Some airlines have said they support use of ARC's
electronic miscellaneous document as a means to better equip themselves to sell and account for ancillary revenue items, while others haven't publicly said a thing about it. AirTran is one exception. It's not interested.
The three major global airline alliances aren't for everyone, including several airlines represented at this week's Phoenix Aviation Symposium. Representatives from those carriers pointed to the costs associated with alliance participation, tech challenges and other concerns.
This week I was happy to see an old name reappear at the top of a handful of airline research reports. That name? Dan McKenzie.
Most recently Dan was the airline analyst for
Credit Suisse. Dan has now resurfaced as the airline analyst for
Next Generation Equity Research.
This week Dan initiated coverage on J
etBlue, Southwest and
AirTran.
UBS Investment Research analysts today wrote about more disturbing airline demand trends, but did not suggest the sky is falling.
The rumor mill is working overtime spreading wild stories about Virgin America purchasing Frontier. We have also been asked whether Frontier and AirTran are talking. We have no idea if there is any truth to these tall tales ...
United and US Airways have stopped talking merger. United is talking with Continental about Continental joining the Star Alliance.
We still think there will be no mergers this year. Delta's stock continues to fall almost every day. We do not think shareholders will approve the deal with Northwest.
