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RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 8:32 pm
by CBW
This is the buzz around the office today. Any thoughts?

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:33 pm
by ikolkyo
Would be an odd merger, not sure what they would gain from it. More Florida connections?

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:34 pm
by wezgulf3
Hope not

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:35 pm
by klakzky123
Unless they're crazy enough to bank on a Trump DoJ, I don't see how this would ever get approved.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:35 pm
by iahcsr
:lol: Is today April 1st?

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:36 pm
by ORDSpotter7
In a related story: I am set to acquire the winning lottery numbers for Powerball

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:37 pm
by a380787
what the heck is this ? april fools day ? or just click-bait ?

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:39 pm
by jetmatt777
Yeah right.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:55 pm
by NichCage
I don't think it would be a good idea for United to merge again. Even if it was true, merging again would be a huge mess anyways.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 8:59 pm
by DFW789ER
CBW wrote:
This is the buzz around the office today. Any thoughts?


First, which office? The one with Steve Carell? ACME Grain and Feed? I call B.S. on this one.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 9:03 pm
by flyDTW1992
Seems legit.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 9:05 pm
by badgervor
There will be a new successful start-up before there is another airline merger

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 9:09 pm
by kgaiflyer
Okay - thinking way way out there ...

United might be able to put all the *new* A320s with swing-out bins to good use. Many are OW - good for cross-Caribbean.
And B6 has some usable South American routes out of FLL that UA might benefit from.

Possibly, B6's new Mint seats might be compatible with UA's new Polaris seats.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:10 pm
by atcsundevil
This would never get approved. Not unless they gave up all of B6's slots at every NYC airport, not to mention DCA and LGB. The airlines have incompatible business models and it would serve no purpose to UA other than to gain slots, which would never happen. This is virtually a non-starter from the outset.

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 9:13 pm
by ua900
Haha, that's one way to get more A320s and roll out flat bed product to places like SEA and SAN ;-)

Maybe it's like with Salesforce, lost out on buying LinkedIn to a company from Washington state and now you're going for the consolation prize. AS bought VX so now you're going for the next best thing to VX.

But... If that's the case, why did LH sell their 19% stake just last year? To pave the way for UA? I don't think so...

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:31 pm
by aaway
Well, back to JFK....

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:45 pm
by enilria
This would never be approved so it's a moot discussion as to whether it is true.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:46 pm
by rotating14
In other news, Spicejet said that is delaying it's SEA-BWI route due to a pilot strike that has been going on since yesterday ... United Airlines will not be buying Jet Blue.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:53 pm
by aviationjunky
It seems as though alot of people are against UA acquiring B6, but looking closer, I don't think it would be nearly as terrible as everyone is thinking. If you look at what B6 has to offer, UA would get almost 400 aircraft, about 150 being new on order. Plus, they would get 25 new destinations, and an additional 5 destinations that UA terminated in the past. B6 has 6 Hub/Focus Cities that UA could potentially take over. The biggest flaw is going to be the 18000 employees that B6 has. I'm sure half, if not more, would lose their jobs. There is potential for UA to become a powerhouse for the Caribbean if they were to take over B6. The aircraft and destinations are listed below. The ones with an * are Hubs/Focus Cities for B6 that UA does not service.

Aircraft
Airbus A320 = 130
Airbus A320neo = 25 (2020 delivery)
Airbus A321 = 32, 35 (2016-2017 delivery)
Airbus A321neo = 60 (2018 delivery)
Embraer E190 = 60, 24 (2016-2018 delivery)

Destinations
BUR*
CMW
BGI
DAB
HOG
HYA (seasonal)
KIN
LRM
LGB*
MVY (seasonal)
MDE
ACK (seasonal)
JFK* (previously terminated by UA)
SWF
OAK (previously terminated by UA)
PSE
PAP (previously terminated by UA)
PWM
SNU
SAV
STX
GND
ANU
SXM
STT
SYR (previously terminated by UA)
UVF
HPN
CUR (previously terminated by UA)
ORH

B6 Hubs/Focus Cities serviced by UA
BOS
FLL
MCO
SJU

Re: RUMOR ALERT! UNITED TO ACQUIRE JETBLUE!

Posted: Thu Oct 20, 2016 9:54 pm
by cschleic
ikolkyo wrote:
Would be an odd merger, not sure what they would gain from it. More Florida connections?


And the terminal at JFK.

But no way, doesn't make any sense that it would happen.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:55 pm
by 787fan8
April Fools Day, is that you?

