764 From United States of America, joined Jul 2001, 646 posts, RR: 0 Posted (8 years 2 months 1 week 5 days 1 hour ago) and read 2663 times:
I was trying to book my winter vacation to Florida on United. I noticed that the southeast US and particularly Florida seem terribly underserved by United. Also, all the smaller airports I considered as destinations are served by one carrier only, namely Delta. So I went ahead and compared the two route networks a bit and it seems to me that Delta and United would complement each other very well. Certainly better than US and DL would have. I know that this is probably not going to happen, but I think that of all possible merger scenarios this one seems to make most sense. Anybody care to agree or object?
Aloha73g From United States of America, joined Jul 2003, 2386 posts, RR: 4
Reply 1, posted (8 years 2 months 1 week 5 days 1 hour ago) and read 2638 times:
I totally agree with you. If you are simply comparing route systems a DL/UA merger makes alot of sense.
UA: strong in the West/Asia
DL: strong in the East/Europe
Fleet wise there is some overlap, but some issues as well:
737 (UA: 733/735 DL:738)
It will probably never happen, but if it did the new carrier should be named PanAm since it would be a reunion of PanAm's old Atlantic/Pacific networks, this time with an unbelieveably strong domestic network cantered around LAX, DEN,ORD, ATL,IAD, NYC & SFO
Aloha Airlines - The Spirit Moves Us. Gone but NEVER Forgotten. Aloha, A Hui Hou!
D L X From United States of America, joined May 1999, 11869 posts, RR: 51
Reply 2, posted (8 years 2 months 1 week 5 days 1 hour ago) and read 2623 times:
Why have a merger if it's simply additive? You don't necessarily get gains when you just add what you don't have, because those things you don't have come with costs that you don't have also. Merging with a company with which you overlap causes the costs of the merged entity to go down relative to the combined costs of the individual entities.
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Isitsafenow From United States of America, joined Feb 2004, 4984 posts, RR: 22
Reply 3, posted (8 years 2 months 1 week 5 days ago) and read 2616 times:
I am a former airline employee with three carriers in three different areas of employment. I am now a business owner here in Michigan
so I look at things in a business sense. My Q to you and A-net would be ....
What does DL have than United would want from a merger that would help UA turn a dollar better than
they are now?
thanks to all
If two people agree on EVERYTHING, then one isn't necessary.
Hiflyer From United States of America, joined Nov 2004, 2188 posts, RR: 3
Reply 7, posted (8 years 2 months 1 week 5 days ago) and read 2558 times:
Yes...DL will fill the SE Hole that UA has...no question. The overlap DEN/SLC would have to be addressed as well as the IAD/JFK for Intl. CVG has already been pretty much downgraded to RJ so CVG/ORD would not be much of an issue.
Fleet conflicts are quite minimal actually. The main narrowbody fleet, older MD products vs airbus with a smattering of various generations of 737, would be the major deal with secondary being the engine differences on some widebody types. Both UA and DL, on their own, are expected to make a major buy in this area soon for both narrowbody as well as widebody...especially for 757/767 replacement.
Routes...DL brings both the SE and Latin America quite nicely to the table to counter UA's Pacific. Both cover Europe well with DL into more cities but UA holding the golden key at LHR. Africa would be the hole on both maps with DL already working on going that way as well as UA is apparently too aircraft starved to look that way.
Interesting thought....lot of financial as well as politics in there as well...as well as brand loyalty.
United787 From United States of America, joined May 2005, 2941 posts, RR: 2
Reply 11, posted (8 years 2 months 1 week 4 days 22 hours ago) and read 2470 times:
Quoting Isitsafenow (Reply 3): What does DL have than United would want from a merger that would help UA turn a dollar better than
they are now?
1. A Southeast Hub (ATL) that would allow to UA to fill its biggest hole, Latin America.
2. A NYC Hub for a bigger presence to Europe.
IMHO, a more complete network should be a more efficient network. United's system would help funnel more people through ATL to Latin America and Delta's system would help funnel more people through SFO, ORD, & LAX to Asia. They would both be able to capture a bigger segment of the market.
For instance, since I am a loyal United flyer, when flying to a Latin America destination, I would be able to fly on UA/DL rather than choose CO or AA.
Loyal Delta flyers that want to go to Asia essentially have 2 American carrier choices, NW or UA, and numerous foreign
carriers. After a merger, I would bet that most of those Delta flyers would be choosing UA.
I think a UA/DL merger and UA/CO merger would have the same type of effect although I think the fleet commonality is better with CO, correct me if I am wrong!