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Delta Still Weighing Buying Another Carrier  
User currently offlineCubastar From United States of America, joined Nov 2006, 410 posts, RR: 5
Posted (7 years 1 month 1 week 6 days 4 hours ago) and read 8497 times:

Delta still Weighing buying another carrier.....

http://www.ajc.com/business/content/...stories/2007/11/07/Delta_1107.html

91 replies: All unread, showing first 25:
 
User currently offlineMAH4546 From Sweden, joined Jan 2001, 33278 posts, RR: 71
Reply 1, posted (7 years 1 month 1 week 6 days 4 hours ago) and read 8471 times:

While it is never going to happen, network-wise, I've always thought an AA/DL merger wouldn't be that bad. They could close down CVG and STL, as well as streamline JFK, LGA, LAX, and BOS. They would be a key player in seven of America's ten largest markets - Atlanta, Boston, Chicago, Dallas, LA, Miami, and NYC.


a.
User currently offline727LOVER From United States of America, joined Oct 2001, 6609 posts, RR: 20
Reply 2, posted (7 years 1 month 1 week 6 days 4 hours ago) and read 8431 times:

Quoting MAH4546 (Reply 1):
While it is never going to happen, network-wise, I've always thought an AA/DL merger wouldn't be that bad. They could close down CVG and STL, as well as streamline JFK, LGA, LAX, and BOS. They would be a key player in seven of America's ten largest markets - Atlanta, Boston, Chicago, Dallas, LA, Miami, and NYC.

Good points, but it doesn't bring anything internationally. Both carriers are strong in Latin America & Europe, while both are weak in Asia. The only thing I could see AA wanting in DL is to strengthen the southeast.



Listen Betty, don't start up with your 'White Zone' s*** again.
User currently offlineEvan767 From United States of America, joined Aug 2005, 2957 posts, RR: 2
Reply 3, posted (7 years 1 month 1 week 6 days 4 hours ago) and read 8388 times:

No one ever really brought up DL merging with AA. There are many aircraft similarities.

MD-88 and MD-80 (close enough)
737-800
757-200
767-300
777-200

Never really noticed that. The combination though would create a huge airline that's big in Latin America, Europe, Africa, and the Middle East. Not to mention dominating the U.S. market.



The proper term is "on final" not "on finals" bud...
User currently offlineAV8AJET From United States of America, joined Sep 2003, 1361 posts, RR: 1
Reply 4, posted (7 years 1 month 1 week 6 days 4 hours ago) and read 8374 times:

Maybe they'll buy ASA back...who knows. Apparently there was a buy-back clause put into the sale when DL sold off ASA to OO. With all the ground support, gate agents and baggage handling taken over (in ATL) by DL you never know. I hope so but we'll see.

[Edited 2007-11-07 16:14:25]


"To fly or not to fly there is no question!"
User currently offlineSLCUT2777 From United States of America, joined Dec 2005, 4136 posts, RR: 9
Reply 5, posted (7 years 1 month 1 week 6 days 3 hours ago) and read 8248 times:

Quoting AV8AJET (Reply 4):
Maybe they'll buy ASA back...who knows. Apparently there was a buy-back clause put into the sale when DL sold off ASA to OO. With all the ground support, gate agents and baggage handling taken over (in ATL) by DL you never know. I hope so but we'll see.

Buying both ASA and OH was the biggest mistake of the Mullin era. As a result ATL burned why Leo fiddled!

Quoting MAH4546 (Reply 1):
They would be a key player in seven of America's ten largest markets - Atlanta, Boston, Chicago, Dallas, LA, Miami, and NYC.

How important is SEA as a market to any of the carriers? I've always looked at DL obtaining AS as being a very shrewed but smart move and could really give DL the Asia gateway they want and give SEA the Asia flights the Port Authority of Seattle covets YVR having.



DELTA Air Lines; The Only Way To Fly from Salt Lake City; Let the Western Heritage always be with Delta!
User currently offlineWorldTraveler From , joined Dec 1969, posts, RR:
Reply 6, posted (7 years 1 month 1 week 6 days 3 hours ago) and read 8165 times:

AA could be a shrewd move but it doesn't necessarily fix the deficits in either network (Asia/west coast) while creating a super airline on overlapping markets. I don't think it would happen although fleet is quite compatible.

