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Delta Investor Day Notes  
User currently offlinePanamair From United States of America, joined Oct 2001, 4973 posts, RR: 25
Posted (5 years 6 days 6 hours ago) and read 6905 times:
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Delta had their Investor Day today....here are some notes:

Part of presentation:
- Improved revenue trends - better than previous guidance; PRASM down 4% in Nov (compared to previous estimate of 7-8%; down just 1% in December - pretty much break-even). Q4 PRASM will be down 5-6% as opposed to previous guidance of 8%.
- Operating Margin Q4 now estimated at +1 to 2% versus previous estimate of 0% (breakeven)
- Total liquidity at 12/31/09: $5.3 billion (previous estimate: $5.0 - 5.1 billion)
- Corporate revenue and ticketed volume trends now in the positive territory in year-over-year change - first time in the last 12 months...
- 2010 capacity will be flat instead of down 3% as previously advised. Some of the "increase" coming from filling out the summer Transatlantic schedule; Europe/Atlantic showing more strength than anticipated.

Other random notes from various presentations:

- About 2/3 done with corporate contracts re-negotiations to date; have seen about a $100 million positive impact on revenues
- Domestic US most resilient and at forefront of recovery; followed by transatlantic which has shown better-than-expected recovery recently.
- Regauging Pacific showed SFO-NRT being moved to a 767 on the slide
- DTW-PVG successful, hence launch next year of DTW-HKG and DTW-ICN
- Further expand in Pacific resort markets
- There will be a route case for the HND-USA frequencies
- Some slots from Freighter business available for further growth at NRT if needed (i.e., if do not get the JAL deal)
- NRT is part of Pacific strategy in addition to DTW and SEA; will look at other Asia/Oceania opportunities out of LAX
- A320s to SLC and M90s to MSP
- Only 4 new aircraft coming in 2010: 2 77Ls and 2 738s; also second-hand MD90s.
- Total fleet in 2010 will be down about 70 frames (mostly from RJ operation)
- 5% of FF base generates 26% of revenues ("High-Value" customers) - new initiatives catering to these HVCs will be introduced in 2010
- Very pleased with unit revenues on the LHR routes since introduction of flat-bed 764ERs (well-received in market)
- All sales and distribution in Europe to move to AF; DL will take over all of AF's North America sales and distribution
- AZ to join the DL-AF-KL JV in 2010
- No objections to BA-AA ATI/JV request
- Per Ed Bastian: we "do have a facility solution" regarding the JFK terminals - though he did not elaborate.
- LGA today is 97% O&D; with new US LGA deal, will be around 75% O&D and 25% connections.
- MD88s economics still good at $90-a-barrel crude - lower trip, crew, maintenance, ownership costs than 738
- Important to have fully-depreciated airplanes in fleet so as to have flexibility to vary capacity especially during economic slump
- Big investment in customer service training slated for 2010
- Fuel hedged at 40% in Q1 2010; about 25% in Q2 2010, Strategy predicated more on Options so there is downside participation...
- Reservations system cutover still scheduled for Q1 2010 but programming all completed by October 2009; have been doing "dress rehearsals" since.
- First co-mingled DL-NW cockpit probably in late January/early February timeframe, most likely on the 757.

Some other stuff from Operations/SOC/IT integration presentation....

Here is the formal presentation / slides:

http://phx.corporate-ir.net/External...xDaGlsZElEPTM2MjQ0NXxUeXBlPTI=&t=1

Webcast available at:

http://phx.corporate-ir.net/phoenix....=irol-eventDetails&EventId=2591708

55 replies: All unread, showing first 25:
 
User currently offlinePanamair From United States of America, joined Oct 2001, 4973 posts, RR: 25
Reply 1, posted (5 years 6 days 6 hours ago) and read 6849 times:
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Stupid Edit function not working right....

