I'll be the guy that comes to the defense of UA
Ok, I'll admit the guy makes many valid points. However, he has ignored certain bits of recent news.
The Wall Street Journal recently had an article about UA
's p.s. services. UA
has been able to increase revenue on those routes, and according to the WSJ, is thinking of expanding it. UA
is also planning a major refresh of interiors of internationally configured aircraft.
's route network has not changed much. In fact, UA
has added or reinstated many routes, particularly internationally. And UA
has battled with AA
for years, so I don't see how anything will be different there now. OK
is expanding at MDW
, but some analysts, particularly Michael Boyd, have doubts on how successful WN
will be at DEN
Finally, many of the arguments thrown at UA
can be thrown at other legacies. Load factors are high for everyone, so does that mean every airline will have a frequent-flier crisis? Airline employees are in general angry. Are there any working at the legacies that are truly happy?
I'll admit again, the author of the article makes many valid points, particularly about UA
's financial situation and the amount of debt it will have. But the author does not compare UA
to any other legacy airline that is in a similar or worse situation (DL, NW
, etc). He has absolutely nothing positive to say about UA
, while many analysts, such as Michael Boyd, see UA
as an airline that will be in a very strong position to compete, particularly thanks to its decreased labor costs. The whole column seems like just a great big rant against UA
, like something we might see here on airliners.net . Maybe it was just one bad experience on UA
that caused him to write this.
Just to add, seeing how an earlier post stated that Michael Boyd is pessimistic about UA. Michael Boyd has criticized UA heavily for instituting Ted and other things (some management decisions). Howerever, in his column about WN's entrance into DEN, he writes that UA is in a very strong position to put up a fight against WN, and might actually win.
[Edited 2006-01-31 01:57:16]