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UAL's Investor Day (Highlights: Route, Gauge Changes; $ Cuts)

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UAL's Investor Day (Highlights: Route, Gauge Changes; $ Cuts)

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Old Nov 25, 2013, 4:37 pm
  #466  
 
Join Date: Feb 2008
Programs: 6 year GS, now 2MM Jeff-ugee, *wood LTPlt, SkyPeso PLT
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Originally Posted by FriendlySkies
All of the IPTE 777s have AVOD in Y. The only ones without are the small number flying on the Hawaii routes, and those are being reconfigured..
Thanks for helping him out, Very "FlyerTalk Friendly tm" ... he says he flies internationally on UAL all the time and is based in SFO.... and on all of these flights on 772s he has never turned on the screen, had no idea. [Needlessly disruptive text edited by Moderator.]

Correction: OP says he gets upgraded 100% of the time using certs, so maybe never had the opportunity...

Last edited by Ocn Vw 1K; Nov 25, 2013 at 6:24 pm Reason: Per FT Rules.
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Old Nov 25, 2013, 4:38 pm
  #467  
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Originally Posted by unavaca
PMUA 777s had and still have multiple channels of looped video. PMCO 777s had and still have AVOD. AVOD beats looped video in my book
It's the 747s (and to a slightly lesser extent the 763s) that have the embarrassment of a product in Y.
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Old Nov 25, 2013, 4:44 pm
  #468  
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Originally Posted by unavaca
Again, I suck, you're right. s/777/763/
No worries. It's not that bad of a system- got a chance to try it out on IAD-LHR. Pretty extensive collection, though it was annoying to only have one episode of some shows.
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Old Nov 25, 2013, 4:46 pm
  #469  
 
Join Date: Jun 2007
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Originally Posted by spin88
Thanks for helping him out, Very "FlyerTalk Friendly tm" ... he says he flies internationally on UAL all the time and is based in SFO.... and on all of these flights on 772s he has never turned on the screen, had no idea.
Correction: OP says he gets upgraded 100% of the time using certs, so maybe never had the opportunity...
You realize that I was exclusively a PMUA flier and my post history reflects this, right?

That said, the last time I did an international flight in Y was a 747 in 2010. The 1K SWUs have been good to me for several years now ^

Last edited by iluv2fly; Nov 25, 2013 at 11:33 pm Reason: quote
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Old Nov 25, 2013, 5:18 pm
  #470  
 
Join Date: Aug 2013
Location: LAS HNL
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Look at this chart (1 year) and tell me UA is on the right track.
http://finance.yahoo.com/echarts?s=D...rce=undefined;

How did UA fall to #2?
Delta Air Lines (DAL) carried the most systemwide passengers among U.S. airlines in August, according to new data from the Department of Transportation.

Perhaps UA needs a leader like Richard H. Anderson - Chief Executive Officer and Director, Delta Air Lines Inc.

DL may have a poor FF program, but the employes are the best. Service on AA and DL are better than UA.

And UA needs to get this "merger" over and start to work as a team. It's been 3+ years. Cut the management and Union garbage and work together. I do not know what it will take. Perhaps ask Richard Anderson?

There are some fantastic employees at UA. But let both former UA and CO employees work together and Houston Res. have a little customer service training. If not, send those jobs back to India.

It's funny, I thought Texans were friendly. I have had the worst service calling Houston. I lived in Texas for 5 years, and I love the Lone Star State, but what did UA/CO do, find the rudest most unfriendly people in the largest State in the lower 48 to answer phones and take of problems.

I still fly UA. Only non-stop. UA metal. I only fly UA about 30% of the time. Most of my flights are on DL. Some AA and WN.

