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How Long Before We See A US-AA Merger?  
User currently offlineUSAA2012 From United States of America, joined Nov 2010, 4 posts, RR: 0
Posted (3 years 11 months 2 weeks 21 hours ago) and read 16879 times:

Two years ago there were six major airlines in the United States.(American, United, Delta, US Airways, Continental, Northwest) Of these six airlines four merged (Delta-Northwest and United-Continental) leaving only two of the original six left. As a result of the two mergers American has dropped from the world's largest airline to the third largest behind Delta and United. If American merges with the only airline left it would reclaim it's spot as the world's largest airline and would have hubs in 5 of the 6 most populated cities in the United States!(New York, Los Angeles, Chicago, Phoenix, Philadelphia) Also American would have hubs in the five most populated metropolitan areas.(New York, Los Angeles, Chicago, Dallas, Philadelphia) American would benefit so much from a merger with US that I believe it's only a matter of time before it happens. Possibly sometime in 2012.  

88 replies: All unread, showing first 25:
 
User currently offlinecol From Malaysia, joined Nov 2003, 2122 posts, RR: 22
Reply 1, posted (3 years 11 months 2 weeks 21 hours ago) and read 16882 times:

Quoting USAA2012 (Thread starter):
American would benefit so much from a merger with US that I believe it's only a matter of time before it happens. Possibly sometime in 2012.

That would be a real shame for US, getting involved with the poor mans alliance and the US carriers worse performer. I say continue going from strength to strength for US, then join UA. Let AA do what AA is best at??


User currently offlineCamiloA380 From Sweden, joined Feb 2008, 486 posts, RR: 25
Reply 2, posted (3 years 11 months 2 weeks 21 hours ago) and read 16781 times:

A OW Airline merging with a *A Airline? Oh well, anything can happen, just like the JJ-LA merger.

Camilo   



Flying4Ever!
User currently offlineSlcDeltaRUmd11 From United States of America, joined Jan 2004, 3544 posts, RR: 0
Reply 3, posted (3 years 11 months 2 weeks 21 hours ago) and read 16749 times:

I would think AS and AA are the most likely couple to be honest. None of them fly airbus and SEA/PDX helps AA get more west coast presence. AS has stated that they want to remain independent however things may change.

Then a AA/B6 marriage still seems to be more likely than a US/AA couple IMHO. B6s presence in the LA metro and JFK would compliment AA. The A320 is just one mainline aircraft to add to the fleet. The 190s could be eliminated or added, AA probably find some good uses for a plane about that size

US hubs of PHL, CLT, and PHX and an airbus heavy fleet of A330s, 319s, 320s and 321s just don't seem like they could even flirt with each other well.


User currently offlineAA737-823 From United States of America, joined Mar 2000, 5873 posts, RR: 11
Reply 4, posted (3 years 11 months 2 weeks 20 hours ago) and read 16705 times:

Quoting USAA2012 (Thread starter):
Two years ago there were six major airlines in the United States.(American, United, Delta, US Airways, Continental, Northwest) Of these six airlines four merged (Delta-Northwest and United-Continental) leaving only two of the original six left.

Uh, run that math by me again???

6 - 2 = 2 ???

I still count American, United, Delta, and USScare.... that's a number greater than three, but less than five.

 

In response, no, I don't think AA and US are a good fit for each other. I see AA partnering (and then maybe merging) with a low-cost carrier, OR failing completely. Which wouldn't surprise me.


User currently offlineKGRB From United States of America, joined Sep 2010, 718 posts, RR: 1
Reply 5, posted (3 years 11 months 2 weeks 20 hours ago) and read 16684 times:

Quoting USAA2012 (Thread starter):
If American merges with the only airline left it would reclaim it's spot as the world's largest airline

Would it? I don't think AA+US is as big as UA+CO, but feel free to correct me if I'm wrong.

Quoting CamiloA380 (Reply 2):
A OW Airline merging with a *A Airline?

That doesn't matter. US can leave Star if they want. Remember, CO was in SkyTeam just a couple of years ago. They left and cozied up with UA.

Nonetheless, I don't think US or AA would really benefit much from this merger. Size isn't everything -- US is profitable right now and there's noting indicating that they won't be down the road. AA, on the other hand, is struggling mightily right now, but that's not because of their size, but rather labor costs. I think AA will eventually get a handle on that, but until then, they should stay out of the merger game.

