AMR / US AIRWAYS - any recent news ?
06-12-2012, 12:33 PM
#22
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If AMR gets stability via negotiated consensual agreements and hangs on to exit in control, the likelyhood of a U merger decreases. It's good in that the U/APA CLA's wouldn't be relevent, but bad if you (or Parker) ware hoping for an APA resolution to the seperate carrier quagmire he's in. Let's see what happens with the TWU and then with the pilots here, going forward. Again, it sounds like if no merger materializes between AA and U, MANY (if not most) pilots on both sides will breath a huge sigh of relief.
06-12-2012, 12:37 PM
#23
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06-12-2012, 12:51 PM
#24
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Nope, I expect Delta to fly in and take us off the table. Parker said as much when asked what could torpedo this deal, DAL/U is a good fit. Horton's plan would destabilize the industry just as it's getting it's footing and that is why wall street wants this done, a DAL merger would effectively marginalize amr and when bk 2 comes knocking, well you know.
06-12-2012, 12:54 PM
#25
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Joined APC: Aug 2008
Posts: 545
Maybe instead of just throwing terms like that around you should take the time to really understand what is happening. The most vocal complaints over this are from the WEST. The are the ones that will be taking the hits as there is little in the east contract that is better than the term sheet. They have many better provisions that it looks like will just be thrown out the window while Parker is saying things like the SLI will be a three way.
I know you are looking out for yourself and I get that. But stop and consider how you would feel if your CEO had spent the last few years taking advantage of your seniority fight and then let another union negotiate your future, with a 6 years contract?
I know you are looking out for yourself and I get that. But stop and consider how you would feel if your CEO had spent the last few years taking advantage of your seniority fight and then let another union negotiate your future, with a 6 years contract?
06-12-2012, 01:01 PM
#26
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Nope, I expect Delta to fly in and take us off the table. Parker said as much when asked what could torpedo this deal, DAL/U is a good fit. Horton's plan would destabilize the industry just as it's getting it's footing and that is why wall street wants this done, a DAL merger would effectively marginalize amr and when bk 2 comes knocking, well you know.
I think it far more likely Delta's "competitive blocking move" on AA would be a run at Jet Blue and/or Alaska stripping them from One World.
06-12-2012, 01:03 PM
#27
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Joined APC: Mar 2006
Position: 320 CA
Posts: 5,665
DAL would have to relinquish a lot of east coast routes and especially NYC routes and slots. Without that, U doesn't seem to offer that much and thus DAL would be getting a watered down U of questionable value, for the cost. Actually, AA would probably be in a good spot to get awarded some of that and would be good for internal expansion, but I doubt it. Although your hypothesis is possible, aside from the fact mergers are expensive, I think it unlikely Delta would buy U to give up the best it has to offer. Regulators wouldn't further a merger whose intention was simply to bankrupt another carrier again, especially one just coming out of BK and regaining its footing.
I think it far more likely Delta's "competitive blocking move" on AA would be a run at Jet Blue and/or Alaska stripping them from One World.
I think it far more likely Delta's "competitive blocking move" on AA would be a run at Jet Blue and/or Alaska stripping them from One World.
Last edited by Flyby1206; 06-12-2012 at 01:17 PM.
06-12-2012, 01:06 PM
#28
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06-12-2012, 01:07 PM
#29
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DAL would have to relinquish a lot of east coast routes and especially NYC routes and slots. Without that, U doesn't seem to offer that much and thus DAL would be getting a watered down U of questionable value, for the cost. Actually, AA would probably be in a good spot to get awarded some of that and would be good for internal expansion, but I doubt it. Although your hypothesis is possible, aside from the fact mergers are expensive, I think it unlikely Delta would buy U to give up the best it has to offer. Regulators wouldn't further a merger whose intention was simply to bankrupt another carrier again, especially one just coming out of BK and regaining its footing.
I think it far more likely Delta's "competitive blocking move" on AA would be a run at Jet Blue and/or Alaska stripping them from One World.
I think it far more likely Delta's "competitive blocking move" on AA would be a run at Jet Blue and/or Alaska stripping them from One World.
06-12-2012, 01:18 PM
#30
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Posts: 8,350
What would they have to divest in NY? The DOT has effectively eliminated any issues with slots in LGA/DCA by making them divest a few already for the slot swap deal. NYC/PHL/DCA/CLT/ATL would control a vast majority of the east coast, and keep competition from snatching CLT as a southeast hub threat. DOT doesnt have any jurisdiction over areas that arent slot controlled (see SWA/AT @ BWI).
Great.............it's settled then. Delta gets U and AA merges with Jet Blue and everyone's happy. Personally, it sounds like both the AA pilots and U pilots would prefer that anyway. Not sure how the DAL or JB pilots would feel about it though, but it's a start !!!
On our side, at least it would give an excuse to convert our 460 options to order for massive internal expansion going forward, which would be a shot in the arm for present and future AA pilots and would give the JB guys something to smile about as it seems from your threads, stagnation and advancement in the future are real concerns.
Yet.
Which is the whole point of a "blocking maneuver", i.e., to prevent something from occuring in the future.
Last edited by eaglefly; 06-12-2012 at 01:48 PM.
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