I am on a plane 3-4 days a week. Happy Thanksgiving.
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Old Nov 25, 2013, 5:33 pm
  #471  
 
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UA likes to talk up their best hubs and network in the business. But they are also generally in the most competitive markets in the country. ORD/IAD/DEN/LAX/EWR all have tons competition at the given airport or one in the competing metro area. SFO is really their only "fortress" hub. Carriers like DL/US and AA ( at DFW/MIA) face very little competition at their key hubs.
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Old Nov 25, 2013, 5:43 pm
  #472  
 
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Originally Posted by grahampros
UA likes to talk up their best hubs and network in the business. But they are also generally in the most competitive markets in the country. ORD/IAD/DEN/LAX/EWR all have tons competition at the given airport or one in the competing metro area. SFO is really their only "fortress" hub. Carriers like DL/US and AA ( at DFW/MIA) face very little competition at their key hubs.
^^^

And the "fortress" hub - SFO has weather delays every other day.

I fly all 3 major carriers every week. Why do passengers choose UA? Its sure not the service. Miles?
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Old Nov 25, 2013, 6:35 pm
  #473  
 
Join Date: Sep 2010
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Originally Posted by grahampros
UA likes to talk up their best hubs and network in the business. But they are also generally in the most competitive markets in the country. ORD/IAD/DEN/LAX/EWR all have tons competition at the given airport or one in the competing metro area. SFO is really their only "fortress" hub. Carriers like DL/US and AA ( at DFW/MIA) face very little competition at their key hubs.
For a fortress hub, SFO sure is competitive!

I think of IAH and EWR as being their only fortress hubs. Although, with JFK and LGA so close is EWR technically a fortress?

Originally Posted by LarkSFO
mitch - check out the chart at this link:

http://www.usatoday.com/story/travel...lines/3650281/

FARES AT 100 LARGE U.S. AIRPORTS
First-quarter 2013 average domestic fares, the change since first-quarter 2005 after adjusting for inflation, and the change in available seats on domestic flights for the same period:

Interesting fact:

Columns are (1) Average fare, (2) Price change since 2005, (3) Change in number of seats since 2005.

SFO San Francisco (1) $414 (2) -16.6% (3) 22.2%

22.2 % is the second largest increase in seats among the 100 largest airports.

-16.6 is the fourth largest drop in fares.
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Old Nov 25, 2013, 6:43 pm
  #474  
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Originally Posted by LarkSFO
I think of IAH and EWR as being their only fortress hubs. Although, with JFK and LGA so close is EWR technically a fortress?
Based on the pricing analysis Nate Silver and others have done (believe IAH/EWR are the two most over-priced / anti-competitive in the country?), EWR is most definitely a fortress
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Old Nov 25, 2013, 11:35 pm
  #475  
 
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Originally Posted by UA-NYC
Based on the pricing analysis Nate Silver and others have done (believe IAH/EWR are the two most over-priced / anti-competitive in the country?), EWR is most definitely a fortress
Oh, yeah? Well, Wandering Aramean / sbm12 called BS on the infamous Mr. Silver!

How the NY Times got it so wrong on airline pricing

http://blog.wandr.me/2011/04/how-the...rline-pricing/

"Yesterday had a bit of a buzz on the internet regarding a piece about airfare pricing from Nate Silver that was published on his NY Times politics blog. The post, filled with mathematical analysis, attempts to use statistics to determine which airports have unfairly high fares relative to others providing comparable service. And I’m sure the math involved is accurate. I have no doubt that someone as statistically gifted as Silver got the regression analysis correct when he ran the numbers. But the findings are still miserably flawed.

Why? Because several of the assumptions made simply do not apply to air travel.

Silver acknowledges that most the other folks who have tackled this topic have made specific flaws in their assumptions. He aims to correct these but instead makes some tragic assumptions of his own."

I am going to miss Silver in 2016...

I cannot believe he left the NYT for ESPN!!?!

Nate's original post (Unfair fares): http://fivethirtyeight.blogs.nytimes...-unfair-fares/

Nate even gave a primer on hidden city ticketing!:
http://www.nytimes.com/2011/05/08/ma...version-t.html

Last: How could I exclude IAD?

