I agree that it would make sense for AS to pick-up some 738s, especially if they are available at bargain prices.
If the 738s are acquired, they could replace the MD80 or 734 from the start....while the MD80s are a bit older and are now the "odd member" of Alaska's fleet, I think AS will retire aircraft on a case-by case basis. Aircraft that require heavy maintenace may be the first to leave, regardless of whether it is a 734 or MD80, followed by aircraft covered by leases that are expiring or can be terminated without penalty or modest penalities. I believe that a good number of the AS 734 fleet was taken under lease. Another factor will be resale possibilities.
I understand that this is just a rumor.....did AA defer more 738s? I thought that most of the deferred aircraft are going to Qantas, which needed many new aircraft in a hurry. Any info?