a winner, no. I was being facetious.
...cuts Delta has made since 9/11 to rightsize their ship
Every major carrier made cuts in capacity following 9/11.
RIGHT! Northwest started recognizing the need to trim the fat in MARCH OF 2001!!!!!
Every major carrier made cuts in response to the Iraq war and SARS.
Now, these events are behind us. Most analysts see the beginnings of a recovery ahead for the industry. And American's response to this is what?
"we will not be able to fly every nonstop route we fly today..."
Why is this different compared to 9/11, Iraq and SARS? Because American has looked into the abyss, as United has, and their response has been to cut back while United has been maintaining, and even reinstating, parts of its schedule.
It doesn't need any explanation that American and United are in fierce head to head competition with each other. Neither has wanted to be the first to cut back on capacity for fear of losing market share to the other.
How does this affect the larger context of national capacity?
I anticipated the DL
/NW/CO alliance to start cutting capacity on overlapping routes, and still do, while American held on to its routes.
When United filed for bankruptcy many on this board predicted that, if they survived, it would be a much smaller airline. United, however, operating through bankruptcy, has been able to hold on to its routes while American appears ready to abandon some of theirs.
Yes, I would say American blinked.