Sponsor Message:
Civil Aviation Forum
My Starred Topics | Profile | New Topic | Forum Index | Help | Search 
UA/DL Merger (No, Not A Rumor, Just An Idea)  
User currently offline764 From United States of America, joined Jul 2001, 624 posts, RR: 0
Posted (7 years 6 months 3 weeks 17 hours ago) and read 2460 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?

11 replies: All unread, jump to last
 
User currently offlineAloha73g From United States of America, joined Jul 2003, 2362 posts, RR: 4
Reply 1, posted (7 years 6 months 3 weeks 16 hours ago) and read 2435 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:

Both have:
772
763
752
737 (UA: 733/735 DL:738)

DL Only:
MD 88
MD 90

UA Only:
744
A320
A319

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!



Aloha Airlines - The Spirit Moves Us. Gone but NEVER Forgotten. Aloha, A Hui Hou!
User currently offlineD L X From United States of America, joined May 1999, 11383 posts, RR: 52
Reply 2, posted (7 years 6 months 3 weeks 16 hours ago) and read 2420 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.


Send me a PM at http://www.airliners.net/aviation-forums/sendmessage.main?from_username=NULL
User currently offlineIsitsafenow From United States of America, joined Feb 2004, 4984 posts, RR: 23
Reply 3, posted (7 years 6 months 3 weeks 16 hours ago) and read 2413 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
safe



If two people agree on EVERYTHING, then one isn't necessary.
User currently offlineDeltaGator From United States of America, joined Sep 2005, 6341 posts, RR: 13
Reply 4, posted (7 years 6 months 3 weeks 16 hours ago) and read 2396 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?

Who says United is doing the buying? That question (a valid one that some corporate bigwigs just don't get) could easily be posed in reverse.



"If you can't delight in the misery of others then you don't deserve to be a college football fan."
User currently offlineDiscoverCSG From United States of America, joined Jan 2007, 833 posts, RR: 0
Reply 5, posted (7 years 6 months 3 weeks 16 hours ago) and read 2375 times:

Quoting Aloha73g (Reply 1):
UA: strong in the West/Asia
DL: strong in the East/Europe

I would add that DL is strong to the Caribbean and Latin America, too. And just to be fair, UA has LHR rights.


User currently offlineSLCUT2777 From United States of America, joined Dec 2005, 4079 posts, RR: 11
Reply 6, posted (7 years 6 months 3 weeks 16 hours ago) and read 2361 times:

Quoting DiscoverCSG (Reply 5):
I would add that DL is strong to the Caribbean and Latin America, too. And just to be fair, UA has LHR rights.

They could finally abolish the SLC hub, move it down to a focus operation or less since so many on a.net can't believe SLC gets as much traffic as it does!  sarcastic 



DELTA Air Lines; The Only Way To Fly from Salt Lake City; Let the Western Heritage always be with Delta!
User currently offlineHiflyer From United States of America, joined Nov 2004, 2172 posts, RR: 3
Reply 7, posted (7 years 6 months 3 weeks 15 hours ago) and read 2355 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.


User currently offlineDiscoverCSG From United States of America, joined Jan 2007, 833 posts, RR: 0
Reply 8, posted (7 years 6 months 3 weeks 15 hours ago) and read 2355 times:

Quoting SLCUT2777 (Reply 6):
They could finally abolish the SLC hub, move it down to a focus operation or less since so many on a.net can't believe SLC gets as much traffic as it does!

Well, as we say in CSG, "I don't have a dog in that fight," so I'm not going to say SLC should go away, but having SLC and DEN does seem slightly redundant.

Then again, these two hubs plays different roles in each carrier's network:

SLC is a mountain west/west coast connecting hub that can also funnel some pax eastward. It's more realistic to fly SEA-SLC-SAN (for example) than to fly MCO-SLC-ABQ.

On the other hand, DEN is a major east-west hub that happens to be situated in the mountain west. Because it's just one state eastward, MCO-DEN-ABQ becomes less out-of-the-way than SEA-DEN-SAN.

Anyway, that's what it looks like from the balmy southeast.


User currently offlineNoUFO From Germany, joined Apr 2001, 7958 posts, RR: 12
Reply 9, posted (7 years 6 months 3 weeks 15 hours ago) and read 2352 times:

Wouldn't the Federal Cartel Authority prohibit a merger of two giants anyway?


I support the right to arm bears
User currently offlineIsitsafenow From United States of America, joined Feb 2004, 4984 posts, RR: 23
Reply 10, posted (7 years 6 months 3 weeks 14 hours ago) and read 2293 times:

Quoting DeltaGator (Reply 4):
Who says United is doing the buying?

Well, as of today, United is in a better financial situation then Delta...so you go with common sense on
this "what if".
safe



If two people agree on EVERYTHING, then one isn't necessary.
User currently offlineUnited787 From United States of America, joined May 2005, 2713 posts, RR: 1
Reply 11, posted (7 years 6 months 3 weeks 14 hours ago) and read 2267 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?

Two things:

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.

or

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!


Top Of Page
Forum Index

This topic is archived and can not be replied to any more.

Printer friendly format

Similar topics:More similar topics...
380 On US Domestic Run (Just An Idea) posted Sun Dec 19 2004 06:14:36 by AirbusCanada
SNBA... & Just An Idea... posted Sun May 5 2002 21:02:07 by Sterne82
My Idea: NW/CO/DL Merger posted Tue Jul 18 2006 22:53:15 by BillReid
Thoughts On An AA / DL Merger posted Tue Jul 26 2005 01:37:17 by LawnDart
Taca - Why Not Part Of An Alliance? posted Mon Feb 12 2007 16:31:00 by Mozart
Day -1 For US/DL Merger? posted Wed Jan 31 2007 17:28:50 by RootsAir
US/DL Merger:The Deadline Is Almost Here! posted Sat Jan 27 2007 11:01:11 by RootsAir
US-DL Merger: CLT Expendable posted Fri Jan 12 2007 16:37:55 by OzarkD9S
The Real Value In The US-DL Merger? posted Fri Jan 12 2007 01:44:40 by Bobbydgg
AA/UA/DL Airplane Orders posted Thu Jan 11 2007 05:37:16 by Tonytifao