GLG News by Airline and Aerospace Industry Experts: GLG Leaders and Scholars

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Chunnel is working

September 13, 2009

Goldman funds take 21% stake in Eurotunnel | www.ft.com

After many fits and starts, the Chunnel seems to have found its stride.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Plane shrinks don't work well

September 11, 2009

THAI fails to transfer four long-range jets | www.bangkokpost.com

OEMs have often tried to offer a plane that is a shrink of the original and invariably this does not work. Even if the idea is to offer a niche plane that technically does the job, airlines that buy these planes seem to live to regret the decision.

Vaughn Cordle, CEO/Chief Analyst

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Time to Raise Fares and/or Ancillary Fees

September 4, 2009

Southwest's Failed War of Attrition | seekingalpha.com

Southwest's market value has fallen 60% since 2001 and without growth it may have to follow other airlines down the same path and raise ancillary and bag fees. It may be the only way to get the share price moving in the right direction. The once high flying airline is on tract to lose money this year, the first time in 38 years.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Aer Lingus still on the skids

August 27, 2009

Aer Lingus Plans Cost Review After Loss Quadruples | www.bloomberg.com

The shareholders in Aer Lingus must wish they could turn the clock back to the original offer from Michael O'Leary. Hanging tough has proven an utter waste of resources and time.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

IFEC gets a major boost

August 23, 2009

Southwest's massive 737 fleet to be equipped with Row 44 Wi-Fi | www.flightglobal.com

The US was the pioneer in in-flight connectivity, but lost that lead after 9/11 when only non-US airlines decided to exploit Boeing's Connexion service.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Republic won the auction - now what?

August 16, 2009

Frontier seeing clear skies | www.denverpost.com

It was no sure once Southwest Airlines entered the bidding. Then Southwest upped its bid to $170m compared to Republic's $108. Most analysts and media expected a Southwest win.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

A split buy is quite possible

August 11, 2009

Experts : Tanker dual buy sensible | www.al.com

Despite the vociferous statements by some that the USAF will not see a split tanker buy, it should be noted that people who track the issue closely are not so convinced.   

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

There is no good news here

June 23, 2009

Boeing's 787 delay news | www.iag-inc.com

No matter how one decides to look at this news, Boeing just took another serious hit. Its credibility is once again called into question.

Jim Haynes, Founder

Jim HaynesFounderAVIATION GROUP LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Business Aviation, Twittering the Recovery

June 8, 2009

How Twitter Will Change the Way We Live | www.time.com

undefinedundefined undefined The cover of the June 24th edition of Time magazine is a picture of an iPhone, or a similar device, with a Tweet about the cover story on Twitter, the innovative fast growing social network.  What could this possibly have to do with the recovery and growth of Business Aviation?  Read on.

Addison Schonland, Partner

Addison SchonlandPartnerAirInsight What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Four GLG Analysts share their thoughts

June 4, 2009

United Plans Huge Jet Order | online.wsj.com

United is facing the same tough conditions as the other US airlines - falling revenues and rising costs.  On top that United has a rapidly aging fleet.  The WSJ announcement that an RFP has been sent to Airbus and Boeing made it to the front page today for good reason. United has not bought a new plane in a very long time.

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