They’re probably looking at what’s happening with Northwest and Delta and probably realizing they have to get their contract cost structure down as well.

I don’t know what the likelihood of [the deal] being done is, … I think it’s serious, I think something is going on — and many people were surprised, including myself, that American would even...

Once they get the labor savings in place, their troubles aren’t over, … They need to squeeze more out of secured creditors.

The sharp rally in airline stock prices, which began in late September, seems to be over for the time being as reality sets in and the market re-evaluates the industry’s position, particularly with remaining uncertainty...

There will be more pressure on American to reduce its costs, because these guys will come out leaner and meaner.

The US Airways route system fits very nicely with the United Airlines system. If this deal goes through, it would turn the airline industry on its head.

I didn’t think there was an industry in worse shape than the airline industry — but I have finally found one.

They’re going to lose some of these customers. If they can solve their problems by September, the problem will be limited. If it goes past September, they’ll have trouble winning back the higher yielding customers.

They’re cash-flow machines, which is unusual in the airline industry.

It’s going to reduce their cost structure and make it a more efficient airline.

I think it’s pretty risky what they’re doing. I’m a real fence sitter here — I’m real skeptical you can run a low cost carrier using regional jets.

Looking ahead, the revenue side is going to be decent. The cost side should be OK. The big question mark is fuel. It has to start coming down if we’re going to have a strong...

Although the stock will probably continue to trade during the reorganization and could even rally on positive company, industry or economic news, we believe that ultimately it will be worthless when the final restructuring plan...

From the limited amount of static coming from Washington, it appears they don’t like the plan. I’d have to say there’s a probability of a bankruptcy at this point. There’s too many hoops to jump...

I think the market was looking for an excuse to buy airlines and UAL was the excuse for it today, … In the first quarter, probably half the majors are going to lose money, but...

They’re wearing off, but anybody else would kill to have these fuel hedges.

I think that’s very important that United gets flexibility on regional jets.

Airlines have done a very good job in pulling through price increases earlier this year to cover a large part of the higher fuel prices, … Demand is very strong, and that is what has...

It’s a big gain but it is not uncommon, especially with a low stock price that has been particularly hit hard recently.

We believe the whole airline industry will now have to move in this direction; this will likely hurt revenues in the short run but could be beneficial in the long run.

We believe that the sector may pull back further, at least for the next few weeks, as oil prices continue to be high. However, we still expect a late-winter or spring rally, even with high...

The government has to rethink its anti-trust policy on airline mergers. Otherwise, future liquidations are inevitable.

It’s a logical fit and logical action to take.

As predicted, we are seeing another attempt by the airlines to increase ticket prices.

There are no surprises. Basically what we’re hearing from the airlines is that volume is not falling off. Business is getting weak as travelers are trying to get around higher pricing with discounts. There was...

Airline stocks have been having a rally because they’re expected to lose less money next year than they did in 2005. That’s not a solid reason to buy on a long-term basis, but those who...

I still think there are better things to come heading into the summer season. Airline stocks tend to trade ahead of the season.

You want to keep assets in place for when you have a recovery. By the time you’re in a recession, you have to be making plans for the recovery. It’s not like a factory where...

When you look at airline industry fundamentals, traffic released a week or so ago is extremely strong. I think the airlines have learned to live, at least for the time being, with $30 a barrel...

I’m assuming changes are going to be made. If they don’t get changes, they can return to profitability at the up end of the cycle, but they will continue to lose money at the down...

There’s no reason other than covering a short position to buy shares. It’s either that or stupid money,

I’ve never heard of them, and I don’t give it much credibility, … I think you’re crazy paying anything for TWA.

If the recent spike in oil prices sticks, it could also impact demand for air travel through a decline in consumer buying power and confidence.

Right now, I still believe in the story of Alaska Airlines,

You could see the stock reverse itself if there’s a turn-down there, because there could be a strike there very quickly,

I’m looking for a 15 percent pull back sometime this fall. It’s not necessarily too late, but I might be a bit cautious getting in right now.

It’s going to speed up the reformation and the restructuring in the industry. Those who make the right decisions in those areas are going to be the survivors. Adapt or perish.

Cost is the name of the game and I’d like to see that a little bit lower.

[Mergers and liquidations are] going to happen, … They’re going to realize the industry has too much capacity, too many hubs, too many seats, too many airlines.

I think that’s what they’d want to do, and that’s why they’re all rushing.

Remember you can be the lowest cost airline in world and if you don’t have cooperation of your work force you’re going to fail, … They’re being asked to sacrifice a lot, another 35 percent....

I think every contract is different, but I’m hoping this will smooth the way for other contracts,

I’ve never seen the industry so optimistic in the past four years as they are now. Unfortunately, some storm always comes up to rain on the parade.

They’ll still be a seasonal and cyclical play. It’s the nature of the industry.

We were expecting weakness but it came even weaker than we feared. The key thing is business traffic is way off.

The managements at Delta and Northwest are going to be very aggressive about cutting costs. It’s going to be tougher for other legacy carriers like American and Continental to compete against all these bankrupt carriers,

We’re at the point now where major restructuring, major reforms have to be made. Certain airlines are going to have to disappear. There’s no way US Airways is going to be competitive with the low-cost...

If unions don’t want to play ball, they could destroy your service levels and chase away customers, … You’re also not sure you’ll get the changes in the contract from the judge. You’re much better...

The original US Airways/United proposal was almost dead on arrival, … I don’t think regulators would have ever approved that. But by allowing a powerful company like American to come into many Eastern markets …...

They’ve stated openly that they are trying to maximize profits out of that hub, so it would only go to figure.