:Links above not working. Webcast/presentation at:

http://www.delta.com/about_delta/investor_relations/webcasts/index.jsp


User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 2, posted (5 years 6 days 6 hours ago) and read 6832 times:



Quoting Panamair (Thread starter):

Was anything said about upgrading the fleet. (I.E. AVOD/winglets/Lie-flats)



yep.
User currently offlinePanamair From United States of America, joined Oct 2001, 4973 posts, RR: 25
Reply 3, posted (5 years 6 days 6 hours ago) and read 6799 times:
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Quoting DeltaL1011man (Reply 2):
Was anything said about upgrading the fleet. (I.E. AVOD/winglets/Lie-flats)

Only in the most general sense - that CapEx spending in 2010 will include "flat-bed seats and video on-demand on international fleet" but no details about which aircraft when....

US$400m budgeted for flat-beds, AVOD in Y, and installing F cabin on the CR7s.

[Edited 2009-12-15 13:27:05 by panamair]

User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 4, posted (5 years 6 days 5 hours ago) and read 6763 times:



Quoting Panamair (Reply 3):
Only in the most general sense - that CapEx spending in 2010 will include "flat-bed seats and video on-demand on international fleet" but no details about which aircraft when....

not much better than what we have now. Haven't heard on what the BOD has said about the 747 fleet....

Quoting Panamair (Thread starter):
- First co-mingled DL-NW cockpit probably in late January/early February timeframe, most likely on the 757.

I figure a 757 or A32S will be the best bet.....Have to see how many people move to the 320 from the NW hubs.



yep.
User currently offlineMayor From United States of America, joined Mar 2008, 10655 posts, RR: 14
Reply 5, posted (5 years 6 days 4 hours ago) and read 6581 times:

I would have thought that with the first flight of the 787, today, some mention might have been made of the NW orders for that a/c.


"A committee is a group of the unprepared, appointed by the unwilling, to do the unnecessary"----Fred Allen
User currently offlineOA412 From United States of America, joined Dec 2000, 5373 posts, RR: 24
Reply 6, posted (5 years 6 days 4 hours ago) and read 6488 times:



Quoting Panamair (Thread starter):
MD88s economics still good at $90-a-barrel crude - lower trip, crew, maintenance, ownership costs than 738

Interesting info given that some people on this forum were just recently ridiculing DL for having an "old" fleet. Clearly some of the "older" aircraft are cheaper to operate than some of the newer ones.



Hughes Airwest - Top Banana In The West
User currently offlineMayor From United States of America, joined Mar 2008, 10655 posts, RR: 14
Reply 7, posted (5 years 6 days 4 hours ago) and read 6455 times:



Quoting OA412 (Reply 6):
Interesting info given that some people on this forum were just recently ridiculing DL for having an "old" fleet. Clearly some of the "older" aircraft are cheaper to operate than some of the newer ones.

It's a simple fact of life, here on a.net. No matter what you say in praise of DL, someone, somewhere will ridicule your assertion and probably you, too. If you were to announce that tomorrow, DL will start going back to the original livery of the 70s, someone would criticize the move, even though they might be the same ones that praised the old livery and didn't like the new one.



"A committee is a group of the unprepared, appointed by the unwilling, to do the unnecessary"----Fred Allen
User currently offlineOA412 From United States of America, joined Dec 2000, 5373 posts, RR: 24
Reply 8, posted (5 years 6 days 4 hours ago) and read 6432 times:



Quoting Panamair (Thread starter):
Per Ed Bastian: we "do have a facility solution" regarding the JFK terminals - though he did not elaborate.

Interesting! It'll be nice to finally see what their plans are for JFK.

Quoting Mayor (Reply 7):

So very true!



Hughes Airwest - Top Banana In The West
User currently offlineCommavia From United States of America, joined Apr 2005, 11973 posts, RR: 62
Reply 9, posted (5 years 6 days 4 hours ago) and read 6385 times:



Quoting Panamair (Thread starter):
- There will be a route case for the HND-USA frequencies

What's the over-under on what Delta will apply for? My personal guess is that each of the four U.S. airlines flying to Tokyo - AA, Continental, Delta and United - will each get one daily flight. United will most likely go for San Francisco, AA probably (I think) LAX. Delta - ?

