Unitedchicago From United States of America, joined Jan 2000, 105 posts, RR: 0 Posted (14 years 8 months 2 weeks 1 day 1 hour ago) and read 1965 times:
So...if the UA deal goes through. Who do you think American and Delta will go after?
-Continental (not good for either delta or aa because they're heavy in texas...but heavy east presence)
-TWA (not worth it)
-AmericaWest (an old ua target)
-Northwest (good for aa because of pacific)
-Alaska (who knows)
What makes me nervous is AA uping the stakes for US Airways or most of all - going after NorthWest because of the pacific.
AKelley728 From United States of America, joined Dec 1999, 2194 posts, RR: 5
Reply 3, posted (14 years 8 months 2 weeks 23 hours ago) and read 1762 times:
Delta and CO will never happen, there is a lot of bad blood between these two. A few years ago Delta wanted to 'merge' with CO but it was nixed when CO found out that Delta just wanted to take over CO for the planes and not much else.
AirNondo From Moldova, joined May 2000, 241 posts, RR: 1
Reply 4, posted (14 years 8 months 2 weeks 23 hours ago) and read 1755 times:
First, what I would eliminate...
AA/AS not, American recently bought reno air who shared a similar but smaller route system to Alaska. It would not make sense for AA to buy Alaska when they haven't exactly expanded or even made the best of reno's old routes.
DL/CO not likely, I have heard the bad blood line from many and can't see their routes fitting well at all (imagine the fight over the predominant hub, DFW vs. IAH, and CVG vs. CLE).
Now, what would work...
CO/NW/AS good fit, they already canvas the country with their on/off codeshares, with not too many conflicts. Just check out their map http://www.continental.com/tis/
NW would be a good match for either AA or DL. In such a deal DL or AA would gain Asia, while NW would get a signifcant eastern / southern / and beyond presence.
And finally, DL & AS seem like a good fit. Delta would gain great north-south presence on the west to match their similar service on the east. One obstacle, DL would have a tough time convicing Alaska's loyal customers that absorbing their airline is for the better.
DeltAirlines From United States of America, joined May 1999, 8916 posts, RR: 12
Reply 7, posted (14 years 8 months 2 weeks 16 hours ago) and read 1715 times:
Don't rule out Delta-American. Their fleets are nearly identical (both of 738, 757, 767, 777, MD-80), and their locations would benefit each other. Delta in the east, where AA is weak, and AA out west, where DL is weak. These two airlines could nicely complement each other.
Flashmeister From United States of America, joined Apr 2000, 2906 posts, RR: 6
Reply 9, posted (14 years 8 months 2 weeks 15 hours ago) and read 1693 times:
DL-AA wouldn't ever happen - there is way too much rivalry there. The only reason that UAL-US is happening is that they had a deal before and United is in a spendhappy mood these days.
It's true that DL-AA would be easy from a fleet perspective, but look at what would result:
Hubs: CVG, ATL, SLC, LAX (sorta), ORD, MIA, JFK, but the real problem is DFW: talk about a fortress hub now... UAL-US aren't doing this (having a merger with a common hub). Can you say antitrust? AA is already in it deep with Vanguard at DFW. The only way this could happen is with major divestiture at DFW, which could kill the deal in and of itself. Plus, there's still little penetration (except the shuttle) in the Northeast.
Int'l: AA strong to Europe/Latin America, DL strong to Europe/Latin America. Still no vision for Asia, where the growth will be.
That combo, while formidable domestically, wouldn't really do anything else. US-UAL (which is a strong airline taking over a relatively weak one) accomplishes more.
Tritanic From United States of America, joined Jul 2010, 0 posts, RR: 0
Reply 11, posted (14 years 8 months 2 weeks 6 hours ago) and read 1640 times:
Delta has been eyeing up expansion in PHX for some time, so don't be suprised if America West in combination with another carrier will be a move. Possible hub relocation of SLC after the olympics? Good possiblity!! SLC is known for very high fuel and tax costs!! The yields arn't there!!
DL Widget Head From United States of America, joined Apr 2000, 2100 posts, RR: 5
Reply 13, posted (14 years 8 months 2 weeks 2 hours ago) and read 1610 times:
I see DL and CO combining. It almost happened a couple of years ago but the deal fell through. I think DL management learned a lot from that missed opportunity and will not let CO slip through their fingers again. I don't think NW and AA will link--NW seems like too big a pill for AA to swallow. Maybe AA will acquire TW or America West. I think NW will acquire Alaska AIrlines.
Blink182 From United States of America, joined Oct 1999, 5487 posts, RR: 15
Reply 14, posted (14 years 8 months 2 weeks 2 hours ago) and read 1604 times:
NW and AA would be perfect,
AA would have more of a northern hub, NW would have a southern hub,
NW is strong in asia, AA strong in latin america,europe,weak in asia NW,weak in europe,Latin america
some fleet commonalities(727,dc-9 series,757,dc-10)
and for NW, it would delete the bad record and troubles that they had.
Give me a break, I created this username when I was a kid...
RWally From United States of America, joined Nov 1999, 555 posts, RR: 3
Reply 15, posted (14 years 8 months 2 weeks 2 hours ago) and read 1596 times:
According to Bloomberg, AMR might fight back in Washington. It also said that it would be good for AMR to buy Northwest, America West, or Alaska. Mentioned also is Delta trying for Continental or America West.