AS would be a fine acquisition - they are pretty cheap now - but the question is whether they are enough long-term. AS would provide a great platform for DEVELOPING Asia but DL still would need lots of planes - and if someone else merges w/ NW or UA, DL is eclipsed to Asia. Not worth the risk unless DL knows UA or NW is not going to merge.

I still believe UA will sell out to DL. UA wants to sell and DL has shown that it can run a good airline in alot faster time than UA did. UA and DL are HUGE but overlap very little other than DEN/SLC. UA and DL culture is probably more similar than any other 2 network carriers so integration would be easier; seniority is similar enough that labor issues will merge easier than people think.

I think Bastian is passing notes to Tilton and Brace under the table every week. It's just a matter of when UA chooses to accept.


User currently offlineHaggis79 From Germany, joined Jun 2006, 1096 posts, RR: 1
Reply 7, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 8046 times:

I still don't see UA and DL happen, as both carriers are quite important to their respective alliances.... LH can afford loosing UA as their partner in the US as little as AF can afford loosing DL... at some point in the past, AF could have moved over to working with NW but with their newly developing transatlantic joint venture with DL I don't see that happening any more. The question is, of course, what could LH/AF do to prevent such a deal?

I still think it's more likely that, IF a merger happens, it's either gonna involve NW or B6. There have been rumors going on about DL being just about to announce their plans for JFK, but nothing happend... so might this be an indication there is something going on that involves JFK?  duck 



300 310 319/20/21 332/3 343 AT4/7 143 B19 732/3/4/5/G/8/9 742/4 752/3 763/4 77E/W CR2/7/9 D95 E45/70 F50 F70 100 M11 M90
User currently offlineNudelhirsch From Germany, joined Oct 2003, 1438 posts, RR: 19
Reply 8, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7989 times:

Fleet commonality is overrated because in most cases each carrier has a large enough fleet with all the support existing. The first round of downsizing and saving will happen in CSR and gate presence. Also the purchasing power and commonality in procurement (catering, services...) will have an effect.

Just look at LH - it's a very diverse fleet, but well managed and thus successful.

A probable move would be that the large ones look at the small ones, especially LCC to streamline their regional ops with a LCC, let's just for example say AA and Spirit. Either merge Eagle into Spirit or vice versa... This is where I see merging potential, but not in the large ones merging along.

It's a matter of strong competition and what competition you want to get rid of. Look at Europe. FR takes it on with LH and BA, not so much with the other LCC, they target at the legacy's regional network. If a large carrier loses the feeder traffic to LCC people see less incentives in loyalty to a carrier. For example, normally they would have to fly AA or DL or UA out of their regional airport, now WN offers 3 convenient destinations from there, so they can pick the cheapest hub... DFW, ORD or ATL... Get the point? Long haul brings the cash but regional brings the customer... Here is where the most severe fight is taking place...



Putana da Seatbeltz!
User currently offlineWorldTraveler From , joined Dec 1969, posts, RR:
Reply 9, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7990 times:

JFK is important but there is far more at stake in the next round of consolidation. Besides, DL can make JFK work on its own - it is well on its way.

Alliances are important but they will not dictate how the US carriers consolidate. Besides, UA+DL will mean that CO, NW, and US all become surplus to one alliance or another - and CO has indicated it would be fine not being tightly affiliated with any alliance. If US and NW merged after DL/UA, AF/KL could have much of their transatlantic capacity restored. Remember, DL has very little capacity into its alliance partners' hubs. DL's strength to an alliance is what it does on its own to Europe. But I'd love to see a good cat fight between the French and Germans for who gets to have DL/UA.

NW and DL have been talked about an aweful lot but NW still doesn't have a west coast presence and is still heavily tied to Japan. The difference between UA and NW's strategies is apparent in the fact that UA has been consistently making money to Asia - even though it was not much during its lowest point (aside from SARS). NW has not been consistently making money to Asia, even after restructuring. NW's network strategy to Asia has still not been shown to make money consistently. The 787 will help but that may just mean that NW has too much capacity at NRT.