Quoting Panamair (Thread starter):
- NRT is part of Pacific strategy in addition to DTW and SEA; will look at other Asia/Oceania opportunities out of LAX

I think the focus should be much more DTW and SEA, and really ATL, and much less NRT. I still contend that NRT is not a viable hub for the Pacific long-term.

Quoting Panamair (Thread starter):
- 5% of FF base generates 26% of revenues ("High-Value" customers) - new initiatives catering to these HVCs will be introduced in 2010

Something along the lines of AA ConciergeKey, United Global Services, Continental's new program?

Quoting Panamair (Thread starter):
- All sales and distribution in Europe to move to AF; DL will take over all of AF's North America sales and distribution

The logical next step - following the Northwest-KLM model.

Quoting Panamair (Thread starter):
- No objections to BA-AA ATI/JV request

Smart move strategically on Delta's part. Delta really gains nothing by trying to actively throw up roadblocks to this, and if they do oppose it, they piss AA off and give AA ammunition to argue (legitimately or not) against everything Delta does for the next decade.

Quoting Panamair (Thread starter):
- Per Ed Bastian: we "do have a facility solution" regarding the JFK terminals - though he did not elaborate.

There are many people who are quite eager to see what that "facility solution" might look like.

Quoting Panamair (Thread starter):
- LGA today is 97% O&D; with new US LGA deal, will be around 75% O&D and 25% connections.

I'm surprised it's only going to be 25% connections after the transaction. If Delta envisions turning LaGuardia/JFK into a dual hub with LaGuardia optimized for domestic connections, I would have thought the connection proportion would have gone up substantially beyond 25% - more into the 40-50% range.

Quoting Panamair (Thread starter):
- Big investment in customer service training slated for 2010

Very smart investment.

Quoting Mayor (Reply 7):
It's a simple fact of life, here on a.net. No matter what you say in praise of DL, someone, somewhere will ridicule your assertion and probably you, too. If you were to announce that tomorrow, DL will start going back to the original livery of the 70s, someone would criticize the move, even though they might be the same ones that praised the old livery and didn't like the new one.

Oh please. Let us dispense with the drama and martyrdom. There are people who love Delta, and people who don't, just as there are people who like and dislike every other airline. Delta is no different - despite the cries of some fanboys.


User currently offlineDeltAirlines From United States of America, joined May 1999, 8913 posts, RR: 12
Reply 10, posted (5 years 6 days 3 hours ago) and read 6334 times:



Quoting Commavia (Reply 9):
My personal guess is that each of the four U.S. airlines flying to Tokyo - AA, Continental, Delta and United - will each get one daily flight. United will most likely go for San Francisco, AA probably (I think) LAX. Delta - ?

Agree that I see UA, CO, AA and DL each getting one flight. My guess is Delta would go for JFK, though it could change if CO chooses to go with EWR-HND. In that case, who knows if they'd consider going from JFK, or if they'd go DTW, ATL or something else. Agree that AA will go with LAX, and UA will most likely go with SFO, though it wouldn't shock me to see either one go for ORD as well.

Quoting Commavia (Reply 9):
Something along the lines of AA ConciergeKey, United Global Services, Continental's new program?

Delta has Executive Partner as it is, which is a spend-based threshold. There are at least 2 EPs here on A.net to my knowledge.


User currently offlineOA412 From United States of America, joined Dec 2000, 5373 posts, RR: 24
Reply 11, posted (5 years 6 days 3 hours ago) and read 6293 times:



Quoting Commavia (Reply 9):
What's the over-under on what Delta will apply for? My personal guess is that each of the four U.S. airlines flying to Tokyo - AA, Continental, Delta and United - will each get one daily flight. United will most likely go for San Francisco, AA probably (I think) LAX. Delta - ?

