Re: Media and investors see flaws in JetBlue strategy

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David / Airline:

He might have picked up this idea from Southwest who
is considering the B-717 for smaller markets.

Mike Burris
Cambridge, Mass

--- David MR <damiross2@xxxxxxxxxxx> wrote:
> When JetBlue announced the Embraer order, I said
> JetBlue was on its way
> down. This just confirms what I said.
> David R
> ----- Original Message -----
> From: "Roger & Amanda La France"
> <lafrance@xxxxxxxxxxx>
> To: <AIRLINE@xxxxxxxxxxxxxxxxx>
> Sent: Wednesday, February 11, 2004 15:51
> Subject: [AIRLINE] Media and investors see flaws in
> JetBlue strategy
>
>
> Media and investors see flaws in JetBlue strategy
>
> BusinessWeek and FORTUNE magazines printed articles
> this week that cast
> doubt on JetBlue's (B6) business strategy. The
> BusinessWeek article is
> entitled "Is JetBlue's Flight Plan Flawed? -
> Miscalculations, cutthroat
> competition. CEO David Neeleman faces tough
> challenges to keep the
> airline on the ascent."
>
> The stories reported that B6's fleet of Airbus
> planes will eventually
> require expensive maintenance, and the airline
> underestimates what that
> will cost.
>
> B6 recently lost a showdown with Delta Air Lines
> when it tried to expand
> into the Atlanta - Los Angeles market.
>
> "That was a symbolically important blow because it
> proved that the
> majors could beat JetBlue at its own game," Teal
> Group analyst Richard
> Aboulafia told FORTUNE magazine.


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