Any "Latest & Greatest" about Delta?
04-12-2010, 08:08 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
04-12-2010, 08:10 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
I don't think there is anything untrue about what RA said there, but I also have a feeling there is more to the story. We are financing their other business. Are we allowing them to continue to fly for us because they'll be battling WN/UAL in DEN and AirTran/WN in MKE and will eventually flounder anyways?
If so, and that is the bet, then its a good bet to take.
Also, what about LCC's gates in LGA being owned by RAH? Make nice with RAH so we have a place to park our airplanes if we ever get the DOT out of our way?
If so, and that is the bet, then its a good bet to take.
Also, what about LCC's gates in LGA being owned by RAH? Make nice with RAH so we have a place to park our airplanes if we ever get the DOT out of our way?
Considering the stark difference of his tone about RAH from the last meeting, I would say you are probably very close to what is in between the lines here.
04-12-2010, 08:12 PM
veut gagner à la loterie
Joined APC: Apr 2008
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Posts: 23,286
Just walk up to one of them go "yo, flyguy1..." if he looks perplexed, move on. If he looks surprised, then well introduce yourself.
04-12-2010, 08:15 PM
Gets Weekends Off
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Posts: 710
I hate to post from a different website but it is a succinct observation and I'm just going to put one paragraph out of order:
Can SWA afford not to grow?
Seems to me that Southwest has been so reliant on growth to keep costs low that they will start becoming much less competitive on costs (especially without the hedge advantage) if they can't grow. Growth keeps labor costs low by keeping seniority low and keeps maintenance costs low due to warranty periods and such of new airplanes. Just seems to me that with their labor contracts and their new network plans, if they don't start growing significantly again, they will have costs creeping up near the legacies and will be unable to offer as low of fares as they do today.
Can SWA afford not to grow?
Seems to me that Southwest has been so reliant on growth to keep costs low that they will start becoming much less competitive on costs (especially without the hedge advantage) if they can't grow. Growth keeps labor costs low by keeping seniority low and keeps maintenance costs low due to warranty periods and such of new airplanes. Just seems to me that with their labor contracts and their new network plans, if they don't start growing significantly again, they will have costs creeping up near the legacies and will be unable to offer as low of fares as they do today.
Oh, did I mention, announcing more codeshare agreements with operators flying none other than, next generation 737s...
04-12-2010, 08:17 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
There was a few north guys sitting in front of me scribbling pretty furiously.
I'm pretty easy to pick out with the lampshade around my neck.
04-12-2010, 08:22 PM
veut gagner à la loterie
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Posts: 23,286
If the 737 is that great and SWA that well positioned, why are their CASM rising yoy? That was the point.
CPZ is probably flying $30M list price jets because what else would you fly in a 70-90 seat category other than an Ejet or CRJ? Fokkers, 146s, 732s and DC9s are not being produced anymore. And CPZ isn't deciding where they fly their aircraft, we are, and it has more to do with RASM on those legs over using another feeder aircraft such as the 50-seater. A 1995 CRJ-200 can make you a huge amount of money on the right route, ROA-ATL for $1000 per ticket comes to mind.
Allegiant is running circles around a lot of people right now with MD82s or MD83s that cost $4M TOTAL from purchase to makeover to the line. It works.
How much of a future investment should we make in the 737 or the A320 anyways if you've got B&A already touting better airplanes to come? That are more efficient no less? And what advantage do you have buying into them now? They've got long backorders but we've got airplanes that can fly for a long long time too.
CPZ is probably flying $30M list price jets because what else would you fly in a 70-90 seat category other than an Ejet or CRJ? Fokkers, 146s, 732s and DC9s are not being produced anymore. And CPZ isn't deciding where they fly their aircraft, we are, and it has more to do with RASM on those legs over using another feeder aircraft such as the 50-seater. A 1995 CRJ-200 can make you a huge amount of money on the right route, ROA-ATL for $1000 per ticket comes to mind.
Allegiant is running circles around a lot of people right now with MD82s or MD83s that cost $4M TOTAL from purchase to makeover to the line. It works.
How much of a future investment should we make in the 737 or the A320 anyways if you've got B&A already touting better airplanes to come? That are more efficient no less? And what advantage do you have buying into them now? They've got long backorders but we've got airplanes that can fly for a long long time too.
Last edited by forgot to bid; 04-12-2010 at 08:31 PM. Reason: added more questions
04-12-2010, 08:23 PM
Gets Weekends Off
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Posts: 781
04-12-2010, 08:26 PM
veut gagner à la loterie
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Position: Light Chop
Posts: 23,286
I find that people find leg humping grossly inappropriate.
As well as butt burps.
04-12-2010, 08:30 PM
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Joined APC: Feb 2007
Position: 765-A
Posts: 6,844
Just to lighten things up a little, have you guys checked out the seniority crystal ball at the new ezopenboard.com site?
It projects when you can hold an aircraft and when you move through the markers of that list. (Bottom, 90%, 75%, 50%, 25%, and most senior.)
All this in a cool, color-coded graph form.
Of course, it's all BS. Who knows what will happen. It's just cool and something different than North v. South. It's all about you, if you can remain healthy and out of trouble.
It projects when you can hold an aircraft and when you move through the markers of that list. (Bottom, 90%, 75%, 50%, 25%, and most senior.)
All this in a cool, color-coded graph form.
Of course, it's all BS. Who knows what will happen. It's just cool and something different than North v. South. It's all about you, if you can remain healthy and out of trouble.
04-12-2010, 08:32 PM
Gets Weekends Off
Joined APC: Apr 2009
Posts: 710
If the 737 is that great and SWA that well positioned, why are their CASM rising yoy? That was the point.
CPZ is probably flying $30M list price jets because what else would you fly in a 70-90 seat category other than an Ejet or CRJ? Fokkers, 146s, 732s and DC9s are not being produced anymore. And CPZ isn't deciding where they fly their aircraft, we are, and it has more to do with RASM on those legs over using another feeder aircraft such as the 50-seater. A 1995 CRJ-200 can make you a huge amount of money on the right route, ROA-ATL for $1000 per ticket comes to mind.
Allegiant is running circles around a lot of people right now with MD82s or MD83s that cost $4M TOTAL from purchase to makeover to the line. It works.
How much of a future investment should we make in the 737 or the A320 anyways if you've got B&A already touting better airplanes to come?
CPZ is probably flying $30M list price jets because what else would you fly in a 70-90 seat category other than an Ejet or CRJ? Fokkers, 146s, 732s and DC9s are not being produced anymore. And CPZ isn't deciding where they fly their aircraft, we are, and it has more to do with RASM on those legs over using another feeder aircraft such as the 50-seater. A 1995 CRJ-200 can make you a huge amount of money on the right route, ROA-ATL for $1000 per ticket comes to mind.
Allegiant is running circles around a lot of people right now with MD82s or MD83s that cost $4M TOTAL from purchase to makeover to the line. It works.
How much of a future investment should we make in the 737 or the A320 anyways if you've got B&A already touting better airplanes to come?
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