User currently offlineRL757PVD From United States of America, joined Dec 1999, 4716 posts, RR: 11
Reply 10, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7964 times:

What a nice way to get merger support from the feds.... DL+B6 = JFK delay solution by eliminating the duplicate flights


Experience is what you get when what you thought would work out didn't!
User currently offlineNudelhirsch From Germany, joined Oct 2003, 1438 posts, RR: 19
Reply 11, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7962 times:

The 787 will not help NW at all. It's a management problem that routes do not bring profit. Pricing too low, expenses too high, poor marketing, whatever... If UA can run a 747 or a 777 profitably to Japan, why can't NW? Just because NW does not have the 787? That's nonsense.
So far all airlines can buy all available models of aircrafts. The type is sure important in fleet management, but saying that a carrier does not have a certain model in the fleet is either stupid or a proof that the carrier runs a poor fleet management. And again we are back to poor management...



Putana da Seatbeltz!
User currently offlineFlyPNS1 From United States of America, joined Nov 1999, 6730 posts, RR: 24
Reply 12, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7950 times:

I see little chance of any of the Big Three (AA, UA, DL) being allowed to merge with each other....unless there are heavy divestitures (which would undermine the merger to start).

UA and DL would create such a large carrier, the DOJ would have a heart attack. In the moutain west, you'd have a near monopoly. Even in the Midwest, the combined carrier would create a duopoly with NW in many markets. And even in the Midatlantic region, you'd have problems. Not to mention that combining union and non-union employees would be tough.

If you factor in anti-trust and competition issues along with network growth, the only mergers that really work for DL are Northwest and Alaska.


User currently offlineWorldTraveler From , joined Dec 1969, posts, RR:
Reply 13, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7922 times:

Quoting Nudelhirsch (Reply 8):
Fleet commonality is overrated because in most cases each carrier has a large enough fleet with all the support existing. The first round of downsizing and saving will happen in CSR and gate presence. Also the purchasing power and commonality in procurement (catering, services...) will have an effect.



Quoting Nudelhirsch (Reply 8):
A probable move would be that the large ones look at the small ones

unless airline execs believe that it is possible to combine two network carriers and create a much larger airline... given that the former DOT chairman was suggesting that it's time to allow network carriers to consolidate, it is more of a question of when, not if. Besides, you will eliminate some LFC competition if network carriers and LFCs combine but you still have 6 US international carriers - way more than is needed.

How about instead we let the network carriers consolidate if that makes sense and they don't buy out their largest competitor while allowing LFCs to do the same thing - and they will?

Quoting RL757PVD (Reply 10):
DL+B6 = JFK delay solution by eliminating the duplicate flights

Possible but the DOJ is not going to accept eliminating airport congestion as an acceptable reason to allow consolidation of the two largest airlines in terms of flight in New York.

Quoting Nudelhirsch (Reply 11):
If UA can run a 747 or a 777 profitably to Japan, why can't NW?

The problem is not the passengers flying to/from Japan. The problem is that NRT is a very expensive airport and NW is trying to sell connections - often double connections when other carriers are offering much faster connections on flights that overfly Japan.


User currently offlineNudelhirsch From Germany, joined Oct 2003, 1438 posts, RR: 19
Reply 14, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7914 times:

Network growth is a wrong approach. Why should two carriers with mediocre loads merge? To combine their mediocrity?

It would be an overstocking of planes and crew... Terrible business decision.

The only way a merger makes sense is if a carrier can stabilize and enforce existing routes, for example by swallowing a regional airline or merging with a LCC.

Why would you marry a carrier and take over non-profitable routes, just for the sake of it?



Putana da Seatbeltz!
User currently onlineLawnDart From United States of America, joined May 2005, 975 posts, RR: 3
Reply 15, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7914 times:

Quoting MAH4546 (Reply 1):
While it is never going to happen, network-wise, I've always thought an AA/DL merger wouldn't be that bad.

I agree. To both your points.

Quoting Evan767 (Reply 3):
No one ever really brought up DL merging with AA.

