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

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Addison SchonlandJuly 28, 2008
This news is possibly bigger than it seems
Analysis of: Jumbo jet oxygen tank blast would be a first: officials | uk.news.yahoo.com
Author: Addison Schonland, Partner, Innovation Analysis Group
There are three things that could cause what one sees in the pictures - looking at the photos it's clear metal was ripped outward -- by bomb or fatigue or fairing failure/pulled the metal -- it's got to be one of those three. Not a splendid choice is it?
Addison SchonlandJuly 17, 2008
More A380 wiring pain
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Just when we all thought the A380 program is getting sorted out, along comes this story. And right in the middle of the Farnborough show - ouch!
Addison SchonlandJuly 3, 2008
Being a commercial pilot in America
Analysis of: US Airline Pilots Brace For Downsizing | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
The next round of dislocations finds the industry not yet recovered from the pervious mess called 9/11.  The people costs we saw last time will be much worse this time.
Addison SchonlandJuly 3, 2008
Lucky Mr. Bejach
Analysis of: British Airways To Buy France's L'Avion | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Its not easy being lucky in the airline business at present. Its not easy being in the business at all. But here is one very lucky man.
Addison SchonlandJune 26, 2008
Real world prices and impacts come to the effervescent Gulf region
Analysis of: Kuwait's Alafco Sells Eight 787s To Saudia | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
It has been apparent for some time that recently super rich oil based economies of the Gulf might be immune to the world's economic woes. Guess what? They are not, if your customer hurts then evetually you hurt too. Given that the Gulf's only real contribution to golbal economic activity comes from...
Addison SchonlandJune 24, 2008
Shrink is a dangerous thing
Analysis of: United Airlines To Lay Off 950 Pilots | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
As airlines shrink they lose the most important feature they offer - choice. Invariably the airline with the fewest choices is the least selected. United is the latest to annouce severe cutbacks. Such a shrink bodes ill for the airline as it requires a strong domestic system to handle feed and distribution....
Addison SchonlandJune 20, 2008
The Great Shrink
Analysis of: Continental cuts 3,000 jobs, grounds planes | money.cnn.com
Author: Addison Schonland, Partner, Innovation Analysis Group
I know of no example of an airline that shrank itself into profitability. After all, this is a business that seeks economies of scale.
Addison SchonlandJune 3, 2008
Does it even matter?
Analysis of: Soros sounds alarm on oil ‘bubble’ | www.ft.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Whether we are in the midst of an oil bubble is not really the fundamental question.  The real problem goes back to the 1970's and the last big oil shock.
Edwin LairdJune 3, 2008
Delta/Northwest – a new beginning for freight as well as passengers?
Analysis of: The Fading Of The Mirage Economy | seattletimes.nwsource.com
Author: Edwin Laird, Managing Director, Air Cargo Management Group
The merging of Delta Airlines and Northwest Airlines, along with other future mergers, will have implications for the transportation of freight as well as passengers. For the past fifteen years US legacy combination carriers have not been major players in the air freight industry, consolidation may...
Addison SchonlandMay 15, 2008
Splitting up and the the risk that comes with this
Analysis of: One part of AIG wants to split from parent | www.bloggingstocks.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Financial firms grew over the past decade as apparent disparate firms were cobbled together. The idea may have been to offset the risk - each part of the firm operating on a slightly different schedule of the economic cycle.

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