AN would be replacing NZ on the SYD-LAX route for branding purposes. Australians are more likely to identify Ansett as an airline which would offer this route than they are NZ. Whether this service ends up using ex-SQ 744s or ex NZ 744s or a slimmer chance ex SQ A340s remains to be seen.
Gary Toomey has only been in the chair for 2 weeks as CEO of NZ/AN so he will be busy addressing a huge range of issues, one of which is fleet renewal, AN domestic first then NZ domestic which is a much smaller operation. One certainty is that whatever aircraft is decided will be used for both airlines.
There is no likelihood that AN will order A32X whilst NZ order 737NG or one A330, the other 764. It will be one or the other, otherwise synergies offerred by the merged airlines will be lost.
Both AN and QF are naturally losing some market share to the newcomers but the newcomers have grown the market so some of their pax are people who would have otherwise driven or caught a bus or train. AN has lost a greater share than QF because of other issues such as bad publicity resulting from 762 safety checks, lack of capacity compared with QF's 763s.