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Old 05-08-2013, 07:29 AM
  #129781  
veut gagner ŕ la loterie
 
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Although, why buy the C-Series new if we are getting 88 717s and hopefully (because it was mentioned prior to C2012 signing) a bunch more 717s?

Sure the C-Series rocks but the new 717s will be a big fleet of short range NB aircraft that complements the larger MD-88/90 fleet that's (sorry Bar) "only at it's half life!" Why be the launch customer if we don't need to begin replace those jets for 10 or so years? And while the C-Series might out fly and out range the Douglas equipment, do you really need and is it economically feasible to cover such long thin routes in the U.S.? I mean the C-Series might best everyone on a per hour basis but is the total cost of the route worth financing new equipment over?

I don't think the need, or as they say in business "where is the pain?" is in the 100 seat market. They've got that nailed with 717s and jumbo regional jets like the (probably soon to be 82 seat) E175 and CR9s.

I think the pain is going to be in replacing the 757 capacity. Hence A321 rumors and I guess more 739s if that doesn't work out? What was said in that LCP meeting Tsquare??

On a different subject, the ancient Romans decided a long long time ago for road construction to have a standard chariot width that was as wide as two horses side by side. When you make them standard then supposedly it's easier to ride your chariots wheels where the wheels before had traveled or something. Anyways, take that standard to that crazy isle in Britain and after Rome is gone that width will remain a standard... which was used as the gauge on the new train steam engine... which the Americans then adopted as railroads developed here... and the North kept as the standard even though the South had 3 gauges... and we kept that gauge going which brings up a question; if all of that is true, is the reason we sit 3 x 2 in the Dogs and looks like the C-Series because it matched the width of a train car which matched the width of two horses rear ends side by side 2,000 years or so ago?



Of course where Douglas and Bombardier go 3 x 2, our friends at Boeing go 3 x 3 and it still fits on a train!



BTW the regional jets and turboprops were based on this width:

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Old 05-08-2013, 07:35 AM
  #129782  
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tidy bowl man!!!!!!
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Old 05-08-2013, 07:46 AM
  #129783  
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Decision Trees are infallible



BTW mothers day is coming up, do what 80 did and put this on your kid:

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Old 05-08-2013, 08:24 AM
  #129784  
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This is interesting - the company announced its 5-year financial plan:

Initiating a quarterly dividend and an initial $500 million share repurchase program – expected to return more than $1 billion to shareholders over the next three years.

Achieving and maintaining a new adjusted net debt target of $7 billion during the next five years – as part of this debt reduction effort, Delta plans to pay cash for any new aircraft deliveries.

Reinvesting $2.0 - $2.5 billion annually, or approximately 50 percent of its operating cash flow, into improving the company’s fleet, facilities, products and technology over the next five years.

Using up to an additional $1 billion to opportunistically accelerate its long-term pension funding commitments.

-----

FTB - I'm going to buy that baby outfit for my wife!
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Old 05-08-2013, 09:48 AM
  #129785  
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Originally Posted by forgot to bid
Decision Trees are infallible



BTW mothers day is coming up, do what 80 did and put this on your kid:


Does the shirt come in teenager sizes ?

I will take three of them please
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Old 05-08-2013, 09:49 AM
  #129786  
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Originally Posted by Elvis90
This is interesting - the company announced its 5-year financial plan:

Initiating a quarterly dividend and an initial $500 million share repurchase program – expected to return more than $1 billion to shareholders over the next three years.

Achieving and maintaining a new adjusted net debt target of $7 billion during the next five years – as part of this debt reduction effort, Delta plans to pay cash for any new aircraft deliveries.

Reinvesting $2.0 - $2.5 billion annually, or approximately 50 percent of its operating cash flow, into improving the company’s fleet, facilities, products and technology over the next five years.

Using up to an additional $1 billion to opportunistically accelerate its long-term pension funding commitments.

-----

FTB - I'm going to buy that baby outfit for my wife!


Oops! there goes the profit sharing
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Old 05-08-2013, 09:49 AM
  #129787  
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Originally Posted by forgot to bid
Decision Trees are infallible



BTW mothers day is coming up, do what 80 did and put this on your kid:

I've got a long layover in NYC tomorrow. I guess shoe shopping it is.

I got my kid a "Amuse me, giants, for I grow weary" onesie.
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Old 05-08-2013, 11:06 AM
  #129788  
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Originally Posted by nerd2009
Oops! there goes the profit sharing
I don't think anything in this plan counts against profit sharing. Isn't our profit sharing based on dollar one of pre-tax income? I believe that any costs associated with managements new fiscal plan come after pre-tax income is calculated. I could be wrong though.

Listening to RA today, it sounds like the company is seeking a different class of investor. Any thoughts on what that means to Delta and ultimately us?

The debt reduction is a good idea. Less money paid out in interests, more for profit sharing and buying aircraft as well as infrastructure investment. I also like the commitment to the pensions. I wish his predecessors had shown that same commitment.
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Old 05-08-2013, 12:02 PM
  #129789  
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Well, here's what American Airlines plans to do with many of their shiny new 321s.....

American plans hourly flights on New York-LA route
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Old 05-08-2013, 12:24 PM
  #129790  
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Originally Posted by Columbia
Well, here's what American Airlines plans to do with many of their shiny new 321s.....

American plans hourly flights on New York-LA route
They are playing catch up with us on that... we're starting similar with more biz class seated 757s IIRC.
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