Given the comments regarding their Asia/Pacific focus I would think it would either be DTW or SEA-HND or possibly LAX-HND. Pure speculation on my part but I think those make the most sense.

Quoting Commavia (Reply 9):
think the focus should be much more DTW and SEA, and really ATL, and much less NRT. I still contend that NRT is not a viable hub for the Pacific long-term.

IMHO they should make better use of their partnership with KE and their ICN hub on the Pacific side of the equation.



Hughes Airwest - Top Banana In The West
User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 12, posted (5 years 6 days 3 hours ago) and read 6240 times:



Quoting Commavia (Reply 9):
What's the over-under on what Delta will apply for? My personal guess is that each of the four U.S. airlines flying to Tokyo - AA, Continental, Delta and United - will each get one daily flight. United will most likely go for San Francisco, AA probably (I think) LAX. Delta - ?

My bets are on LAX-HND or SEA-HND. 777 on LAX and 333 on SEA. IMO AA may go after ORD. I think it would be a very nice add plus its very likely JL will add LAX-HND.

Quoting Commavia (Reply 9):
I think the focus should be much more DTW and SEA, and really ATL, and much less NRT. I still contend that NRT is not a viable hub for the Pacific long-term.

IMO Delta will always have some flights in NRT(and larger than UA) but i see NRT ending up with mostly 767s or 757s. With Delta adding more flights from SEA,LAX,DTW,ATL and JFK with 777s and 787s. I'll almost promise it if Delta doesn't get JL.

Quoting Commavia (Reply 9):
Smart move strategically on Delta's part. Delta really gains nothing by trying to actively throw up roadblocks to this, and if they do oppose it, they piss AA off and give AA ammunition to argue (legitimately or not) against everything Delta does for the next decade.

IIRC no airline has said a word about AA/BA. Just anet.

Quoting Commavia (Reply 9):
There are many people who are quite eager to see what that "facility solution" might look like.

ding ding ding

Quoting DeltAirlines (Reply 10):
Agree that I see UA, CO, AA and DL each getting one flight. My guess is Delta would go for JFK, though it could change if CO chooses to go with EWR-HND. In that case, who knows if they'd consider going from JFK, or if they'd go DTW, ATL or something else. Agree that AA will go with LAX, and UA will most likely go with SFO, though it wouldn't shock me to see either one go for ORD as well.

I would be shocked if they went with JFK. IMHO LAX or SEA will be the ticket



yep.
User currently offlineKeesje From , joined Dec 1969, posts, RR:
Reply 13, posted (5 years 6 days 3 hours ago) and read 6182 times:



Quoting Panamair (Thread starter):
Panamair

thnx interesting. For me there are many typical NWAC tactics visible regarding fleet & network management / investments.


User currently offlineDc-9-10 From United States of America, joined Jul 1999, 585 posts, RR: 0
Reply 14, posted (5 years 6 days 3 hours ago) and read 6162 times:



Quoting Panamair (Thread starter):
- Further expand in Pacific resort markets

Over on the DL Hawaii Summer Schedule there is some rumblings on a new route out of HNL. DL Hawaii Summer Schedule (by Transpac787 Dec 14 2009 in Civil Aviation)

After seeing this thread I am curious to see what DL has in mind.

Dc-9-10


User currently offlineDL747400 From United States of America, joined Sep 2008, 334 posts, RR: 0
Reply 15, posted (5 years 6 days 3 hours ago) and read 6153 times:



Quoting DeltaL1011man (Reply 4):

744 will receive new lie-flat seats in BE, full AVOD IFE nose-to-tail and a complete cabin refurbishment.


User currently offlineMAH4546 From Sweden, joined Jan 2001, 33280 posts, RR: 71
Reply 16, posted (5 years 6 days 3 hours ago) and read 6111 times:



Quoting DeltaL1011man (Reply 12):
Quoting Commavia (Reply 9):
What's the over-under on what Delta will apply for? My personal guess is that each of the four U.S. airlines flying to Tokyo - AA, Continental, Delta and United - will each get one daily flight. United will most likely go for San Francisco, AA probably (I think) LAX. Delta - ?

