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GLG News by Airline Global Distribution System Experts

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October 1, 2007
British Airways tantalizes both Boeing and Airbus with its first orders
Analysis of: British Airways Order For Superjumbo Jetliners Gives Airbus Needed Boost | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
BA is keeping a dual supplier strategy for its fleet supporting both Airbus and Boeing The decision not to include the Airbus A350XWB nor the Boeing 747-8 Intercontinental does not mean both are out of the running BA will make further decisions and holds out hope for large orders for other aircraft...
September 24, 2007
Air Berlin - New European Hybrid Value Carrier (HVC) King
Analysis of: Air Berlin to buy airline from Thomas Cook | www.iht.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Air Berlin to take over Arcandor’s (formerly Karstadt Quelle) airline interests in exchange for 30% shareholding from the Retailing Conglomerate. The deal is a win all round for the players – Thomas Cook, Lufthansa and Air Berlin itself There will be more consolidation in Europe and elsewhere as economic...
September 13, 2007
FAA and airlines both at fault in ATC mess
Analysis of: Outgoing Blakey calls on airlines to change scheduling, equip for Next-Gen | www.atwonline.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
For the long suffering among us (that would be most of the readers of GLG News), the current US Air Traffic Control mess is frustrating and a drain on ourselves and the economy in general. The responsibility for the current predicament must be shouldered by Airlines and the FAA equally. Solutions to...
September 10, 2007
787 delays already causing significant impact
Analysis of: Boeing's 787 Faces Less Room for Error | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The 787 is likely to be late to the point where airline operating decisions are impacted. A recent boom in air travel has been thwarted by the lack of mid-size capacity aircraft. The runaway success of the 787 has transferred pent up demand in the market for 767/787 sized aircraft. However with new...
September 10, 2007
The US Air Traffic is bumping up against capacity constraints.
Analysis of: Airlines Apply Lessons of Bummer Summer | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Total air traffic (planes in the air and at the airports) is expanding faster than passengers and as we have seen this past summer - faster than the system can handle it. The ATC system and the airports connected to it are in poor shape and about to take a further hit from increased traffic of...
August 31, 2007
LCC big boys vs the also rans. End game yet?
Analysis of: Are European low-cost carriers entering maturity in their revenue and profit generation? | www.ft.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Top 3 LCCs now clear water between them and the rest Emergence of strong HVC – Hybrid Value Carriers Long Haul LCC starting to have impact
August 31, 2007
Yes and if not LHR will become a 3rd world airport - worse than it already is
Analysis of: Welcome to London: Your Luggage Is Missing | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
LHR has terrible reputation among business travelers. It is loosing out to CDG, FRA, MUC and AMS as the connecting airport of choice New competition is emerging for the Kangeroo route with DXB, and its like becoming great alternative options for travel.
July 30, 2007
Halfway through the summer of our miscontent - Mixed results for airlines
Analysis of: A dreadful summer to fly | www.oregonlive.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
All airlines should be benefitting from the record airfares and tight capacity. For once the airlines have the market in sync for supply side control. BUT, there are clouds on the horizon are coming from different sources, chiefly: 1. Labor unrest due to heavy givebacks from the Unions which they now...
July 16, 2007
Carlyle and Arinc - New trend or old trend?
Analysis of: AMR, UAL to Sell Stakes in ARINC to Carlyle Group | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Arinc is one of the last few Airline Owned Not for Profit companies left. This is a more traditional PE type deal with simple values - no blockbuster here.
July 16, 2007
Crowded Market for premium services Transatlantic - Room for BA and Virgin?
Analysis of: British Airways May Start All-Premium Services Between U.S., EU | www.bloomberg.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Crowded market with new entrant and established players already offering services Are BA and Virgin going to be able to leverage their bulk and skills in this very niche sector?

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