Any "Latest & Greatest" about Delta?
08-24-2013, 11:30 AM
:-)
Joined APC: Feb 2007
Posts: 7,339
Delta is so close to an investment grade rating they could get there as early as next year. Why order any planes till that happens?
08-24-2013, 11:32 AM
veut gagner à la loterie
Joined APC: Apr 2008
Position: Light Chop
Posts: 23,286
So you agree with EB here in the 2012 Q3 earnings call:
Dave Fintzen Barclays Capital
And just in the sense of retaining that revenue on that lower-cost base, you’re pretty confident that its revenue that’s in the network, solidly in the network and you don’t need to worry about someone coming in and down-gauging and stealing some of that share?
Ed Bastian
No, because actually, we’ll be mindful of our frequency by market and that’s a key driver, and the 717 deal, particularly, gives us much better gauge and the second thing is, I don’t think customers want to fly 800, 900 miles on a 50-seater. Part of what we’re doing here is putting a better product in the market, better fuel efficiency, fewer airplanes in the air and our customers tell us they much prefer flying on mainline airplanes rather than 34-, 44-, and 50-seat airplanes.
And just in the sense of retaining that revenue on that lower-cost base, you’re pretty confident that its revenue that’s in the network, solidly in the network and you don’t need to worry about someone coming in and down-gauging and stealing some of that share?
Ed Bastian
No, because actually, we’ll be mindful of our frequency by market and that’s a key driver, and the 717 deal, particularly, gives us much better gauge and the second thing is, I don’t think customers want to fly 800, 900 miles on a 50-seater. Part of what we’re doing here is putting a better product in the market, better fuel efficiency, fewer airplanes in the air and our customers tell us they much prefer flying on mainline airplanes rather than 34-, 44-, and 50-seat airplanes.
08-24-2013, 11:34 AM
veut gagner à la loterie
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Posts: 23,286
08-24-2013, 11:35 AM
Gets Weekends Off
Joined APC: Dec 2009
Position: Stay THIRSTY, my friends!
Posts: 1,898
Heard a rumor that the company is not pleased with the 737-900 ER's performance. 
Yes, I know we don't have any yet. The rumor was that we somehow got these from a cancelled AA order, very cheap, so cheap they couldn't say no. The rumor goes on to say that there may be more 757's staying around than originally planned due to the fact that nothing else out there can do what it does as well as it does it.
Yes, I know we don't have any yet. The rumor was that we somehow got these from a cancelled AA order, very cheap, so cheap they couldn't say no. The rumor goes on to say that there may be more 757's staying around than originally planned due to the fact that nothing else out there can do what it does as well as it does it.
08-24-2013, 11:47 AM
veut gagner à la loterie
Joined APC: Apr 2008
Position: Light Chop
Posts: 23,286
Heard a rumor that the company is not pleased with the 737-900 ER's performance. Yes, I know we don't have any yet. The rumor was that we somehow got these from a cancelled AA order, very cheap, so cheap they couldn't say no. The rumor goes on to say that there may be more 757's staying around than originally planned due to the fact that nothing else out there can do what it does as well as it does it.
Yes, I know we don't have any yet. The rumor was that we somehow got these from a cancelled AA order, very cheap, so cheap they couldn't say no. The rumor goes on to say that there may be more 757's staying around than originally planned due to the fact that nothing else out there can do what it does as well as it does it.Now I agree from hearsay from CAL pilots the 739 leaves a lot to be desired performance wise and I don't doubt that there will be some disappointment. But how often on a ATL-RDU or ATL-FLL route do we need a 752 instead of a 739? Or, can we live with just 40 or so 752s doing 752 work and the 739 doing the rest?
08-24-2013, 11:58 AM
Moderator
Joined APC: Dec 2007
Position: DAL 330
Posts: 7,000
[QUOTE=acl65pilot;1468573]
Do you think that the company likes that a Reserve pilot can get pay no credit above guarantee and get their off days back when on reserve? Do you think they are happy that we can drop to zero hours in a month? Do you think they are happy that any DAL pilot can leave at any time they choose and they don't have a way to meter us out the door?
Maybe not, but they are probably pretty happy that we no longer have a defined benefit retirement which enables this.
Scoop
Do you think that the company likes that a Reserve pilot can get pay no credit above guarantee and get their off days back when on reserve? Do you think they are happy that we can drop to zero hours in a month? Do you think they are happy that any DAL pilot can leave at any time they choose and they don't have a way to meter us out the door?
Maybe not, but they are probably pretty happy that we no longer have a defined benefit retirement which enables this.
Scoop
08-24-2013, 11:58 AM
Gets Weekends Off
Joined APC: Dec 2009
Position: Stay THIRSTY, my friends!
Posts: 1,898
Say we go down to the rumored total 60 757s which (minus 16 753s) which would be around 44 airplanes (not counting 10 or so we've already lost). So 40ish 752s is 100 less than now which is plausible if the 739s become 100% 752 replacements (not including 763 domestics).
Now I agree from hearsay from CAL pilots the 739 leaves a lot to be desired performance wise and I don't doubt that there will be some disappointment. But how often on a ATL-RDU or ATL-FLL route do we need a 752 instead of a 739? Or, can we live with just 40 or so 752s doing 752 work and the 739 doing the rest?
Now I agree from hearsay from CAL pilots the 739 leaves a lot to be desired performance wise and I don't doubt that there will be some disappointment. But how often on a ATL-RDU or ATL-FLL route do we need a 752 instead of a 739? Or, can we live with just 40 or so 752s doing 752 work and the 739 doing the rest?
08-24-2013, 12:04 PM
:-)
Joined APC: Feb 2007
Posts: 7,339
The CSeries looks like it would be comfortable to fly and ride in the back, I like the 2-3 layout.
Bombardier was stupid to sign an agreement with Comac and limit the size of the aircraft though. It could have replaced the 320, 319, 75, 73, 71, as well as the large RJ's.
Bombardier was stupid to sign an agreement with Comac and limit the size of the aircraft though. It could have replaced the 320, 319, 75, 73, 71, as well as the large RJ's.
08-24-2013, 12:07 PM
Moderator
Joined APC: Dec 2007
Position: DAL 330
Posts: 7,000
[QUOTE=forgot to bid;1468915]
The company doesn't make many dumb decisions.
What is your definition of many?
Buying COMAIR and ASA for billions and selling for millions.
Billions wasted on Stock buybacks.
Hundreds of millions lost by being 180 out on fuel hedges.
Buying hundreds of 50 seat RJs and then locking into multi-year contacts.
Paying millions into executive retention plans and then letting said executives leave anyway - although that part probably was smart.
I could go on with many more examples but I am short on time and you probably get the point.
You would have me onboard with a slight modification:
The company doesn't make as many dumb decisions as they used to.
Scoop
The company doesn't make many dumb decisions.
What is your definition of many?
Buying COMAIR and ASA for billions and selling for millions.
Billions wasted on Stock buybacks.
Hundreds of millions lost by being 180 out on fuel hedges.
Buying hundreds of 50 seat RJs and then locking into multi-year contacts.
Paying millions into executive retention plans and then letting said executives leave anyway - although that part probably was smart.
I could go on with many more examples but I am short on time and you probably get the point.
You would have me onboard with a slight modification:
The company doesn't make as many dumb decisions as they used to.
Scoop
08-24-2013, 12:09 PM
meh
Joined APC: Oct 2010
Posts: 828
This was interesting. Someone's post on here, that GIF, got me browsing...
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