NYTimes.com Article: US Airways Gets Lender; United Wins Pay Cuts

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US Airways Gets Lender; United Wins Pay Cuts

November 19, 2002
By MICHELINE MAYNARD






Alabama's pension fund won its bid yesterday to become the
primary lender for US Airways, giving it the leading role
in the airline's effort to emerge from bankruptcy court.

Separately, United Airlines, which is seeking to avoid the
same fate as US Airways, disclosed that its salaried
employees had agreed to pay cuts of $1.3 billion over the
next five and a half years as part of an overall $5.8
billion package of concessions from its workers. Pilots for
United, part of UAL, also voted overwhelmingly to approve
$2.2 billion in concessions as their contribution, the Air
Line Pilots Association said yesterday.

At US Airways, the Retirement Systems of Alabama offered in
September to invest $240 million for a 37.5 percent stake
in the airline, which had filed for Chapter 11 bankruptcy
protection. The fund topped an offer by the Texas Pacific
Group, which had structured a turnaround plan. The
bankruptcy court had set a deadline of Friday for other
competing offers, but none were made, said the airline,
which is based in Arlington, Va.
The $26 billion Alabama fund, whose other investments
include television stations, golf courses and hotels, also
provided $500 million in debtor-in-possession financing, of
which US Airways has drawn $300 million. The fund already
holds $340 million in aircraft leases with the airline. The
fund will be able to fill 5 of the airline's 15 board
seats.

US Airways said it would file a restructuring plan with the
bankruptcy court in mid-December. It still expects to
emerge from bankruptcy in the first quarter of 2003.

The restructuring plan is crucial to winning final approval
from the Air Transportation Stabilization Board for $900
million in loan guarantees. The board has already granted
its preliminary approval. Even so, airline officials have
cautioned employees that further cuts may be necessary.
David G. Bronner, the chairman of the fund, said in an
interview yesterday that the airline, at his urging, would
include contingency plans in the restructuring plan in case
its financial condition worsens.

"One of their fears and one of my fears is clearly Iraq,"
said Mr. Bronner, who has been running Alabama's fund for
nearly 30 years. But Mr. Bronner praised US Airways'
management, led by its chief executive, David Siegal, as
"superb."

"They're thinking of everything down the road," he said.
"The worst thing you could do is get yourself out of
bankruptcy and then end up right back into it." Mr. Bronner
said he expected the air transportation board to approve
the US Airways restructuring plan.

But Mr. Bronner joined the rising tide of pessimism about
United's chances of receiving $1.8 billion in loan
guarantees as it tries to avoid bankruptcy court.

Noting that US Airways, which is smaller than United, may
need to seek more cuts, Mr. Bronner questioned whether the
$5.8 billion pledged by United's employees would be enough.
He said the board would be asking: "Is their plan
realistic? Does it get them to where they need to be? The
preliminary indication is that it is not there. I think
that's evident."

The pay cuts announced for United's salaried employees
would take effect on Dec. 1, a day before the airline faces
a critical deadline for repaying $375 million in debt
backed by aircraft. Those employees are taking cuts of 2.7
percent to 10.7 percent. United said it would issue stock
options to all employees taking part in its recovery plan.

Wage cuts for the pilots union will take effect once the
recovery program begins. The union said its members had
approved the concession package on a tally of 6,526 to 340.
About 80 percent of United's 8,800 pilots voted. The
package provides for 18 percent pay cuts in 2003 and 2004,
with pay restored to 2002 levels by the end of the deal in
2008.

"The recovery program is the best and only realistic course
of action for United," Paul Whiteford, chairman of the
United pilots' union, said in a statement. Glenn F. Tilton,
United's chief executive, said in a statement that the
pilots' vote demonstrated unprecedented cooperation. "We
are on a clear path to transform our airline and we must
pull together to succeed," he said.

If United is unable to secure approval from the air board
for its loan guarantee package and cannot make or extend
the debt payment, executives said, the airline will be
forced to seek bankruptcy protection.

The announcement of the salaried employees' concessions
leaves only United's largest union, the International
Association of Machinists, without an agreement. The union
represents 26,000 baggage handlers, mechanics and other
ground personnel at the airline, with which it has been
holding talks in recent weeks.

But the union has resisted granting concessions and in fact
rejected US Airways' request for concessions before it
filed for bankruptcy. David Gregory, a labor law professor
at St. John's University in Jamaica, Queens, attributed the
machinists' attitude to a general suspicion that pervades
the labor movement in the wake of high-profile bankruptcies
at Enron, WorldCom and other companies.

"The labor movement just doesn't believe what corporate
America is telling them," Professor Gregory said. "There is
almost a complete disregard for management, and United
Airlines is caught up in that."

Moreover, he cited a "profound incredulity" among ordinary
workers that an airline the size of United could end up in
bankruptcy court. But Thomas L. Boland, managing partner at
the Seneca Financial Group in Greenwich, Conn., said a
court restructuring seemed likely for United as the best
way to attack its cost structure.

"I think that the clock is ticking, and that may be the
only way they can perform the radical surgery they need to
survive in the long term," Mr. Boland said.

Mr. Boland, the former chairman of the US Airways Shuttle
and a longtime executive with Citigroup, advised America
West in its successful loan guarantee bid last summer. Mr.
Boland noted that even with provisional approval from the
air transportation board, US Airways still had to resort to
Chapter 11 bankruptcy. He was skeptical of United's plan,
outlined on Sunday, that calls for the airline to return to
an operating profit in 2004 and to begin repaying the loan
guarantees, if granted, in 2005.

"It sounds like they're putting a plan together that's
saying everything is going to be good in two years," Mr.
Boland said. "What happens if everything isn't good in two
years, and everything comes home to roost, and they'll be
in the soup again? They haven't fixed anything, they've
just deferred the problem."

http://www.nytimes.com/2002/11/19/business/19AIR.html?ex=1038722636&ei=1&en=bddc6d7909d19c41



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