U.S. skies may grow crowded with discount airlines

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U.S. skies may grow crowded with discount airlines

NEW YORK (Reuters) =97 Airline passengers are on the prowl for good deals,=
=20
but with a handful of U.S. carriers seeking to enter the discount market,=20
even the cheap seats may prove tough to fill. Unless the discount airlines=
=20
can find ways to stand out from the crowd, experts predict they might blur=
=20
together in passengers' minds, and some might ultimately be doomed. "The=20
effective way to compete strategically is to position yourself=20
differently," said Roland Rust, a professor at the University of Maryland's=
=20
business school in College Park. "When Southwest came along, it cleaned up=
=20
because it had no competition," he said. "The problem is that if everybody=
=20
(now) does that, you're entering a 'me-too' environment." Bankrupt UAL's=20
United Airlines, Delta Air Lines and Midwest Express have unveiled plans to=
=20
start low-fare carriers to compete with rivals that have gobbled up market=
=20
share. AMR Corp.'s American Airlines Inc. also has said it was mulling the=
=20
idea. But experts worry that even if more travelers buy cheap tickets, the=
=20
new discounters might cannibalize each other's sales or fall short of=20
Southwest, JetBlue Airways and AirTran Airways. Joseph Schwieterman, a=20
professor and transportation expert at DePaul University in Chicago,=20
expects less than 4 percent annual passenger mileage growth through 2010.=20
"Existing discount airlines are already expanding, and that limits the=20
opportunities for new start-up airlines to quickly carve a niche," he said.

PAYING PEANUTS
Delta's low-fare subsidiary, called Song, and United and Midwest Express'=20
concepts =97 as yet unnamed =97 face a daunting challenge. The history of=
 large=20
U.S. airlines forming low-fare units is littered with the carcasses of=20
Continental Airlines Inc.'s Continental Lite, bankrupt US Airways Group=20
Inc.'s MetroJet and United's own Shuttle by United, which was scrapped=20
after Sept. 11. But with passengers weary of tight security, hub airport=20
bottlenecks, bad food and skimpy legroom, airlines are recognizing that=20
more travelers now insist on paying peanuts =97 even if they will not get=
 any=20
once on board. "The customer base is furious (and) trying budget carriers=20
in increasing numbers because the majors are not delivering=20
price-for-performance on almost any dimension," said Robert Lamb, a=20
professor at New York University's business school and expert on airline=20
strategies. By 2005, more than twice as many American and European=20
travelers =97 or about 40 percent of them =97 might be flying low-cost=20
carriers, Lamb said. Michael Boyd, an airline consultant in Evergreen,=20
Colorado, said the low-cost model works best only in big markets where=20
airlines schedule many flights with quick turnarounds. "The low-fare model=
=20
can't be expanded ad infinitum," Boyd said. "If everyone were like=20
Southwest, 75% of the United States wouldn't be served." An abundance of=20
low-fare carriers and dearth of premium service might also turn off=20
business or leisure travelers willing to pay extra for perks. "Airlines are=
=20
being very foolish," Rust said. "Someone, eventually, is going to have the=
=20
guts to counterposition against this trend and be the 'high-service'=20
airline, charging a little bit more."

BIG CHALLENGE
Analysts have said United could have a tougher time than rivals in=20
launching its low-fare unit, particularly because it will compete on some=20
routes with United's mainline service.Southwest Chief Executive Jim Parker=
=20
said Delta's Song might succeed but would not threaten Southwest, while=20
United's carrier might struggle. "It is certainly a big challenge to try to=
=20
manage two cultures within a single company, to manage two sets of customer=
=20
expectations," he said.Schwieterman, however, was more optimistic about=20
United's plan because of its broad route network and ability to negotiate=20
lower labor costs through the bankruptcy process.Low-fare travel does not=20
have to mean bare-bones and still leaves room for experimentation, experts=
=20
said.
Midwest Express, known for serving meals on real china, said its discount=20
carrier will not do the same but will still offer its signature fresh-baked=
=20
cookies.Yet cookies alone will not ensure success for the new discount=20
airlines, NYU's Lamb said.
"It can work if the unions and the government effectively allow a two-tier=
=20
strategy, you subsect the market and you choose your shots," Lamb said. "If=
=20
everyone goes head-to-head, everyone loses."


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