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Old 10-06-2023, 09:52 AM
  #1141  
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Originally Posted by RunFast
You know there is “black swan” around the corner, right?
We just had a black swan. Can’t keep having black swans every 5 years. That’s just called a cycle.
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Old 10-07-2023, 06:23 AM
  #1142  
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Originally Posted by tcco94
Geez trip, this is a new level for you I haven’t seen! I hope this was sarcasm.

you’re right he’s done a lot of good at United. But he’s also committed them to over $60B in aircraft purchases within the next decade, some of which are going to be at 8B(!!!!) a YEAR for next couple years. Assuming he isn’t completely squeezing out all of his cash flow for aircraft purchases, he will have to finance more of this unprecedented aircraft order the industry has never seen, that is 4.5x United’s market cap. I guess his “mental math” and “photogenic memory????” Helped him make this bold decision?

I’m all for our next airplane order but I’m sure as hell happy that dude doesn’t run my airline. He almost squeezed AA until they couldn’t breathe and somehow got a golden parachute out to another legacy to do the same thing, order 800 jets. Any small amount of financial disruption in this industry and UA will be sitting there like AA was being forced to take billion $ deliveries for no reason. It has to be one of the largest aircraft order gambles a U.S. carrier has ever seen. At least the 3 are too big to fail, so our taxpayer dollars will always help when needed.
We are doing the same thing except our growth is tempered through owning and controlling our JV partners. Both are racing for global market share and to be the dominant US carrier network. AF/KLM, KAL and Virgin will have half our fleet.
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Old 10-07-2023, 07:33 AM
  #1143  
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Originally Posted by notEnuf
We are doing the same thing except our growth is tempered through owning and controlling our JV partners. Both are racing for global market share and to be the dominant US carrier network. AF/KLM, KAL and Virgin will have half our fleet.
We aren’t doing anything remotely close to the same thing. I am on board about the JV argument, but has nothing to do with my post about risky cost spending in next 10 years ordering so many brand new widebodies. Delta doesn’t need to foot $2B of free cash flow a quarter for the next 4+ years.
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Old 10-08-2023, 05:06 AM
  #1144  
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Originally Posted by tcco94
We aren’t doing anything remotely close to the same thing. I am on board about the JV argument, but has nothing to do with my post about risky cost spending in next 10 years ordering so many brand new widebodies. Delta doesn’t need to foot $2B of free cash flow a quarter for the next 4+ years.
We are doing the same global growth, it’s about how that is accomplished. If/when our “partners” (subsidiaries) have financial difficulty there will be used WB airframes available and we will have the first chance at gently used airframes and open delivery slots. (Latham, Lionair, MD90s, 717 etc.)
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Old 10-09-2023, 03:00 PM
  #1145  
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Originally Posted by Forgotmyhat
We just had a black swan. Can’t keep having black swans every 5 years. That’s just called a cycle.
It really was not a black swan event in the way it played out. A true black swan puts large numbers of pilots on the street unpaid and every bid is a pure displacement.
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Old 10-09-2023, 03:07 PM
  #1146  
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Originally Posted by sailingfun
It really was not a black swan event in the way it played out. A true black swan puts large numbers of pilots on the street unpaid and every bid is a pure displacement.
some might say it was a turtle dove event that was fanned into a black swan event.

thankfully we’re talking about mainline fleet growth again. Anybody want to opine on when nyc350 category opens? Summer 24? Spring 27? Never? Upon drawdown in the 767ER fleet?
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Old 10-09-2023, 03:58 PM
  #1147  
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Originally Posted by tripled
some might say it was a turtle dove event that was fanned into a black swan event.

thankfully we’re talking about mainline fleet growth again. Anybody want to opine on when nyc350 category opens? Summer 24? Spring 27? Never? Upon drawdown in the 767ER fleet?
There's never been a 350 departure from JFK. More likely the 7ER lift would be replaced with more 330's for long haul and 321 whatevers for transcons.
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Old 10-09-2023, 04:02 PM
  #1148  
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Originally Posted by GogglesPisano
There's never been a 350 departure from JFK. More likely the 7ER lift would be replaced with more 330's for long haul and 321 whatevers for transcons.
Also, wasn't there a 777 base in NYC that ended with no 777 departures for a while before they moved it to DTW?

I think that whole thing burned Flight Ops with opening new categories quickly.
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Old 10-09-2023, 06:17 PM
  #1149  
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Originally Posted by GogglesPisano
There's never been a 350 departure from JFK. More likely the 7ER lift would be replaced with more 330's for long haul and 321 whatevers for transcons.
Never? Like never ever??

Wow I didn’t know that. thanks for the gouge, does anyone know why there’s never been a 350 departure from jfk? (Edit- Honest question I’m not being sarcastic)
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Old 10-09-2023, 06:20 PM
  #1150  
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Originally Posted by tripled
Never? Like never ever??

Wow I didn’t know that. thanks for the gouge, does anyone know why there’s never been a 350 departure from jfk? (Edit- Honest question I’m not being sarcastic)
Cause we don’t fly any Asia routes from New York? And probably will not for the foreseeable future due to Russian air space being off-limits.
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