The question was will WN ever
begin transborder service? Soon? doubtful but (n)ever is a very, very long time. Herb has never said it won't happen, he simply says that WN
currently has "bigger fish to fry" here in the lower 48. What happens when all those fish have indeed been fried?
A few points, first, Herb can't live forever. Eventually, the reins...all of them will have to turned over to the next generation of management. We assume that they will be Herb devotees who will keep the business model intact but that is just an assumption. Second, WN
stockholders and Wall Street types have come to expect growth, constant growth from Southwest. Eventually, there will come a point where there is no place left to go in the United States. It might be years, it might be decades, but eventually a saturation point will be reached and if WN
is to continue to grow, it will have to head either north, south or both. Third, the 20(acutally 30 now) minute turn is an important part of the SWA formula but there are exceptions....we are witnessing that exception in Philadelphia. Management entered that market knowing full well our on-time performance there would be in the toilet...and yet they went in anyway? Why? Because sometimes the cost of not serving a market is higher
than the cost of extended turn times or any of the other myriad cost that would come with this new endeavor. In short, WN
will bite the bullet and spend the $$ to leave the country when it becomes too expensive not
to....and not a moment sooner.
Just my two cents.