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From: Charles on 26 Feb 2010 21:17
In article <fk3go5d2s89nu5t10h75c34ocgrbng7rr8(a)4ax.com>, Ray Goldenberg
<ray(a)lighthousetravel.com> wrote:

> Some, but fortunately not most, on this news group want to be
> nattering nabobs of negativity. Fortunately the real world of
> cruising does not agree. As an example, Oceania Cruises floated out
> its first newbuild, Marina, at Fincantieri�s Sestri Ponente shipyard
> this morning then surprised attendees by also cutting steel for a
> second ship. The newbuild, Riviera, is planned for April 2012
> delivery. This is a very exciting time for all of us that believe in
> the cruise industry.

Of course you believe in the cruise industry. That is your job! I don't
blame you for being an optimist, but naturally your perspective and
interests is different than that of cruise consumers.

I wish all was roses, employment was going up and people could pay
their mortgages. It is not a matter of being negative. Real statistics
show that the economy is still a mess. I hope things are turning around
and that the middle class can take cruises and pay higher fares. But
the economic figures don't show it. At least not yet.

As far as Carnival raising prices. That does not prove anything. First
we will have to see if the increases hold. Second even if the increase
holds all that might represent is that prices went down too far. If as
George say it is a 5% increase then I would not be so quick to
celebrate. That would be a small adjustment.

The Oceania ships were ordered long ago. These are small ships for a
niche cruise line. That is exciting for that niche and the small group
of consumers who book on small upscale cruise lines. Oceania is a small
player in the cruise industry.

--
Charles
From: Charles on 26 Feb 2010 21:50
In article <hm96ug01h1j(a)news3.newsguy.com>, George Leppla
<george(a)cruisemaster.com> wrote:

> Care to take a guess why the cruise lines are starting to ramp up capacity?

Competition. For stronger companies that have the funds or financing
that is a way to come out ahead of the competition and put weaker
companies at a disadvantage. Weaker companies build ships to keep up
with the stronger companies.

--
Charles
From: Charles on 26 Feb 2010 21:58
In article <94ago51ddia9e38g86ebqo5e29sd2n42ru(a)4ax.com>, Ray Goldenberg
<ray(a)lighthousetravel.com> wrote:

> The point George and I are making is that the prices are up this year
> along with bookings. I hope this clarification helps you understand.

Looking recently at prices for a possible cruise in mid March there
seemed to be a bunch of bargains. $499 per person sailings for
Westerdam and Liberty of the Seas. The Celebrity Summit was another
with low prices. Lot of low prices for Carnival sailings.

--
Charles
From: Borked Psuedo Mailed on 26 Feb 2010 22:01
Charles wrote:
> In article <hm96ug01h1j(a)news3.newsguy.com>, George Leppla
> <george(a)cruisemaster.com> wrote:
>
>> Care to take a guess why the cruise lines are starting to ramp up capacity?
>
> Competition. For stronger companies that have the funds or financing
> that is a way to come out ahead of the competition and put weaker
> companies at a disadvantage. Weaker companies build ships to keep up
> with the stronger companies.
>

Ramp up capacity is George code for companies that made a stupid
decision 5 years ago and are in too deep to back out. If you think empty
hotel rooms in tourist locations are bad now, or airlines hemorrhaging
cash with 1/3 fewer seat miles, wait 2 years to see what over capacity
and a dwindling tourist market does to cruise lines. I wonder what the
sale price of a 2 year old $500 million cruise ship will be in 2014
dollars, or Euros ~~if the Euro is still around in 2014.
From: Ray Goldenberg on 26 Feb 2010 22:05
On Fri, 26 Feb 2010 21:58:29 -0500, Charles
<fort(a)his.com.remove.invalid> wrote:

>Looking recently at prices for a possible cruise in mid March there
>seemed to be a bunch of bargains. $499 per person sailings for
>Westerdam and Liberty of the Seas. The Celebrity Summit was another
>with low prices. Lot of low prices for Carnival sailings

Hi Charles,

You are correct. The cruise lines have a few cabins that they need to
sell to "top off" their sailings. The vast majority are paying much
more for their cabins. This has almost always been the case.
Celebrity has been especially having a difficult time filling their
ships at the per diems that they would like to get. Due to this lack
of demand I have been recommending their ships to those that want a
value.
--
Ray Goldenberg 800-719-9917 or 805-566-3905
Lighthouse Travel http://www.lighthousetravel.com
Follow us on Twitter http://twitter.com/lighthousetravl
Follow us on Facebook http://www.facebook.com/ray.goldenberg
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