My bets are on LAX-HND or SEA-HND. 777 on LAX and 333 on SEA. IMO AA may go after ORD. I think it would be a very nice add plus its very likely JL will add LAX-HND.

AA is probably going to for LAX-HND; AA would likely beat DL in a route case because of superior feed. DL is best going for SEA-HND. Then again, if four carriers apply - UA, CO, DL, AA and nobody else - the airlines can do whatever they want; it becomes moot that two airlines are competing for LAX. Or, because LAX is such a large market, DOT might not be opposed to granting two carriers LAX rights.

All four carriers who win the frequencies can agree to allow them to be non-city pair specific which gives incredible flexibility in the future based on how the carriers align with partners and the removal of the time restrictions which make flights to the East or Central time zones very connection unfriendly, or else I'd agree AA would go for ORD and CO for EWR. But the times would be horrendous.



a.
User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 17, posted (5 years 6 days 2 hours ago) and read 6064 times:



Quoting MAH4546 (Reply 16):
DL is best going for SEA-HND.

I agree to a point. As said below i think LAX would be able to live with 2x daily LAX-HND on AA and DL. (both IMO 777s.) plus 1x for both JL and ANA. I do think DL could make SEA-HND work though.

Quoting MAH4546 (Reply 16):
Or, because LAX is such a large market, DOT might not be opposed to granting two carriers LAX rights.

that is what i am thinking. (well i was thinking they would be getting better slots.....but its what i'm thinking now) I wouldn't rule out UA too, but i really think they will be going for SFO letting ANA fly LAX-HND

Quoting MAH4546 (Reply 16):
AA is probably going to for LAX-HND; AA would likely beat DL in a route case because of superior feed.

agreed but I'm not so sure US is going to ask for a HND slot. Even then, DL still may get LAX-HND over (I assume) PHX-HND.

Quoting MAH4546 (Reply 16):
All four carriers who win the frequencies can agree to allow them to be non-city pair specific which gives incredible flexibility in the future based on how the carriers align with partners and the removal of the time restrictions which make flights to the East or Central time zones very connection unfriendly, or else I'd agree AA would go for ORD and CO for EWR. But the times would be horrendous.

I keep forgetting about the slot times being pretty bad.



yep.
User currently offlineOA412 From United States of America, joined Dec 2000, 5373 posts, RR: 24
Reply 18, posted (5 years 6 days 2 hours ago) and read 6037 times:



Quoting DeltaL1011man (Reply 17):
agreed but I'm not so sure US is going to ask for a HND slot. Even then, DL still may get LAX-HND over (I assume) PHX-HND.

They wouldn't. If US decided to enter the fray and apply for a HND slot, they would be a shoo-in since they would be a new entrant into the US-Japan market. That would leave 3 slot pairs between 4 carriers and since DL is the largest US-Japan carrier, they would probably lose out to UA, AA, and CO. All IMHO of course.



Hughes Airwest - Top Banana In The West
User currently offlineAznMadSci From United States of America, joined Dec 2007, 3714 posts, RR: 6
Reply 19, posted (5 years 6 days 2 hours ago) and read 6004 times:



Quoting Panamair (Reply 3):
US$400m budgeted for flat-beds, AVOD in Y, and installing F cabin on the CR7s.



Quoting DL747400 (Reply 15):
744 will receive new lie-flat seats in BE, full AVOD IFE nose-to-tail and a complete cabin refurbishment.

I didn't see this metioned, but does this include in-seat power in Y?



