Discussion:
United Looks to Unite
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Roger LaFrance
2006-09-25 21:21:47 UTC
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United Looks to Unite

By Ted Reed
TheStreet.com Staff Reporter
9/25/2006 3:12 PM EDT
Click here for more stories by Ted Reed



United Airlines has furthered its quest for a partner, hiring Goldman Sachs to explore strategic options including a merger.
Crain's Chicago Business said the investment bank is expected to assist United assess the value of its domestic and international holdings, advise it on sales or purchases of domestic or international routes, and scout for mergers.
Shares of United's parent, UAL Corp. (UAUA - commentary - Cramer's Take), were trading at $28 on Monday, up 18 cents, or 0.7%. The shares have fallen nearly 30% since they began trading at $40 after the airline emerged from bankruptcy protection in February. During the same period, the Amex Airline Index has been flat.
United CEO Glenn Tilton has long been a public advocate of airline consolidation but has offered few specifics beyond noting that United is interested. United has apparently conveyed that interest to both Continental Airlines (CAL - commentary - Cramer's Take) and Delta Air Lines (DALRQ - commentary - Cramer's Take).
When US Airways (LCC - commentary - Cramer's Take) CEO Doug Parker contacted Delta last month to express his interest in a merger, US Airways said the call was prompted by reports that other airlines had contacted Delta earlier, though it has not specified the airlines.
United apparently contacted Continental regarding the possibility of a merger, industry sources told TheStreet.com this spring. A likely scenario for a United-Continental merger would be a combined airline run by Continental's management, resembling the 2005 takeover of US Airways by the far-smaller America West Airlines that Parker headed.
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Roger & Amanda La France
Michael Burris
2006-09-25 23:33:53 UTC
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AIRLINE / SKYONE:

I'm betting Delta will be the candidate. It's
weakened state (although on a comeback) makes it
likely. In addition, Delta might beneifit from an
improved business management style. (I think
Continental rates better, management-wise.)

I can't say I'd like to see anyone get 'taken-over' or
'merged' as the article below and the one posted on
SKYONE suggests. But corporate boards are looking at
the long-haul; plus five years, plus ten years, etc.

As the 80's showed, de-regulations' days were
numbered. We'll all be flying two or three majors and
that's it.
Perhpas Southwest as a domestic No.4 but in a
different 'Walmart' class.

Am I making any sense here?

Mike Burris
Cambridge, Mass / USA
Post by Roger LaFrance
United Looks to Unite
By Ted Reed
TheStreet.com Staff Reporter
9/25/2006 3:12 PM EDT
Click here for more stories by Ted Reed
United Airlines has furthered its quest for a
partner, hiring Goldman Sachs to explore strategic
options including a merger.
Crain's Chicago Business said the investment bank is
expected to assist United assess the value of its
domestic and international holdings, advise it on
sales or purchases of domestic or international
routes, and scout for mergers.
Shares of United's parent, UAL Corp. (UAUA -
commentary - Cramer's Take), were trading at $28 on
Monday, up 18 cents, or 0.7%. The shares have fallen
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