Any "Latest & Greatest" about Delta?
03-18-2011, 05:16 AM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,014
That girl loves props!
Urban Legend, maybe, but we received numerous reports of female passengers showing signs of "arousal" (to be discreet about it) on the E120. There must have been something to it because on the jets that sort of thing never happens.
Either that, or someone told her to close that door on top of the cowling and she's trying to climb up there.
It is amazing what passed for "Delta Flying" back then. Those pilots would have never outsourced their work and the airline would not have tried, even though it was below an RJ, below a turboprop even! Makes a person nostalgic.
Urban Legend, maybe, but we received numerous reports of female passengers showing signs of "arousal" (to be discreet about it) on the E120. There must have been something to it because on the jets that sort of thing never happens.
Either that, or someone told her to close that door on top of the cowling and she's trying to climb up there.
It is amazing what passed for "Delta Flying" back then. Those pilots would have never outsourced their work and the airline would not have tried, even though it was below an RJ, below a turboprop even! Makes a person nostalgic.
03-18-2011, 05:23 AM
Gets Weekends Off
Joined APC: Jun 2009
Posts: 5,113
That was all you, Bar.... it was all you. You were younger then, of course, which explains why it's not happening anymore.
03-18-2011, 05:24 AM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,014
A few prognosticators, including a hedge fund manager, are predicting doom and gloom coming in Delta's March 22 Raymond James presentation. Significance is seen in the timing of the presentation prior to the opening of the market.
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
03-18-2011, 05:26 AM
The Brown Dot +1
Joined APC: Jun 2009
Position: 777B
Posts: 7,775
That girl loves props!
Urban Legend, maybe, but we received numerous reports of female passengers showing signs of "arousal" (to be discreet about it) on the E120. There must have been something to it because on the jets that sort of thing never happens.
Either that, or someone told her to close that door on top of the cowling and she's trying to climb up there.
It is amazing what passed for "Delta Flying" back then. Those pilots would have never outsourced their work and the airline would not have tried, even though it was below an RJ, below a turboprop even! Makes a person nostalgic.
Urban Legend, maybe, but we received numerous reports of female passengers showing signs of "arousal" (to be discreet about it) on the E120. There must have been something to it because on the jets that sort of thing never happens.
Either that, or someone told her to close that door on top of the cowling and she's trying to climb up there.
It is amazing what passed for "Delta Flying" back then. Those pilots would have never outsourced their work and the airline would not have tried, even though it was below an RJ, below a turboprop even! Makes a person nostalgic.
When I sold my Harley, my wife cried. I dont know if these two posts are related.
03-18-2011, 05:28 AM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,014
03-18-2011, 05:39 AM
Gets Weekends Off
Joined APC: Jun 2009
Posts: 5,113
A few prognosticators, including a hedge fund manager, are predicting doom and gloom coming in Delta's March 22 Raymond James presentation. Significance is seen in the timing of the presentation prior to the opening of the market.
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
My guess is that we will say that we're leading the industry in capacity retsraint, have already announced accelerated retirements of less fuel-efficient fleets, will consider further cuts as needed, are reducing CAPEX to a more prudent level, but will continue to invest in the product. Growth guidance of flat may not do the trick, so we'll forecast down 1-3% (pulling all this out of thin air). Since we go up first on most conferences, and on quarterly results, since we're 84% owned by institutional investors, and since we got spanked two quarters ago by not sounding negative enough on capacity, my guess is it will quite the sobering talk. "Growth" will be a taboo word, and every sentence will feature the term "capacity restraint" at least once.
BTW, you have it backwards: we're not behind the other carriers in announcing curbs in our plans. We announced cutbacks, and they then followed suit. UAL "raised" by saying they were consdiering getting rid of 44 mainline planes, to our 34 DC-9's, but that was a follow-up to our move. Maybe we'll start a new round over Japan, but we're (sigh) not behind when it comes to cutbacks.
I doubt CVG goes, but who knows? The AE will be delayed, or be roughly neutral, as the company stays in a defensive posture.
At any rate, if any gloom and doom comes forth, it won't be a surprise to anyone that invests in airline stocks. I'm guessing the bad news in the stock in mostly baked in, and maybe it goes down further Monday, and up after the conference. I am, however, also guessing the sobering news will ding the carriers perceived as being weaker. I had added AMR stock, but I took the loss on most of it and sold for now.
03-18-2011, 05:49 AM
Happy to be here
Joined APC: Jun 2006
Position: A-320A
Posts: 18,563
A few prognosticators, including a hedge fund manager, are predicting doom and gloom coming in Delta's March 22 Raymond James presentation. Significance is seen in the timing of the presentation prior to the opening of the market.
