Search found 10762 matches

by commavia
Sun Apr 30, 2017 2:11 pm
Forum: Civil Aviation
Topic: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS
Replies: 16
Views: 1547

Re: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS

I would argue that AA's LGA operation is point-to-point, unlike DL's real attempt at a hub. I don't consider LGA point-to-point. I agree that LGA is certainly not a true connecting-oriented "hub" operation akin to what Delta operates there - that's true. But I view LGA more in the context...

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by commavia
Sun Apr 30, 2017 1:56 pm
Forum: Civil Aviation
Topic: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS
Replies: 16
Views: 1547

Re: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS

On another note, both AA and DL make an effort to use point-to-point regional routes to build up strength in markets like CVG/RDU/IND/BOS/etc. If I'm not mistaken, UA does basically none of that sort of point-to-point flying. Is that part of why UA is weaker than DL in terms of earnings and maybe p...

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by commavia
Sun Apr 30, 2017 12:58 pm
Forum: Civil Aviation
Topic: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS
Replies: 16
Views: 1547

Re: OAG Changes 4/30/2017: DL Closes BGI, QR Delays LAS, 3M Drops RSW-NAS

*AA DFW-BZN OCT 0.1>1.0 NOV 0>1.0 Very happy to see BZN continue to expand - including not just the seasonal extension above, but also going to double-daily (with one mainline) to DFW, plus ORD, this summer. It looks like BZN is now going to be scheduled similarly to JAC, with coverage in the summe...

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by commavia
Sat Apr 29, 2017 6:17 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

It makes zero sense that if you are a top tier on any airline that you are don't have a choice even of a window or an aisle seat, nevermind in Economy Plus or the equivalent. I have top tier elite status on a U.S. network carrier, and I routinely face the situation of no window or aisle seats avail...

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by commavia
Sat Apr 29, 2017 4:27 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

This is why I don't understand why AA doesn't think they need a 100 seater. E190s are on the way out, with no replacement planned As has been discussed at length over the last year, it still seems to me as though AA has concluded that it can cater to the segment of markets in question - served by 1...

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by commavia
Sat Apr 29, 2017 4:25 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

Sitting in F may not be a "right" but it is a way to keep the high yield frequent business flyer loyal. True, and of course, AA - like Delta and United - is more than happy to sell an F seat to those "high yield frequent business flyer[s]" who want to pay for it. But there's no ...

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by commavia
Sat Apr 29, 2017 4:20 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

I see the problem of no free seats for last minute purchasers as more structural. I can expense a bundled ticket. I can afford but cannot expense a $9 "preferred seat" charge for 17A. For those of us who rarely book very far in advance, what is the benefit of traveling on AA and earning t...

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by commavia
Sat Apr 29, 2017 3:51 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

I think the problem is more one of saving the seats for elites who do not ultimately book. Well, again, that may be the perception of a single traveler with experience in a single city pair that is interacting with a hub that handles traffic flow across thousands of city pairs on a daily basis. And...

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by commavia
Sat Apr 29, 2017 3:40 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

I think airlines should optimize for the group that leads to the most revenue/profit, not the group that puts the most butts in seats. I don't disagree, although I suspect that the management of AA (and the other network carriers) would say that this is exactly what they're already doing . It seems...

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by commavia
Sat Apr 29, 2017 3:27 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

However, the upgrade is part of the loyalty scheme that works extremely well for the airlines. The first class upgrade is the stated and touted benefit of the elite-level loyalty program. Its the reason a person will buy a ticket on airline X with the out of the way connection rather than a non-sto...

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by commavia
Sat Apr 29, 2017 2:57 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

Passengers will not pay for the space they demand. So AA has no economic choice. I choose to utilize seat guru and my impressions of service and will pay a reasonable premium as long as my schedule is met. Indeed. It is telling that every single major airline in the U.S. - network carriers, LCCs an...

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by commavia
Sat Apr 29, 2017 2:43 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

To me, "price first" is not a useful descriptor for customers because it encompasses the $79 Y- ticket to MCO crowd, the business travelers on draconian travel policies who have to take the 5:30 a.m. double connection to save $20 and the business travelers who are "price first among ...

