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Will JetBlue Become A Major Airline

Sat Aug 18, 2001 5:56 am

Do you think JetBlue will become a major airline?

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ask not what your pilot can do for you, ask what you can do for your pilot
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RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 6:13 am

We've had several long threads on this a search, they cover the ground pretty well.

In short, I think JetBlue will become a "major" carrier in terms of size, like Southwest. (As distinguished from the Six Cartel carriers, who are also "major" but have a different, high-cost high-price business philosophy). As long as JetBlue's management stays good, their product stays great, the Six Cartel carriers don't pull illegal predatory s*&%, and they don't expand past their capitalization, JetBlue has a bright future.

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Sat Aug 18, 2001 6:52 am

im waiting for the usual " they will go public and the big carriers will destroy them" schpeal from

its bound to happen....

tick tick tick

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RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 7:09 am

As mentioned, we have spoken about this before. JetBlue, at the moment, is about to enter the phase where it will either expand into a major airline or expand itself into financial problems. Its operations at JFK have clearly been a huge success, but now a lot depends upon whether it can repeat is success at Long Beach. So many start-ups have done well, only to run into trouble when expanding or starting second hubs. I hope that JetBlue will beat the odds and grow.

JetBlue has also recently announced several transcon routes and it will be interesting to see how the big guys react to this. As I said in a previous post, its one thing to fly JFK-BUF or offer low fare flights from JFK to Florida, but I do not think the big six, UA and AA especially, will let JetBlue enter the transcon market in a big way from JFK and IAD without one hell of a fight. JetBlue's success in LGB and on the transcon flights will determine their future, in my opinion.
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RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 7:26 am

AA will most likey AAsAAult he hell out of J6 if/when they fly to Dallas. I hope they make it.
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RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 7:38 am

JetBlue's ultimate mission is to have an investor exit strategy- they will, eventually, be acquired by a larger airline.

The only question in my mind is whether it will be as (1) a "triumphant" acquisition, being bought at a premium as a plum acquisition for its stellar operations, reputation and financial performance; or (2) as a somewhat distressed acquisition, with price reduced as a result of poor cash position.

My hopes (and gut feeling) support no. 1, above, but you can bet Mr. Neeleman & Co. could do without the current economic uncertainty, the weak business travel market it creates and (most importantly) the poor capital markets.
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RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 7:39 am

The best way for Blue to gain enough critical mass for success is to stay out of direct competition with AA ,UA & CO on the transcons.(sorta stay under the big radar gun of those 3) As long as they keep LGB at one or 2 flts to JFK and 1 or 2 to IAD my bet is that they will leave them alone. Both have far bigger fish on the platter to contend with.

There are plenty of other cities that they can go into, grow, prosper and stay out of the wAAy.

RE: Will JetBlue Become A Major Airline

Sat Aug 18, 2001 7:40 am

United already started competing OAK-IAD service, and United already has a firm grasp on the Bay Area - IAD corridor. Delta seems to be increasing competitive routes out in the East, but they are having enough trouble dealing with AirTran. The majors haven't been making more competitive (pronounced "anti-trust worthy") moves simply because they don't have the cash. You betchorass that AAEagle would being doing more out east if they could. Never fear jetBlue. The majors will protect their fortresses to the death, but you're safe until they have some cash.

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