Search found 328 matches

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by AAplat4life
Wed Feb 10, 2021 3:28 pm
Forum: Civil Aviation
Topic: Chicago Aviation Thread - 2021
Replies: 135
Views: 20605

Re: Chicago Aviation Thread - 2021

I think 2021 will be a smooth year for WN at ORD's T5 as international traffic will remain depressed because of COVID restrictions and closed borders. What concerns me is 4-5 years from now when international traffic is rebounding and Delta has move out of T2 over to T5 but the Global Terminal (tha...

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by AAplat4life
Tue Feb 09, 2021 3:57 am
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2021
Replies: 757
Views: 97781

Re: American Airlines Network Thread - 2021

My bet is that AA is going to print money on MIA-TLV. Cant understand why they didnt do this much, much, much earlier. AA is the least profitable of the major USA airlines, before and after the COVID pandemic. TLV may be a good deployment of assets for now, but it’s not enough to address AA’s laggi...

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by AAplat4life
Tue Oct 27, 2020 12:07 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 554
Views: 103861

Re: Updated: American Airlines Business & Finance Discussion

:old: As a reminder, this discussion is about AA Business and Finance -- more about dollar and cents and financial state of the carrier. Broader discussions about routes, aircraft, hubs, and such can likely be better made in the respective fleet and network threads. Fair enough, but AA’s financial ...

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by AAplat4life
Mon Oct 26, 2020 1:57 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 554
Views: 103861

Re: Updated: American Airlines Business & Finance Discussion

I certainly can see the business case for AA prioritizing its two largest hubs. Airlines are complicated operations and management has to decide how best to keep operations in tact. Also some areas of the country are more restrictive in terms of quarantine rules for visitors and addressing the COVID...

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by AAplat4life
Tue Sep 22, 2020 11:16 pm
Forum: Civil Aviation
Topic: Chicago Aviation Thread - 2020
Replies: 994
Views: 156584

Re: Chicago Aviation Thread - 2020

There’s a lot to criticize about the OGT, including it’s design and the overall poor integration with most of T3 and parts of T1 and all of T5. In theory when it’s completed, Star and oneworld members will move there and be closer to AA and UA. Skyteam members and other domestic carriers, including ...

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by AAplat4life
Fri Jul 24, 2020 2:26 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 554
Views: 103861

Re: Updated: American Airlines Business & Finance Discussion

On the DFW/CLT mega hub strategy: This was in place before the pandemic and AA management was sticking to it and touting its success is the earnings call yesterday. It’s not very clear that this is successful in terms of overall profitability of the corporation. AA continues to lag it’s competitors ...

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by AAplat4life
Sat May 02, 2020 4:19 am
Forum: Civil Aviation
Topic: AA Reports First-Quarter 2020 Financial Results
Replies: 67
Views: 9645

Re: AA Reports First-Quarter 2020 Financial Results

The implication of Evercore’s $1.00 per share target is that AA will be flirting with another Ch 11 bankruptcy filing. It’s not surprising given AA’s much higher debt level than its competitors, resulting in a higher cash burn rate. The next 6 to 9 months should be telling.

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by AAplat4life
Tue Feb 04, 2020 12:37 pm
Forum: Civil Aviation
Topic: Chicago Aviation Thread - 2020
Replies: 994
Views: 156584

Re: Chicago Aviation Thread - 2020

Particularly for T3, and to a lesser extent T1, the new T2 design looks difficult for connecting passengers. Imagine going from T-1 B, or T-3 L or the far ends of K or L to the main building in T2 (or the underground to get to one of the satellites). It’s going to be a long journey on foot. And ther...

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by AAplat4life
Wed Oct 30, 2019 1:45 pm
Forum: Civil Aviation
Topic: AA Leadership Recognizes Widening Gap Between Itself, Delta - article
Replies: 232
Views: 39134

Re: AA Leadership Recognizes Widening Gap Between Itself, Delta - article

So Delta can make money in NYC, but not AA? The strategy of cutting the premium heavy hubs to bolster other hubs has put AA at a disadvantage both in terms of profits and network. Yes, it may be cheaper to operate from PHL and capture more connecting traffic than from JFK, but JFK is a premium rich ...

