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GLG News by Airline Global Distribution System Experts

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November 6, 2007
Battle for slots at London's Heathrow set for this week
Analysis of: Battle for Heathrow to NY flights | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Slot committee meets this week at LHR to finalize the 2008 summer season. After the meetings we can expect to see new highs in the value of a Slot pair (Takeoff and Landing) at the World's busiest international airport If the price goes very high then it will put BMI into play.
November 1, 2007
Boeing's Bair lays blame in 787 delays. Sets stage for future "SuperSite"
Analysis of: Former 787 chief says Boeing rethinking its global manufacturing approach | seattletimes.nwsource.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Boeing admits that the 787 Program is going to be challnged for some time as it grapples with the logistics of a Global Supply Chain System. The 787 production problems are deeper than just a slight delay. Key supplier partners are not performing Boeing's management of the logistics is flawed and based...
Chicke FitzgeraldOctober 12, 2007
Is the travel pie still growing? Where are the GDS companies in non-air travel planning?
Analysis of: LeisureLogix Takes Back the Road with Its Personalized Road Trip Planning and Booking Tool | www.forbes.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
The GDS industry, which earns its money primarily from the travel agency community (both online and offline) booking airline tickets, has been said to be totally commoditized and destined for decline.  In 2005 (the last year that all reported their earlings publicly), globally the GDSs processed...
October 11, 2007
This is not a surprise, given recent events
Analysis of: Boeing delays Dreamliners delivery to Q4 2008 | www.marketwatch.com
Author: GLG Expert Contributor
Boeing will have unhappy customers and some catching up to do.  The company will face performance penalties for late deliveries, albeit not as material as those Airbus faced for the longer A-380 delays.  The difficulties of new technologies combined with a new global manufacturing...
October 10, 2007
Boeing comes clean on 787 delays but more to come
Analysis of: Boeing Delays Initial Delivery Of Dreamliner Until Late 2008 | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Boeing finally admits defeat and announces delay of 787 deliveries until end of 2008 Supply chain and integration problems will persist until 2010 Lessons for Airbus
October 8, 2007
Landmark Deal between Singapore and UK catches everyone by surprise
Analysis of: Singapore, UK conclude landmark Open Skies Agreement | www.channelnewsasia.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Singapore and the UK have concluded after more than 20 years a complete Open Skies Agreement for traffic to, from, and through their respective markets. Significance for Europe is that this was not concluded under EC tutelage Significance for USA is that it allows SQ onto the lucrative North Atlantic...
October 4, 2007
Airlines seeking ways to leverage assets as they grapple with huge debt loads.
Analysis of: AMR to Reduce Debt | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Many Airlines have large debt loads. Looking at assets to leverage for a cleaner balance sheet prior to equipment buys is urgent as well as returning some shareholder value ACE Holdings (Air Canada’s parent) solution may be the answer For AMR AAdvantage may be worth up to $4Bn
October 4, 2007
Sabre needs to focus on its Airline Services business
Analysis of: EDS and Sabre Holdings Extend IT Services Contract in Support of Sabre's Continued Business Transformation | money.cnn.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Sabre needs a new airline hosting system Approximately $630 Million in New Revenue to EDS quoted for new contract Why this is important to Airlines Amadeus has captured most of the major airlines around the world
Chicke FitzgeraldOctober 1, 2007
What is the real value of mapping and content aggregation players?
Analysis of: Nokia to buy Navteq for $8.1b, Take on TomTom | www.bloomberg.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
In July of this year TomTom acquired TeleAtlas for $29.39 per share or $2.7b USD (28x EBITDA).  Today, Nokia paid $78 USD per share or $8.1b for Navteq (35.7x EBITDA). What value can they both now extract?   With mapping services like GoogleMaps, Mapquest, Yahoo!Maps and even AAA's TripTik...
Chicke FitzgeraldOctober 1, 2007
Is content king, or is it relevant content that matters?
Analysis of: BBC Acquires Lonely Planet | www.bbc.co.uk
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m.  The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably...

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