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by commavia
Sat Apr 29, 2017 2:24 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

The trouble with this view, I think, is that "consumers" are not a monolithic group, and the mythical "pay more to get more" product sometimes does not exist. I buy a lot of refundable tickets 7-10 days out. Frequently the Y+ product is competitively priced but all that is avail...

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by commavia
Sat Apr 29, 2017 1:24 pm
Forum: Civil Aviation
Topic: AA 737-Max8 and A321neo to South America
Replies: 23
Views: 3515

Re: AA 737-Max8 and A321neo to South America

The problem is if leisure travelers suddenly disappear AA can't make enough off just the premium traffic and freight to pay for a widebody (in most cases). If leisure traffic suddenly disappears, Copa is going to suddenly disappear. They will have a much bigger problem than AA. I agree that additio...

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by commavia
Sat Apr 29, 2017 1:21 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

USAirALB, as far as I know it was already announced some time ago that the IFE will be removed from the entire narrowbody fleet. I don't believe that AA has ever announced that. AA has publicly confirmed that all future narrowbody deliveries beginning with the 737MAX will have wifi-based IFE rather...

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by commavia
Sat Apr 29, 2017 1:18 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

AA continues to rank poorly in virtually all travel and passenger surveys that I have seen. You mean except being named Air Transport World's Airline of the Year , winning "Best Elite Program" at this year's Freddie Awards , and being named "Full Service Airline Brand of the Year&quo...

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by commavia
Sat Apr 29, 2017 12:33 pm
Forum: Civil Aviation
Topic: AA to increase 737 capacity
Replies: 115
Views: 12032

Re: AA to increase 737 capacity

I have no idea if that's true, but it definitely sounds tight. Doesn't sound like a very fun ride in non-MCE Y, although I'll say this, if this is true, the overall economics of a 737MAX combined with that dense a cabin is going to be a profit machine - assuming AA can consistently fill it without d...

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by commavia
Sat Apr 29, 2017 12:04 pm
Forum: Civil Aviation
Topic: JFK/LGA/EWR/HPN/ISP/SWF Aviation
Replies: 91
Views: 8213

Re: JFK/LGA/EWR/HPN/ISP/SWF Aviation

there are plenty of business in new York metro area that are much closer to jfk airport including all of the long island. And looking up prices for flights from JFK to DFW vs LGA to DFW for the coming weeks, the jfk prices are actually higher. And for any non business travelers out of Manhattan, LG...

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by commavia
Fri Apr 28, 2017 8:28 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

Suffice it to say that I stand by my comments that AA has not yet solidified its international position at LAX for many TPAC routes. Again, I don't know what "solidified its international position" means. AA is the single largest international carrier at LAX, and that still means that it ...

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by commavia
Fri Apr 28, 2017 6:54 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

It's making me question whether or not the A350 is, shall we say, needed at AA. It will, indeed, be interesting to see AA's approach going forward on the A350s. The -200s are staying, AND, let's not forget, 767s are leaving the fleet. Why not swap the A350-900 for 25-30x A330-900neos? I don't neces...

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by commavia
Fri Apr 28, 2017 4:50 pm
Forum: Civil Aviation
Topic: United ends Interline Agreements with 5 Mideast Airlines
Replies: 39
Views: 6842

Re: United ends Interline Agreements with 5 Mideast Airlines

More interline traffic for JetBlue and Alaska! :)

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by commavia
Fri Apr 28, 2017 4:48 pm
Forum: Civil Aviation
Topic: Air Berlin Losses Plunge to Record
Replies: 18
Views: 4738

Re: Air Berlin Losses Plunge to Record

There are plenty of a.netters arguing that Alitalia is hopeless and should be liquidated. Why should AB be any different? Why hand more assets to the dominant carrier? That's not going to end well for consumers. I don't think that many people are seriously suggesting the Air Berlin is "any dif...

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by commavia
Fri Apr 28, 2017 4:33 pm
Forum: Civil Aviation
Topic: JFK/LGA/EWR/HPN/ISP/SWF Aviation
Replies: 91
Views: 8213

Re: JFK/LGA/EWR/HPN/ISP/SWF Aviation

And yet people trek all the way to JFK for a slew of in perimeter destinations Indeed they do ... often at a material yield discount to LGA. AA and Delta make their DFW-JFK flights work because the yield mix is more favorable given all the connections at one or both ends. But in the local market, p...

