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Old 05-09-2024, 09:12 PM
  #811  
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Originally Posted by GoodJet
Sorry to be Debbie Downer but I'm taking all this one day at a time. Getting the merger approved by a very hostile DOJ is a long way off from 40 widebodies.

Until then. This is how I view it:

https://www.instagram.com/reel/C6qqH...RzY2YzcmxhMQ==
If you refer to the JetBlue Spirit merger time line, it doesn’t mesh with this deal at all.

Oct. 19 Shareholders of Spirit Airlines voted in favor of JetBlue's takeover offer, moving the companies closer to creating the nation's fifth-largest carrier. Oct. 31, The U.S. argued that JetBlue's acquisition of Spirit Airlines will 2023 lead to higher fares and fewer flights, as the Justice Department urged a federal judge to block the deal….”

We haven’t received any of this push back as of yet. This makes me cautiously optimistic…

https://finance.yahoo.com/news/timel...210931474.html
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Old 05-09-2024, 09:18 PM
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Originally Posted by Cholla6918
If you refer to the JetBlue Spirit merger time line, it doesn’t mesh with this deal at all.

Oct. 19 Shareholders of Spirit Airlines voted in favor of JetBlue's takeover offer, moving the companies closer to creating the nation's fifth-largest carrier. Oct. 31, The U.S. argued that JetBlue's acquisition of Spirit Airlines will 2023 lead to higher fares and fewer flights, as the Justice Department urged a federal judge to block the deal….”

We haven’t received any of this push back as of yet. This makes me cautiously optimistic…

https://finance.yahoo.com/news/timel...210931474.html
Well cool. Sometime in August we will know.

So let's check that box. Then the Boeing is no longer an unmitigated *&%$ show box and we get the 787s delivered by 2027 per the delivery schedule.

Then the box with 10 additional deliveries.

Then we can talk about 40 widebodies.
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Old 05-09-2024, 09:21 PM
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Originally Posted by GoodJet
Well cool. Sometime in August we will know.

So let's check that box. Then the Boeing is no longer an unmitigated *&%$ show box and we get the 787s delivered by 2027 per the delivery schedule.

Then the box with 10 additional deliveries.

Then we can talk about 40 widebodies.
Actually if the DOJ says nothing by 8/5/24 the merger is approved. If there is a problem, we will hear about it much sooner.

On the WB front, who knows…
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Old 05-11-2024, 08:44 AM
  #814  
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Originally Posted by Cholla6918
I do believe that they will be asking for a few gives (gates, leaving One World
Combined Alaska/Hawaiian will definitely have to leave One World. Now that the NEA has been broken up, American & Alaska in One World is the biggest anti-competitive alliance out there.

The Alaska & Hawaiian merger will definitely get approved. It’s a good match that helps it compete better with the Big 4. But leaving One World will definitely be a term of the merger.
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Old 05-11-2024, 09:46 AM
  #815  
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Originally Posted by iahflyr
Combined Alaska/Hawaiian will definitely have to leave One World. Now that the NEA has been broken up, American & Alaska in One World is the biggest anti-competitive alliance out there.

The Alaska & Hawaiian merger will definitely get approved. It’s a good match that helps it compete better with the Big 4. But leaving One World will definitely be a term of the merger.
https://www.ch-aviation.com/news/140...ith-alaska-ceo
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Old 05-11-2024, 10:05 AM
  #816  
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Originally Posted by iahflyr
Combined Alaska/Hawaiian will definitely have to leave One World. Now that the NEA has been broken up, American & Alaska in One World is the biggest anti-competitive alliance out there.

The Alaska & Hawaiian merger will definitely get approved. It’s a good match that helps it compete better with the Big 4. But leaving One World will definitely be a term of the merger.
Those are a lot of "definitely's".
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Old 05-11-2024, 12:42 PM
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BM ain't making that call.

OneWorld will be the pound of flesh required to get the DOJ's blessing. There's no way 3 out of 6 carriers to Hawaii will be allowed to remain within the same alliance.
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Old 05-11-2024, 02:07 PM
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Originally Posted by ReluctantEskimo
BM ain't making that call.

OneWorld will be the pound of flesh required to get the DOJ's blessing. There's no way 3 out of 6 carriers to Hawaii will be allowed to remain within the same alliance.
It’ll still be one carrier, one operating certificate.

Different jars of beans still on the same table bumping Alaska’s destinations and counties served numbers by ten and half a dozen or so respectfully.
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Old 05-11-2024, 08:16 PM
  #819  
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Originally Posted by ReluctantEskimo
BM ain't making that call.

OneWorld will be the pound of flesh required to get the DOJ's blessing. There's no way 3 out of 6 carriers to Hawaii will be allowed to remain within the same alliance.
What is the beef with being in One World? On and on about this is a make or break deal, why, what's the deal, does the DOJ really care?
For reference, Star Alliance before US Airways merged into AA was in what allaiance? Guess where, Star Alliance, with United, currently in the Star Alliance, airlines flying from New York to Europe and back are 11 airlines.
An airline alliance cannot be any isssue in this deal. Not that I know and neither do any of you that go on and on about a no deal because AA is in it.

If it's a thing, please enlighten us all.
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Old 05-11-2024, 10:29 PM
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Originally Posted by Neosporin
What is the beef with being in One World? On and on about this is a make or break deal, why, what's the deal, does the DOJ really care?
For reference, Star Alliance before US Airways merged into AA was in what allaiance? Guess where, Star Alliance, with United, currently in the Star Alliance, airlines flying from New York to Europe and back are 11 airlines.
An airline alliance cannot be any isssue in this deal. Not that I know and neither do any of you that go on and on about a no deal because AA is in it.

If it's a thing, please enlighten us all.
USAir was forced to give up Star Alliance when they merged with American.

It's about codeshare trusts. There's already coordination between AA and AS regarding who flies which routes. Take a look at Alaska's quick retreat from LAX transcons for example.

If 3 of 6 carriers can collude on Hawaii routes, then that represents an opportunity to fix the market. DOJ will focus heavily on how the codeshare agreement operates, beyond selling tickets on each other's planes.

Maybe the alliance membership stays intact, with a lot of guardrails. But codesharing and market coordination between carriers? Can't happen. Which is why I'm leaning that they'll just throw the whole thing out.
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