Originally Posted by sinoflyer

Agreed. With Chinese air carriers now holding large stakes in the market as well, it's not so straightforward who/what will be more affected by this nonsensical (and non-effective) attempt at intimidation. Nonetheless, UA is more exposed than DL and AA, because ostensibly China could initiate hardball tactics by refusing to recognize the U.S.-Taiwan bilateral, and requiring Taiwan to be folded into the U.S.-China bilateral instead -- similar to the genesis of the "Asia" subsidiaries in the mid-1970s. I don't think the current situation will come anywhere close to that point, but then again, China has repeatedly behaved irrationally (at least to us in the West) in regard to our economic, political, and military relationships with Taiwan.