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  • Gogo gains on JPMorgan upgrade [View news story]
    quanius, did you bother to check the tech specs of what they just announced will be available next year, or are you just reading the online buzz? Their press release gave the specs, meantime their competition ALREADY has next generation Ka band satellites that are about 30% faster than what Gogo is announcing for the end of 2015. Fastest to market does not mean two years later than the competition! Meantime competitors funded by the airline industry cooperative, owned by the airlines, is introducing an Inmarsat based solution that will cover the globe with a new ring of satellites. Proprietary? lets see... Apple almost went bankrupt once with their proprietary Macintosh operating system in the early 90's, Betamax was proprietary while VHS was open, Nokia's Symbian was also proprietary, all losers. In tech, proprietary means nothing because competitors develop competing technologies that circumvent patents. Satellite to plane has a lot of patents, used since the 60's and 70's by the military, so satellite to plane patents are old and pretty much useless. One thing that Gogo did that was right was to take the old Airfone company and buy it from LiveTV(JetBlue) last year, just to shut it down and limit the ATG competition, which is only important if the airlines decide to offer on plane phone service, which all the airlines are saying no to. So the satellite speeds are the future.
    As for partnering with the industry, Boeing has no specific interest in any one particular technology as they realize that airlines will utilize ALL technologies and if Boeing does not design planes capable of ALL technologies then they will be the big loser when Airbus gets the sale.
    Apr 17 01:34 PM | Likes Like |Link to Comment
  • Gogo gains on JPMorgan upgrade [View news story]
    Patent News, I agree, too many headwinds and lack of a unique, leading edge, proprietary technology means this stock is going to face global competition in countries where others have a stronger presence.
    Apr 17 10:16 AM | Likes Like |Link to Comment
  • Delta Air Lines Is Taking Off [View article]
    Pony01, I think the answer is that people will pay a premium to fly Delta because (1) the existence of a first class section, (2) greater seat pitch, (3) reclining seats, (4) more non-stop destinations, (5) greater flight frequency, (6) greater access to back-up flights should your flight tank, (7) fewer ancillary fees (so far), and (8) the availability of more destinations. The LCCs are all smaller, so far and even if you added up all the planes of all the LCCs, including Southwest, they would just about equal the number of planes Delta has.
    Apr 17 09:26 AM | Likes Like |Link to Comment
  • Delta Air Lines: A Good Flight Experience For Investors [View article]
    Pony01, that +1.20 today is after a startling drop for the whole industry last week. Today is recovery day. All the taxes are paid and the flood of money is still coming from Janet Yellen and Washington.
    Apr 16 12:41 PM | Likes Like |Link to Comment
  • Delta Air Lines Is Taking Off [View article]
    Pony01, just when we thought we had it figured out, Delta throws a curveball:

