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Message: RE: Jetstar out of our column ...for now - JHawk

RE: Jetstar out of our column ...for now - JHawk

posted on Dec 29, 2004 06:54AM
You`re right! While we haven`t ``landed`` Jetstar, it looks like IF we are so fortunate as to win this competition, the fruits may be much greater than just Jetstar, but may snag us Quantas as well. While this has become a ``bird in the hand`` scenario, with us now looking to the bushes, those bushes are VERY appealing. Has anyone ever nailed down the competition`s offerings costs? I recall Wencor had a price of ~$2,100 for the portable digE, and ~$3,100 for installed. While IMS has their ``borrow it with smaller revenues`` approach, certainly the bean counters are spanking their abacus` to figure this out (and seeing O`Leary`s statements of 3% usage of digEs = break-even).

The silence from Wencor is deafening. My suspicion is that there are some biggies (e.g., Delta) lined up for the installed version, and they`re waiting for FAA approval. That approval process, I further suspect, has been underway for 4-6 months. I hate waiting (having to wait) for Government action!

As for our PPS, I am amazed that we`ve been holding on at .33. I show only one MM at .33 (for a couple of days), and he must have a huge inventory because at least 80% of the volume the last couple of days has been at that bid. Seeing sell after sell in significant blocks and the bid holds. Truly amazing.

Please note this is a 100% EDIG-oriented post!

And I still KNOW nuttin`! New Years resolution: KNOW SUMPIN`! But need a little help from EDIG/Wencor/airlines, Fusion, F10, Asians, and anyone else that can contribute!

SGE

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