Eagle TA
#221
If they do not marry up, I think it leaves USAIR in a much worst position than AA. Usair has no wide bodies in the big picture, I think less than 15? AA has near that many 767-200s. USAIR NEEDS AA, I am not sure AA needs Usair. I am no Harvard grad, with a JD in business, but it seems to me AA could raise the capital for a Jetblue or Frontier, to provide them with a growth spurt via competition elimination, as well as ripe them up for the Airbus's. Buying USAIR is not much different than buying Southwest in all reality.
I think Alaska is the PERFECT match for AA, and I would not be surprised if AMR follows the United model, and gets out of BK and then guts the place to become ripe for the RIGHT buy out (Alaska). This is not exactly like CAL taking over UAL but it is similar (minus the large airplane order by AA). Alaska has a low debt ratio, and could easily raise the capital if AA was a proper suitor. I guess time will tell. I also think Jetblue is not a bad unit to the mix. I think Jetblue is a much better option than Frontier, however anyone with Airbus's seems to be needed going forward.
Just my opinion but I think the USAIR deal sucks for AA. Another TWA, in many ways. I just think better options are out there. USair is 90% a North America airline, with airplanes that are fairly dated (older 737s, and the PDT Dashs). The hubs are not that great, even CLT is a market losing its appeal. Not to mention the possible labor disaster. Once the dust settles and its time to complete the marriage, I think people will be realizing the mess they got in to, and wanting an annulment, like waking up married to a stripper after a drunk night in vegas.
I think Alaska is the PERFECT match for AA, and I would not be surprised if AMR follows the United model, and gets out of BK and then guts the place to become ripe for the RIGHT buy out (Alaska). This is not exactly like CAL taking over UAL but it is similar (minus the large airplane order by AA). Alaska has a low debt ratio, and could easily raise the capital if AA was a proper suitor. I guess time will tell. I also think Jetblue is not a bad unit to the mix. I think Jetblue is a much better option than Frontier, however anyone with Airbus's seems to be needed going forward.
Just my opinion but I think the USAIR deal sucks for AA. Another TWA, in many ways. I just think better options are out there. USair is 90% a North America airline, with airplanes that are fairly dated (older 737s, and the PDT Dashs). The hubs are not that great, even CLT is a market losing its appeal. Not to mention the possible labor disaster. Once the dust settles and its time to complete the marriage, I think people will be realizing the mess they got in to, and wanting an annulment, like waking up married to a stripper after a drunk night in vegas.
We know how AMR is with the books and their finances, what makes one think that they will disclose all of their "secrets". This could very well be just a posturing move, AMR was quoted yesterday as saying that they have enter into NDA with others but won't comment on who at this time. Much going on behind the scenes that we don't know about... Just follow the money.
#222
Banned
Joined APC: Jun 2008
Posts: 8,350
If they do not marry up, I think it leaves USAIR in a much worst position than AA. Usair has no wide bodies in the big picture, I think less than 15? AA has near that many 767-200s. USAIR NEEDS AA, I am not sure AA needs Usair. I am no Harvard grad, with a JD in business, but it seems to me AA could raise the capital for a Jetblue or Frontier, to provide them with a growth spurt via competition elimination, as well as ripe them up for the Airbus's. Buying USAIR is not much different than buying Southwest in all reality.
I think Alaska is the PERFECT match for AA, and I would not be surprised if AMR follows the United model, and gets out of BK and then guts the place to become ripe for the RIGHT buy out (Alaska). This is not exactly like CAL taking over UAL but it is similar (minus the large airplane order by AA). Alaska has a low debt ratio, and could easily raise the capital if AA was a proper suitor. I guess time will tell. I also think Jetblue is not a bad unit to the mix. I think Jetblue is a much better option than Frontier, however anyone with Airbus's seems to be needed going forward.
Just my opinion but I think the USAIR deal sucks for AA. Another TWA, in many ways. I just think better options are out there. USair is 90% a North America airline, with airplanes that are fairly dated (older 737s, and the PDT Dashs). The hubs are not that great, even CLT is a market losing its appeal.
Just my opinion as it's ALL opinion here.
#223
#224
Banned
Joined APC: Jun 2008
Posts: 8,350
All Frontier has to offer is an Airbus program and AA is well on their way on the AA program, Frontier has gone down to shuttling people in and out of DEN with their low prices, do you think AA will want to enter DEN and compete with Southwest and United?
We know how AMR is with the books and their finances, what makes one think that they will disclose all of their "secrets". This could very well be just a posturing move, AMR was quoted yesterday as saying that they have enter into NDA with others but won't comment on who at this time. Much going on behind the scenes that we don't know about... Just follow the money.
We know how AMR is with the books and their finances, what makes one think that they will disclose all of their "secrets". This could very well be just a posturing move, AMR was quoted yesterday as saying that they have enter into NDA with others but won't comment on who at this time. Much going on behind the scenes that we don't know about... Just follow the money.
The UCC has members with short-term "quick payoff and be gone" interests like the banks and long-term players like the aircraft manufacturers. AMR management wants to control the merger for maximum payoff and at this point save face and avoid any scenario that gives the appearance labor (especially the pilots) have beaten them and Parker wants to get his AA CEO's seat. The pilots want a competitive and fair contract. I think everyone wants a robustly competitive future carrier that is profitable in the future.
Tsk, tsk..........how to get everyone what they want ?
It's possible, but just a matter of pressure and time (and timing). A new group of smaller creditors has now banded together with claims of equity infusion to strengthen AMR's standing as well as BA willing to jump into the sack and thus the tug-of-war changes direction almost weekly, because although the two players playing go back and forth,......... Parker-AMR-Parker-AMR, others have a grasp on the rope as well, like the UCC, the pilots, a judge and now a smaller group of creditors and other investors. A tug of war with too many players takes time to sort itself out, but time changes the the pulling strength of the players and exclusivity can alter that overnight. Ultimatly though, for the final disposition to the satisfaction of all parties to occur, a stable pilots CBA is imperative, if you ask me.
#226
No to stir the pot but SCOPE will suck under any agreement, the senior guys (most) are like management, they care about short term payout since they will not be here longterm, they care about getting their pay but will turn around and tell us how we are dragging the industry down when they keep selling the jobs away. Yea Eagle is the enemy, but fail to realize that we fly what they give away or in this case forced.
Delta pilots sold larger RJ for pay, didn't matter what the TA had those CRJ 200 were gone!
Delta pilots sold larger RJ for pay, didn't matter what the TA had those CRJ 200 were gone!
#228
Banned
Joined APC: Jun 2008
Posts: 8,350
Depends on how you look at it. It's comparable to DAL's provisions, but nowhere near the disaster of AMR's desires. It allows for hundreds of E175's and CRJ-900's and hundreds more smaller RJ's, but aircraft larger then that go to mainline and the code-share provisions are leaps and bounds above AMR's wipeout proposals there.
#229
Gets Weekends Off
Joined APC: Aug 2008
Position: forever fo
Posts: 2,413
Depends on how you look at it. It's comparable to DAL's provisions, but nowhere near the disaster of AMR's desires. It allows for hundreds of E175's and CRJ-900's and hundreds more smaller RJ's, but aircraft larger then that go to mainline and the code-share provisions are leaps and bounds above AMR's wipeout proposals there.
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