Quoting SlcDeltaRUmd11 (Reply 3):
I would think AS and AA are the most likely couple to be honest. None of them fly airbus and SEA/PDX helps AA get more west coast presence. AS has stated that they want to remain independent however things may change.

I agree. The sad thing is, given AA's track record, AS would probably just be the next AirCal or Reno Air in a few years.



Δ D E L T A: Keep Climbing
User currently offlineSlcDeltaRUmd11 From United States of America, joined Jan 2004, 3544 posts, RR: 0
Reply 6, posted (3 years 11 months 2 weeks 20 hours ago) and read 16678 times:

Quoting AA737-823 (Reply 4):
In response, no, I don't think AA and US are a good fit for each other. I see AA partnering (and then maybe merging) with a low-cost carrier, OR failing completely. Which wouldn't surprise me.

AA will merge before they were to fall. The hubs of DFW, MIA, ORD, JFK/LGA and LAX are too valuable. Hey they made money this quarter I think things are really looking up for AA. Labor prices and a fuel thirsty fleet seem to be their biggest problems i think?


User currently offlineSurfandSnow From United States of America, joined Jan 2009, 2887 posts, RR: 31
Reply 7, posted (3 years 11 months 2 weeks 20 hours ago) and read 16647 times:

AA will not be merging just for the sake of merging (or its ego) - being bigger does not necessarily mean being better. It wasn't that long ago that they acquired TWA, and they are certainly big enough to compete effectively against the new DL and UA.

In the early-mid 2000s (right after they got TW) AA had a very diverse fleet and a whole bunch of hubs, major focus cities, and international gateways - BOS, LGA, JFK, RDU, FLL, MIA, SJU, ORD, STL, DFW, AUS, LAX, and SJC. They have since worked very hard since then to streamline the fleet (down to 738/752/767/777/MD-80) and hub structure such that you just have NYC (JFK/LGA), MIA, ORD, DFW, and LAX today. That strategy seems to be paying off, and a merger with US would introduce a whole bunch of dissimilar fleet types and redundant hubs.

Let's look at what US brings to the table:

Regional a/c: E-190 - these would be a godsend to AA, filling that crucial gap between the Eagle CR7s and mainline 738s/MD-80s. However, it is still a relatively small fleet of radically different planes, and they could be viewed as a big threat to the company's 737 and maddog pilots...

Short-haul a/c: Airbus A319/320/321, 733/734, 757 ETOPS - The aging 737s would probably be gone by the time a merger would be completed, but integrating a huge Airbus fleet (which still remains divided between East/West unions) with all the 737s and MD-80s could be extremely difficult and costly. DL is doing ok with A's, B's, and DC's/MD's, but their work groups aren't openly hostile to each other. Getting US East, US West, and AA all onboard together would not be easy!

Mid-haul a/c: The 757s and 767s would be the only common fleet types between these carriers, and even then they play very different roles for each airline (AA 762s are reserved for domestic hub-hub flying, while US's all do overseas flying. AA 757s mostly ply domestic and Caribbean routes, whilst US only sends theirs on long Hawaiian and transatlantic missions). The ETOPS 757s might be somewhat valuable, but AA doesn't seem to have a pressing need for any more 757s than they already have!

Long-haul a/c: A330s and A350s are completely dissimilar from the 777s and 787s that AA has/will have. I suppose the 777s could be reserved for prestigious 3-class routes and higher density A330s for 2-class routes, but still...

Hubs: PHL (Northeast/transatlantic), CLT (South/Caribbean/Latin America), and PHX (West Coast/Mexico/Alaska/Hawaii).

PHL would undermine the role of JFK, which is now AA's flagship transatlantic gateway. Yet, all of the capacity at PHL could not be transferred to JFK due to a shortage of slots...so either AA would have two competing hubs, or have to give up a lot of US's transatlantic ops to consolidate at JFK.

CLT would undermine the role of MIA, which is a far stronger hub with better O&D (internationally, at least). AA already had a mid-South hub, and it just wasn't viable once MIA emerged as a major hub for the airline. CLT would essentially be toast.

PHX would undermine the role of DFW and LAX, which serve as gateways to Hawaii, Mexico, and the West Coast. No need to keep a major presence at the relatively low-yielding WN stronghold.

Basically AA has no need for any of US's three hubs. Then there's the US focus cities at LGA and DCA, airports where AA already has more slots than it knows what to do with.