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
I've been increasingly aware of a call for management to "do something" to stop the erosion of Delta's share price which has been declining even with fuel prices adjusting down. Economists are saying fuel, if not for Japan, would be about $130Bbl on the coasts. Maybe that is what the market sees, or perhaps they are just concerned about an overall slow down in economic activity, which tends to have a larger effect on the airlines than other entities.
Given that United/CAL, US Air and American have all pulled some capacity (leaving room for the LCC to grow btw) my guess is that we'll hear an announcement of reduced capacity as our mainline jets are retired in favor of outsourced flying in smaller capacities. The mega big bid which was going to allegedly happen about now will likely hold us about status quo. It would not surprise me to see CVG close, but I am not expecting it.
Anyone else got a guess?
I would imagine the revised guidance will be lower (there's a surprise), and I've had the same thought about the timing. But then again, United is presenting at 11:05 AM, and UsAirways at 10:25 AM. Does that mean they expect good results? ... so I think the timing relates more to scheduling and coincidence than anything else.
My guess is that we will say that we're leading the industry in capacity retsraint, have already announced accelerated retirements of less fuel-efficient fleets, will consider further cuts as needed, are reducing CAPEX to a more prudent level, but will continue to invest in the product. Growth guidance of flat may not do the trick, so we'll forecast down 1-3% (pulling all this out of thin air). Since we go up first on most conferences, and on quarterly results, since we're 84% owned by institutional investors, and since we got spanked two quarters ago by not sounding negative enough on capacity, my guess is it will quite the sobering talk. "Growth" will be a taboo word, and every sentence will feature the term "capacity restraint" at least once.
I doubt CVG goes, but who knows? The AE will be delayed, or be roughly neutral, as the company stays in a defensive posture.
At any rate, if any gloom and doom comes forth, it won't be a surprise to anyone that invests in airline stocks. I'm guessing the bad news in the stock in mostly baked in, and maybe it goes down further Monday, and up after the conference. I am, however, also guessing the sobering news will ding the carriers perceived as being weaker. I had added AMR stock, but I took the loss on most of it and sold for now.
My guess is that we will say that we're leading the industry in capacity retsraint, have already announced accelerated retirements of less fuel-efficient fleets, will consider further cuts as needed, are reducing CAPEX to a more prudent level, but will continue to invest in the product. Growth guidance of flat may not do the trick, so we'll forecast down 1-3% (pulling all this out of thin air). Since we go up first on most conferences, and on quarterly results, since we're 84% owned by institutional investors, and since we got spanked two quarters ago by not sounding negative enough on capacity, my guess is it will quite the sobering talk. "Growth" will be a taboo word, and every sentence will feature the term "capacity restraint" at least once.
I doubt CVG goes, but who knows? The AE will be delayed, or be roughly neutral, as the company stays in a defensive posture.
At any rate, if any gloom and doom comes forth, it won't be a surprise to anyone that invests in airline stocks. I'm guessing the bad news in the stock in mostly baked in, and maybe it goes down further Monday, and up after the conference. I am, however, also guessing the sobering news will ding the carriers perceived as being weaker. I had added AMR stock, but I took the loss on most of it and sold for now.
All of this stated, loads look good, and ppl are traveling. Full again going to Europe tonight.
03-18-2011, 05:59 AM
Gets Weekends Off
Joined APC: Jun 2009
Posts: 5,113
They will of course have to give the street some red meat, some kind of headline number to make them "happy", which is why I'm guessing -1 to -3% capacity, or some news about a fuel surcharge program, or some kind of action that analysts can use to chew on and make powerful statements about.
03-18-2011, 06:05 AM
seeing the large hubs...
Joined APC: Oct 2006
Position: 73N A
Posts: 3,716
My guess is that we will say that we're leading the industry in capacity retsraint, have already announced accelerated retirements of less fuel-efficient fleets, will consider further cuts as needed, are reducing CAPEX to a more prudent level, but will continue to invest in the product. Growth guidance of flat may not do the trick, so we'll forecast down 1-3% (pulling all this out of thin air). Since we go up first on most conferences, and on quarterly results, since we're 84% owned by institutional investors, and since we got spanked two quarters ago by not sounding negative enough on capacity, my guess is it will quite the sobering talk. "Growth" will be a taboo word, and every sentence will feature the term "capacity restraint" at least once.
It's all about making them *think* we're reducing capacity.
03-18-2011, 06:10 AM
Gets Weekends Off
Joined APC: Jun 2009
Posts: 5,113
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