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Delta Comfortable Alone...  
User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4750 posts, RR: 44
Posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9206 times:

Interesting Reuters article.

Net, Delta is comfortable that the stand-alone plan is viable with cost reductions - working on all facets except price of oil.

Will continue to look for strategic fits on an M&A front if necessary.

JFK Terminal/Development is the airlines #1 priority. Financers to be lined up and decision announced early 2008.

http://www.reuters.com/article/summi...idUSN0621439420071206?pageNumber=1

[Edited 2007-12-07 08:19:58]


Some see lines, others see between the lines.
104 replies: All unread, showing first 25:
 
User currently offlineSNCntry32 From United States of America, joined Jan 2007, 1516 posts, RR: 0
Reply 1, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9113 times:

Oh boy, I bet DeltaL1011man will be heartbroken...


Long Live Memphis!
User currently offlineEXAAUADL From , joined Dec 1969, posts, RR:
Reply 2, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9116 times:

Drop Dead Pardus Capital Management

User currently offlineDbo861 From United States of America, joined May 2004, 888 posts, RR: 1
Reply 3, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9088 times:



Quoting Alitalia744 (Thread starter):
JFK Terminal/Development is the airlines #1 priority. Financers to be lined up and decision announced early 2008.

Let me just say, it's about fricken time. Terminal's 2 & 3 at JFK are an embarassment. I have been in every terminal at JFK with the exception of T1 and T7, and Delta's terminal is by far the oldest and most decrepid. I have even heard that there's still asbestos in there which can't be removed while Delta is still operating in the terminal. I'm really curious what kind of magic act they're going to pull shuffling around their current JFK operations while they try to rebuild the terminals.


User currently offlineCommavia From United States of America, joined Apr 2005, 11640 posts, RR: 61
Reply 4, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9061 times:



Quoting Dbo861 (Reply 3):
I'm really curious what kind of magic act they're going to pull shuffling around their current JFK operations while they try to rebuild the terminals.

Yeah, it is definitely going to be interesting to watch.

AA had a hassle and a half doing basically exactly what DL is trying to do - rebuild their entire terminal on top of their old terminal, while their old terminal was still being used every day. And, they were dealing with a larger terminal that wasn't nearly as capacity-constrained, chronically overcrowded or geographically confined as the T2/T3 complex - wedged snuggly in between T1 and T4.

AA's old T8/T9 complex was just a disgusting piece of sh*t, but DL's T2/T3 is an incredibly constrained disgusting piece of sh*t.


User currently offlineDbo861 From United States of America, joined May 2004, 888 posts, RR: 1
Reply 5, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 9023 times:



Quoting Commavia (Reply 4):
Yeah, it is definitely going to be interesting to watch.

One rumor I've heard is that Delta is going to buy jetBlue just to use their terminal for the rebuilding process. They would buy jetBlue through Comair so the B6 pilots wouldn't have to be merged into Delta's seniority list. Like I said, this is just one of MANY rumors floating around at Comair.


User currently offlineUN_B732 From United States of America, joined Jul 2001, 4289 posts, RR: 4
Reply 6, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 8990 times:

And completely impossible. Delta wouldn't waste their money buying jetBlue just to increase a terminal.

Good thing DL is acting on the JFK terminal though. T2/3 isn't quite as bad as AA's old T8 before they retired it, but it's close.

-A



What now?
User currently offlineMasseyBrown From United States of America, joined Dec 2002, 5438 posts, RR: 7
Reply 7, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 8962 times:

Quoting Dbo861 (Reply 5):
One rumor I've heard is that Delta is going to buy jetBlue just to use their terminal for the rebuilding process.

At today's prices, it would probably be cheaper to buy B6 than to build a new terminal.

Edit: Disclosure: I have a financial interest in somebody's buying B6.  Wink

[Edited 2007-12-07 09:08:31]


I love long German words like 'Freundschaftsbezeigungen'.
User currently offlineSLCUT2777 From United States of America, joined Dec 2005, 4070 posts, RR: 11
Reply 8, posted (6 years 9 months 2 weeks 6 days 2 hours ago) and read 8927 times:



Quoting EXAAUADL (Reply 2):
Drop Dead Pardus Capital Management

They have the most to gain from a DL+UA deal. Tilton and UA might like the idea since they would gain ATL and JFK, two large centers where they are very weak as well well as Trans-Atlantic flights to Europe. On the other hand Anderson, Bastian and DL know that NW would be the better deal, and they are merely retrenching themselves to the idea that they can stay independent and hold out until the right opportunity for all can reach fruition financially, logistically as well as with the best business sense rather than making a quick buck as the hedge funds want and invest for.