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by AAplat4life
Fri Oct 25, 2019 1:49 pm
Forum: Civil Aviation
Topic: AA Reports Q3 Results
Replies: 47
Views: 12385

Re: AA Reports Q3 Results

Publicity wise, AA has stemmed the tide for now, but the media will soon turn. There is no indications that AA will start seeing financial results similar to its rivals anytime soon, and so I don’t really see them bouncing back in 2020. Taking management at its word that the financial results at DFW...

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by AAplat4life
Mon Jun 03, 2019 1:08 pm
Forum: Civil Aviation
Topic: American Airlines/Qantas Joint Venture Approved
Replies: 174
Views: 29443

Re: American Airlines/Qantas Joint Venture Approval?

From what I read, there’s only DOT approval. The DOJ could have a different perspective. Hopefully that will not be an issue.

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by AAplat4life
Sat Jun 01, 2019 4:17 pm
Forum: Civil Aviation
Topic: Chicago Aviation Thread - 2019
Replies: 1170
Views: 225247

Re: Chicago Aviation Thread - 2019

It seems to me that the global terminal should be designed first, even though not built first, so that the areas for the satellite concourses and how they connect to the terminal are as exact as possible. The designs for the satellites will also need to harmonize with the new terminal. All of which ...

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by AAplat4life
Thu May 30, 2019 8:33 pm
Forum: Civil Aviation
Topic: AA stock hits a 3-year low
Replies: 101
Views: 11617

Re: AA stock hits a 3-year low

These service comparisons between AA and other carriers are symptomatic of the bigger issues. Delta and United can more easily get away with making the same loyalty cutbacks because they have better networks. When AA does it, there seems to be more of an alienation factor driving away its best custo...

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by AAplat4life
Fri Mar 29, 2019 5:26 pm
Forum: Civil Aviation
Topic: Chicago Aviation Thread - 2019
Replies: 1170
Views: 225247

Re: Chicago Aviation Thread - 2019

Studio ORD is the best choice in many respects. It is architecturally unique and stunning, and one can see how UA and AA would prefer the design since it harmonizes with T1 and T3. One of the other designs does that too, but was not going to win for other reasons. One critic has noted reservations t...

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by AAplat4life
Wed Jan 23, 2019 7:08 pm
Forum: Civil Aviation
Topic: ORD Global Terminal proposals released
Replies: 102
Views: 17265

Re: ORD Global Terminal proposals released

Checked-in at T-3 this morning, and walked over to T-2 to view the exhibit of the proposals. The exhibit itself was disappointing. The walk back and forth renewed my concerns that the new global terminal will be poorly integrated with the rest of the airport with the exception of portions of T-1. I ...

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by AAplat4life
Sun Jan 20, 2019 9:44 pm
Forum: Civil Aviation
Topic: ORD Global Terminal proposals released
Replies: 102
Views: 17265

Re: ORD Global Terminal proposals released

All of these designs have merit. Although the SOM one seems the least interesting, other factors need to be considered, such as which design would be the most efficient in terms of moving passengers through the terminal. Particularly if all T1 and T3 (and some T5) passengers will now be checking in ...

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by AAplat4life
Fri Oct 26, 2018 11:08 am
Forum: Civil Aviation
Topic: AA post Q3 2018 earnings
Replies: 101
Views: 17867

Re: AA post Q3 2018 earnings

Mr. Parker might have calmed the market yesterday after a few weeks of the the stock suffering a big drop, admittedly in a down market overall. This can only last so long. AA’s earnings performance was simply abysmal in what should have been its most profitable quarter compared to its competitors. I...

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by AAplat4life
Fri Oct 05, 2018 10:32 pm
Forum: Civil Aviation
Topic: Doug Parker: "Our crowded planes are much more comfortable."
Replies: 61
Views: 14469

Re: Doug Parker: "Our crowded planes are much more comfortable."