Bottom line - there is no feasible reason why AA should or would merge with US. US is a great airline, but just wouldn't be of much value to AA for the reasons stated above.



Flying in the middle seat of coach is much better than not flying at all!
User currently offlineEA CO AS From United States of America, joined Nov 2001, 13634 posts, RR: 62
Reply 8, posted (3 years 11 months 2 weeks 20 hours ago) and read 16604 times:
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Quoting SlcDeltaRUmd11 (Reply 3):
I would think AS and AA are the most likely couple to be honest.

AS isn't merging with anyone, nor being purchased by anyone.

Reason?

Because they're profitable thanks to BOTH DL and AA - if either were to buy AS, the codeshare/partnership revenue the other brings to the table disappears, making AS much less attractive.



"In this present crisis, government is not the solution to our problem - government IS the problem." - Ronald Reagan
User currently offlineUSAA2012 From United States of America, joined Nov 2010, 4 posts, RR: 0
Reply 9, posted (3 years 11 months 2 weeks 20 hours ago) and read 16543 times:

Quoting AA737-823 (Reply 4):
Uh, run that math by me again???

6 - 2 = 2 ???

I met two original airlines, not counting the new DL and UA.

Quoting KGRB (Reply 5):
Would it? I don't think AA+US is as big as UA+CO, but feel free to correct me if I'm wrong.

DL has 733 aircrafts, UA/CO has 699, AA has 615, and US has 345.

Quoting SurfandSnow (Reply 7):
PHL would undermine the role of JFK,

JFK could serve Europe and PHL could serve Africa and the Middle East.

Quoting SurfandSnow (Reply 7):
CLT would undermine the role of MIA,
Quoting SurfandSnow (Reply 7):
PHX would undermine the role of DFW and LAX

Using PHX and CLT as focus cities would help more than it would hurt in the west and south.

Quoting SurfandSnow (Reply 7):
being bigger does not necessarily mean being better

With over 900 aifcrafts AA like DL and UA could have hubs in countries outside of the US and start service to Austria and Africa.


User currently offlineAA737-823 From United States of America, joined Mar 2000, 5873 posts, RR: 11
Reply 10, posted (3 years 11 months 2 weeks 19 hours ago) and read 16446 times:

Quoting USAA2012 (Reply 9):
I met two original airlines, not counting the new DL and UA.

The original Delta, and the original United, both VERY MUCH still exist...


User currently offlineSlcDeltaRUmd11 From United States of America, joined Jan 2004, 3544 posts, RR: 0
Reply 11, posted (3 years 11 months 2 weeks 18 hours ago) and read 16343 times:

Quoting EA CO AS (Reply 8):
Quoting SlcDeltaRUmd11 (Reply 3):
I would think AS and AA are the most likely couple to be honest.

AS isn't merging with anyone, nor being purchased by anyone.

Reason?

Did you read what i wrote or stopped after the first sentence?

Quoting SlcDeltaRUmd11 (Reply 3):
I would think AS and AA are the most likely couple to be honest. None of them fly airbus and SEA/PDX helps AA get more west coast presence. AS has stated that they want to remain independent however things may change.


User currently offlineCHRISBA777ER From UK - England, joined Mar 2001, 5964 posts, RR: 62
Reply 12, posted (3 years 11 months 2 weeks 18 hours ago) and read 16282 times:

Simple answer - never.

I think whoever dreamed this up just likes the idea of US canceling their Airbus fleet and getting back to Boeing, and see getting bought out by AA as the catalyst for this.

I have to ask - what possible use would US's network and business be to AA? What strategic value does the airline add where AA is weak?

Is anyone seriously trying to tell me that AA - who have three huge hubs at ORD, JFK and MIA down the east coast, need two more at PHL and CLT? Honestly?

As other posters have said - AS I can see, as it adds something where AA does not have a meaningful presence and brings something new to the business, but US, no way.

I could see US taking over someone like Allegiant or Midwest maybe, and surely AS represents a solid choice of merger partner as well, but AA - US? sorry folks - dont see it.



What do you mean you dont have any bourbon? Do you know how far it is to Houston? What kind of airline is this???
User currently offlineBNE From Australia, joined Mar 2000, 3186 posts, RR: 12
Reply 13, posted (3 years 11 months 2 weeks 16 hours ago) and read 16060 times:

For the time being US are very happy with Star Alliance.