DELTA Air Lines; The Only Way To Fly from Salt Lake City; Let the Western Heritage always be with Delta!
User currently offlineDAL767400ER From , joined Dec 1969, posts, RR:
Reply 9, posted (6 years 9 months 2 weeks 6 days 1 hour ago) and read 8870 times:



Quoting MasseyBrown (Reply 7):
At today's prices, it would probably be cheaper to buy B6 than to build a new terminal.

True, and you get a few planes and pax in the same deal as well  Wink . That said, I still can't see that happening.

Quoting Dbo861 (Reply 3):
I'm really curious what kind of magic act they're going to pull shuffling around their current JFK operations while they try to rebuild the terminals.

There's still plenty of space in front of T-4 that is just used for hardstands currently  Wink .


User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4750 posts, RR: 44
Reply 10, posted (6 years 9 months 2 weeks 6 days 1 hour ago) and read 8813 times:



Quoting MasseyBrown (Reply 7):
At today's prices, it would probably be cheaper to buy B6 than to build a new terminal.

Exactly - if the new DL terminal is going to cost, say, $1.5B it's cheaper to buy B6 - you get a fleet of planes, employees, customers and a terminal. DL's has more cash at hand than B6s market cap (currently at $1.27B)

Market caps today have been fluctuating..As of 12:30EST:

WN: $10.56B
DL: $5.12B
UA: $4.94B
AA: $4.91B
NW: $4.29B
CO: $2.79B
US: $1.69B
B6: $1.27B



Some see lines, others see between the lines.
User currently offlineDAL767400ER From , joined Dec 1969, posts, RR:
Reply 11, posted (6 years 9 months 2 weeks 6 days 1 hour ago) and read 8727 times:



Quoting Alitalia744 (Reply 10):
DL: $5.12B



Quoting Alitalia744 (Reply 10):
US: $1.69B

Hey, maybe DL could buy US  flamed  duck .


User currently offlineMrLurker From United States of America, joined Aug 2007, 48 posts, RR: 4
Reply 12, posted (6 years 9 months 2 weeks 6 days 1 hour ago) and read 8688 times:

Unfortunately acquiring B6 doesn't seem to be in the works:

Are we merging with jet blue. if not why is our plane painted the same color as jet blue?
Ed Bastian (Nov 13, 2007 1:53:33 PM)
We are not merging with JetBlue. That would cost us $6 billion. I can find many better uses for our money
than that.

This is about as definitive an answer that I can provide to the JetBlue question...although I do not know how a $6 billion price tag was determined given the much smaller market cap.


User currently offlineOzarkD9S From United States of America, joined Oct 2001, 5111 posts, RR: 21
Reply 13, posted (6 years 9 months 2 weeks 6 days 1 hour ago) and read 8676 times:

Delta is hardly "alone". Skyteam is perhaps the strongest domestic US alliance and internationally speaking DL has some great global coverage. No need for them to merge with anyone.


Next Up: STL-LGA-RIC-ATL-STL
User currently offlineScottB From United States of America, joined Jul 2000, 6764 posts, RR: 32
Reply 14, posted (6 years 9 months 2 weeks 6 days ago) and read 8576 times:



Quoting MrLurker (Reply 12):
although I do not know how a $6 billion price tag was determined given the much smaller market cap.

The $6 billion figure probably comes from the premium Delta or any buyer would have to pay over the market cap, as well as the $3 billion in JetBlue's debt that would be assumed by the purchaser. My guess is that the purchase price might well be in the neighborhood of $2 billion if it were to happen today, so it's more like a $5 billion deal when the debt gets included.

Quoting Dbo861 (Reply 5):
They would buy jetBlue through Comair so the B6 pilots wouldn't have to be merged into Delta's seniority list.

I don't think the Delta pilots would go along with this. I suspect they'd want to just staple the non-union JBLU pilots (or integrate by seniority which would for all practical purposes be almost equivalent). Purchasing JBLU through Comair sounds more like wishful thinking on the part of Comair pilots hoping to fly something bigger than the CR9.


User currently offlineSTT757 From United States of America, joined Mar 2000, 16872 posts, RR: 51
Reply 15, posted (6 years 9 months 2 weeks 6 days ago) and read 8457 times:

From the Reuters article:

Quote:
But even as Delta considers linking up with another U.S. airline, it is pushing ahead to beef up its operations. The top priority is overhauling its aging terminal at New York's John F. Kennedy International Airport.