Yes, the vast consensus is that the new seats are awful, But will the passengers go elsewhere? A lot of anecdotal evidence that loyal customers are leaving, but the planes are full even though management admits it has a problem attracting premium revenue. Making the product worse for customers is no...

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by AAplat4life
Fri Sep 07, 2018 10:21 pm
Forum: Civil Aviation
Topic: UPDATED: AA drops ORD-PEK/PVG, reduces NRT
Replies: 684
Views: 119183

Re: UPDATED: AA drops ORD-PEK/PVG, reduces NRT

Reading the transcript of Robert Isom’s presentation at the recent Cowen Global Transportation Conference, I got the distinct impression that many of AA’s Pacific routes out of LAX are unprofitable too. Some may be doing better than others, but China is probably struggling due to yields, and others ...

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by AAplat4life
Mon Sep 03, 2018 9:49 pm
Forum: Civil Aviation
Topic: What the heck is going on with American Airlines?
Replies: 196
Views: 34827

Re: What the heck is going on with American Airlines?

A lot of what is driving the negativity associated with AA is just its massive amount of debt compared to UA and DL. It borrowed heavily not only to finance aircraft purchases, but also to fund stock buybacks. With oil prices and interest rates rising, the balance sheet will continue to be under pre...

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by AAplat4life
Thu Aug 30, 2018 11:55 am
Forum: Civil Aviation
Topic: Time for AA to monetize JFK slots and Terminal space?
Replies: 114
Views: 16825

Re: Time for AA to monetize JFK slots and Terminal space?

There were predictions that nonstop flights may start from California to LGA once it is rebuilt, although LGA will still be somewhat constricted by its runways. If this happens, one would expect AA to shrink further at JFK.

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by AAplat4life
Wed Aug 22, 2018 3:41 pm
Forum: Civil Aviation
Topic: UPDATED: AA drops ORD-PEK/PVG, reduces NRT
Replies: 684
Views: 119183

Re: UPDATED: AA drops ORD-PEK/PVG, reduces NRT

Back to the matter at hand, apparently the new leases at ORD give more flexibility to take back gates that are not fully utilized. The City is confident that, if AA is not using ORD assets to their full ability, they will reassign them to another airline be that United or whoever. Remember that ORD ...

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by AAplat4life
Wed Aug 08, 2018 12:11 pm
Forum: Civil Aviation
Topic: Time for AA to monetize JFK slots and Terminal space?
Replies: 114
Views: 16825

Re: Time for AA to monetize JFK slots and Terminal space?

I find it unconvincing to equate JFK’s status in AA’s network to PHL’s existence as a hub. JFK’s lack of growth for AA predates the merger. So despite T8 being a good terminal, AA management is unable to come up with a strategy to increase JFK service profitably and it does not want to invest here f...

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by AAplat4life
Fri Jul 27, 2018 11:22 am
Forum: Civil Aviation
Topic: AA Q2 2018 earnings
Replies: 72
Views: 10987

Re: AA Q2 2018 earnings

The market actually took AA’s earnings report positively and is still giving Parker the benefit of the doubt. After all it was still a profitable quarter and the 3rd quarter is the big one. Yet given its size, AA is less profitable than its competitors, particularly since it increased wages after th...

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by AAplat4life
Thu Jun 28, 2018 12:19 pm
Forum: Civil Aviation
Topic: UPDATED: AA drops ORD-PEK/PVG, reduces NRT
Replies: 684
Views: 119183

Re: AA drops ORD-PEK

Passenger numbers on ORD-PEK are down for all three carriers, but still healthy overall for 2 carriers to divide up. But with 3 carriers on a route, AA’s preference to connect passengers through DFW, and a mediocre product in business class (rear facing seats on the 787-8 that shake), AA had to drop...