US Airways doesn't really offer anything AA wants.

AS is better being a mileage whore that it is, so it is better to have individual agreements with a whole bunch of airlines including Qantas.



Why fly non stop when you can connect
User currently offlineDl767captain From United States of America, joined Mar 2007, 2539 posts, RR: 0
Reply 14, posted (3 years 11 months 2 weeks 16 hours ago) and read 15924 times:

A lot of is think US and AA should get together since they are the only ones left but im not sure if they really need to. Neither one really brings a lot to the other. Their hubs would be a pain to figure out, labor agreements would be an issue, and fleet would be just a small issue. I think US is really coming back and I'm not sure if they need to merge right now, I think they would do better just growing on their own. AA isn't doing so great right now but their new ATI might help them. I think AA is going to be fine alone. US if anything would probably be eaten by the new United if anything but I think having US as a partner within the US is more useful

User currently offlineFURUREFA From United States of America, joined Feb 2004, 803 posts, RR: 2
Reply 15, posted (3 years 11 months 2 weeks 15 hours ago) and read 15772 times:

The fact is AS would fit in well within AA's network, in that sense they're a great merger partner.

But an AS/AA merger will not be happening anytime soon because of very different cost structures. AS can make many of its routes work because it costs are very low - much lower than AA's. If they merged, we would see another Reno or Aircal - AA would have to cut many AS routes because they would no longer be profitable with AA's cost structure.

To a much lesser, DL has the same problem with AS. DL/AA are happy to partner with Alaska since AS is able to fly routes that DL/AA simply couldn't.


User currently offlineBurkhard From Germany, joined Nov 2006, 4399 posts, RR: 2
Reply 16, posted (3 years 11 months 2 weeks 15 hours ago) and read 15687 times:

Don't forget that US still is an airline in an early phase of a merger - having all aircraft iusing the same cal sign and same paint does not mean the two entities have merged.

User currently offlineSTT757 From United States of America, joined Mar 2000, 16883 posts, RR: 51
Reply 17, posted (3 years 11 months 2 weeks 15 hours ago) and read 15675 times:

If AA and US were to merger they would be required to divest a significant amount of LGA slots, so it really wouldn't change their position in the NYC market.


Eastern Air lines flt # 701, EWR-MCO Boeing 757
User currently offlinejfk777 From United States of America, joined Aug 2006, 8420 posts, RR: 7
Reply 18, posted (3 years 11 months 2 weeks 15 hours ago) and read 15610 times:
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Usairways still has lots of baggage from the America West merger with US East & West. AA and US would be a marriage made in hell. Other then CLT, US gives AA nothing. AA would be far better of buying JetBlue, getting that brand new JFK terminal to go with AA own new JFK terminal. JB brings AA a whole fleet of E190's AA desperately needs and A320( Boeing can't deliver 100 738's in a short period) which are fabulus.

US airways would be better sold off in pieces then existing, its recent earnings were an anomoly.


User currently offlineSTT757 From United States of America, joined Mar 2000, 16883 posts, RR: 51
Reply 19, posted (3 years 11 months 2 weeks 15 hours ago) and read 15564 times:

Quoting jfk777 (Reply 18):
AA would be far better of buying JetBlue, getting that brand new JFK terminal to go with AA own new JFK terminal.

AA doesn't need B6's JFK Terminal, AA's Terminal is designed to be much larger. AA takeover of B6 would be beneficial to AA and DL, AA could get most of B6's JFK slots (WN + VX will want some) and then they could lease T-5 to DL. DL's JFK terminal plan has them maintaining domestic operations in the Current T-2, while expanding T-4 for their International operations. T-5 would be a much more ideal location for DL domestic operations than T-2, and it's actually closer to T-4 than T-2.



Eastern Air lines flt # 701, EWR-MCO Boeing 757
User currently offlineEricR From United States of America, joined Jul 2010, 1904 posts, RR: 1
Reply 20, posted (3 years 11 months 2 weeks 14 hours ago) and read 15516 times:

US/AA merger would not be good for either carrier.

AA's high costs would kill a lot of US routes that are profitable today. The added benefits that AA would provide US cannot outweigh AA's high cost structure.

The better option for US is to merge with B6, F9, or AS. This would provide US with more domestic feed to help expand their international operations.

As far as AA is concerned, they really need to do something about their cost structure.