"We're not going to be slowing down any of our Delta decisions due to consolidation," said Bastian. Overhauling the JFK terminal is "our No. 1 priority as a company ... it is key to our strategy as we grow."

Note overhaul is used, is this to mean no new terminal? Only an "overhaul", maybe a new concourse but no mega project ala AA or B6 at JFK.



Eastern Air lines flt # 701, EWR-MCO Boeing 757
User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4750 posts, RR: 44
Reply 16, posted (6 years 9 months 2 weeks 6 days ago) and read 8416 times:



Quoting STT757 (Reply 15):
Note overhaul is used, is this to mean no new terminal? Only an "overhaul", maybe a new concourse but no mega project ala AA or B6 at JFK.

Possibly - but the minimal projected cost for each of the three options are all above $1B. So it will be some "overhaul" if they stick with a redone T2/3...



Some see lines, others see between the lines.
User currently offlineSTT757 From United States of America, joined Mar 2000, 16872 posts, RR: 51
Reply 17, posted (6 years 9 months 2 weeks 6 days ago) and read 8398 times:



Quoting Alitalia744 (Reply 16):
Possibly - but the minimal projected cost for each of the three options are all above $1B. So it will be some "overhaul" if they stick with a redone T2/3...

AA spent well above $1 Billion and they have a half completed structure that looks awkward. If I were to speculate I would say DL has some sort of hybrid Terminal project in mind, renovate most of the existing facilities but add a new modern 15 gate International concourse someplace. Perhaps going back to the 2000 plan for the West pier of T-4.



Eastern Air lines flt # 701, EWR-MCO Boeing 757
User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4750 posts, RR: 44
Reply 18, posted (6 years 9 months 2 weeks 5 days 23 hours ago) and read 8346 times:



Quoting STT757 (Reply 17):
If I were to speculate I would say DL has some sort of hybrid Terminal project in mind, renovate most of the existing facilities but add a new modern 15 gate International concourse someplace. Perhaps going back to the 2000 plan for the West pier of T-4.

The great thing about speculation is sometimes you're right. And of course, sometimes you're wrong.

The option chosen will be what is best for Delta (from a facility and balance sheet perspective) as well as the customer. Now realistically I don't think we can expect Delta to build a giant new terminal with 50 gates but the current options seem good (or better than what we have now).

That being said, I have never had a problem with DL's current JFK facility, it's outdated but seems like the pigeon's are gone  Wink It is a lot easier to deal with now that T2 is dedicated to Medallions, FC and BizE only...I've never waited more than 10 mins since that changeover happened.



Some see lines, others see between the lines.
User currently offlineTVNWZ From United States of America, joined Feb 2006, 2389 posts, RR: 2
Reply 19, posted (6 years 9 months 2 weeks 5 days 23 hours ago) and read 8310 times:



Quoting EXAAUADL (Reply 2):
Drop Dead Pardus Capital Management

Not a smart move to a major stockholder. The price DL paid for staying free of Parker was more say and control by the speculators. DL cut the deal with the speculators, we will see how long it takes for them to want their soul.


User currently offlineEvan767 From United States of America, joined Aug 2005, 2957 posts, RR: 2
Reply 20, posted (6 years 9 months 2 weeks 5 days 23 hours ago) and read 8289 times:



Quoting Alitalia744 (Reply 18):
I have never had a problem with DL's current JFK facility, it's outdated but seems like the pigeon's are gone

 checkmark 

JFK's T2/T3 isn't nearly as bad as everyone says it to be. JFK as a whole sucks.. Delays and congestion... Ugh. T2 is perfectly adequate. My only complaint is that T3 seems a bit run down, but still, it's adequate. That being said, the RJ operations are a clusterfu**. I hope this "overhaul" will greatly improve RJ operations.



The proper term is "on final" not "on finals" bud...
User currently offlineEXAAUADL From , joined Dec 1969, posts, RR:
Reply 21, posted (6 years 9 months 2 weeks 5 days 23 hours ago) and read 8237 times:

Does B6 actually OWN their terminal at JF Kor just lease it from the PA?

User currently offlineOkie73 From United States of America, joined Mar 2006, 446 posts, RR: 0
Reply 22, posted (6 years 9 months 2 weeks 5 days 22 hours ago) and read 8120 times:



Quoting Dbo861 (Reply 5):
They would buy jetBlue through Comair so the B6 pilots wouldn't have to be merged into Delta's seniority list.