The journey of life is not based on the accomplishments, but the experience.
User currently offlineLAXtoATL From United States of America, joined Oct 2009, 1654 posts, RR: 2
Reply 20, posted (5 years 6 days 2 hours ago) and read 5965 times:



Quoting Commavia (Reply 9):
Smart move strategically on Delta's part. Delta really gains nothing by trying to actively throw up roadblocks to this, and if they do oppose it, they piss AA off and give AA ammunition to argue (legitimately or not) against everything Delta does for the next decade.

Especially since it has already been opposed.

Quoting Commavia (Reply 9):
I'm surprised it's only going to be 25% connections after the transaction. If Delta envisions turning LaGuardia/JFK into a dual hub with LaGuardia optimized for domestic connections, I would have thought the connection proportion would have gone up substantially beyond 25% - more into the 40-50% range.

With 97% O&D to begin with, assuming O&D traffic remains constant DL would have to double their enplanements at LGA to reach the reach the 40-50% range on connecting traffic.

Quoting Commavia (Reply 9):

Very smart investment.

Agreed.

Quoting DeltaL1011man (Reply 12):

IIRC no airline has said a word about AA/BA. Just anet.

I think VS opposed the application. Someone correct me if I am wrong.


User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 21, posted (5 years 6 days 2 hours ago) and read 5955 times:



Quoting OA412 (Reply 18):
They wouldn't. If US decided to enter the fray and apply for a HND slot, they would be a shoo-in since they would be a new entrant into the US-Japan market. That would leave 3 slot pairs between 4 carriers and since DL is the largest US-Japan carrier, they would probably lose out to UA, AA, and CO. All IMHO of course.

would they though? Don't think the PHL-PEK thing would come back to get them?



yep.
User currently offlineOA412 From United States of America, joined Dec 2000, 5373 posts, RR: 24
Reply 22, posted (5 years 6 days 2 hours ago) and read 5944 times:



Quoting DeltaL1011man (Reply 21):
would they though? Don't think the PHL-PEK thing would come back to get them?

It's a possibility and I'm sure their competitors would make it a point to bring up US's failure to start PHL-PEK but if they are able to show that they have aircraft available and are able to make a strong enough case to the DOT, I'm willing to bet that the DOT would select them.



Hughes Airwest - Top Banana In The West
User currently offlineLAXtoATL From United States of America, joined Oct 2009, 1654 posts, RR: 2
Reply 23, posted (5 years 6 days 2 hours ago) and read 5938 times:



Quoting OA412 (Reply 18):
If US decided to enter the fray and apply for a HND slot, they would be a shoo-in since they would be a new entrant into the US-Japan market.

I doubt US would be interested in HND. I think they will be content trying to start service at NRT using the slot they recently negotiated from DL.

Quoting OA412 (Reply 18):
since DL is the largest US-Japan carrier, they would probably lose out to UA, AA, and CO.

Remember by the time this occurs three of these carriers will be part of JV with JL & NH. DL may still be largest in the market, but they could as well be #3 by then.


User currently offlineDeltaL1011man From United States of America, joined Sep 2005, 9700 posts, RR: 14
Reply 24, posted (5 years 6 days 2 hours ago) and read 5932 times:



Quoting LAXtoATL (Reply 20):
I think VS opposed the application. Someone correct me if I am wrong.

could have.....forgot about them.

Quoting OA412 (Reply 22):
It's a possibility and I'm sure their competitors would make it a point to bring up US's failure to start PHL-PEK but if they are able to show that they have aircraft available and are able to make a strong enough case to the DOT, I'm willing to bet that the DOT would select them.

agreed....but i don't think it would as easy as it was last time. Also I think with Oneworld and Star get most of the slots(Lets assume UA, CO and AA get them plus ANA and JL) you think they would just shut sky out of the market all together?