Their cornerstone strategy is troubling from the standpoint that they are being squeezed out of the domestic market due to their high costs, so they are slowly being limited to international flights. Three of their five cornerstone hubs are now focused towards international operations.

Of their two primary domestic hubs, one (ORD) is a shared hub where they are the #2 player. DFW is their only fortress domestic hub. They are slowly looking more and more like PanAm whose lack of domestic feed was one of the main reasons why they collapsed.

Quoting SlcDeltaRUmd11 (Reply 3):
I would think AS and AA are the most likely couple to be honest. None of them fly airbus and SEA/PDX helps AA get more west coast presence. AS has stated that they want to remain independent however things may change.

Although I agree that AA is weak in the PNW, I don't think they are likely to acquire AS because:
1.) AA's cost structure is too high to make many of AS's flights work profitably.
2.) Would undermine AA's attempt to grow LAX as one of its cornerstone hubs.

Quoting SurfandSnow (Reply 7):
CLT would undermine the role of MIA, which is a far stronger hub with better O&D (internationally, at least). AA already had a mid-South hub, and it just wasn't viable once MIA emerged as a major hub for the airline. CLT would essentially be toast.

I completely disagree here. If US/AA merged, I would assume CLT's international connections to the Caribbean or LATAM connections would be moved to MIA. In fact, I believe some capacity would be withdrawn in favor of higher yields.

However, I think CLT will remain as Southeast domestic connecting hub. MIA is too far south and inconvenient as a southeast domestic connecting hub.

[Edited 2010-11-11 06:56:18]

User currently offlinewilliam From United States of America, joined Jun 1999, 1303 posts, RR: 0
Reply 21, posted (3 years 11 months 2 weeks 14 hours ago) and read 15447 times:

I expect USAir to eventually be parted out. The only must have US has and its debateable is Charlotte. UA or AA might be interested but why with DL and now SWA just down the road in ATL?

User currently offlineEricR From United States of America, joined Jul 2010, 1904 posts, RR: 1
Reply 22, posted (3 years 11 months 2 weeks 14 hours ago) and read 15406 times:

Quoting EA CO AS (Reply 8):
AS isn't merging with anyone, nor being purchased by anyone.

Reason?

Because they're profitable thanks to BOTH DL and AA - if either were to buy AS, the codeshare/partnership revenue the other brings to the table disappears, making AS much less attractive.

If the price is right, they will sell. AirTran told WN the same thing. AS is a publically traded company. If an offer comes to the table that is extremely profitable to the shareholders, then they will sell.

However, I think the smartest strategy would be for an airline such as US, B6, F9 to acquire AS. The reason is because they will pick up badly needed market share in the Pacific Northwest AND gain the benefit of the AA/DL codeshares.


User currently offlineSPREE34 From United States of America, joined Jun 2004, 2248 posts, RR: 9
Reply 23, posted (3 years 11 months 2 weeks 13 hours ago) and read 15148 times:

Quoting SurfandSnow (Reply 7):
Getting US East, US West, and AA all onboard together would not be easy!

Labor nightmare. The US East and APA mixed would create an ego energy that would tilt the earth's axis. The mixture of those two airlines would surely result in redundancies. Those two groups would sink the deal on that alone.

Quoting Burkhard (Reply 16):
Don't forget that US still is an airline in an early phase of a merger - having all aircraft iusing the same cal sign and same paint does not mean the two entities have merged.

Early stages? IIRC, except for the pilot groups, it's done.



I don't understand everything I don't know about this.
User currently offlinedeltal1011man From United States of America, joined Sep 2005, 9555 posts, RR: 14
Reply 24, posted (3 years 11 months 2 weeks 13 hours ago) and read 15035 times:

Quoting EA CO AS (Reply 8):


Because they're profitable thanks to BOTH DL and AA - if either were to buy AS, the codeshare/partnership revenue the other brings to the table disappears, making AS much less attractive.

Ok so airlines buy airlines just because they make money?

No one wants SEA? No one wants the LAX routes? AS is worthless without both DL and AA codeshares? hmmm learn something new everyday.  