Quoting ScottB (Reply 14):
I don't think the Delta pilots would go along with this. I suspect they'd want to just staple the non-union JBLU pilots (or integrate by seniority which would for all practical purposes be almost equivalent). Purchasing JBLU through Comair sounds more like wishful thinking on the part of Comair pilots hoping to fly something bigger than the CR9.

Having Comair buy Jetblue would not change a thing, in fact could create more problems. If Comair bought Jetblue, Comair would then operate aircraft larger than 76 seats. At that point, the Delta pilots contract would require all of Comair.....the RJs included, to be merged into the mainline.


User currently offlinePlanemaker From Tuvalu, joined Aug 2003, 6193 posts, RR: 34
Reply 23, posted (6 years 9 months 2 weeks 5 days 21 hours ago) and read 8013 times:



Quoting Alitalia744 (Thread starter):
Net, Delta is comfortable that the stand-alone plan is viable with cost reductions - working on all facets except price of oil.

Will continue to look for strategic fits on an M&A front if necessary.

Alone for now.... but when any other 2 majors eventually merge you can bet that DL will be looking for a merger partner fairly quickly. It seems that every major is getting into "meger" condition while not actively looking for a merger (except Tilton and Parker).



Nationalism is an infantile disease. It is the measles of mankind. - A. Einstein
User currently offlineSrbmod From , joined Dec 1969, posts, RR:
Reply 24, posted (6 years 9 months 2 weeks 5 days 21 hours ago) and read 7933 times:



Quoting Dbo861 (Reply 3):

Let me just say, it's about fricken time.

You're not kidding. I remember when they originally announced the JFK improvements in 2000.

Quoting Okie73 (Reply 22):

Having Comair buy Jetblue would not change a thing, in fact could create more problems. If Comair bought Jetblue, Comair would then operate aircraft larger than 76 seats. At that point, the Delta pilots contract would require all of Comair.....the RJs included, to be merged into the mainline.

If this rumor were to come to fruition (Considering that rumors make the airline industry go round, highly unlikely IMHO.), the A-320s (and JetBlue for that matter) would probably be gone in a New York Minute. If the A-320s were to stay, they'd go into the DL fleet. The E-190s could be reconfigured into a 70 pax seat set up (ala the CRJ-900s) and flown by OH or flown by DL in a layout similar to AC or US.


