Mr. Michael Boyd

GLG News by Mr. Michael Boyd, President

GLG News is now G+ Insights

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The Slowing of The Low-Cost Airline Sector Intensifies

April 28, 2006

Analysis of:jetBlue Reports Loss | www.latimes.com

The first quarter results from jetBlue and the carrier's announced response are more indications that the skies are not unlimited for low-cost carriers. In fact, the planned fleet growth at the largest low-cost airlines (Southwest, AirTran, jetBlue) are not likely to be sustainable in an envirionment where jet fuel remains over $2 per gallon.            

Airbus: Flying Into A Corner?

April 24, 2006

Analysis of:Redesign might delay A-350 to 2012 | www.floridatoday.com

Strategically, Airbus has bet on the 600-passenger A-380 as the wave of the future in airline capacity demand. In the meantime, Boeing bet on new-technology airliners in the 200 - 250 seat category (787), with new economics, as the future. Airbus attempted to blunt the inroads of the 787 with a hybrid redesign of the A-330, while they concentrated on the A-380. The strategy is now backfiring for Airbus.

More Evidence It's Legacy Carriers That Have The Future

April 21, 2006

Analysis of:American's Loss Narrows | biz.yahoo.com

American's $92 million loss in the first quarter is essentailly a huge achievement, one that AA's press releases have down played. Against $5.3 billion in revenue, and a $300+ million increase in year over year fuel expense, the indications are that the carrier is fundamentally headed in the right direction. The fact is that the key indicator is the $115 million operating profit shows that the carrier has turned around. This is likely going to be indicated in coming 1Q results from other legacy carriers.

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