July, 2005 thread titled : Thoughts on an AA/DL merger

Quoting WorldTraveler (Reply 6):
AA could be a shrewd move but it doesn't necessarily fix the deficits in either network

What deficits? They would dominate the US-Europe / US-Latin America markets, would have a great head-start into India, Africa and the Middle East, and would be the number one carrier in ATL and DFW and the number two carrier in ORD...oh, and number one in JFK...LGA...DCA...BOS...LAX (?)...MIA and FLL...

Okay, so they lack in the Pacific...still ATL-NRT/ICN/SHA...NRT-ORD/JFK/LAX/DFW...PEK-ORD (?)...a good start.

Quoting Haggis79 (Reply 7):
still don't see UA and DL happen, as both carriers are quite important to their respective alliances.... LH can afford loosing UA as their partner in the US as little as AF can afford loosing DL...

A combined UA/DL goes with LH, and AF starts over with a combined CO/NW...


User currently offlineNudelhirsch From Germany, joined Oct 2003, 1438 posts, RR: 19
Reply 16, posted (7 years 1 month 1 week 6 days 2 hours ago) and read 7889 times:

Nobody would dominate a market after a merger.

If we agree that there are too many airlines serving a market, what would a merger help? It would increase one airline's capacity, and probably increase their losses too as the loads would only drop.

Does not make sense at all.



Putana da Seatbeltz!
User currently offlineFewsolarge From United States of America, joined Dec 2004, 409 posts, RR: 0
Reply 17, posted (7 years 1 month 1 week 6 days ago) and read 7745 times:

The communication is clear that Delta wants to be the buyer in a consolidation scenario. So the driving force in that case would be what Delta needs:


  • An extensive Pacific network, including from the West Coast
  • Long haul aircraft
  • A Midwest hub with greater O&D than CVG
  • A West Coast franchise
  • Bulk in LA
  • LHR slots
  • Expanded/improved facilities at JFK


UA can deliver the first six. NW can deliver the first three, or the first five if in conjunction with AS. 9B can offer only the last. Seems like UA is pretty compelling to look at.


User currently offlineAlexPorter From , joined Dec 1969, posts, RR:
Reply 18, posted (7 years 1 month 1 week 6 days ago) and read 7730 times:

Quoting Fewsolarge (Reply 17):
9B can offer only the last.

Who is 9B?


User currently offlineGigneil From United States of America, joined Nov 2002, 16347 posts, RR: 85
Reply 19, posted (7 years 1 month 1 week 6 days ago) and read 7705 times:

I wish DL and NW would just get over the foreplay and do it. Of those available and willing, these two are the most complimentary.

NS


User currently offlineWorldTraveler From , joined Dec 1969, posts, RR:
Reply 20, posted (7 years 1 month 1 week 6 days ago) and read 7679 times:

Quoting FlyPNS1 (Reply 12):
UA and DL would create such a large carrier, the DOJ would have a heart attack.

maybe that is part of the strategy. Stroke 'em out and then move ahead.

Quoting FlyPNS1 (Reply 12):
In the moutain west, you'd have a near monopoly.

which is why I have consistently said that one of the 2 mountain hubs would be eliminated. And remember than NW and AS serve many of the same upper mountain markets and F9's operation is not exactly small. I'm not advocating DL and UA should be allowed to keep both SLC and DEN but they aren't the only 2 carriers serving the region.

Quoting FlyPNS1 (Reply 12):
the only mergers that really work for DL are Northwest and Alaska.

no... keep reading.

Quoting Nudelhirsch (Reply 14):
Why should two carriers with mediocre loads merge?

you apparently don't understand that all of the US airlines have been carrying record high loads....

Quoting Nudelhirsch (Reply 14):
The only way a merger makes sense is if a carrier can stabilize and enforce existing routes,

... and have dumped the fat from their route systems... there is very little in any of the network carriers that isn't working as good as it can. Not all carriers are equally profitable but they aren't carrying around the dead wood they were a couple years ago. They are in ideal shape to merge....

Quoting LawnDart (Reply 15):
A combined UA/DL goes with LH, and AF starts over with a combined CO/NW...

or vice versa....

Quoting Nudelhirsch (Reply 16):
If we agree that there are too many airlines serving a market, what would a merger help?

eliminate duplicated overhead costs, allow some marginal hubs to be removed which are necessary if carriers remain alone but which are not needed when merged, dump ancillary assets such as frequent flyer programs, regional carriers, or maintenance bases....

