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Old 11-05-2009 | 11:57 AM
  #11  
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Originally Posted by bryris
Based on your numbers, then sometime in 2019, all the furloughs will have replaced the retirees.



If you double the numbers, then we're still sometime in 2014.



I think the original poster's advice is sound, no material movement is going to happen for at least 3-4 years.

if you read his post that is just for just a few airlines. It does not include LOTS of other carriers. And yes it will still be a couple of years, but it is coming.
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Old 11-05-2009 | 12:00 PM
  #12  
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I know it's asking a lot but could you list which carriers aren't included in your numbers? Maybe we could get a more comprehensive setup.

On a side note that's a lot of patience
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Old 11-05-2009 | 12:02 PM
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Originally Posted by bryris
Based on your numbers, then sometime in 2019, all the furloughs will have replaced the retirees.
Those numbers do not include FedEx, UPS, USAir, Hawaiian, Alaska, Jetblue, Southwest, Airtran....etc. So unless the 65 rule is an exception to those carriers, you can probably double the retirement numbers, or at the very very least increase them by 35%.
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Old 11-05-2009 | 12:03 PM
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Originally Posted by ToiletDuck
I know it's asking a lot but could you list which carriers aren't included in your numbers? Maybe we could get a more comprehensive setup.

On a side note that's a lot of patience
Originally Posted by NoHandHold
Those numbers do not include FedEx, UPS, USAir, Hawaiian, Alaska, Jetblue, Southwest, Airtran....etc. So unless the 65 rule is an exception to those carriers, you can probably double the retirement numbers, or at the very very least increase them by 35%.
There you go.
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Old 11-05-2009 | 12:09 PM
  #15  
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Also guys this is assuming that no one retires early, and the airline sizes stay exactly the same as they are now, with no re-growth factored in.

If the country comes out of the recession and normal demand levels eventually return, airlines will be scrambling for pilots.
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Old 11-05-2009 | 12:09 PM
  #16  
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Originally Posted by NoHandHold
There you go.
Yes I've read that but I don't know who etc covers. There could be 20 airlines not on that list. Hard to gather totals without knowing who exactly to ask. Might be able to send out a few PMs and get numbers from people.
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Old 11-05-2009 | 12:14 PM
  #17  
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The retirement numbers do not appear unrealistic, there are a lot of old guys out there.

However...Kit Darby made a lot of money throwing around similar figures for years. Don't forget to factor in mergers, consolidation, rabid environmentalism, etc.

I can't see UAL or AMR recalling all of their furloughs in the foreseeable future. The prognosis is still uncertain in my book.

And the elephant in the room: Oil. Even if economical Jet A alternatives can be rapidly implemented, the damage to the greater economy caused by sky-high oil prices would kill a lot of demand and growth prospects.

In my mind the future comes down to two questions:

1. How much oil is really left?

2. How quickly can we employ alternative energy sources if we are on the downside of peak oil?

Answer those questions, and you know the future of the airlines.
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Old 11-05-2009 | 12:14 PM
  #18  
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Originally Posted by ToiletDuck
Yes I've read that but I don't know who etc covers. There could be 20 airlines not on that list. Hard to gather totals without knowing who exactly to ask.
Some of the smaller cargo carriers listed might not be subject to the Age 65 rule. I didnt list regionals either. I am looking at this from the perspective of a regional guy, and some of these carriers might not be a "move up" for a regional guy. But nevertheless....

•Allegiant
•Spirit
•Sun Country
•USA 3000
•Virgin America
•ABX Air
•AirNet
•Ameriflight
•Amerijet
•Arrow
•Astar
•ATI
•Atlas
•Capital
•Centurion
•Empire
•Evergreen
•Flight Express
•Kalitta Air
•Kalitta Charters II
•Lynden
•Mountain Air Cargo
•National
•Polar
•Southern Air
•Tradewinds
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Old 11-05-2009 | 12:15 PM
  #19  
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Originally Posted by NoHandHold
First let me start with the Furloughs

Alaska - 60
American - 1979
CAL - 400
UAL - 874
USair - 227
Air Cargo Carriers - 1
ABX - 254
AirNEt Cargo - 40
Arrow Cargo - 30
Atlas Cargo - 62
Centurion Cargo - 5
Empire Cargo - 4
Kalitta - 130
Key Lime -4
Omni - 40
Ryan Air - 36
Southern Air - 71
Tradewinds - 92
World - 34
Xtra - 15
Amr Eagle - 71
ASA - 136
Air wisky - 22
Comair - 298
Express Jet - 335
Frontier - 56
Gulfstream - 50
Horizon - 84
Island Air - 10
Mesa - 136
Mesaba - 39
Midwest - 270
Penair - 15
PSA - 55
RAH - 104
Spirit - 78
Sun Country 36
Trans States - 158
USA 3000 - 11
NetJets - 500

Total = 6762
Alaska is 106

Piedmont 71

Mesaba 79
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Old 11-05-2009 | 12:19 PM
  #20  
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Originally Posted by dashtrash300
Alaska is 106

Piedmont 71

Mesaba 79
Thanks new total furloughed number = 6919
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