Our fave analyst - well one of them anyway - Henry Harteveldt - was on Bloomberg TV yesterday.
Check out this video.
Henry explains in good terms the issues. While I dont fully agree with him about these issues - we can say that he does a good job in laying them out.
One key issue he brought out is that AA is ALREADY directly connected to Orbitz. But his analysis of saying that the Direct Connect option is the more expensive one is incorrect one.
Still a good session to watch
Cheers
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