NYTimes.com Article: United and Machinists Reach Deal on Concessions

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United and Machinists Reach Deal on Concessions

November 21, 2002
By MICHELINE MAYNARD






Leaders of the machinists' union at United Airlines agreed
late yesterday to concessions worth $1.5 billion in an
effort to help the airline avoid bankruptcy, becoming the
last employee group to sign on to the company's turnaround
effort.

The International Association of Machinists - which
represents 37,500 baggage handlers, mechanics and ground
workers at the airline - is United's biggest single union
and the final group that United needs to complete its bid
for employee concessions. United's fate now rests with the
federal Air Transportation Stabilization Board, which is
considering the airline's application for $1.8 billion in
loan guarantees so that it can pay for its operations,
which are costing the airline about $7 million a day.

There is little time for United, a unit of the UAL
Corporation, to go back and ask for more cuts if the board
is not satisfied. United is facing a Dec. 2 deadline for
making a $375 million payment on debt secured by aircraft.
If it cannot make or extend the payment, and does not
obtain the loan guarantees by then, executives say the
company will be forced to file for Chapter 11 bankruptcy
protection.

Leaders at the two union locals that represent United
machinists approved the package after meetings with the
airline over the last several weeks. The union set a
ratification vote for Nov. 27.

The machinists' union did not give details of the package,
disclosing only the amount of the concessions. It said it
would inform union members about the package later this
week.

"Too many airlines have been forced into bankruptcy, never
to return," said Randy Canale, president of I.A.M. District
141, one of the two union locals, in a statement issued
after the union leaders' vote. "Too many good airline
careers and families have been destroyed. Despite obstacles
and unprecedented economic pressures, I still believe our
greatest days lie before us."

In his own statement, Glenn F. Tilton, the airline's chief
executive, thanked employees for their effort. "The I.A.M.,
along with our other unions, has stepped up to the
challenge by cooperating in an unprecedented way to set the
framework for a stronger, more competitive airline," he
said.

United's employees hold 55 percent of the airline's stock
along with a majority of the seats on its board. United's
pilots have approved $2.2 billion in wage cuts, while
tentative agreements have been reached with flight
attendants - who are expected to contribute $412 million in
concessions - and with the meteorologists and aircraft
dispatchers. In addition, United said its salaried
employees would contribute $1.3 billion in wage cuts. The
airline is giving stock options to employees who
participate.

But, with the machinists, the total of the wage concessions
appears to be only about $5.4 billion, about $400 million
short of United's goal. Company executives would apparently
make up the shortfall. But even so, the difference between
what the employees promised to give and the actual
concessions may raise eyebrows at the federal board. The
board's staff members, who have yet to make a
recommendation to the three-member panel, have been trying
to discern whether United employees pledged enough in
concessions for an airline the size of United, according to
people close to the board's deliberations.

Congress created the board after the Sept. 11 attacks to
allocate $10 billion in emergency financing. United has
argued that it already meets the three main criteria that
qualify a carrier to receive help: damage from the Sept. 11
attacks, inability to gain access to credit markets and a
program to repay money it borrows.

In its business plan, which United released on Sunday, the
airline said it would return to an operating profit by
2004. It has promised to begin paying back the loans in
2005 and repay them in full by 2007. United also plans to
cut an additional 9,000 jobs through 2004, bringing its
employment level to 74,000, down from about 100,000 before
the Sept. 11 attacks. It plans to defer aircraft purchases
and make further cuts throughout its operations.

The wage concessions that the airline has obtained as well
as the business plan are United's best attempt at winning
approval, said Jamie N. Baker, an airline industry analyst
with J. P. Morgan Chase in New York. "UAL has thrown its
Hail Mary pass," he said.

Mr. Baker, however, viewed the effort as insufficient and
said the airline would not be able to avoid a bankruptcy
filing, a view shared by others on Wall Street and in the
industry. That would be inevitable if the carrier does not
receive the loan guarantees, executives have said.

Thomas F. Boland, managing partner at the Seneca Financial
Group, in Greenwich, Conn., said United was at something of
a disadvantage because the air board has had the
opportunity to view business plans from a range of other
airlines and can compare those carriers' assumptions with
those of United.

Mr. Boland, who advised America West in its successful
application for loan guarantees, speculated that the board
was considering broader implications as it weighed United's
application. "The real question, which applies to United,
and which applies to the industry, is, What should the
industry look like?"

United has been working to line up debtor-in-possession
financing from investment banks. Mr. Tilton has argued that
the efforts at winning concessions, and the cuts that
United has announced, will stand the airline in good stead
if it has to file for bankruptcy.

In an interview last week, he said that United would be
able to quickly reorganize and customers would not be
inconvenienced. But bankruptcy experts say that the case
could be messy, with aircraft leaseholders, bondholders and
corporate customers coming forward in bankruptcy court to
protect their interests.


http://www.nytimes.com/2002/11/21/business/21AIR.html?ex=1038914014&ei=1&en=9bc2af76e36d9898



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