Any "Latest & Greatest" about Delta?
03-06-2013, 05:34 AM
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Posts: 133
Hopefully this is also the beginning of the end of the Alaska codeshare. I think Marketing and network finally woke up to the reality that they are NOT our little regional feed and through the "enhanced" agreements with American and Emerites...that they are a competitor and should be treated as such. My prediction: when we start taking deliveries of the 717's and 900's next fall/winter, we won't be parking the older 320's and 757's as scheduled....but that we will continue to replace Alaska capacity on the West Coast, ultimately ending the codeshare completely by this time next year
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.Very Unlikely. This is a little message to ALK. We can do this one of two ways. The nice way, or we can destroy your market cap and call in to question the nice little thing you have going. Which way do you want to do this?
DAL has plenty of gate space for international Growth in SEA, what they do not have is enough gate space to add the feed required to replace ALK. On top of this, DAL would have a very hard time competing with the loyalty that ALK enjoys with its customers in the Pacific NW. DAL knows it, ALK knows it.
What ALK has is a market cap that makes them very difficult for one to be successful in a hostile takeover. A buyer would need to offer a premium on the already inflated market price and that would put the cash needed in the ballpark of 4 billion plus or minus a few hundred million. That is cash AMR and DAL do not have. ALK management knows it and it appears that they have pushed back on some of DAL's desires. What we are seeing is DAL sending ALK a very understated but strong message.
03-06-2013, 05:36 AM
Sho me da money!
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03-06-2013, 05:39 AM
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Posts: 133
Also remember that the new CS stuff AMR just did with ALK is out of LAX eastbound.
03-06-2013, 05:42 AM
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I've flown a lot of GA, but I'd like nothing more than to see Donald Trump and Steve Forbes have to pay their share of the ATC bill when they go flying. Same for the air taxis. Exempt the bug smashers.
03-06-2013, 06:03 AM
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Posts: 2,530
Very Unlikely. This is a little message to ALK. We can do this one of two ways. The nice way, or we can destroy your market cap and call in to question the nice little thing you have going. Which way do you want to do this?
DAL has plenty of gate space for international Growth in SEA, what they do not have is enough gate space to add the feed required to replace ALK. On top of this, DAL would have a very hard time competing with the loyalty that ALK enjoys with its customers in the Pacific NW. DAL knows it, ALK knows it.
What ALK has is a market cap that makes them very difficult for one to be successful in a hostile takeover. A buyer would need to offer a premium on the already inflated market price and that would put the cash needed in the ballpark of 4 billion plus or minus a few hundred million. That is cash AMR and DAL do not have. ALK management knows it and it appears that they have pushed back on some of DAL's desires. What we are seeing is DAL sending ALK a very understated but strong message.
DAL has plenty of gate space for international Growth in SEA, what they do not have is enough gate space to add the feed required to replace ALK. On top of this, DAL would have a very hard time competing with the loyalty that ALK enjoys with its customers in the Pacific NW. DAL knows it, ALK knows it.
What ALK has is a market cap that makes them very difficult for one to be successful in a hostile takeover. A buyer would need to offer a premium on the already inflated market price and that would put the cash needed in the ballpark of 4 billion plus or minus a few hundred million. That is cash AMR and DAL do not have. ALK management knows it and it appears that they have pushed back on some of DAL's desires. What we are seeing is DAL sending ALK a very understated but strong message.
Delta Expands in Los Angeles to Compete Against American - Bloomberg
03-06-2013, 06:09 AM
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GA IFR user fees would probably hinder GA's already stagnate growth and/or compromise safety as you'd get a lot more VFR traffic.
03-06-2013, 06:12 AM
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The fractional companies too. Buffett has plenty of money. NetJets and it's peers can start forking up money for the services they use.
03-06-2013, 06:20 AM
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1) my employer and its customers shouldn't fund the use of the airspace by private jet operators
2) contract towers are just that...contract towers
3) the entry requirements are already low enough so some economic barriers to entry could help. Is it fair? No but other professions benefit greatly from expensive training costs...see medicine and law. Yes I know flight training is already expensive.
03-06-2013, 06:20 AM
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Posts: 2,530
Heck, anyone making over $100K can easily afford to pay an extra 10 grand in taxes. Taxes are already efficiently and significantly collected in jetfuel purchases. Adding another governement collection bureaucracy will simply add more government jobs.
03-06-2013, 06:26 AM
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So fractional companies shouldn't pay for the services they use?
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