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by AAplat4life
Thu Apr 19, 2018 12:01 pm
Forum: Civil Aviation
Topic: Chicago Aviation News - 2018
Replies: 1431
Views: 173661

Re: Chicago aviation news - 2018

There have been “discussions” of HA at ORD, but I’m hearing AA is more likely, but not anytime soon. Now that ET and NZ have announced service, getting QF as well as service to ATH, BOG (will happen), EZE, GYE/UIO, LIM, LIS, MXP, OSL, and TLV are top priorities. Some routes mentioned such as ATH, B...

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by AAplat4life
Sat Mar 31, 2018 12:14 pm
Forum: Civil Aviation
Topic: Chicago Aviation News - 2018
Replies: 1431
Views: 173661

Re: Chicago aviation news - 2018

From what I can see, the design really falls short in moving passengers around the airport and will make connections even harder. DIA and DFW will still be better. Imagine connecting on AA from a new T2 gate to a gate in T3L or even one of the far gates in T3 H or K, or even T1 B on United. And if s...

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by AAplat4life
Sun Mar 25, 2018 12:34 pm
Forum: Civil Aviation
Topic: ORD $8.5B Expansion Deal - Update: City Council Approved
Replies: 371
Views: 49846

Re: ORD $8.5B Expansion Deal - Update: AA Now Onboard

None of us really know what happened in the negotiations, but I found United’s statements to be anything but self serving. It is telling that Rahm demonstrated some movement on the issue after litigation was threatened when discovery of emails and other documents would have exposed what really happe...

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by AAplat4life
Sun Mar 25, 2018 12:15 pm
Forum: Civil Aviation
Topic: Bloomberg: Airbus A330 Neo Dropped From American Airlines Wide-Body Contest
Replies: 235
Views: 32549

Re: Bloomberg: Airbus A330 Neo Dropped From American Airlines Wide-Body Contest

I didn’t find the Bloomberg article misleading at all. It did not indicate that AA had placed an A 330 order or commitment, but confirmed rumors that it was considering this. Perhaps this was in the context as a replacement for its A350 order, which I would like to see move forward from a passenger ...

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by AAplat4life
Tue Mar 06, 2018 1:05 pm
Forum: Civil Aviation
Topic: AA and QF re-file for Joint Venture
Replies: 67
Views: 11845

Re: AA and QF re-file for Joint Venture

Many of the market changes since the last application have been self-imposed by AA, which historically has had competition issues with the government. Despite the change in administrations, the antitrust division at the Justice Department has a pretty good institutional memory. So I’m not convinced ...

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by AAplat4life
Sat Feb 10, 2018 11:32 pm
Forum: Civil Aviation
Topic: Chicago Aviation News - 2018
Replies: 1431
Views: 173661

Re: Chicago aviation news - 2018

It’s hard to imagine AA’s new ORD-YVR route succeeding. It departs ORD about 8 pm and then leaves YVR at about 10:30 pm arriving at ORD about 5:30 a.m. Maybe that’s when there was a spare 737, but the scheduling seems disappointing.

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by AAplat4life
Fri Jan 26, 2018 12:37 am
Forum: Civil Aviation
Topic: AA Posts $425 Q4 Profit/ $3.1B FY17
Replies: 26
Views: 4169

Re: AA Posts $425 Q4 Profit/ $3.1B FY17

The analysts were fixated on revenue growth for sometime, because they were concerned that it was necessary to sustain and grow profits. And so management responded by trying to increase revenue. But when UA makes more profit on less revenue, or when AA’s costs exceed its revenue growth, it becomes ...

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by AAplat4life
Thu Jan 25, 2018 6:05 pm
Forum: Civil Aviation
Topic: AA Posts $425 Q4 Profit/ $3.1B FY17
Replies: 26
Views: 4169

Re: AA Posts $425 Q4 Profit/ $3.1B FY17

Fourth quarter profits were $258M, well below Delta, United and Southwest, and revenue increases did not cover increased costs. Rationalize it how you wish, but AA is simply underperforming to its competitors.

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by AAplat4life
Sat Jan 06, 2018 2:16 pm
Forum: Civil Aviation
Topic: AA Fleet Updates - 2018
Replies: 764
Views: 137502

Re: AA Fleet Updates - 2018

AA usually updates future fleet guidance concurrently with its earning announcements or around the same time. I’d like to see it acquire the A350 because it looks like a passenger friendlier plane than the 777 in coach, but I don’t see the business case for it at this point given the current makeup ...