Quoting Fewsolarge (Reply 17):
9B can offer only the last. Seems like UA is pretty compelling to look at.

I presume you are talking about B6 (JetBlue).

Yes, UA makes a far more compelling case than any other airline.... why go to the trouble of merging w/ anyone if you don't fix all the problems. Combining w/ NW just to fix one or two - and get a far more hostile workforce and more diverse fleet in the process - makes no sense.


User currently offlineEvan767 From United States of America, joined Aug 2005, 2957 posts, RR: 2
Reply 21, posted (7 years 1 month 1 week 6 days ago) and read 7667 times:

Quoting LawnDart (Reply 15):
July, 2005 thread titled : Thoughts on an AA/DL merger

Sorry if you couldn't infer it, but I was talking about recently with Delta expressing interest in a merger.



The proper term is "on final" not "on finals" bud...
User currently offlineFlyPNS1 From United States of America, joined Nov 1999, 6730 posts, RR: 24
Reply 22, posted (7 years 1 month 1 week 6 days ago) and read 7631 times:

Quoting WorldTraveler (Reply 20):
I'm not advocating DL and UA should be allowed to keep both SLC and DEN but they aren't the only 2 carriers serving the region.

DL and US weren't the only carrriers serving the Southeast, but you were screaming about the monopolies that would have been created had they merged.

Quoting WorldTraveler (Reply 20):
Yes, UA makes a far more compelling case than any other airline....

But you're ignoring all the new problems created by a merger with UA. The labor relations wouldn't be any better than NW. The unionized UA workers aren't going to appreciate working with DL's anti-union management. The hub overlap of both SLC/DEN and CVG/ORD/IAD would be very problematic. There's no easy way to consolidate these hubs and the political fall-out would be tremendous. Not to mention that UA still has a lot of debt on the books that DL would inherit. You'd be left with incompatible mainline fleets, plus an excess of RJ's that are under long-term contracts.

I think the only way DL pulls off a UA merger is either by selling off big chunks of UA or by picking UA up in bankruptcy where contracts are more flexible.


User currently offlineConcordeBoy From , joined Dec 1969, posts, RR:
Reply 23, posted (7 years 1 month 1 week 6 days ago) and read 7631 times:

Quoting WorldTraveler (Reply 13):
The problem is that NRT is a very expensive airport and NW is trying to sell connections - often double connections

...or triple connections for much of the SouthEast and and some of the SouthWest.


User currently offlineWhoopWhoop From United States of America, joined Oct 2006, 62 posts, RR: 0
Reply 24, posted (7 years 1 month 1 week 6 days ago) and read 7628 times:

AA and DAL. And you think oil and water dont mix! that would be ugly.
IMHO..I see NWA as a very good probability.