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by commavia
Fri Apr 28, 2017 3:37 pm
Forum: Civil Aviation
Topic: AA reportedly investing in China Southern Airlines
Replies: 67
Views: 10714

Re: AA reportedly investing in China Southern Airlines

Following up on the announcement from AA and China Southern a few weeks ago, some interesting commentary from Joe Monah, American's VP-Alliances at CAPA's recent CAPA Americas Summit in Orlando on that subject of that alliance ( emphasis mine): "Mr Mohan explained that the two airlines would be...

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by commavia
Fri Apr 28, 2017 3:16 pm
Forum: Civil Aviation
Topic: AA orders additional E175s
Replies: 32
Views: 6202

Re: AA orders additional E175s

Dominion301 wrote:
A 175 vs a CR2 isn't exactly an apples-to-apples comparison.


Of course it isn't - and that's my point. I'm happy to see that AA is, net-net, increasing the number of 175s in its network and decreasing the number of CRJ200s.

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by commavia
Fri Apr 28, 2017 1:40 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

AA may have concluded that its TPAC expansion is not sufficiently profitable at this stage to expand much more, particularly without a code-share with Qantas. LAX-AUK is being parred and LAX-SYD is supposed to be down-sized from 77W to 789. The success of LAX-HKG remains to be seen, and AA does not...

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by commavia
Fri Apr 28, 2017 12:49 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

'To control capital expenditures' doesn't get to the root of why they're deferring widebodies and not narrowbodies, and still ordering RJs. Well, I'm not sure that it's quite that straightforward since - stating the obvious - each individual widebody aircraft requires significantly more capex (easi...

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by commavia
Fri Apr 28, 2017 12:12 pm
Forum: Civil Aviation
Topic: Delta Air Lines at DFW
Replies: 21
Views: 4159

Re: Delta Air Lines at DFW

For the record, I don't think BOS/RDU-DFW are necessarily likely, but I personally thought they were both more likely than BOS/RDU-AUS, so all bets are off in that regard. I would be extremely surprised to see anything more than 3x daily E75s on BOS-DFW or 2x daily E75s on RDU-DFW. Personally, I wo...

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by commavia
Fri Apr 28, 2017 2:13 am
Forum: Civil Aviation
Topic: Delta Air Lines at DFW
Replies: 21
Views: 4159

Re: Delta Air Lines at DFW

SEA-DFW is surely a matter of when, not if, and I wouldn't be surprised to see ~2 daily E75s on BOS- and RDU-DFW either with the way DL is growing at those two airports. DFW-SEA, I agree, is a matter of when not if. I could easily see the market consisting of probably 2-3 daily flights well-timed f...

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by commavia
Fri Apr 28, 2017 12:48 am
Forum: Civil Aviation
Topic: AA orders additional E175s
Replies: 32
Views: 6202

Re: AA orders additional E175s

You clearly haven't flown them in Y. :-) The CRJs aren't really much better, but that 1" extra in pitch is most welcome when compared to the 30" pitch E175s at Compass. Should have been more explicit ... more 175s, less CRJ200s. :) Personally, I'll take any seat on a 175 over a CRJ200 any...

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by commavia
Fri Apr 28, 2017 12:42 am
Forum: Civil Aviation
Topic: AA orders additional E175s
Replies: 32
Views: 6202

Re: AA orders additional E175s

More 175s, fewer CRJs ... nice :)

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by commavia
Fri Apr 28, 2017 12:25 am
Forum: Civil Aviation
Topic: Big 4 1st Quarter 2017 Earnings Roundup
Replies: 35
Views: 3387

Re: Big 4 1st Quarter 2017 Earnings Roundup

Even if you exclude rent and pension just looking at debt in a vacuum AA has more than UA and DL combined...that's not a good place to be in. AAs aircraft rent is also rather high...I know they have a bit newer fleet on average than UA or DL but again AAs rent is more than AA or DLs combined. AA ne...