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 9:59 pm
by jfk777
IF any US3 were to were with JB it should be AA as they do not have a hub at either JFK or Newark. AA's JFK operations are not a hub pr anything near Delta or UA operations in NYC.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:01 pm
by 717atOGG
Hmm...on the surface it doesn't seem too bad. More A320's, which if they cannibalize some of the B6 network, could replace old UA A320's. Mint A321's could replace the P.S. 757's, ditto with the TATL 752's. BOS could become a secondary TATL and TPAC network, at the expense of battling DL. But, having a BOS hub would probably be at the expense of the IAD hub, and also, AA, DL, and the DOT probably wouldn't like UA being really big at JFK and EWR. Seems untrue, there's too many logistical difficulties.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:04 pm
by lostsound
aviationjunky wrote:
It seems as though alot of people are against UA acquiring B6, but looking closer, I don't think it would be nearly as terrible as everyone is thinking.


B6 has always been a dramatically more enjoyable flying experience than UA for me. It's currently my top pick for flying and I would be very disappointed to see them go.

They have been profitable pretty much every year and have a large passenger base, I'm not sure why they would merge.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:05 pm
by kabq737
Yeah because I'm sure UA wants to go right back to JFK...not...

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:08 pm
by hOMSaR
Person 1 at the paint shop: "You need to paint the tail of this jet blue"
Person 2: "Paint the jet blue?"
...
Person x: "We're buying JetBlue."

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:13 pm
by N717TW
atcsundevil wrote:
This would never get approved. Not unless they gave up all of B6's slots at every NYC airport, not to mention DCA and LGB. The airlines have incompatible business models and it would serve no purpose to UA other than to gain slots, which would never happen. This is virtually a non-starter from the outset.


This!

To be honest, only WN, AS or HA merge with B6 without running into anti-trust issues in the NY metro. There is no way DL would be allowed to combine their JFK/LGA operation with B6's operation at two of the nations three slot-limited airports. Similarly, given how much the DOJ objected to the UA/DL swap at EWR, no way they will allow CO to dominate EWR and JFK though a merger.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:20 pm
by United1
jfk777 wrote:
IF any US3 were to were with JB it should be AA as they do not have a hub at either JFK or Newark. AA's JFK operations are not a hub pr anything near Delta or UA operations in NYC.


AA considers JFK/LGA as a hub...

I'm almost certain this B6/UA rumor is not true but I can virtually guarantee that AA would never be allowed buy B6 as they are already larger than UA or DL.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:27 pm
by FLIHGH
aviationjunky wrote:
It seems as though alot of people are against UA acquiring B6, but looking closer, I don't think it would be nearly as terrible as everyone is thinking. If you look at what B6 has to offer, UA would get almost 400 aircraft, about 150 being new on order. Plus, they would get 25 new destinations, and an additional 5 destinations that UA terminated in the past. B6 has 6 Hub/Focus Cities that UA could potentially take over. The biggest flaw is going to be the 18000 employees that B6 has. I'm sure half, if not more, would lose their jobs. There is potential for UA to become a powerhouse for the Caribbean if they were to take over B6. The aircraft and destinations are listed below. The ones with an * are Hubs/Focus Cities for B6 that UA does not service.

Aircraft
Airbus A320 = 130
Airbus A320neo = 25 (2020 delivery)
Airbus A321 = 32, 35 (2016-2017 delivery)
Airbus A321neo = 60 (2018 delivery)
Embraer E190 = 60, 24 (2016-2018 delivery)

Destinations
BUR*
CMW
BGI
DAB
HOG
HYA (seasonal)
KIN
LRM
LGB*
MVY (seasonal)
MDE
ACK (seasonal)
JFK* (previously terminated by UA)
SWF
OAK (previously terminated by UA)
PSE
PAP (previously terminated by UA)
PWM
SNU
SAV
STX
GND
ANU
SXM
STT
SYR (previously terminated by UA)
UVF
HPN
CUR (previously terminated by UA)
ORH

B6 Hubs/Focus Cities serviced by UA
BOS
FLL
MCO
SJU

United already serves many of those routes listed, such as PWM, SXM, SYR, STT, etc.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:29 pm
by slcdeltarumd11
So the united office has become the new a.net???? I can't believe this is based on much, would it even be approved or make sense

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:47 pm
by Sparrow787
In ither news AA has decided to de merge and operate all the airlines it has merged with as subsidiaries. TWA, will begin operations out of STL hub as early as January. America West will reclaim its hub at PHX and all repaint of US planes will come to a halt ASAP. Doug Parker had this to say about this decision "my good friend Scott Kirby told me this would be a good idea, prior to his departure."

