WAEA/Wencor
posted on
Sep 27, 2005 08:01AM
So much for believing we would know more by the end of the WAEA conference. Since when have we ever been able to correctly predict the timing of good news?
I wonder what Wencor is waiting on...
One possibility is that supposedly committed customers have now turned uncommitted. As competition grows and more options present themselves, airlines would find themselves in a buyer`s market. It looks to me like there are suddenly quite a few companies offering IFE solutions these days - and it just means that the airlines can be increasingly selective when choosing whose system to go with and on what terms. I imagine Wencor is feeling some pressure on a number of levels. We can only hope that they know what they`re doing or can learn very quickly since... they really need to sell something.
- Sinkman