Galapagos Islands Message Board

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Strategies & Market Trends : Galapagos Islands

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To: Lizzie Tudor who wrote (16549)	12/13/2002 3:54:57 PM
From: MulhollandDrive	Read Replies (1) of 57110

>>naz issues at a 20 year low, less supply adding bouyancy to mkt once it resumes, foreign markets like china heating up creating wealth that could come into our markets, and some tech areas are ramping now creating hope again.<< that could happen... my general "thesis" economically speaking is we are in an era of overcapacity...on almost every level. i was just listening to a discussion on how the UAL chapter 11 filing will affect the co's that hold the leases on their airplanes....the question was posed...."who wants to take those planes back in this environment....better to keep them flying" so that means UAL will have leverage to renegotiate the leases at a more favorable rate. which only helps to sustain viability for a failing airline at the expense of the more profitable ones. think "price war"...not good for the bottom line. the ceo of continental said in an interview...which i have quoted before....."we're only as good as our dumbest competitor" which is just another way of saying no pricing power. with the exception of taxes and insurance and certain services, you can pretty much say that statement applies across the board.

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