Question, is this a "I don't want AS to be gone so I'll say it wont happen" or do you have proof? (PS the CEO saying we want to stand alone means nothing, Anderson said the same thing at Delta)



yep.
25 LAXdude1023 : AS would be stupid to merge with AA or DL. They have a real good thing going. A merger with either would destroy that. As for AA and US, the answer s
26 ca2ohHP : Interesting that the general tone of the posts is "what does AA get out of it?" My question being, what (if any) benefit would US get from a merger wi
27 ssides : Most of the earlier posters are correct -- an AA/US merger will not happen anytime soon. The geography of hubs, fleet structure, labor structure and s
28 Cubsrule : But aren't some of the Caribbean and Latin America destinations (CZM, AUA, LIR) so leisure-oriented and connection-heavy that they'd work just as wel
29 EricR : Could some destinations work just as well from CLT? Of course, and some could stay in a hypothetical merger, but I would assume the vast majority wou
30 EA CO AS : I did, yes - and I felt the need to add on what you either didn't know, or didn't share. Either way, my comments brought additional info that yours d
31 Steeler83 : Huh? PHL serving Africa and the Middle East? Does PHL even have high enough O&D to that part of the world to justify service there? Sorry to burs
32 PPVRA : Nah. . but I still like the idea of US+B6. Tricky but doable.
33 crjflyer35 : I was thinking the EXACT same thing!! It seems the general tone is that US is a beggar on the streets looking for a willing party to give them a hand
34 xdlx : AA would probably benefit more from B6 than US
35 EricR : Ok, but take a step back and think about this for a second. How much growth potential do you think AS has with a hub in SEA and quasi hub in PDX? AS
36 Cubsrule : I guess my question is how much optimization you obtain from running your ethnic/VFR/business oriented Latin America flights from the same city as yo
37 EricR : So I'll answer that question with a question. Why spread it out and pay the added costs of split ops when they can be consolidated into one? Not nece
38 EA CO AS : Quite a bit, actually. And you forget the LAX operations, along with growth at SJC. AAG senior management seems to think otherwise. I'm inclined to a
39 Cubsrule : If we accept - as you apparently do - that CLT would remain a large domestic hub, the added costs are quite low. ...at the expense of service to plac
40 Post contains images flyby519 : B6+US and that combined carrier would join OW to be the LCC compliment to AA and provide a large amount of feed to AA and oneworld partners. Hell, ge
41 EricR : Nope..didn't forget about LAX, I said the following about LAX in my earlier reply to you (reply 35). See below AAG senior "stated" otherwise, but thi
42 goomba : Would AA even be able to merge with US considering they were the first major airline to do a merger way back when with TWA? Aren't there mandates that
43 hnl-jack : [ AS is profitable because of its cost structure and its multiple airline relationships complement and provide feed to routes that another major could
44 icebird757 : I can promise you that this will not happen.
45 Cubsrule : Yes, but how does that affects costs? Given that CLT has an operating FIS facility, very little. No - I'm saying that MIA does not presently have ser
46 EA CO AS : Yes. My point is simply that neither DL nor AA will likely offer "the right price" - or any, for that matter - since a purchase by one means losing t
47 jfk777 : Usairways would be far better considering its "Srategic Options" . Call Goldman Sachs and see what offers the assets are worth. USairways has many ass
48 Post contains images EricR : And you could be right. I did mention that some routes could stay in CLT (see reply 29). The routes that you mentioned could be among the few that re
49 Cubsrule : Why? The vast majority are much more like CZM then like, say, GIG/GRU (which almost certainly would move).
50 EricR : For example? I agree with your CZM example, but the vast majority are better suited in MIA. The far south Caribbean markets such as GND, POS, BGI etc
51 Cubsrule : Yes and no. If I have to double-connect to get to MIA, that's a disadvantage even if it's fewer miles. Connections are where CLT really shines, and M
52 EricR : But you do not need to connect to every conceivable market to make the routes work. As long as the main routes that carry the majority of the traffic
53 txkf2010 : I think there's a really big point everyone is missing or neglecting in the AA-US talk. US really started the whole merger era when they and America W
54 Cubsrule : Then why does CLT-CZM work but not MIA-CZM?
55 EricR : Factors to consider 1.) US's cost structure vs. AA's 2.) Lower yielding route 3.) CZM has never been a strong AA Mexican station. Seems like this des
56 Cubsrule : Why would CZM do any better ex-MIA? How does the MIA/MCO/TPA-CZM market compare to the total of those markets that a move would eliminate?