25 Gigneil : Delta and United merging has a low probability of happening. Period. I doubt they even want to. United is never going to let Delta purchase them, much
26 Daron4000 : Or couldn't they just buy UA/UA buy DL and operate under separate certificates- sort of like LH and LX or AF and KLM?
27 Gigneil : The only reason that's of value to the Euro carriers is preserving national treaty allocations. In the US, fully merging companies is much more valuab
28 ATLAaron : You really think the DOJ would have a problem letting B6 and DL merge? I don't, there are plenty of other carriers heavily serving NYC. I think it mi
29 Jetlanta : Not so fast... United Aircraft - Transport Corp was named such in 1929. Huff Daland Dusters was renamed Delta Air Service in 1928. While I think it e
30 Post contains images Gigneil : You were right, I was off a year. As I was telling MSYTristar earlier, the closer I get to 30 the further gone my mind is. NS
31 Fewsolarge : That's pretty funny. Actually, 9B is my grandparents' apartment number from the 70s. I hope others were thinking more clearly than I was, and realize
32 FlyPNS1 : I don't agree at all. Both companies have damaged their brands pretty severely over the past decade. DL's biggest brand issue is that the carrier is
33 GriffAir : Which begs the questions - What about changing brands in Asia if a DL/UA or DL/NW occurs? After decades of service in Asia by NW, how mega is their b
34 William : I think mergers in the future will involve spinoffs...........US set the tone when it tried to buy DL by inviting bidders to buy chunks of it offsetti
35 STT757 : Totally agree, the three Largest US Carriers (AA, UAL, DL) are not going to be allowed to merge with one another. It's going have to be between AA, U
36 Bobnwa : A large % of the passengers that NWA boards in NRT are originating in Japan to other points in Asia. Thus they have non stops to SIN,TPE,MNL,BKK,Chin
37 ATLAaron : How much cash does DL have on hand?
38 STT757 : AA: $5.4 Billion UAL: $4.2 Billion NWA: $3.3 Billion CO: $3.0 Billion US: $2.6 Billion DL: $2.4 Billion
39 Bobnwa : If control of Northwest does not change, then Continental cannot be a merger partner in any form with any carrier unless the deal is approved by Nort
40 DAL767400ER : Not that I disagree with that, but in theory, a merger AA/DL for example might include a few divestitures that would make it more "attractive" for th
41 AA1818 : What are the other 3? I agree that a tie up of AA and DL would be quite a force to be reckoned with! AA1818
42 Tvnwz : If you are interested in cutting capacity the US attempt to buy DL was a good one. DL hated that idea, so just reverse it. DL should buy US. Same outc
43 STT757 : CO acquiring another carrier in an all cash transaction that does not include stock in the deal is not subject to the Golden Share, the Golden Share
44 SESGDL : The Bay area, the D.C. Area, and Philadelphia. Las Vegas is also one of the largest, so one of these cities shouldn't be there. I'm pretty sure BOS i
45 Bobnwa : I believe you are wrong, but I guess you believe I am wrong. Lets just agree to disagree.
46 KC135TopBoom : From and equipment (except those DC-9s) and route stucture, yes, you are correct. But, DL is non-union, mostly (save the pilots and FAs). It will not
47 Bobnwa : The militant mechanics at NWA are basically all gone. The AMFA went on strike, and NWA hired replacements. I don't believe the flight attendants at D
48 Post contains images AndrewUber : If they have so much money, perhaps it would be better to merge with an oil company at this point. Maybe Citgo? Drew
49 SHUPirate1 : Bobnwa is right. The only unionized employees at Delta are the pilots and the dispatchers.
50 TWFirst : You are wrong, Bobnwa. STT757 is correct about the structure of the golden share.
51 Ikramerica : Let's spin the merger/buyout map (if one buys the other, the buyer is listed first): DL+NW CO+AS+AQ WN+FL UA+B6 US+HA No mergers: AA, F9, VX, Skybus,
52 STT757 : CO + AS has been a frequently mentioned merger from the points of fleet compatibility (CO even has Q-400s coming in), perfect synergy of routes, and
53 Bobnwa : Give me the official souce that says I am wrong. Last week, STT757 was saying that as long as CO was the surviving carrier, NWA's golden share did no
54 NwAflyer07 : What would happen with all the rampers? We at NW have the IAM representing us whilst DL rampers have no union. I'm pretty much willing to bet that a
55 DeltaL1011man : did i miss something? when DL say they want this? a better hub than CVG yes (DTW) and the rest i dont think DL is looking for and the LHR slots are e
56 Bobnwa : I don't think the rampers at Northeast and Western lost their jobs when Delta took them over. Why would Delta want to get rid of good people just to
57 STT757 : What I've stated all along is that CO can acquire other carriers as long as it's an all cash transaction, I've been consistent on this since 2000 whe
58 Daron4000 : From your title it sounds like you are a Delta fan but it is also worth noting that it is more than brand name recongnition alone. It has been report