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by commavia
Thu Apr 27, 2017 11:47 pm
Forum: Civil Aviation
Topic: Big 4 1st Quarter 2017 Earnings Roundup
Replies: 35
Views: 3387

Re: Big 4 1st Quarter 2017 Earnings Roundup

AA is going to have to sort that out at some point but UA and DL are both sitting fairly well when it comes to future debt and obligations. totals UA 19.9 billion DL 22.7 billion AA 40.6 billion debt and capital lease obligations DL 7.3 billion UA 11.7 billion AA 24.3 billion aircraft rent DL 2.0 b...

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by commavia
Thu Apr 27, 2017 11:33 pm
Forum: Civil Aviation
Topic: Big 4 1st Quarter 2017 Earnings Roundup
Replies: 35
Views: 3387

Re: Big 4 1st Quarter 2017 Earnings Roundup

I'm not sure what you're trying to refer to with that remark. Mark-to-market fuel hedging losses? That depresses current earnings, it doesn't raise them. I believe that is in reference to DTAs, including loss carryforwards. As of 1Q17, AA had about $1.4B in DTAs on its balance sheet, Delta had abou...

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by commavia
Thu Apr 27, 2017 11:15 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit, A350's deferred

Setting aside all of the "discussion" on the pay raises and broader philosophical questions about economic value creation for labor vs shareholders, etc., by far the most interesting comment from today's earnings call comes from Stephen Johnson, AA's EVP-Corporate Affairs, regarding LAX, a...

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by commavia
Thu Apr 27, 2017 1:36 pm
Forum: Civil Aviation
Topic: Alitalia - Ongoing Cash Flow Issues
Replies: 139
Views: 19315

Re: Alitalia Cash Flow

most likely scenario, no? hypothetical, if AZ goes under: It seems hard to imagine Alitalia actually collapsing outright in the middle of peak tourism season to Italy in the summer. It's hard to imagine Italian politicians letting that happen. That said - purely hypothetical, but if - big if - Alit...

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by commavia
Thu Apr 27, 2017 1:06 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit

while true, I'm pretty sure AA is going to use these based on their statement that they're going to grow their transatlantic presence. the only way I see these going to BA is if BA starts two new 787 routes (this forum would collapse if STL and BNA started) but I think AA is keeping these to themse...

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by commavia
Thu Apr 27, 2017 12:50 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

Re: AAL 1Q17 $234M Net Profit

Lets hope John Dudley's retirement is not anytime soon. Rightly or wrongly, I think this deferral is going to only further intensify the speculation about whether AA even actually takes delivery of the A350, or whether AA may - as has been speculated in the past - simply decide to consolidate all o...

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by commavia
Thu Apr 27, 2017 12:17 pm
Forum: Civil Aviation
Topic: SAS Sells two slots at LHR
Replies: 121
Views: 23654

Re: SAS Sells two slots at LHR

In its first quarter earnings release this morning, AA confirmed that it "entered into an arrangement with Scandinavian Airlines to obtain two slot pairs at London’s Heathrow Airport, strengthening American’s presence at a key international gateway for American and joint business partner Britis...

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by commavia
Thu Apr 27, 2017 12:05 pm
Forum: Civil Aviation
Topic: AAL 1Q17 $234M Net Profit, A350's deferred
Replies: 56
Views: 9971

AAL 1Q17 $234M Net Profit, A350's deferred

From the earnings release and investor update: * 2.4% net margin (6.2% operating margin - high end of prior guidance) * Deferred first A350s from 2018 to 2020, and 2 787-9s from 2Q18 to 1Q19 * 2% revenue increase YOY, 3.1% RASM increase YOY * $31M accrued employee profit sharing * Confirmed as purch...

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by commavia
Thu Apr 27, 2017 11:18 am
Forum: Civil Aviation
Topic: Delta Air Lines at DFW
Replies: 21
Views: 4159

Re: Delta Air Lines at DFW

With their switch T2 and T3 next month, they'll finally have the gates with which to do so. Not sure if the eqp would be mailine though, nor does it need to be, as DL will never truly challenge AA on such a route. A few daily E175s could get the job done just fine. Delta already has four daily E175...

