NYTimes.com Article: US Airways Chief Steps Up Pressure for Concessions

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US Airways Chief Steps Up Pressure for Concessions

August 19, 2004
 By MICHELINE MAYNARD





The chairman of US Airways, David G. Bronner, said
yesterday that its employees must agree to a third round of
wage and benefit cuts worth $800 million in the next 30
days or the airline could be liquidated.

Separately, the chief executive of another troubled
airline, Delta Air Lines, told employees that it planned to
cut jobs, pay and benefits as part of its restructuring
plan. But in a memorandum late yesterday, the executive,
Gerald A. Grinstein, also said employees would be offered a
share in the airline and other compensation as the airline
reinvents itself.

Absent a deal with US Airways' unions, Mr. Bronner, who
runs Alabama's pension fund, said he would not invest any
more money to rescue the airline. The Alabama fund is the
largest shareholder in US Airways. Mr. Bronner's comments
came as US Airways made a new contract proposal to its
pilots' union, the only labor group in formal talks with
the airline. Other unions, notably the International
Association of Machinists and Aerospace Workers, have been
reluctant to grant more cuts on top of the two rounds made
while the airline was in bankruptcy.

US Airways emerged from bankruptcy last year, financed in
part with $240 million invested by the Retirement Systems
of Alabama. Some analysts have speculated that the Alabama
fund would come up with new capital rather than have the
airline seek a second Chapter 11 filing.

But in an interview yesterday, Mr. Bronner disputed that
thinking. "Why would you put new money in, if they won't
make a deal?" Mr. Bronner asked.

Mr. Bronner said agreements with the airline's unions were
needed well before Sept. 30, when US Airways faces a series
of covenants in its federally guaranteed loans, which
secure its arrangements with aircraft lenders. To be
assured that cost cuts will be coming, unions have about 30
days to draw up agreements, he said.

In response, the pilots union said yesterday that it would
not be pushed into making a quick deal. "We know where we
are, and we know where we need to be," said Jack Stephan, a
spokesman for the Air Line Pilots Association.

Robert Roach, a machinists' union vice president,
reiterated his union's willingness to help US Airways save
money, short of reopening its contracts, and said the two
sides would meet Aug. 31. But in an interview, Mr. Roach
said that Mr. Bronner, whose fund had not invested in
airlines before taking the controlling stake in US Airways,
did not "fully appreciate or understand this industry."

Mr. Bronner said many union members thought the airline was
acting like Chicken Little, falsely proclaiming that the
sky was falling. These people believe that US Airways "can
go into Chapter 11 again and try to find somebody willing
to throw so much money at it and see what drain it goes
down," he said. "Good luck."

He said union members were mistaken to think that
successful reorganizations were commonplace. "What most
people don't understand is that when companies go into
bankruptcy, they don't come out," he said.

The debate at US Airways came as Delta's management
presented the first pieces of a restructuring plan to its
directors yesterday. In his memo to employees, the chief
executive, Mr. Grinstein, said Delta was striving to carve
out "new and previously uncharted network airline
territory," which he did not specify.

He said the plan would include both pain and gain as the
airline becomes a leaner competitor. "Regrettably, one of
the consequences will be fewer jobs and additional changes
to pay and benefits for all our employees as we make
operational changes to achieve the necessary cost savings,"
Mr. Grinstein said.

But he promised the airline's employees would share in a
combination of equity, profit sharing and payments tied to
productivity improvements. Delta executives are set to meet
with pilots' union leaders today to discuss the airline's
latest offer. The pilots have offered concessions worth as
much as $705 million; Delta insists its pilots, who are the
best paid in the industry, must agree to cuts worth a
minimum of $1 billion.

The airline, which posted its biggest loss in a
quarter-century during the second quarter, has warned it
may be forced to seek bankruptcy protection unless it can
reduce costs and renovate its balance sheet. Delta has
retained the Blackstone Group, a private investment firm
often involved in debt restructurings, as an adviser but
has not discussed efforts it plans to take.

At US Airways, Mr. Bronner said he agreed with a report by
the pilots' union's financial adviser, which warned last
week that the airline was in danger of a second bankruptcy
filing and could end up going out of business unless it can
reduce costs and adopt a new business model similar to that
of low-fare airlines.

Mr. Bronner said he and other investors would potentially
be better off with the airline in liquidation, where they
could snap up its planes, gates and routes at fire sale
prices but not have to take on labor contracts.

"It's a whole lot cheaper for me to have the assets and
start over than to have the liabilities," Mr. Bronner said.
He jokingly said that he could use the remains of US
Airways to start a new carrier named for his home state:
"Bama Air."

Mr. Bronner acknowledged, however, that such a dire
situation would be tragic for the airline. "I don't know
why anyone would want to do it," he said. "That's terrible
for the employees. It's what you want to avoid."

Mr. Bronner has raised the prospect of a Chapter 7
bankruptcy liquidation before as a tool against US Airways'
unions. In December 2002, Mr. Bronner, who had then
proposed becoming the airline's biggest investor, warned
unions that he would not make his investment if the labor
groups did not grant a second round of concessions.

"What's the alternative? If they don't want to do this,
we'll Chapter 7 it," Mr. Bronner said at the time.

Ultimately, unions gave in and Mr. Bronner's pension fund
took a 37 percent share of the airline, gaining voting
control and 8 of 15 seats on the airline's board.

One of those directors, Bruce R. Lakefield, became chief
executive last spring, after his predecessor, David N.
Siegel, was unable to persuade unions to grant wage and
benefit cuts.

Mr. Bronner's liquidation threat is "the only card he's
got," said Robert W. Mann Jr., an industry analyst based in
Port Washington, N.Y. "He's the investor of last resort.
He'll ultimately decide whether he wants to go forward."

But Mr. Roach at the machinists' union said such threats
could easily backfire on the airline by scaring customers
away. "How do they say to passengers, 'Fly US Airways' and
then say it may not be in business next month?" Mr. Roach
said.

Despite the airline's problems, Mr. Bronner said he did not
regret his investment. He said the pension fund, which has
assets of about $25 billion, lost $300 million in two days
last week when the stock market dropped, more than he has
put in the airline. "I've made a lot of dumb mistakes," he
said.

http://www.nytimes.com/2004/08/19/business/19air.html?ex=1093920667&ei=1&en=e2ce2025745b2d68


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