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Old 10-19-2017, 04:27 PM
  #11  
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Originally Posted by UAL T38 Phlyer View Post
Does FedEx ever buy new? Their 777s were, but aren't most of their others used?
I believe some (not all) of the MD-11's were new.
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Old 10-19-2017, 05:10 PM
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Did not know that about either the 767s or the MD-11 (for FedEx).

If the line ramps up, I'd still be more inclined to think freight carriers than pax. Rumors of used 767s for United fit well as interim gap-filler, with infrastructure in place, instead of a long-term investment beyond the MoM.

Still...if Boeing gave rock-bottom prices to prevent a break in production, or help justify a new line...or as a means to "punish" Airbus (by luring customers away).....
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Old 10-19-2017, 05:50 PM
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Keep in mind 'doubling' the line means making 2.5 a month next year!
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Old 10-19-2017, 07:27 PM
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After our earnings call today I’d be surprised if we don’t lose all business....if you haven’t listened to the Q&A you owe it to yourself to listen to it.......time for Oscar to go or be transferred to a different position......no more public speaking for him and Kirby needs some work as well. Def the JV team of the 4 major airlines.....
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Old 10-19-2017, 07:33 PM
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Originally Posted by Aviatorr View Post
After our earnings call today I’d be surprised if we don’t lose all business....if you haven’t listened to the Q&A you owe it to yourself to listen to it.......time for Oscar to go or be transferred to a different position......no more public speaking for him and Kirby needs some work as well. Def the JV team of the 4 major airlines.....
Completely agree. It would appear that an industry downturn resulting in modest losses at DAL will result in massive losses at UAL. Wall Street has lost patience with the "working on the turnaround" plan they have heard at every conference call for years.
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Old 10-19-2017, 08:08 PM
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Originally Posted by CousinEddie View Post
Completely agree. It would appear that an industry downturn resulting in modest losses at DAL will result in massive losses at UAL. Wall Street has lost patience with the "working on the turnaround" plan they have heard at every conference call for years.
Wall Street and the Board let Jeff and his incompetence run this place straight off a cliff for 6 years and now they are ****ed? We have a team in there now that atleast has a vision and goals past next quarter. The time to get ****ed has come and gone. Munoz is correct, now is the time to be patient.

Do you give Kirby and Munoz forever? No of course not, but you atleast give them a calendar year to set their plan in motion. Calling for their head now is way pre mature. We will never get anywhere if we need to start from square one every 18 months with a new CEO who has their own vision.
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Old 10-19-2017, 08:29 PM
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Originally Posted by MasterOfPuppets View Post
Wall Street and the Board let Jeff and his incompetence run this place straight off a cliff for 6 years and now they are ****ed? We have a team in there now that atleast has a vision and goals past next quarter. The time to get ****ed has come and gone. Munoz is correct, now is the time to be patient.

Do you give Kirby and Munoz forever? No of course not, but you atleast give them a calendar year to set their plan in motion. Calling for their head now is way pre mature. We will never get anywhere if we need to start from square one every 18 months with a new CEO who has their own vision.
Did you listen to the incompetent answers to the Q&A????
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Old 10-19-2017, 11:48 PM
  #18  
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I hate to be the bearer of bad news, for your bad news, but here goes. This is the best that L-UAL has ever been. BY FAR.

We still have a cost problem, probably mostly from over bloated management. Including Flight OPs.

We have better employee relations than probably ever at UAL. That has translated into the best operational performance we have ever had. I am not sure about Kirby, but at least he wants to compete and grow. We have a CEO that has our back.

These are the good times girls. Enjoy.
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Old 10-20-2017, 02:01 AM
  #19  
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Originally Posted by Aviatorr View Post
Did you listen to the incompetent answers to the Q&A????
Where you here for the incompetent reign of Smisek?

I could give two chits if Wall Street is happy, they want quick return, which often does not align with good business practice. They can all **** up a rope.
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Old 10-20-2017, 02:37 AM
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Originally Posted by Aviatorr View Post
After our earnings call today I’d be surprised if we don’t lose all business....if you haven’t listened to the Q&A you owe it to yourself to listen to it.......time for Oscar to go or be transferred to a different position......no more public speaking for him and Kirby needs some work as well. Def the JV team of the 4 major airlines.....
You haven't been around here long, have you?

Passengers don't book their flights based on an earnings call Q&A. As far as the investors, they're not interested in the long term profitability of United Airlines; they want profit, now, this quarter and next, to prop up the share price and generate stock buy backs. They'd be happy if we sold the narrow bodies, farmed out the flying to the Barbie jets, and furloughed 3000 pilots. They don't care about the next year, the next 5 years, the next 10 years. Unless you're retiring in the next 8 months, you should probably be more concerned about the long term viability and market share. For the first time since Greenwald, we have a management team that is focused on long term success, not short term profits.
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