UA fortress hubs: IAH, IAD, EWR
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Old Nov 25, 2013, 11:49 pm
  #476  
 
Join Date: Jan 2013
Location: 대한민국 (South Korea) - ex-PVG (上海)
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Posts: 1,995
If the spouse only uses the status nce or twice per year then it results in a lot of wallet candy at minimal cost and fewer RPU and GPU instruments being given out.
Exactly, I have MM status but my wife only travels a few times per year - and almost always with me. No real increase in numbers here.
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Old Nov 26, 2013, 2:04 am
  #477  
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Originally Posted by Tracer_SEA
I'm a PMUA loyalist like many here, but let's not forget the history. PMUA was in far worse shape financially than PMCO. And setting aside Tilton and Brace's massive incentives (multimillion $ golden parachutes) for consummating a deal, PMUA needed the merger for long-term sustainability more than PMCO. And this was *after* UA's bankruptcy, when they got to shed costs and liabilities and in theory get their act together.
PMCO was well into the distressed zone, headed for bankrupcy.
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Old Nov 26, 2013, 3:16 am
  #478  
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Originally Posted by grahampros
UA likes to talk up their best hubs and network in the business. But they are also generally in the most competitive markets in the country. ORD/IAD/DEN/LAX/EWR all have tons competition at the given airport or one in the competing metro area. SFO is really their only "fortress" hub. Carriers like DL/US and AA ( at DFW/MIA) face very little competition at their key hubs.

If SFO is a fortress, it's a weak one at that. UA has only about 1/3 the market share at SFO, and there are major markets not served by UA (MIA, ATL, CLT), and several other markets with very light frequency that the nonstop value proposition doesn't work unless timing is right. And the highest frequency markets have significant direct competition (e.g., LAX, JFK, ORD, SEA, PHX, DFW) where OALs sometimes have comparable, if not better frequency, and sometimes better equipment.

Plus with WN and B6 at OAK (which UA no longer serves), and everybody at SJC (with UA's very limited SJC presence), the market is extremely stratified.

I didn't check the numbers, but if you strip out the int'l stuff out of SFO and compare only domestic numbers, I bet UA's market share is even lower.

As for EWR, yes there's more competition if you're willing to use LGA or JFK, but that's only reasonable if you don't live in Jersey. The NYC traffic is a killer so UA really has a stronghold mostly on the Jersey residents.
channa is offline  
Old Nov 26, 2013, 9:09 am
  #479  
 
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
Originally Posted by channa
If SFO is a fortress, it's a weak one at that. UA has only about 1/3 the market share at SFO, and there are major markets not served by UA (MIA, ATL, CLT), and several other markets with very light frequency that the nonstop value proposition doesn't work unless timing is right. And the highest frequency markets have significant direct competition (e.g., LAX, JFK, ORD, SEA, PHX, DFW) where OALs sometimes have comparable, if not better frequency, and sometimes better equipment.

Plus with WN and B6 at OAK (which UA no longer serves), and everybody at SJC (with UA's very limited SJC presence), the market is extremely stratified.

I didn't check the numbers, but if you strip out the int'l stuff out of SFO and compare only domestic numbers, I bet UA's market share is even lower.

As for EWR, yes there's more competition if you're willing to use LGA or JFK, but that's only reasonable if you don't live in Jersey. The NYC traffic is a killer so UA really has a stronghold mostly on the Jersey residents.
channa -

Are you not including UAX? UA is much higher than 33% (with Express), close to 50% I think.

Plus, no single competitor has greater than 8 or 9% at SFO. Even the combination of AA and US does not reach 10%.

So, while not a fortress (strong pricing power for UA), UA certainly is dominant.

As you are aware I am sure, ATL begins in the spring of 2014.
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Old Nov 26, 2013, 9:32 am
  #480  
 
Join Date: May 2013
Posts: 3,361
Originally Posted by channa
Plus with WN and B6 at OAK (which UA no longer serves), and everybody at SJC (with UA's very limited SJC presence), the market is extremely stratified.

[snip]

As for EWR, yes there's more competition if you're willing to use LGA or JFK, but that's only reasonable if you don't live in Jersey. The NYC traffic is a killer so UA really has a stronghold mostly on the Jersey residents.
Why do you consider OAK and SJC when trying to support your position that SFO is not a fortress hub, but are dismissive of LGA and JFK when making the same comparison for EWR?
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