25 Okie73 : ah, the Delta pilots have anticipated something like this. Their contract sets out limits on number of seats and max gross weight. The 190 would have
26 DeltaL1011man : rolmao.........hell no im happy don't have to worry about Delta leavin ATL.......still think they will buy NW though
27 Surfdog75 : Thing is they aren't really that big a shareholder at roughly 2%. They are a third rate fairly new hedge fund out only for themselves. They will have
28 Hiflyer : Re DL buying NW....NW would have to be the surviving carrier to avoid major issues with NW's Pacific authority...same as UA and DL....any attempt to m
29 Asuflyer05 : Unless Comair is willing to fly A320s and Embraers with less than 86 or 76 seats (per the DL Pilot Contract), there's no shot of them being flown unde
30 DTWAGENT : Everyone is going Crazy in here about buyouts. If and I mean (IF) DL does buy B6, they could move some of the flights and aircraft to CVG. Thus freein
31 Alitalia744 : Not necessarily the case. Look @ the bi-laterals.
32 Mir : Either you're flying BusinessElite all the time or you're one lucky guy - the terminals (both 2 and 3) are worse than any other I've seen in the US i
33 Flyingcat : Alitalia744 is right the authorities are not lost in the case of a merger.
34 Post contains images Alitalia744 : I'm a lucky guy
35 Lono : The NW authorities would make or break any thoughts on this partnersip.... and I do not see B6 happening with DL... I remember when DL bought the PA
36 Post contains links Breaker1011 : Let's do this. DL, UA, NW, B6, Kalitta Cargo and Air Tahiti Nui merge, dump all the RJ's, and finally give LAX-Mexico the capacity everyone feels it d
37 DeltaL1011man : or it could be that your like Ed Bastion(did i spell that right?) because you know everything not true just ask UA about there NRT rights(which they
38 SNCntry32 : Oh I know you do. Thats ok, Ill leave you be with your 3809438049 different livery's DL has going on in ATL and ill stick to our simple two up here i
39 TCFC424 : A horribly interesting topic today...I signed on here looking for something specifically regarding UA and DL. Once again DL is posturing...we want to
40 Planemaker : Nice speculation!
41 Bobnwa : That is an urban legend brought to life on this board with no factual basis whatsoever. NWA's Pacific authority is theirs to do as they choose, sell
42 767-332ER : Funny how TCFC424 went through the carefully chosen, biased words to describe Delta's and United fleet. (Delta has "sizeable" and United has "large."
43 Hiflyer : First off on a selloff of assets not a merger. Same with PA LHR authority. Different and very little/nil backlash from other carriers at the time. AM
44 Okie73 : Doesn't NW have to give approval for any merger CO considers?
45 WorldTraveler : it is an urban legend attempting to make NW people feel more important to say that NW's assets are uniquely theirs. There is no basis in fact or law
46 TCFC424 : Thank you 767-332 for the breakdowns. You are right, I was biased, but I can't say that I am really sorry. I did preface it by saying it wasn't an in
47 Commavia : It's not an urban legend. Certain assets aren't transferable, or at least aren't transferable without an enormous amount of hassle and cost. Northwes
48 TCFC424 : Regarding names, how about when Valujet bought AirTran and retained the latter name...of course that was for reason.
49 Bobnwa : I don't follow you logic here at all. NWA could start overflying Japan tomorrow if they choose to as they already have the rights, which I believe th
50 TVNWZ : They are not the only one.
51 WorldTraveler : Yes, every legal transaction requires work but that doesn't make it impossible... or that what NW has to be any different than what UA and PA did or
52 DeltaL1011man : hey now its only 3809438048 i would think that UA would take a look at what happened when US went down that road..........i still have all my Keep De
53 Bobnwa : I didn't say that NWA was larger across the Pacific, if you will read what I said it was NWA is larger across the Pacific to ASIA than UA. Notice tha
54 Post contains images SLCUT2777 : When you own a significant stake in each recently exited chapter-11 company, yo0u look what might make that investment the most money and quickly if
55 Okie73 : It's my understanding that if NW even enters formal negotiations for a merger, it frees up CO to make their own deal. I agree with you....parts of UA
56 Alitalia744 : I see piecemeal being the way to go...
57 MasseyBrown : Where do you get these ideas? From SEC 10-Q's dated 9-30-2007 Operating margin 11.87% for UA 6.04% for Delta Net Income 6.04% for UA 4.21% for Delta
58 ComairGuyCVG : And A.net is the prime place to start rumors lol.
59 WorldTraveler : you and others have perpetuated that statement with no proof and the evidence is stacked against you. UA flies 5X/day to/from China and 3-4X/day to H
60 Bobnwa : You show me first that UA is larger to ASIA via the Pacific than NW. You skipped over that in your answer.
61 Planemaker : Domestic capacity reductions has been ongoing the past couple of years and is happening next year as well, while international capacity (with little
62 SLCUT2777 : While many in the DL crowd are loyal to SLC and want the hub there to survive any merger scenario, the demography simply says it isn't likely: --DEN
63 WorldTraveler : yes, but look at UA's debt repayment schedules and the type of debt UA has and you will see why UA is in a less favorable position. If you are certai
64 Planemaker : Yup... the LCCs will have to respond to consolidation among the majors. Nope... they have, and continue, to outsource domestic flights to the regiona
65 DeltaL1011man : ok so what what you guys are tell me is that you think Delta will just buy LAX,SFO,NRT and ORD........drop IAD and DEN but would they keep the Delta
66 Bobnwa : The NWA frieght operation across the Pacific to ASIA is 60% larger that the UA operation across the Pacific including OZ. The cargo operation is a si