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by AAplat4life
Fri Dec 08, 2017 1:42 pm
Forum: Civil Aviation
Topic: Chicago aviation news - 2017
Replies: 206
Views: 31625

Re: Chicago Aviation News

So I take it the new AA routes to Vancouver, Calgary, Charleston, Bangor and Myrtle Beach are being made possible by the new gates opening next year? I'd say that's a fair assumption, yes. At least I would think the same thing. As a frequent flier to YVR and YYC, I've been surprised that AA hadn't ...

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by AAplat4life
Sun Nov 05, 2017 3:22 pm
Forum: Civil Aviation
Topic: Doug Parker on United's Lack of a Southeast Hub
Replies: 196
Views: 23061

Re: Doug Parker on United's Lack of a Southeast Hub

What is lost in the discussion is that United’s net profit last quarter was higher than American’s even though United had about $1B less in revenues (and about $1B less in expenses). The market is upset with United because it cannot sustain revenue growth, but in the long term I do not dismiss Unite...

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by AAplat4life
Sat Sep 30, 2017 11:43 am
Forum: Civil Aviation
Topic: AA CEO: "we'll never lose money again"
Replies: 85
Views: 13487

Re: AA CEO: "we'll never lose money again"

Based on the last couple of quarters, AA's financial returns continue to fall behind Delta and United. We will see if this continues, but there's anecdotal evidence that certain parts of AA's network are underperforming and AA does not have a compelling business strategy to address this other than M...

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by AAplat4life
Sun Aug 20, 2017 1:17 pm
Forum: Civil Aviation
Topic: AA Starting PHL-BUD/PRG; ORD-VCE; Move JFK-ZRH to PHL
Replies: 360
Views: 48905

Re: AA Starting PHL-BUD/PRG; ORD-VCE; Move JFK-ZRH to PHL

PHL-ZRH did not work previously when PHL had more traffic and a better product with the A330. A smaller 767 may have a chance of working, but that's offset by a very basic, unreliable aircraft. I'm not sure that ZRH has really worked from any of the AA hubs (ORD and DFW used to have service), but su...

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by AAplat4life
Sun Aug 20, 2017 12:35 pm
Forum: Civil Aviation
Topic: AA Starting PHL-BUD/PRG; ORD-VCE; Move JFK-ZRH to PHL
Replies: 360
Views: 48905

Re: AA Starting PHL-BUD/PRG; ORD-VCE; Move JFK-ZRH to PHL

With its long history & experience of a split NYC operation AA long ago decided JFK is important, but can't & doesn't have to be its main hub for international flying. The merger finally added an ideal Northeast gateway to complement LGA (NYC domestic) / JFK (NYC international / West Coast)...

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by AAplat4life
Fri Aug 11, 2017 1:15 am
Forum: Civil Aviation
Topic: AA Applies For LAX-PEK
Replies: 636
Views: 116838

Re: AA Applies For LAX-PEK

Atl100million: One would think that AA has a policy in place on not disclosing confidential information, but then let's not forget that AA let Kirby leave, paid him millions of dollars and he is able to go to work at United because he does not have a noncompete. So now he is the #2 person at United ...

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by AAplat4life
Sun Jul 23, 2017 11:39 am
Forum: Civil Aviation
Topic: What is going on with the ORD reconstruction?
Replies: 7
Views: 2691

Re: What is going on with the ORD reconstruction?

Not sure that the T5 expansion is so major as to require a groundbreaking ceremony. However, the expansion plans have been quiet since Rahm had his big news conference last year. I suspect that the interim logistics of rebuilding T2 need to be resolved. I believe that there are also needs for T1 and...