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by commavia
Thu Apr 27, 2017 12:50 am
Forum: Civil Aviation
Topic: Scott Kirby: Leaving New York’s JFK ‘Was the Wrong Decision’
Replies: 152
Views: 26110

Re: Scott Kirby: Leaving New York’s JFK ‘Was the Wrong Decision’

I think the implication that UA's managers were unaware of the impact on corporate accounts caused by shifting p.s. from JFK to EWR and ending both LAX-JFK and SFO-JFK is a bit arrogant. Look, if the attitude had been entirely "This is how we did things at CO," those routes would have bee...

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by commavia
Wed Apr 26, 2017 12:37 pm
Forum: Civil Aviation
Topic: Alitalia - Ongoing Cash Flow Issues
Replies: 139
Views: 19315

Re: Alitalia Cash Flow

Once again, perhaps Alitalia's workers were smart to call the politicians' bluff ... Italy prepares bridge loan to keep Alitalia flying (AP) "MILAN — Italy’s economic development minister says that failing airline Alitalia will receive a government bridge loan to keep it operational while a new...

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by commavia
Tue Apr 25, 2017 10:32 pm
Forum: Civil Aviation
Topic: AA Applies for more HAV service
Replies: 21
Views: 3778

Re: AA Applies for more HAV service

We'll see. The argument that the majority of frequencies should go to MIA is a strong one, and the results of U.S.-Cuba services so far has demonstrated this. I wonder how poorly WN and B6 are doing on FLL-HAV - that would help AA and DL's cases. MIA-HAV is performing well for both of them supposed...

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by commavia
Tue Apr 25, 2017 9:30 pm
Forum: Civil Aviation
Topic: AA Applies for more HAV service
Replies: 21
Views: 3778

Re: AA Applies for more HAV service

And Southwest has applied for FLL-HAV. That will trigger a competitive allocation, and AA has indicated if that was triggered, it would apply for all 21 frequencies for MIA-HAV. There goes AA's changes. I think the DOT will give seven each to Delta, JetBlue and Southwest to "spread the wealth&...

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by commavia
Tue Apr 25, 2017 9:29 pm
Forum: Civil Aviation
Topic: Seat Law coming?
Replies: 167
Views: 20280

Re: Seat Law coming?

From what I've read, the problem that the some industry observers fear is that as seat pitch reduces, it may be harder to evacuate an aircraft in an emergency. If seat pitch in Y is 32", it should be fairly easy to get everyone off a plane in the maximum time set by the FAA. But, when you get ...

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by commavia
Tue Apr 25, 2017 7:43 pm
Forum: Civil Aviation
Topic: OAG Changes 4/23/2017:DL BOS Expansion AUS/BUF/JAX/MCI/ORF
Replies: 112
Views: 13286

Re: OAG Changes 4/23/2017:DL BOS Expansion AUS/BUF/JAX/MCI/ORF

Had all of that new Florida flying been previously announced? If so, I must have missed it. But bringing back BOS-PBI, BOS-FLL and BOS-RSW to daily service is a pretty big return to the BOS-FL market for DL. All of that had been cut dramatically since the Song days. I continue to be amazed by Delta...

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by commavia
Tue Apr 25, 2017 7:35 pm
Forum: Civil Aviation
Topic: Seat Law coming?
Replies: 167
Views: 20280

Re: Seat Law coming?

The product is safe, there's zero evidence out there to suggest otherwise. And comfort is completely subjective. To me, and many others, a $79 roundtrip ticket on NK is certainly more comfortable than the drive I would otherwise have to make. Exactly. The elitism and insistence on intrusion into ot...

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by commavia
Tue Apr 25, 2017 12:33 pm
Forum: Civil Aviation
Topic: JetBlue Bad Q1 Results
Replies: 84
Views: 10355

Re: JetBlue Bad Q1 Results

Cue the Wall Street analyst questions about too much capacity growth depressing unit revenue in 3, 2, 1 ...

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by commavia
Tue Apr 25, 2017 12:28 pm
Forum: Civil Aviation
Topic: AS & VX to combine JFK ops in terminal 7 by Q4 2017
Replies: 21
Views: 3162

Re: AS & VX to combine JFK ops in terminal 7 by Q4 2017

Smart move. T8 isn't big enough to handle Alaska plus Virgin, and I'm not sure AA would want them there, anyway. T7 still has the open space freed up by United so this is a good means for BA to get some of that revenue coming back in again. Win-win for Alaska and BA.

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