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Delta Merger Podcast

Fanfan From United States of America, joined Nov 2007, 54 posts, RR: 0
Posted (5 years 4 months 1 week 3 days 6 hours ago) and read 1652 times:

The Wall Street Journal's Scott McCartney on the Delta merger news: http://airinsight.podomatic.com/entry/2008-01-11T10_55_10-08_00

Also:

Scott Hamilton on Airbus' A330 moves to Mobile: http://airinsight.podomatic.com/entry/2008-01-11T11_39_32-08_00

The Cranky Flier on Essential Air Service: http://iagblog.podomatic.com/entry/2008-01-11T14_31_30-08_00

8 replies: All unread, jump to last

Beaucaire From Syria, joined Sep 2003, 5252 posts, RR: 26
Reply 1, posted (5 years 4 months 1 week 3 days 6 hours ago) and read 1499 times:

Compared to the AF-AZ discussions that keep lasting for months it would be a refreshingly short decision period.
What are the odds that UA will be the chosen one-since that decision obviously would furthermore weaken AF (their sharprice has plunged 40% in 6 months..),since a Delta-United merger would be most likely mean a withdrawl of Delta from SKY..

[Edited 2008-01-15 07:06:50]

Please respect animals - don't eat them...

AA1818 From Trinidad and Tobago, joined Feb 2006, 3347 posts, RR: 4
Reply 2, posted (5 years 4 months 1 week 3 days 6 hours ago) and read 1491 times:

Very interesting stuff on the merger. Makes it sound very feasible to merge any two of legacies together!! hehe

AA1818

God is a Trini...

Iloveboeing From United States of America, joined Oct 2005, 750 posts, RR: 0
Reply 3, posted (5 years 4 months 1 week 3 days 6 hours ago) and read 1488 times:

Quoting Beaucaire (Reply 1):
since a Delta-United merger would be most likely mean a withdrawl of Delat from SKY..

AF-KL wouldn't take that lightly. They have a very strong relationship with DL.

Calling All Airlines: Serve The People!!!!!!!

UAL777UK From United Kingdom, joined Nov 2005, 3355 posts, RR: 1
Reply 4, posted (5 years 4 months 1 week 3 days 5 hours ago) and read 1394 times:

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Quoting Iloveboeing (Reply 3):
AF-KL wouldn't take that lightly. They have a very strong relationship with DL.

And UA could argue that they have a stronger one with LH and I suspect when push comes to shove and other factors, *A would be the winnner, but anyway IMHO, DL will go with with NW and UA with CO.

Jetlanta From United States of America, joined Jul 2001, 2906 posts, RR: 28
Reply 5, posted (5 years 4 months 1 week 3 days 4 hours ago) and read 1262 times:

Quoting UAL777UK (Reply 4):
And UA could argue that they have a stronger one with LH and I suspect when push comes to shove and other factors, *A would be the winnner, but anyway IMHO, DL will go with with NW and UA with CO.

UA and LH do not have a joint venture/profit sharing agreement like DL/AF do. The DL/AF relationship is clearly stronger at this point. That doesn't mean it will affect any decisions, just that the DL/AF relationship is more evolved and inter-twined at this point in time.

AA1818 From Trinidad and Tobago, joined Feb 2006, 3347 posts, RR: 4
Reply 6, posted (5 years 4 months 1 week 3 days 4 hours ago) and read 1240 times:

Quoting Iloveboeing (Reply 3):
AF-KL wouldn't take that lightly. They have a very strong relationship with DL.

I suppose they'd cosy up even more with NW and get closer with CO!!

Quoting UAL777UK (Reply 4):
And UA could argue that they have a stronger one with LH

Do they really have a stronger relationship than the DL/NW/NW/KL relationship. I always perceived the Syteam integration among those 4 to be the strongest!

Anyways I wish DL luck with their little shopping spree. They've been very aggressive in the past 2 years and have been successful! Great corporate culture (better than some others), good service, lots of international expansion and some fleet expansion! Now a network/ company expansion! Good Job

AA1818

God is a Trini...

UAL777UK From United Kingdom, joined Nov 2005, 3355 posts, RR: 1
Reply 7, posted (5 years 4 months 1 week 3 days 4 hours ago) and read 1105 times:

Quoting Jetlanta (Reply 5):
UA and LH do not have a joint venture/profit sharing agreement like DL/AF do. The DL/AF relationship is clearly stronger at this point. That doesn't mean it will affect any decisions, just that the DL/AF relationship is more evolved and inter-twined at this point in time

So your telling me that the JOINT revenues that UA and LH have shared over the Atlantic are not a Joint venture...right???

Jetlanta From United States of America, joined Jul 2001, 2906 posts, RR: 28
Reply 8, posted (5 years 4 months 1 week 3 days 3 hours ago) and read 1021 times:

Quoting UAL777UK (Reply 7):
So your telling me that the JOINT revenues that UA and LH have shared over the Atlantic are not a Joint venture...right???

My understanding is that the UA/LH is not a profit sharing joint venture. There is a difference. I could be wrong, but someone would need to provide some proof. Revenue sharing is not quite the same thing as profit sharing. In addition, the DL/AF agreement is modeled after the NW/KL agreement which has much deeper levels of integration than most arrangements.

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