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by AAplat4life
Sat Jul 15, 2017 6:34 am
Forum: Civil Aviation
Topic: New AA International routes
Replies: 67
Views: 17634

Re: New AA International routes

So far, there's no indication I can see that 763's will be used on PHL routes, and so it's hard to imagine seeing a DFW-PHL-AMS route using a 763. Even originating from DFW, there would have to be some degree of maintenance back-up in PHL. With the 757 performance issues, this route may be reexamine...

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by AAplat4life
Mon Jun 12, 2017 4:46 pm
Forum: Civil Aviation
Topic: UA launches LAX-SIN
Replies: 354
Views: 62824

Re: UA launches LAX-SIN

Last I checked, UA was more profitable than AA based on return on revenues for a fiscal year. AA earns more in gross profits, but not as a % of revenue. DL beats both competitors based on either measurement, but the markets seem to anticipate continued healthy profits for AA given good revenue and l...

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by AAplat4life
Mon Jun 12, 2017 12:20 pm
Forum: Civil Aviation
Topic: UA launches LAX-SIN
Replies: 354
Views: 62824

Re: UA launches LAX-SIN

UA is miles ahead of AA & DL when it come to international reach and thinking out side the box for new routes! That seems like a bit of a stretch. United is, indeed, "miles ahead" of AA and Delta in Asia - but that's because of it's structural and insurmountable advantage in terms of ...

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by AAplat4life
Mon Jun 12, 2017 11:58 am
Forum: Civil Aviation
Topic: UA launches LAX-SIN
Replies: 354
Views: 62824

Re: UA launches LAX-SIN

From this, I think that DL is ahead of AA in providing connections to SIN over AA. It's not unrealistic for one of them to consider a nonstop from LAX-SIN. For AA, it could be too daring, but it could be a better use of its resources than some of its other LAX Pacific routes. How is DL ahead of AA/...

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by AAplat4life
Mon Jun 12, 2017 11:38 am
Forum: Civil Aviation
Topic: Chicago Aviation Announcement
Replies: 69
Views: 15986

Re: Chicago Aviation Announcement

It will take less than 10 minutes to walk from the L extension to the H/K concourse. I don't see what the big deal is. The big deal is not the walk to the start of the H/K concourse, but to other gates such as K20, H18 or G20. Still the L concourse extension is a relatively modest investment for AA...

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by AAplat4life
Mon Jun 12, 2017 1:53 am
Forum: Civil Aviation
Topic: Chicago Aviation Announcement
Replies: 69
Views: 15986

Re: Chicago Aviation Announcement

That's generally thought to be the most likely scenario and some of it already being implemented for T3 and T5. The L concourse extension at T-3, however, looks like a questionable decision. These new AA gates (for Eagle) look like they're going to be too isolated and difficult for connections.

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by AAplat4life
Sun Jun 11, 2017 1:52 pm
Forum: Civil Aviation
Topic: UA launches LAX-SIN
Replies: 354
Views: 62824

Re: UA launches LAX-SIN

For now, DL connects to SIN at NRT on a 763 and can connect on a few code share flights via ICN. There is one JL flight from NRT to SIN. You are correct in pointing out that HKG provides good connections, but the AA partnership with JL is pushed over CX at HKG. The DFW-HKG route has good loads, but ...

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by AAplat4life
Sun Jun 11, 2017 1:24 pm
Forum: Civil Aviation
Topic: Chicago Aviation Announcement
Replies: 69
Views: 15986

Re: Chicago Aviation Announcement

About a year ago, there was a major news conference announcing ORD redevelopment. Expectations are that T2 will be rebuilt, separate customs for UA and AA added, a new T4 or 6 added for other domestic operations ( T4 numbering may remain dormant), and remodeling of T1 and T3. There may be some expan...

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by AAplat4life
Tue Jun 06, 2017 10:35 pm
Forum: Civil Aviation
Topic: UA launches LAX-SIN
Replies: 354
Views: 62824

Re: UA launches LAX-SIN

United has such a structural, and insurmountable, advantage in this market for a variety of reasons that I still can't realistically see AA even trying it. Maybe - and it would be awesome to see - but I doubt it. Agree completely. Granted, AA's come a long way-- just a few short years ago, I would'...

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