NYTimes.com Article: European Airlines See Threat in Aid to United

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European Airlines See Threat in Aid to United

December 4, 2002
By SUZANNE KAPNER






LONDON, Dec. 3 - As United Airlines struggles to stay out
of bankruptcy court, Europe is watching closely.

Will United obtain the $1.8 billion in federal loan
guarantees it has requested? Or will it be forced to
reorganize its operations under the shield of Chapter 11
bankruptcy proceedings?

"Europeans are going to cry foul whichever way it goes,"
Andrew Lobbenberg, an analyst with ABN Amro in London,
said.

Already concerned about the large federal grants that
United States carriers received in the wake of the
September 2001 terrorist attacks, some European executives
are complaining that bankruptcy protection, too, offers the
Americans an unfair advantage by temporarily suspending
some financial obligations.

There is no direct European comparison to American-style
bankruptcy protection. Laws differ from country to country,
and most provide less protection to troubled companies than
the law in the United States, analysts said.

Carriers operating under United States bankruptcy
protection, for instance, need only generate enough cash to
keep the business running, not to make debt payments or
please shareholders. That enables a carrier to gain a
competitive edge by sharply reducing fares, Mr. Lobbenberg
said.

While in bankruptcy court, moreover, an airline can cut
costs and restructure its operations with far greater ease,
allowing it to emerge stronger and leaner. Of course, some
analysts said, that assumes the airline can solve the
problems that put it in bankruptcy in the first place.

Still, market forces, even those like bankruptcy
proceedings that give American carriers a slight advantage,
are still preferable to outright government subsidies, some
European airline officials said. "We would prefer market
forces to dictate the fate of the airline business," said
Steve Double, a spokesman for British Airways. "There are
too many airlines, and there is a need for consolidation in
the industry."

Rod Eddington, British Airways' chief executive, has been a
vocal critic of federal grants and loan guarantees, which
he estimates have totaled $9 billion in the United States
since the terrorist attacks.

"The playing field has tilted even further in favor of the
U.S. airline industry, as its government has provided
massive direct and indirect financial support," Mr.
Eddington told a gathering of independent economic advisers
earlier this month.

Officials of other airlines, especially those with a more
direct interest in United's survival, like its
international partners in the Star Alliance, have a
somewhat different view. "We welcome anything that will
assist United Airlines," a spokesman for Lufthansa, Rolf
Halbroth, said.

Wolfgang Mayrhuber, who is to succeed Jürgen Weber as
Lufthansa's chief executive in June, recently told European
newspapers that he would not oppose financial aid to
United, a UAL Corporation unit, as long as it could be
guaranteed in some way.

Most analysts said that as long as United continued to fly,
its financial troubles would have little effect on the Star
Alliance, whose members, besides United and Lufthansa,
include Air Canada, British Midland Airways, Singapore
Airlines and Varig, among others. The members redeem one
another's frequent-flier miles and share reservations
information and even revenue on some routes.

European officials, including the European Commission,
critical of United States subsidies in the past, have so
far remained on the sidelines during the intense lobbying
over United's loan guarantees, government officials said.
One explanation, according to analysts, is that the
commission, the year-round administrative arm of the
European Union, is taking a more conciliatory tone with
Washington now that it hopes to supplant member countries
in negotiating new trans-Atlantic airline treaties.

http://www.nytimes.com/2002/12/04/business/04EURO.html?ex=1040012843&ei=1&en=f6254bc6ac88b733



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