67 MasseyBrown : UA's stronger numbers give them a greater ability to roll over the debt. Did I say UA is in a good position? DL's balance sheet is lousy; UA's is som
68 NW748i : Well I must say that I'm quite comfortable with DL being alone... so we're agreed! Perhaps the Skyteam partners CO/NW/DL could divide the spoils from
69 DeltaL1011man : hmmmm.........give DEN to CO and IAD to NW? and DL gets SFO,LAX,NRT and ORD(which ORD replaces CVG) giving Delta hubs in: ATL,JFK,ORD,SLC,SFO,LAX and
70 Planemaker : Not any more!!!! NWA has seen revenue from its cargo business shrink in recent quarters and has already reduced its cargo fleet. This has been all ov
71 Bobnwa : I know it and they are still 60% larger. No need to do a search.
72 Planemaker : Please comprehend what I wrote. It wasn't about relative size!!! So you do need to do a search! MINNEAPOLIS (AP) _ Northwest Airlines Corp. is consid
73 GayStudPilot : Not a lot of talk about a more complex transaction that would create a holding company like entity above 2-3 business units with different brands. See
74 Commavia : To me, as I've long said, hitching one's wagon to the proverbial Northwest post when it comes to Asia doesn't seem like a very smart move strategicall
75 Lexy : My thoughts exactly. I have long felt threatened by Capital investments in companies. Especially in the airline business because these "Partners" are
76 Lono : So we wind up with what, a lousy or somewhat less lousy carrier.... LOL....???? What really needs to be discussed is the Union issue.... UA/NW is uni
77 WorldTraveler : let me clarify to say passenger operation. Traffic statistics are quoted in RPMs which is not a measure of cargo size and you know it. UA has a large
78 Commavia : Those route authorities' value are diminishing with every passing month. Sure, you can fly 737s from Narita to Hong Kong, but what is the real value
79 RobertS975 : Please keep in mind that although the experience may have improved if you are originating at JFK and have elite privileges, the experience of those a
80 WorldTraveler : Does it matter to you that you buy a Korean designed cell phone made in China to work on your US based cell service? no, we live in a global economy.
81 Commavia : For the last time - it makes no difference. Delta could acquire United. Fine, whatever. It doesn't mean that Delta has to be - may be, should be, cou
82 Lono : The WA and PA deals were very different... every WA union member was offered a job.... not so with PA.... very grey area there... I guess it all depe
83 MasseyBrown : The legacies all have weak balance sheets. Even Southwest's isn't as good as it was. What they need more than mergers, which are expensive to impleme
84 Planemaker : Certainly when any two majors consolidate it will trigger a wave of others. No doubt will continue until... consolidation, then we'll see an upgauge
85 SlcDeltaRUmd11 : of course i had to go and defend SLC once again but i dont live there so consider me unbiased and i think this merger will never happen anyway its all
86 FlyPNS1 : Except that DL wiped out its investors when they filed for bankruptcy. Whoops!!!! Ironically, being non-union did little to help DL avoid bankruptcy.
87 WorldTraveler : I'm so glad we've had this LOVELY discussion this weekend. Thanks for kicking it off, Alitalia744. We've missed your input of late. oh but it does. Th
88 FFlyer : Alitalia744, WorldTraveler....I consider you both know more about DL than anybody else on this forum. You remember that DL-UA merger talks were denied
89 Surfdog75 : Don't be too surprised when that question doesn't get answered.
90 FFlyer : Yeah, but maybe there could be a slip, or anything to be read between the lines...if they know something.
91 Bobnwa : I would really doubt that either Altalia744 or WorldTraveler are privy to any merger talks Delta may be having with any carrier. That info would be k
92 Post contains images LawnDart : Okay...I'll answer it (or try)...this "renewed" merger talk between UA and DL was a matter of he said, she said that escalated here on airliners.net.
93 777STL : Neither of them are in the know, but it's irrelevant. Anyone who knows anything pertinent won't be talking about it on here.
94 Post contains images Alitalia744 : Anytime man, hope all is well. Exactly. What would this site be without a Delta merger, NW DC-9, Airbus vs. Boeing topic? Everything is speculation u
95 TCFC424 : The way corporate M&A activity is carried out is usually on a remote island (yes, it's true...nice places, but the participants aren't usually able to
96 Gaystudpilot : TCFC424 is correct. Although some of those remote islands, aka the data or clean rooms, are in some remote place other than Tahiti. And most of the th
97 N839MH : This is for Alitalia744, Worldtraveler or anyone else who might know.... Lets just say DL buys UA, whole or in parts...how does this scenario play out
98 Bobnwa : If they aren't privy to any merger talks, then they would have no info on this other than speculation.
99 N839MH : I agree...they may not know what is actually going on in the board rooms, but with that said...some people here on A.net have been almost "spot-on" in
100 WorldTraveler : I think I can speak for my friend in thanking you for your vote of confidence. We work hard to make sure that what we post is meaningful and accurate
101 DeltaL1011man : i would also like to think you WT and Alitalia744 you guys seem to know it all (at least about Delta)
102 MasseyBrown : While we're in the business of swelling your head, let me add I think your posts on crew, marketing, and operational topics are reliably excellent.
103 SkyTeamTriStar : Anybody following DL for the last 3-4 yrs knows how accurate these two are.
104 WorldTraveler : Thank you all for your kind words. This is a community and that means we all bring something to the table. And all members of a community don't always
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