59 Bobnwa : Think about this, NWA after buying several million shares of CO from Bonderman was the single largest stockholder in CO. Thwy had 14% of the stock bu
60 Vega : There is only 1 oustanding Class B Preferred Share and that is owned by NW. Here are the provisions: The impact of the one share is it's unique votin
61 Centrair : Could a KL/AF type merger happen in the US? You know two airlines with one parent company. But I think in the US it would have to be a little more cre
62 LAXdude1023 : Wow all of that fuss about DL wanting to be a stand alone carrier was crap huh? Oh well. I dont think boeing would take sides if it came to AA vs. DL.
63 Bobnwa : Great idea, Where can I buy stock in this new company?
64 Ikramerica : Would AS count as a "third party major air carrier" considering it's smaller and wouldn't involve changes of control at CO? AQ is obviously tiny and
65 BosWashSprStar : I think you could spin a sharp livery from the name "Delta United." It one-ups the amorphity and general-purpose aspiration feeling of all of the exi
66 Evan767 : Well.. all this merger talk started showing up just as Richard stepped in. So far, we've seen a couple of service downgrades since Anderson has stepp
67 EA CO AS : I'm desperately trying to find it, but I'm almost positive I read something that said the "Golden Share" no longer existed after NW's trip through ba
68 LAXdude1023 : As do I. I think DL is fine the way they are. Not every airline has to be everything to everyone. And (LAX aside) the seem to be enjoying some succue
69 Bobnwa : The "golden share" is still very much in effect. I don't know what you read but it was not anything that either NW or CO said.
70 EA CO AS : Source, please? Particularly one post-NWA exiting bankruptcy? Again, I'm looking to find what I saw - or at least thought I saw anyway - but if you'r
71 Jetlanta : Show me where this is "reported". A.net rumors do not count. UA was able to acquire the the NRT routes from Pan Am and the U.S.-Japan bilateral has n
72 JetJeanes : Airtrans and delta would be an interesting merger, controling atl.
73 Flybyguy : A buyout by Delta of any other carrier is utterly ridiculous at this point. Granted that they have lovely commercials out now, new uniforms, and a han
74 Evan767 : Yes but then you would see a spike in the fare prices domestically out of ATL. I'd love to see all Delta tails in most of T, A, B, C, and most of D a
75 Lono : When DL absorbed Western our union went buh by.... but DL has gotten rid of most of their rampies these last few years and have outsourced or use DGS
76 Bobnwa : Try a Reuters article in the travel section of USA today dated Nov. 8, 2007 which talks about the "golden share". Article written by Kyle Peterson wit
77 Post contains links STT757 : Here Bobnwa, I found a couple sources for the fact that CO can acquire another carrier in an all cash transaction, without NWA's Golden Share coming i
78 ATLAaron : It's AirTran. Drives me nuts when people but an "s" on the end. I think I have read the same rumor on here regarding NW and it's Asia routes.
79 Bobnwa : Please read reply 60 by Vega. You don't think the shareholders of CO (represented by the BOD) would get to vote on an all cash takeover of another ca
80 Post contains links and images NW748i : At the Goldman Sachs Global Industrials Conference this week Ed Bastian said that DL still isn't where it needs to be financially and "has a ways to
81 COEI2007 : I always thought CO and DL would make a good merger, until DL went on a JFK expansion overdrive. However, with all the headaches at JFK etc, maybe the
82 TVNWZ : The misinformation in the media is perpetuated by the fact they refer back to each other for "backround." Once the mistake is made (cash offer) it is
83 Bobnwa : Please read this STT757.
84 Ikramerica : That's what I thought. CO could buy AQ or AS outright, and then buy the other outright, as long as it was not a stock swap and CO was the buyer, not
85 Alitalia744 : What he actually said was DL is at 96% of industry average on RASM. Up from 86% a year ago and going according to plan. The plan being having 100% at
86 Post contains links NW748i : "...has a ways to go..." The end of CY2008 is a ways away and the fuel price situation is working against all the carriers. I also acknowledged the "
87 Alitalia744 : Haven't had a chance to listen to US' yet, but I'm sure they still think DL was a "missed opportunity." I do look forward to the upcoming news howeve
88 Bobnwa : Please read reply 60 by Vega. The golden share is golden since it replaced 51% voting power.
89 Centrair : Virgin...Cathay...Luthansa... Maybe if I can become a multi-billionaire or a real CEOA‚h will do it.
90 Ikramerica : It's working against everyone. DL wants to reach the average RASM, so if fuel works against everyone, the rise and fall of the fuel shouldn't hurt DL
91 Bobnwa : I do understand. The golden share gives NWA voting rights equal to 51% on anything effecting the ownership pf CO. Buying another carrier for cash whi
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