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Princeton Presentation

Princeton Presentation. November 21, 2005 F. LORENZO. LABOR COST OF MAJOR CARRIERS COMPARED WITH FAST GROWING LOWER-COST CARRIERS. Source: Morgan Stanley Equity Research, Company Reports. OPERATING COMPARISON: AIRTRAN VS. DELTA BOTH ATLANTA HUB CARRIERS.

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Princeton Presentation

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  1. Princeton Presentation November 21, 2005 F. LORENZO

  2. LABOR COST OF MAJOR CARRIERS COMPARED WITH FAST GROWING LOWER-COST CARRIERS Source: Morgan Stanley Equity Research, Company Reports 2

  3. OPERATING COMPARISON: AIRTRAN VS. DELTABOTH ATLANTA HUB CARRIERS Source: Morgan Stanley Equity Research 3

  4. OPERATING MARGINS RELATIVE TO COSTS Source: Morgan Stanley Equity Research, Company Reports 4

  5. PROPORTION OF DOMESTIC REVENUE FROM PREMIUM PASSENGERS HAS DROPPED SHARPLY 2003 Source: UAL Chapter 11 Filing – December 2002 5

  6. PROPORTION OF REVENUE BOOKED VIA THE INTERNET HAS INCREASED SIGNIFICANTLY Source: UAL Chapter 11 Filing, Lehman Brothers 6

  7. LOW-COST CARRIER GROWTH Source: Department of Transportation 7

  8. EQUITY CAPITALIZATIONS OF LOW-COST CARRIERS VS. MAJOR CARRIERS Low-Cost Carriers $16.4 Billion Major Carriers $ 6.5 Billion Source: ReutersBridge 8

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