UAL shares jump, US Air plunges as both seek cuts

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CHICAGO, May 13 (Reuters) - Shares of United Airlines parent UAL Corp. (UAL)
rose sharply on Monday as it moved forward on gaining employee wage
concessions, while US Airways (U) stock plunged after the airline said
bankruptcy reorganization is possible if a restructuring fails.

UAL shares jumped as much as 25 percent to $11.90 in early trade after
weekend approval of labor contracts signaled concession talks are near and
Goldman Sachs airline analyst Glenn Engel raised his rating to "trading buy"
from "market outperform."

The stock had closed on Friday at $9.50, just above its record low of $9.40
set in November.

Engel wrote that the market overreacted in punishing airline stocks,
particularly UAL, after weak April industry revenue even though the No. 2
U.S. carrier behind American Airlines boosted liquidity, reached a labor
contract, and improved service.


"We cannot imagine an industry recovery that leaves out United, which has
the industry's most attractive network," Engel wrote.

US Airways shares fell as much as 37.5 percent to $2.25 -- their lowest
level in more than 20 years -- early Monday. They have lost more than half
their value since the No. 6 U.S. carrier said on Friday it would seek
bankruptcy protection if a restructuring and government loan guarantee
application fails.

The stock was off $1.01 at $2.59 later in Monday's session.

US Airways shares have fallen 76 percent since the Sept. 11 attacks on the
United States and underperformed the American Stock Exchange Airline index
(XAL) by 66 percent. UAL has fallen 62 percent and underperformed the
airline index by 45 percent since Sept. 11.

"A government loan guarantee would be very helpful to US Airways given its
liquidity issues and the unavailability of capital," Merrill Lynch airline
analyst Michael Linenberg wrote in a research note.

However, Linenberg said it could be argued that US Airways as a franchise
might be better off going through bankruptcy reorganization given its high
costs.

US Airways has the highest fixed costs among the major carriers and far
fewer regional jets than its major hub competition, No. 3 U.S. airline Delta
Air Lines (DAL) and fifth-ranked Continental Airlines (CAL).

"It is unlikely that US Airways files for bankruptcy, at least not in the
next quarter or two, given its cash position and minimal burn rate,"
Linenberg wrote. "Of course, this view assumes that the current revenue
environment continues to show modest improvement and that nothing dramatic
occurs around the world."

Airlines face a June 28 deadline to file for loan guarantees under the
federal aid package approved last fall.


©2002 Reuters Limited.

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