Falcon flyer From United States, joined Jul 2000, 1069 posts, RR: 0 Posted (1 year 11 months 1 day 20 hours ago) and read 1936 times:
...Although it may facilitate it.
The prospect of DL/US is pretty interesting. To those that believe the scenario to be nothing less than outrageous, don't be too sure that this won't happen. I've learned that this industry is far too unpredictable and to never say never, anything can happen. My bet is that Tilton was on the phone minutes after the annoucement with his staff about looking into UA/CO. The cycle of consolidation is on the horizon, and as far as antitrust issues with the DOJ compared to UA/US, different place and time. It wouldn't surprise me if it sailed right through the approval process. There's a whole lotta cash at stake and, in the end, I'm afraid that's all that really matters. If the investors, bankers and creditors want it, it could be a done deal. I'm not particularly for it or against it, I'm just watching from the sidelines with my feet up drinking beer and eating popcorn.
My definition of cool ? Not trying so hard to be cool.
WesternA318 From United States, joined Oct 2004, 4251 posts, RR: 16 Reply 1, posted (1 year 11 months 1 day 17 hours ago) and read 1938 times:
Quoting Falcon flyer (Thread starter): There's a whole lotta cash at stake and, in the end, I'm afraid that's all that really matters. If the investors, bankers and creditors want it, it could be a done deal.
Not to mention the politicians, if lobbied (i.e. PAID) hard enough.
Quoting Falcon flyer (Thread starter): I'm not particularly for it or against it, I'm just watching from the sidelines with my feet up drinking beer and eating popcorn.
Amen, on of the few on here, my friend, one of the few...
Get that worldly look, one country at a time. Work Hard, Fly Right.
RandyWaldron From United States, joined Mar 2006, 280 posts, RR: 0 Reply 3, posted (1 year 11 months 1 day 16 hours ago) and read 1938 times:
You sound like Yoda in your title......it made me laugh.
"Compatible are not, US and Delta. Fleets different they are. Routes overlap they do not. Union troubles I see. Your father Parker is."
In all of these various threads about the "hostile takeover" no one has ventured an opinion like: "This is a strategic move on Parker's part to further consolidation within the industry."
He doesn't want Delta as much as he wants the industry to consolidate. Parker could buy Delta and erradicate the workforce with the exception of the pilots. The merger between US and DL would be worse than NW and RC....what a disaster.
He wants less airlines, less routes, fiercer (is that a word) competition. It doesn't take a genius to figure that out. I say, "Have at it".
Quoting Falcon flyer (Thread starter): 'm just watching from the sidelines with my feet up drinking beer and eating popcorn.
You'll have to eat a lot of popcorn and drink a lot of beer my friend. It's going to be a long time in the making.
ATLAaron From United States, joined Apr 2006, 1015 posts, RR: 5 Reply 4, posted (1 year 11 months 1 day 16 hours ago) and read 1938 times:
Quoting RandyWaldron (Reply 3): In all of these various threads about the "hostile takeover" no one has ventured an opinion like: "This is a strategic move on Parker's part to further consolidation within the industry."
You know I was thinking something along those lines that perhaps Parker is wanting someone like UA to come in and perhaps "overpay" for DL then he will just walk away laughing and perhaps do nothing or perhaps scoop NW up much cheaper.
Because to me the merger does not make sense to anyone except DL creditors.
Because to me the merger does not make sense to anyone except DL creditors.
A ton of folk said the same thing about the HP/US merger, but it seems to be working. However way it goes, maybe this is the kickstart the industry needs.
PavlovsDog From Norway, joined Sep 2005, 609 posts, RR: 0 Reply 6, posted (1 year 11 months 1 day 9 hours ago) and read 1937 times:
Quoting ATLAaron (Reply 4): You know I was thinking something along those lines that perhaps Parker is wanting someone like UA to come in and perhaps "overpay" for DL then he will just walk away laughing and perhaps do nothing or perhaps scoop NW up much cheaper.
Very astute observation. That's my guess as to what's happening. He's going to have AA or UA overpay for DL and walk away with NW. His competition will be sitting with so much debt that they'll have to either keep fares high of sell of assets to pay their creditors. Either way US comes out stronger.
Zrs70 From United States, joined Dec 2000, 2198 posts, RR: 8 Reply 7, posted (1 year 11 months 1 day 6 hours ago) and read 1937 times:
People on this board talk about fleet commonality all the time as merger criteria. But I can't think of any merger where commonality was truly a factor at all!
MasseyBrown From United States, joined Dec 2002, 3323 posts, RR: 5 Reply 8, posted (1 year 11 months 1 day 6 hours ago) and read 1937 times:
Quoting Falcon flyer (Thread starter): My bet is that Tilton was on the phone minutes after the annoucement with his staff about looking into UA/CO.
A lot of people expect UA to wade into this and scoop up somebody. My problem is with UA's balance sheet. They may not be able to afford to scoop up anybody. They came out of bankruptcy with an enormous debt and it's questionable whether they can support it now, without the burden of the additional debt and working capital required to effect a merger with a company of approximately equal size.
LTBEWR From United States, joined Jan 2004, 8420 posts, RR: 16 Reply 9, posted (1 year 11 months 1 day 6 hours ago) and read 1937 times:
There are many other factors that may be more important in a merger than freet commonality. Often in a merger, odd birds will usually be dumped quickly, relagated to selected routes served by the perviouis entities until leases run out, they become uneconomical or expensive major check mx is needed. Still, some commonality can help. In some cases where differences in engines of same models can be a problem causing dump off of those a/c.
Still, as to mainline a/c, US-HP and DL merger would add Mad Dogs (-80 series) from DL and Airbus a/c's from US including ex-HP. One hope in this merger is to reduce capacity so I suspect a lot of odd, old and unwanted a/c will end up in the desert if this deal goes through.
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