If these guys want to grow, they're going to run into each other. The degree to which they do is going to hurt profitability.
More Quotes from Chris Lozier:
The strength obviously in this quarter is in the commercial airliner business, and it's going to be that way for the next three or four years.Chris Lozier
Crude is up today and that contributes, but the undertone of this earnings release are a reminder that maybe in the long term things aren't going to turn great again. It's still a brutal industry to work in.
Chris Lozier
In a year or so, is United going to have the most competitive cost structure among the legacy carriers
Chris Lozier
It's a very good strategy. It's a sizeable foothold for Boeing to acquire. I think they could really exploit it.
Chris Lozier
I think this certainly has to make management think a lot harder about bankruptcy. I think it's definitely better than a 50-50 chance that they'll go bankrupt before the end of this year.
Chris Lozier
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