IAGblog Podcasts

A three way discussion with our "unknown analyst" and Timothy O' Neil-Dunne (managing partner T2Impact) - reviewing the merger information so far and the rising rumors about United and Continental or United and USAirways. Our general summary is that these are all shotgun weddings - there is no inherent love here.

These company cultures have been trained to fight with each other tooth and nail for every dollar and every customer. How one welds such diverse cultures into a new entity is, we believe, beyond the abilities of these firm's leaderships.

There is an opposing view in today's WSJ you might want to read as you listen to this. (http://online.wsj.com/article/SB120830669812418021.html)