gloopy

It is JB, but not out of NY. At least, not initially. They will use their DL/AA/US provided sanctuary of BOS at the test bed, and pad it with every flag of convienience carrier that flies there as well. They will jump on ATL (again) and either CVG or MSP initially. Probably CVG since the airport CEO there still thinks there is the "Southwest Effect" of the 90's. CVG will likely be heavilly subsidized. Not sure about ATL although I'd be shocked if it wasn't to some degree. They are also about to get really bold into SA/LA.

They think their current trend against a BK AA will continue and they think DL's trend to panic run away from capacity to preserve yields at all costs serves up DL markets to them on a silver platter that they can pick from at their leisure. I think they are in for a world of hurt against AA in a year or two tops, once they get their act together. DL's reaction is less than certain. Either way I think its a fantastic thing!

First of all, its inevitable. Our path towards 99.9999999% load factor for all eternity, managing yields by endless consolidation and shrinkage is just begging for predatory competition. Its going to happen either way, and DL has proven it can hammer JB hard when it wants to. All this could end up being a mute (moo?) point anyway since they are very likely going to be a participant in future consolidation, but in the meantime it will force DL's hand. Investors have finally started to question DL's capacity cannibalization as an endless strategy. If a very vulnerable "LCC" can poach DL capacity at will like JB thinks they can, investors will start to see that the emperor has less and less clothes on by the day. If DL can't/won't fight back and win this coming assault, DL won't be and won't deserve to be anything near "investment grade" at least not for long.

This will force our hand and that's a great thing. Our current trajectory has to change, and this is the perfect catalyst to test if now is the time its starting to.

One Taco

Always love your posts, gloopy. But maybe that's moot.

Going2Baja

New - Used - Acquisition - Merger - Growth? How about some Deets w/ your intel.

Baja.

forgot to bid

Saying there is a reduction in the use of outsourced flying (Alaska, AF/KLM, Skyteam, maybe Virgin, Shuttle America, GoJet, ExpressJet, Republic, Pinch-a-nickle, etc) due to PWA 2012 is like saying there is a reduction in a man's sex drive after he peaks at 18. See the following youtube video for an explanation of said reduction in "drive":





So JB comes in ATL with ATL-BOS... Delta announces A333s will now be doing ATL-BOS supplemented by some somewhat smaller 764s and 763s.

CVG would be a problem, or would it? They'd have to figure out a way to make CVG work again.

buzzpat

If CVG was profitable, DAL wouldn't have scaled back and SWA would have moved in long ago. It's a ghost town these days.

Ed Harley

Agreed. The CVG - PIT - CMH triangle is somewhat of a dead zone for airline markets. Many airlines have tried to make a go in them but eventually scale back. I just don't think they have the O and D traffic. And what there is, Delta has done well at locking up the corporate contracts (Like Proctor and Gamble in CVG) and we do a good job of cherry picking some higher revenue flights (like CMH-LAX).

I'm sure Jetblue would love to expand into the midwest, but this isn't 2004 and Delta is a much stronger competitor that can offer a good product at a similar price. I see Jetblue as more of an acquisition target for someone soon.

Josephus

Since you guys at delta don't mind some thread drift....


Check out these photos of planes left behind after everyone lived through the crash... It's called "Happy End"

And no, its not "endings"!

'Happy End' - a Photo-Book about Miracles in Aviation History | Indiegogo

Carl Spackler

ACL, I have two questions for you. But first, here's my premise: I propose the following letter be unanimously accepted by every elected member of the DALPA MEC and sent to Lee Moak:

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Dear Captain Moak,

This letter is to advise you of the unanimous opinion of the Delta MEC regarding your signing of the Pinnacle agreement that completely subverted the rightful role of the Delta MEC.

We are requesting a letter of apology from you on behalf of ALPA national to the pilots of Delta Air Lines and their elected representatives. This letter must also include a pledge to never again act on behalf of Delta pilots without the direct participation of the Delta MEC. We will be expecting this letter no later than 30 days from today.

Should this letter not be forthcoming within the timeframe stated above, the Delta MEC is unanimously resolved to no longer be affiliated with the Airline Pilot's Association. It is imperative for you to understand the importance the Delta MEC places on all parties within ALPA operating in strict adherence to the policies that make our union a truly bottom up organization. Your actions in the Pinnacle matter were in direct contravention of those policies in our opinion and can never be allowed again. DALPA either controls the interests of the pilots they represent, or they do not. We require a clear answer to that question.

Although your actions have produced great mistrust among many Delta pilots, we still believe there is a solution if all can be confident of this never happening again. We look forward to your letter inclusive of the items we must have in order to continue our relationship.

Regards...

-------------------------------------------------------------------

Now here are my 2 questions for you ACL:

First, would you sign off on a letter that had this as its basic premise?

Second, if Moak wrote back and said go pound sand, would you follow through in ending our affiliation with ALPA and creating a new independent union?

Carl

nerd2009

FYI, MMO on the 747-200 was .92 M even duck tape wont do it!

gloopy

You sure about that?

https://www.youtube.com/watch?featur...&v=YIkJ4BUChxI