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Search: Posts Made By: sxf24
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Oct 16, 12, 7:42 pm
Replies: 222
Views: 20,091
Posted By sxf24

Again, you're completely misconstruing my...

Again, you're completely misconstruing my explanation for how unit revenue is half of the profit equation.



You are quoting me out of context. The encouragement to read the earnings call...
Oct 16, 12, 8:18 am
Replies: 54
Views: 5,486
Posted By sxf24

Equipment on this route is fully at UA's...

Equipment on this route is fully at UA's discretion. I imagine they were getting killed by AS and VX on PDX-LAX, hence the switch to smaller aircraft.
Oct 16, 12, 8:17 am
Replies: 222
Views: 20,091
Posted By sxf24

I don't recall ever sharing that theory. Please...

I don't recall ever sharing that theory. Please attribute with a link.



My opinion is based, in part, on comments about the business environment made by other carriers, analysts' reports, and...
Oct 15, 12, 10:31 pm
Replies: 54
Views: 5,486
Posted By sxf24

Non-elites can actually snag bulkhead or exit row...

Non-elites can actually snag bulkhead or exit row at check-in, but it can be tough to impossible.
Oct 15, 12, 10:04 pm
Replies: 222
Views: 20,091
Posted By sxf24

Yes, because Jim Compton never said what was...

Yes, because Jim Compton never said what was attributed to him in this thread. To date, UA has disclosed exactly the opposite. If they were loosing corporate accounts at the rate alleged, it would...
Oct 15, 12, 7:39 pm
Replies: 222
Views: 20,091
Posted By sxf24

Go read the transcripts from 1Q and 2Q. ...

Go read the transcripts from 1Q and 2Q.



During 2Q, the peak of TATL travel, DL was down 7% and AA was down 9%. This type of aggressive move is what is driving higher unit revenue gains at...
Oct 15, 12, 5:49 pm
Replies: 222
Views: 20,091
Posted By sxf24

You can have flat or declining yields without...

You can have flat or declining yields without promoting a fare sale.
Oct 15, 12, 5:31 pm
Replies: 222
Views: 20,091
Posted By sxf24

I have posted an explanation several times, but...

I have posted an explanation several times, but it continues to be reported and deleted. I guess someone finds a contradictory opinion to be offensive...

I don't have time to write a long...
Oct 15, 12, 3:27 pm
Replies: 298
Views: 75,656
Posted By sxf24

I think the size of the 767 monitor is limited by...

I think the size of the 767 monitor is limited by the space available in the seat. I think the monitor is more than adequate for that particular seat and configuration.
Oct 15, 12, 11:47 am
Replies: 222
Views: 20,091
Posted By sxf24

I never said the numbers lie. I was referring to...

I never said the numbers lie. I was referring to the variety of far reach conclusions posters (not specifically yourself) have drawn from a cursory review of monthly traffic releases.
Oct 14, 12, 6:07 pm
Replies: 92
Views: 8,243
Posted By sxf24

DL negotiated a combined contract with pilots...

DL negotiated a combined contract with pilots almost immediately, which certainly helped the operational integration. FAs have only recently integrated.
Oct 14, 12, 1:25 pm
Replies: 54
Views: 5,486
Posted By sxf24

I know a lot of people in SEA and PDX (including...

I know a lot of people in SEA and PDX (including myself) who have historically been elite on both UA and AS. Each have their strengths and advantage of one over the other is driven by travel...
Oct 13, 12, 12:02 pm
Replies: 222
Views: 20,091
Posted By sxf24

The problem is that it is possible to be critical...

The problem is that it is possible to be critical of UA's weak financial performance without twisting the truth, misstating facts, or creating absurd hyperbole.
Oct 12, 12, 7:33 pm
Replies: 222
Views: 20,091
Posted By sxf24

I am not sure if we're having a semantical...

I am not sure if we're having a semantical disconnect, or if you are misunderstanding core financial concepts. The original question I was responding to was about profitability, which is measured by...
Oct 12, 12, 5:33 pm
Replies: 222
Views: 20,091
Posted By sxf24

My point was that your can't determine...

My point was that your can't determine profitability without considering both revenue and costs. Thus, when measuring the profitability of each seat mile, my point was that you have to look at RASM...
Oct 12, 12, 3:28 pm
Replies: 222
Views: 20,091
Posted By sxf24

All revenue is incorporated into RASM. UA does...

All revenue is incorporated into RASM. UA does not include "ancillary passenger-related charges such as baggage fees" in PRASM.
Oct 12, 12, 2:25 pm
Replies: 222
Views: 20,091
Posted By sxf24

PRASM is only half of the profitability equation....

PRASM is only half of the profitability equation. If you want to see how profitable an airline is for each seat mile it flies, you would need to take RASM (Revenue per available seat mile) less CASM...
Oct 12, 12, 2:07 pm
Replies: 92
Views: 8,243
Posted By sxf24

I imagine it was PMUA+PMCO, which, as others...

I imagine it was PMUA+PMCO, which, as others noted, is expected. For what its worth, I was also told the total number of elites is up on a combined/comparable basis. Clearly the mix of elites is more...
Oct 12, 12, 10:09 am
Replies: 92
Views: 8,243
Posted By sxf24

All airlines, including UA, review this type of...

All airlines, including UA, review this type of information on a regular basis. What they do with it...



An inside source has told me the number of 1Ks is up in 2012. They wouldn't give a...
Oct 12, 12, 9:53 am
Replies: 110
Views: 13,214
Posted By sxf24

I think you're reinforcing the point that IFE on...

I think you're reinforcing the point that IFE on domestic flights is no longer a cutting edge amenity.
Oct 11, 12, 8:55 am
Replies: 59
Views: 10,363
Posted By sxf24

No, the police will show up to greet the plane...

No, the police will show up to greet the plane upon arrival in the US. Hence, why it is completely inappropriate to use such a threat except under truly threatening situations.
Oct 10, 12, 10:32 am
Replies: 222
Views: 20,091
Posted By sxf24

I agree there is frustration, some of it...

I agree there is frustration, some of it justified. However, I think this is manifested in emotional venting, rather than logical discussions. If you are really frustrated - why are you still buying...
Oct 10, 12, 10:19 am
Replies: 104
Views: 10,577
Posted By sxf24

It is absolutely reasonable to expect an airline...

It is absolutely reasonable to expect an airline will transport you as scheduled. However, there are always factors outside of airline's control and it is not reasonable to expect operations will...
Oct 9, 12, 2:28 pm
Replies: 104
Views: 10,577
Posted By sxf24

Since you don't work in the airline industry, it...

Since you don't work in the airline industry, it seems presumptuous to assume you know what AS should be doing.

Any airline is screwed when their reservation system or network goes down. It...
Oct 9, 12, 11:45 am
Replies: 104
Views: 10,577
Posted By sxf24

How exactly is an airline supposed to have a...

How exactly is an airline supposed to have a contingency plan for reservation system or network outages? Maintain parallel networks and reservation systems?
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