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GLG News by Airline Global Distribution System Experts

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May 20, 2008
The Coming Winter of Discontent
Analysis of: How satisfied are travelers with their services? | www.usatoday.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Service metrics are at a significant low for US airlines. While other airlines - particularly in emerging markets are powering ahead with superlatives and solid quality at all parts of the Spectrum, the same cannot be said of the US products. The US airlines are sowing the seeds of long term brand value...
May 5, 2008
Do we have to suffer Airport hassle?
Analysis of: Heathrow Terminal 5 users refused insurance | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airports are the gateway to the transportation system, also a retail paradise and a security nightmare. How to reconcile this can be a disaster as LHR T5 has shown. But perhaps we should remember that an airport is really about passenger movement and we should look for better ways to move passenger...
April 28, 2008
Hurray! Sanity at last – Continental decides there are no suitable dance partners.
Analysis of: Continental Rejects Mergers,Scuttling Talks With United | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Continental decides while it is open to new alliances, it does not want to marry. Rejecting both United and US Airways creates concern for the industry's weakest links. AMR will sit this dance out.
April 28, 2008
Eos a victim of circumstances and time.
Analysis of: Eos Airlines Files for Bankruptcy | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Eos was a fine airline a pioneer in the service model for premium traffic. The ability of the airline to survive the current financial crisis on both sides of the atlantic became obvious very quickly. Is there a message for other airlines at this point?
April 17, 2008
Time to speak the unthinkable – Regulation
Analysis of: Airline Deal Isn't Done Yet | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The airline free market has been a mixed blessing at best. With the air transportation system so vital the the economic welfare of the USA, it is time to evalute alternative solutions to the airline pricing mess. Airlines must not be subsidized by their shareholders to act irresponsibly with capital....
April 7, 2008
Fix Heathrow now before its too late.
Analysis of: Heathrow’s older terminals still a disgrace, travellers say | travel.timesonline.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
While BA is grappling with its baggage woes at its supposed showpiece Terminal 5 – let’s not think that everything is rosy for everyone else at Heathrow. What to do about London Heathrow (LHR)  and its disgraceful Terminals should be of major concern to the UK Government and the airport tenants...
April 2, 2008
Baggage pays for Fuel?
Analysis of: Delta raises fees for over-phone tickets | money.cnn.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airlines need more revenue but is placing the onus on baggage the right solution? Are the airlines further eroding the value of their brands by upsetting their customers even further Why can't airlines get price rises to work?
March 20, 2008
Boeing vs. NorthrupGrumman/EADS - Tanker Wars Episode 3
Analysis of: Boeing Files Tanker Protest | www.businessweek.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Boeing's protest of the Tanker contract filed this week is a high risk strategy for a long time US military supplier. Challenging the very system that has benefited the company so handsomely over the years is a very risky strategy. The US procurement process however deserves scrutiny and reform
March 19, 2008
Stage Two of Transatlantic Open Skies needs careful analysis.
Analysis of: EU, U.S. to Study Airline Pricing and Competition | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Alliances are a reality - but what value do they bring and are they pro-competition or anti competition. Has the customer benefited from the big 3 alliances particularly across the Atlantic? Should BA and AA be allowed to extend their agreement to cover the Atlantic? Will there ever be true "Open Skies"...
March 17, 2008
Ouch! This one is going to hurt - US Airline stocks headed for trouble
Analysis of: Airline stocks fall as fare sales loom | www.usatoday.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
US Airlines are in for a major shock. The recession is biting harder and faster than was anticipated. Major threats all round will swing 2008 to a loss - possibly significant for the group of 10.

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