Another Global First omen....AA pulling First
AA announced today all of its 772s will become 2 class with retrofits starting in 2014. All biz seats will have aisle access on both 763a and 777s further diluting the F value proposition.
http://finance.yahoo.com/news/american-airlines-refresh-international-widebody-155200548.html
10 773s that are being delivered this year and next will still be 3 class. Not clear if that's a function of lead times or a very small number of markets they think supports it. Prob just LHR JFK where these are first dedicated and one or two other routes.
Waiting for an announcement on their 762s and the transcons...
Feels like AA did the homework and found a shrinking market.
Feels more likely now UA lets Global First bleed out as birds retire or proactively reconfig as seat delivery windows open.