yep.
25 Ocracoke : Don't forget that HA will be interested in a HNL-HND flight.... ...or US. Don't know if US would even try, but who knows what that CEO over at US is
26 Transpac787 : Any Delta pilots bidding A320 at SLC will not be trained until March or possibly later. The first hybrid crews will definitely be on the 757 and 767.
27 Aviationbuff08 : Have they decided on which lie flat seat to install in the 744? The type currently on the 777LR or the type on the 764 LHR aircraft? That would makes
28 1337Delta764 : My guess is the 777LR-style Contour Solar Suites. They can easily fit 4-abreast in a 744, considering they can on the 777. However, I expect the A330
29 LAXtoATL : I seem to remember reading that is the plan for the 744s and that they were taking that to the BOD for approval. I do not recall hearing any update o
30 Airbuske : I know this is the rumor, but you state it as if were fact. Do you have a source?
31 LAXtoATL : I do not have a source, but I distinctly remember Ed Bastian stating that was the plan and they were presenting it to the BOD for approval. I do not
32 Coronado : Question on last slide of the investors presentation (page 52). Does anyone know which a/c number this is. Also Would a 747 make a more impressive fin
33 Airbuske : That is what I last heard too. However, trying to piece it all together, I don't see it happening. DL say they have committed $400 million on interio
34 Panamair : US$400m is for 2010 only; there is no way that all the mods you listed are feasible in one year! The projected CapEx spending for 2010 breaks down as
35 Airbuske : My apologies. My understanding was that it was for "future" upgrades.
36 Post contains links FWAERJ : VS strongly opposes the oneworld trans-Atlantic ATI (IIRC, they are the only airline opposing BA/AA/IB ATI), and even has many planes with "NO WAY BA
37 LAXtoATL : He is correct, that is the budget for actual 2010 expenditures on mods. Like you I do not know what all there planned upgrades will cost, but all the
38 AV8AJET : Did they give an amount for F seats? I've heard 6 or 9??? We have been told reconfig's should start in the early new year but no info on how many FC
39 LipeGIG : Thanks for the link Panamair, very interesting info ! That's very interesting. They said only 2 77L and 2 738 will be received in 2010, but seems that
40 DeltaL1011man : And they will be getting the same seats DL has in its 75Es. Also I'm not sure Wifi will be in this number or not, Also I believe the plan is to have
41 1337Delta764 : Does this include the Recaro CL 4420 recliners in BusinessElite, or is only Y getting the same model of seat as the 75Es (Weber 5751 slimline with wi
42 PhxtoDCAtoMSP : I have been told 9F 56Y.
43 DeltaL1011man : Unless they go with a new seat for the 757 fleet this is what i'm talking about......couldnt tell you what they are doing for Y.
44 AV8AJET : Thanks! I'm guessing EV, OO, & OH will all get this?
45 Airbuske : Something that came through the grape vine yesterday was that Engineering / Tech Ops will proposing a $500 million package to upgrade the interiors t
46 WorldTraveler : Just for comparison, $500M for even one year would buy only a few 777LRs or 300ERs. With a good hedging program, it is far cheaper to upgrade older te
47 DeltaL1011man : Man i hope they get it, But its Delta so don't count on it. I have a feeling they will be getting done in HKG or SIN or MNL.
48 LipeGIG : I agree with you when we look into passenger point of view. Updating technology is a very good strategy and cheaper than buying new aircraft. But the
49 WorldTraveler : this all assumes that what DL will do for the next few years is the way things will stay for long.... DL has clearly said they want to strengthen the
50 DLMD90 : Hmm How are they going to get more seats into the MD88? I'm worried about the pitch!
51 1337Delta764 : DL will be removing the rear galley, and I think they will be using the Weber 5751 slimline seats.
52 STT757 : WT, I had four fights with DL in August and September on Business. I flew two MD-88s and two 757-200s, I'm being honest the planes were in rough shap
53 DeltaL1011man : I have. Many times. And its just NOT as bad as you keep making it out to be. Plus with the M88s getting new seats and all the 757s getting PTVs how w
54 WorldTraveler : If it were from anyone else but you, there might be some credibility to it.... still, it is a given that CO is going to have some advantages. "rough
55 DeltaL1011man : and DL has jets they want to pull out of VCV before they by any new aircraft.
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