FW: The Rockwood Report November 2007

 

 

 

Continuing with the theme of “Winners and Losers of the Great Corporate Aircraft Stampede” from the early 21^st Century:

 

Airlines will lose big as their highest yield customers continue to drift away and they are forced to compete more and more on price. When price is the only differentiator, your business model has to change. I think you might see more of the major airlines orient themselves to specific niches; like regional only; or coast to coast only; or ?

 

Current non-factory owned service centers will benefit, and will receive factory authorization. There is no way the manufacturers can keep up with demand and simultaneously develop maintenance facilities fast enough.

 

Any business offering training, whether to pilots, mechanics, or administrators, should see a surge in business. And, except for pilots, I think you will see more outsourcing of these services through some other business model than the current aircraft management companies.

 

As a last note before closing, any of you who invest based on any prediction I make now or later should remember one thing; a fool and his or her money are soon parted.

 

Until next month, Amanda.

 

Bob Rockwood

202-682-4000 (Main phone number)

540-554-8113 (Direct phone number)

racersblue@earthlink.net (Direct email)

www.bristolassociates.com (Web address)

 

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