GLG News by Airline Consultants: GLG Leaders and Scholars (US)

- Skybus' business model has been maligned in the industry- Its initial customer response is off the charts- Maintaining this momentum is crucial for success

- All of Boeing's products are selling well- Boeing has in 787 the best selling plane, ever- Airbus' difficulties are a perfect storm for the EADS company and a perfect vacation for Boeing

- Malaysia biggest airline is shopping for narrow body planes- Unlike widebodies, Airbus is very strong in this area- Boeing is busting out with orders already- Airbus needs the business, desperately, and will fight harder

- Airlines are set to start making serious money again- However, balance sheets still are weak but options are few- Airlines have to start fleet renewals because of higher fuel costs and carbon emissions concerns- Behind this looms the labor costs that have been battered into submission.  Airlines...

- Aviation Capital gave basically equal orders to both Airbus and Boeing this week- Or so it seems- The orders were unequal; Boeing's was a far more compelling deal- The sales demonstrate Airbus' limitations and its precarious state

- Virgin is expected to announce its order for 24 787s today as its Chicago flight lands- The news will be framed as an eco-move; thrusting the airline to the forefront on this matter- The more obvious news is that Boeing has flipped a big Airbus customer- Announcing the order today ensures good media...

- Pilots and flight attendants were hammered for wage givebacks- Airlines are starting to make money now and seem focused on management rewards- Labor groups want their share and will fight to get it

- The aviation rumor mill is churning over a huge order for Airbus- The deal signifies how desperate Airbus has become- Airbus is discounting its A350 so much, it is likely to hurt its long terms finances- Which means its A320 replacement study could be set for a delay while Airbus explores financing...

- Boeing is changing the way airlines buy planes- By limiting customization, Boeing has kept prices stable- This new Boeing vision has caught on with airlines in a big way

 - Frontier is asking for blanket open skies authority - What can they be thinking? - Actually its a very plausible idea