the 80's. The legacies have some very deep pockets now.

We can only hope.
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