    http://reut.rs/1kyKB4r

    This is the first thing I see that is real dumb for Delta. If the Frequent Flyers can't get up front on a regular basis, they will dump their relationship with the airline. There are many other low cost airlines that will provide coach seats at half the price of Delta seats. My personal experience is that as a United 1K, my upgrade percent went from 80-90% to about 20% this year. There are non-stop routes offered by other airlines at 1/3 the price for coach seating, so no upgrade, no loyalty. All the Frequent Flyers below 1K at United are probably flying pretty much 100 percent in coach. I don't see mile-runners on planes anymore, a major loss of business.
    Apr 16 12:33 PM | Likes Like |Link to Comment
  • Delta Air Lines: A Good Flight Experience For Investors [View article]
    Donald, I don't think Spring break, but the decline came almost exactly a week before mega tax payments were due, by many taxpayers, to highly appreciated stock payable by April 15. I had to liquidate stocks that I preferred to keep to meet the requirement. I wonder if the feds keep track of tax selling around april 15?
    Apr 16 12:12 PM | Likes Like |Link to Comment
  • American Airlines Group - Heart-Wrenching Moments [View article]
    broker bob, if you read closely, I said, "depending on your tax situation", that should have negated your response that says I projected on "all shareholders".
    Apr 14 10:04 AM | Likes Like |Link to Comment
  • Gogo announces high-capacity satellite platform, Air Canada deal [View news story]
    quanius, one more thing, Inmarsat is launching 3 Ka band 50Mbps satellites to go online in 2015. They will be using OnAir as their airline distributor. OnAir is owned by SITA. SITA is an industry cooperative of 450 airlines that purchase telecommunications services from the Co-op. While not clear what impact this competition from an industry cooperative will have on Gogo, it may at least put margin pressure on Gogo and might beat Gogo to provide service in parts of the world that Gogo cannot service yet. As a reseller of Inmarsat, it also does not have the capital commitment or risks that Gogo is taking launching its own satellites.
    Apr 13 10:23 AM | Likes Like |Link to Comment
  • Gogo announces high-capacity satellite platform, Air Canada deal [View news story]
    quanius, don't forget that Boeing's Connexion division actually provided in flight wifi and ethernet connection until it was shut down by Boeing at the end of 2006. At that time there was no significant competition. It was a Ku band at 20Mbit/s. Customers were charged between $9.95 for an hour to $29.95 for flight. Its customers read like Gogo's list, United, Delta, American, Lufthansa ANA, JAL, SAS, China, Singapore, Asiana, Korean, EL-Al, Etihad and others. I visited to their global control center in Orange County once in 2004ish, and it was clear that not enough people were paying for the service at the time. That may change today, but next time you are on a plane, take a look at how many people actually pay for things like in-flight TV that usually costs about $7 per flight, not as many as you think.
    Apr 13 09:57 AM | Likes Like |Link to Comment
  • American Airlines Group - Heart-Wrenching Moments [View article]
    broker bob, most analysts are targeting $50 for AAL. So, with most of the sales price you would get going to capital gains, for me that would be 80-90 percent of the sales price, I would shave to give Uncle Sam a big chunk of that gain. Depending on your tax situation, you could be paying the top tax rate, plus the Obamacare 3.8% plus you could be liable for AMT. that could take you easily over 40% of your gain on AAL. Say you paid 20% of the current market price for the shares you own, you would be starting out with a haircut of as high as 32% of every dollar of AAL shares sold. What alternate investment could you put your money into that would overcome the loss of money due to taxes? Unless there is a specific investment decision based on AAL going down in the future, selling on neutral information and higher analyst projections is questionable.
    One more thing, last week a lot of people, including me, were engaged in pre-April 15 stock selling to generate cash for tax payments. That selling should be over this week.
    Apr 13 09:19 AM | 1 Like Like |Link to Comment
  • American Airlines Group - Heart-Wrenching Moments [View article]
    joerde, these are claims that would have survived the judge's bankruptcy ruling, which usually addresses all claims. Although it is not known what those are, it is hard to claim money after the bankruptcy is approved.

    Where did you find the .07? It would be sweet to keep getting more shares!
    Apr 10 05:15 PM | Likes Like |Link to Comment
  • JetBlue reports on March traffic [View news story]
    JetBlue's results are in the middle of the other reporting low cost airlines. Southwest has the lowest loading, as usual, 82.7 percent, and Spirit has the highest at 89 percent. PRASM (fares) was surprisingly soft as both JetBlue and Spirit reporting small declines in PRASM (fares)s, while Southwest reported a 1% increase in PRASM (fares). By the way, growing airlines take time to develop markets. JetBlue just cancelled a number of routes including Palm Beach, Fla., to San Juan, Puerto Rico; Oakland, Calif., to Washington Dulles; Long Beach, Calif., to Washington Dulles; and Buffalo, N.Y., to Fort Myers, Fla. All these results seem pretty much as expected, with no airline having a specific advantage during this traditionally soft quarter. Look for more planes to come online in the spring and pricing for the summer looks very aggressive for all airlines.
    Apr 10 04:40 PM | Likes Like |Link to Comment
  • Gogo announces high-capacity satellite platform, Air Canada deal [View news story]
    Tedhoffman,Congrats on good investing, I have been in PEP since the 80s. I like to review each of my investments and make each of them pay their own way. It is possible to be with the biggies like PEP and VZ and still have a speculative side to your portfolio. I prefer stocks with a clear path to success. Gogo being years behind in the latest technology, while making a big fuss over introducing an old technology sets off warning bells in my head. In the next airline "fly off" decision with the other competitors, Gogo might not appear so strong anymore. Of course, as usual, I may be technically right, but emotional moves by the market may make the stock go up anyway.
    Apr 10 04:09 PM | 1 Like Like |Link to Comment
  • Gogo announces high-capacity satellite platform, Air Canada deal [View news story]
    genogrets, I invest, I dont gamble.
    Apr 10 10:17 AM | Likes Like |Link to Comment
  • Silence On Gigafactory Partnerships Suggest Tesla Might Be A Near-Term Short [View article]
    It is clear that the promise of the most perfect vehicle is part of the cult of Tesla and creates followers of Elon Musk. It is quite Applelike how much free publicity the company gets and the types of groupies it develops.
    Apr 10 09:58 AM | Likes Like |Link to Comment
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