Any "Latest & Greatest" about Delta?
03-14-2011, 04:25 PM
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That's what I was wondering. Is this recent UAL chatter on an equivalent timeline as the older Delta capacity announcement, which was basically a non announcement? Or is this a new cutting edge capacity announcement that DL will feel pressured to "one up" to please the pundits?
Of course it all comes down to are people flying and are airlines charging sustainable fares?
If UAL cuts 54 mainline aircraft (all 75-76 domestic I think) that would be a huge gift for VA and WN as I'm sure much of that capacity would come out of the bay area and metro Chicago. Especially with VA desperate to invade ORD. Panic capacity cuts a decade ago did nothing but throw gas on the brushfires of LCC growth. All it pretty much did was transfer capacity to the LCC's which put more price pressure on the legacies doing the transferring in the first place.
Well, that and make no talent hack worthless MBA types think you could transport the entire world 50 seats at a time and order thousands of RJ's just in time to start panic parking them after they all showed up.
In any case, I find it mind boggling that no one cares in the slightest about 90 dollar oil as a permanant mean average price floor and can actually be very bullish about the industry at that price, but suddenly at 101 dollar oil the sky is falling and we (the industry) had better start parking everything and putting people on large RJ's and letting the LCC's grow faster than Barry Bond's biceps.
If demand is there, and it appears to be at least if you've been on a flight or walked through an airport anytime in the last year or so, then a 10 or 20 dollar price spike in oil shouldn't make our supposedly best and brightest pundits in the boardrooms or investment community scream like its a pending industry apocalypse. JMHO.
Of course it all comes down to are people flying and are airlines charging sustainable fares?
If UAL cuts 54 mainline aircraft (all 75-76 domestic I think) that would be a huge gift for VA and WN as I'm sure much of that capacity would come out of the bay area and metro Chicago. Especially with VA desperate to invade ORD. Panic capacity cuts a decade ago did nothing but throw gas on the brushfires of LCC growth. All it pretty much did was transfer capacity to the LCC's which put more price pressure on the legacies doing the transferring in the first place.
Well, that and make no talent hack worthless MBA types think you could transport the entire world 50 seats at a time and order thousands of RJ's just in time to start panic parking them after they all showed up.
In any case, I find it mind boggling that no one cares in the slightest about 90 dollar oil as a permanant mean average price floor and can actually be very bullish about the industry at that price, but suddenly at 101 dollar oil the sky is falling and we (the industry) had better start parking everything and putting people on large RJ's and letting the LCC's grow faster than Barry Bond's biceps.
If demand is there, and it appears to be at least if you've been on a flight or walked through an airport anytime in the last year or so, then a 10 or 20 dollar price spike in oil shouldn't make our supposedly best and brightest pundits in the boardrooms or investment community scream like its a pending industry apocalypse. JMHO.
03-14-2011, 04:53 PM
Can't abide NAI
Joined APC: Jun 2007
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If I am not mistaken that language was removed. I do not see it in our contract now. You can be assured Republic would not flip the switch on the gravy feed.
Also, Delta's been contracting for a lot more RJ lift lately. Since those jets are contracted for longer terms than our 90 day furlough notice requirement, I will give you one guess who's job becomes the accumulator in the system if Delta needs to shed capacity.
The next least efficient airplane in the system after the DC9 is the MD88.
03-14-2011, 04:55 PM
Can't abide NAI
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Or, they've insourced the Midwest codeshare. Delta can sell more tickets than Republicwestchautaquamidshuttlefrontier.
03-14-2011, 05:02 PM
Da Hudge
Joined APC: Oct 2006
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Journey and have it act like firefox. Works fine and dandy. Always use caps lock, because it gets confuzzled with the lower case letters in iCrew at times.
03-14-2011, 05:04 PM
seeing the large hubs...
Joined APC: Oct 2006
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Posts: 3,759
I believe you are correct - this came up with Republic bought Frontier. People were complaining that the Airbussesess were too big for our scope clause and others pointed out that that had been removed from the contract at some point.
03-14-2011, 05:05 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
On another topic, I'm seriously concerned with the domestic product DAL is providing. My last 4 day had one leg that left on time & arrived early. That's out of 7 legs. In LAS, the longest runway is closed for construction. We took a 30 minute delay for them to figure out how many people we could take. Why do they NOT know this BEFORE we board? After we boarded they wanted to pull the jetway back up and remove 2 pax. Absolutely unacceptable. It caused us to be behind the rest of the day, arriving at our overnight 30+ minutes late.
This is the 2nd trip in a row where our on time performance tanked. Something has to change. The product is just terrible right now.
This is the 2nd trip in a row where our on time performance tanked. Something has to change. The product is just terrible right now.
Granted we haven't seen ATL since we left on Saturday and DTW isn't involved either (which has been the largest source of my delays as of late- the DTW mechs seem to be having a bit of a learning curve with the 737...).
03-14-2011, 05:07 PM
Da Hudge
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03-14-2011, 05:09 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
03-14-2011, 05:18 PM
Gets Weekends Off
Joined APC: Feb 2008
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Posts: 6,070
Thought I'd post some to the contrary... I've done a 4 day trip and so far every leg has departed on time or early, and arrived at least 5 minutes early.
Granted we haven't seen ATL since we left on Saturday and DTW isn't involved either (which has been the largest source of my delays as of late- the DTW mechs seem to be having a bit of a learning curve with the 737...).
Granted we haven't seen ATL since we left on Saturday and DTW isn't involved either (which has been the largest source of my delays as of late- the DTW mechs seem to be having a bit of a learning curve with the 737...).
03-14-2011, 05:20 PM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,038
Legacy carriers are already at the stage where domestic operations primarily exist to feed international operations. Point to point has largely been ceded to Southwest, JetBlue and the others who care to pursue it. One of the few that is fighting back is American with their 737 fleet.
What keeps me up at night is what happens when Emirates and their kind finish their 700 airplane explosive expansion? Where do we run then?
If anything, smart management keeps the wine and roses on the table as long as they can (as did our management).
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