Free
Message: RE: What has Wencor sold? - bwillis/JHawk

RE: What has Wencor sold? - bwillis/JHawk

posted on Aug 24, 2005 05:12PM
Check this:

http://www.edigerati.com/downloads/edig_ife_tracking.htm

And it appears APS got Alaska, HA, KLM, Jetsgo, RyanAir, North American, Aeroflot and Monarch. APS/Wencor all the rest. Both include customers referred by EDIG (a la AMTRAK).

Couple of comments on other things recently posted:

Why oh why is there still this notion that there is such a strong adversarial relationship between APS/Wencor and EDIG? I can understand why there may be some wrangling about the digEsystem, but it seems to be as RP suggests re: digEplayer. As long as there is business to be done (which is in the best interest of both), they`ll be working together. Why is such a basic concept soooo difficult to accept?

As for why Wencor might use different means towards acquisition of (a piece of) EDIG than they did with APS, and pursued with IMS, there`s one really good reason: they`re different animals. APS and IMS were/are privately held; EDIG is publicly held. Different animal, different hunting tools.

As for uncertainty, while I agree the APS/Wencor relationship longevity may be a concern, perhaps a bigger concern RIGHT NOW is that we`ve heard of three new airlines (2 small and one that could issue a significant order - 2,000-3,000 units IMO), yet we haven`t heard of a new order from APS/Wencor to EDIG. This may be creating some uncertainty as well. However, being an old loggy, my guess is that they are accumulating several orders from airlines/AMTRAK to make just one order to EDIG, and maybe get some better terms (as could EDIG from the manufacturer).

Several new airline announcements in the next few weeks....bring them on!

All these things I think I KNOW!

SGE

Share
New Message
Please login to post a reply