57 MAH4546 : You have to be kidding me. OneWorld is the "poor mans alliance?" Seriously? The one alliance comprised of airlines that, more than others, pride them
58 EricR : I don't think I ever mentioned that it would do better out of MIA. I just said that if AA/US merged, some of the routes that work out of CLT today su
59 flyguy89 : I have to agree, I mean each of the big 3 alliances are different. If OneWorld is the 'poor man's alliance' then star is the community college of all
60 USAirALB : Huh?
61 Post contains images einsteinboricua : US is fine as it is. Even with labor issues, it's still an airline that can go it alone. No doubt, AA can also go it alone. You might want to recheck
62 Goblin211 : I agree w/ an AA/B6 merger but I think it's important to avoid mergers since they do cut back jobs but they do provide better routes and what not. It'
63 jfk777 : OneWorld is the "Ivy League" of alliances. Avianca need not apply. Skyteam just admitted AR, what does that say of them ? Desperate to get an airline
64 GlobalCabotage : No offense to US, but why would AA want more labor problems? CLT would be nice, but AA has MIA, not that we can compare MIA to CLT or ATL. If AA were
65 EricR : How do you think AA would be able to fly AS's routes profitably with AA's high cost structure? It would be RenoAir / AirCal all over again.
66 AirCalSNA : It seems like this thread begs the question of why either AA or US would HAVE to merge with any other airline at all. The recent mergers of a few larg
67 Post contains links GlobalCabotage : Didn't you see the FA's announcement today? AA is not high cost, it is management! http://finance.yahoo.com/news/AA-uni...gement-apf-207698607.html?x=
68 etops1 : My guess is that US will end up being part of the new UA in a few years.
69 Post contains links and images Schweigend : I recall reading in one of the aviation journals about six months ago that AS has launched a stock buy-back program -- no doubt in order to waylay a
70 coopdogyo : Chester is indeed sporting a lei. All ETOPS 738's in the Alaska fleet have them I think. Alaska made it really easy to identify which birds are ETOPS
71 Post contains images rampart : Both AA and US were the pioneers of consolidation (along with NW). Everyone else followed them. They need not continue further. Unless everyone desire
72 bobnwa : Yes the management teams of CO and FL did say they did not want to merge, but they aren't the ones who decided to merge. The owners of both, the stoc
73 Cubsrule : Yes, in theory. But how well do mergers work when management is not on board? Certainly, in this industry, most successful mergers are mergers where
74 ckfred : I know that some Wall Street analysts think that AA and US have no choice. I heard one analyst say that AA is headed to Chapter 11, while US is headed
75 Post contains images EricR : Well, you are missing an important step. The management teams (including BOD) are the ones who bring the merger proposal to the stockholders to vote
76 goomba : I asked before and no one responded. Is AA even able to merge with another airline (legally) as they were the first large legacy carrier to begin this
77 Cubsrule : The fact that AA has merged before has no effect on its ability to merge now (at least not in any direct fashion - obviously, other things being equa
78 AADC10 : I am not so sure AA will merge with US anytime soon. While there are not too many merger candidates left, AA/US does not bring as much to the combinat
79 rampart : I'm no authority, but the fact that some airlines are "serial mergers" tells me that there is no legality prohibiting, only the wherewithal and finan
80 hnl-jack : AA has an excellent domestic network, corporate contracts and sufficient fleet to protect it's turf. Yes, there are a few holes, but if they were tha
81 PHLwok : Why would they be parted out, after not being during two bankruptcies? CLT is desirable due to its location (and it's a growing metro area as well),
82 EricR : In my opinion, the exact opposite is true. AA is being squeezed out of the domestic market due to their high cost structure and expansion of LCC's. I
83 icebird757 : I am not going to keep beating a dead horse but AA is in no shape to buy or merge with anyone. Financially they can not afford to do that and their on
84 Post contains images CARST : We discussed that 2 years ago and I thought then as now that an US - AA - merger wood benefit both airlines from an economical standpoint. Today it se
85 MAH4546 : AA's domestic network is incredibly strong and is more O&D-focused than any other U.S. network carrier. IIRC, in 2009 AA was the largest carrier
86 XT6Wagon : One that is in a fairly strong decline. regardless a AA + US merger would be the sum of thier weakness, not strength. Labor issues + Labor issues = t
87 airlinespotter : For god's sake, why would US wants to merger or anything to do with AA anyway.
88 etops1 : For god's sake, why would US wants to merger or anything to do with AA anyway. 2 words ..International presence.
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