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 10:48 pm
by piedmont762
717atOGG wrote:
Hmm...on the surface it doesn't seem too bad. More A320's, which if they cannibalize some of the B6 network, could replace old UA A320's. Mint A321's could replace the P.S. 757's, ditto with the TATL 752's. BOS could become a secondary TATL and TPAC network, at the expense of battling DL. But, having a BOS hub would probably be at the expense of the IAD hub, and also, AA, DL, and the DOT probably wouldn't like UA being really big at JFK and EWR. Seems untrue, there's too many logistical difficulties.


I did a double take when I saw this thread - when I think about it more and more it seems like an interesting idea. Those B6 320s with free DTV would be so much better than the streaming service that UA has on them right now. UA would do is add F class and E+ to the bulk of the fleet.

This merger would never get approved unless they gave some NYC slots up at JFK and/or consolidated further at EWR. At EWR that would mean probably giving up all access to Terminal A & B gates to stay in C, and at JFK that would mean a large dumping of slots.

Posted: Thu Oct 20, 2016 10:52 pm
by ahj2000
Like they'd want to go back to JFK.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 11:04 pm
by Dutchy
hopefully not, I liked Jetblue.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 11:41 pm
by NYCRuss
This thread should be locked, IMO.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 11:50 pm
by RL777
I don't see any possibility of that occurring in the next 10 years let alone in the near future. JetBlue should steer clear of that, wouldn't want UA ruining and possibly removing that brand.

Re: RUMOR: United to acquire JetBlue

Posted: Thu Oct 20, 2016 11:58 pm
by DolphinAir747
A completely unsubstantiated and ridiculous rumor. Lock the thread.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 12:10 am
by Atlwarrior
No way, they would have to give way too much at Newark for DOJ approval. Delta LaGuardia and JFK hub is different because of Lagurdia perimeter rule.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 12:41 am
by 77H
atcsundevil wrote:
This would never get approved. Not unless they gave up all of B6's slots at every NYC airport, not to mention DCA and LGB. The airlines have incompatible business models and it would serve no purpose to UA other than to gain slots, which would never happen. This is virtually a non-starter from the outset.


Do differing business models really matter much in this instance? In a acquisition where one airline is considerably larger than the other, the smaller airline's business model is simply replaced, with perhaps some small holdovers (i.e. Mint). I would imagine UA's gain from B6 would be more about their client bases outside of NYC such as South Florida, the Caribbean and secondary LatAm markets. Now that B6 competes for premium transcon traffic with Mint, buying B6 eliminates that competition (think AS/VX merger reasoning).. All the newer model 320 series aircraft is added bonus.

All that said, I think the biggest stopping block is the NYC market as you suggested. Beyond the regulatory nightmare UnitedBlue would face, the almost certain need to dismantle most, if not all of JFK would kick the door wide open for AA or DL to gain more traction. With B6 out of the way, AA or DL could very easily create fortress hub on the order of what UA has at EWR. At present, one could posit UA actually has the upper hand as they are larger/stronger at EWR than either AA or DL is at JFK. Post-B6, DL could consolidate its split Domestic/International Ops at LGA and JFK into one at JFK. This then creates a further domino effect of leaving LGA open for AA which in turn gives AA two "inner city" hubs in two very important markets. LGA for NYC and with DCA for Washington DC. The US3 would do well to leave B6 alone for that reason.

Just my 2 cents,
77H

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 12:43 am
by TUSDawg23
Oh gosh give me a break. There is no way in heck the DOJ is going to allow UA to merge with another airline this decade. Same goes for AA and DL. Both airlines are doing just fine on their own. The UA and CO merger was messy enough and there is still bad blood. Also UA's turf is EWR so why would they want to deal with all the headaches of going back to JFK which they just abandoned? Next story.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:03 am
by ordbosewr
I am not saying this is at all important, but remember by passenger enplanements you are talking about the 3rd and 4th largest from 2015.
UA (95M) and B6 (35M) combined would total around 130M
that would still trail AA (146M), SW (144M) and DL (138M)

(all date from here: http://www.rita.dot.gov/bts/press_releases/bts018_16)

So while I don't disagree it would be tough approval from DOJ, it would not give UA a dominate position in the total market (since UA is such a distant 4th compared to it's US rivals).
Now the DOJ would have a field day with the NYC market, but crazy things happen all the time.

I am not sure I agree that the way the CO+UA merger handled activities like reservation systems, etc have any bearing on the approval process. As I understand it the DOJ will look at market forces and impact that any merger would have on the consumer and fares.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:05 am
by Curiousflyer
Confirmed by Bloomberg:
http://bloom.bg/2eKhXmO

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:06 am
by globalcabotage
And AI will start DFW, DTW, & IAH. QF will start PHX, CLT, & PHL. LY will start ATL, DEN, & SEA. WN will close MDW and AA will close MIA.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:07 am
by Curiousflyer
:lol:


Fool!

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:17 am
by b777erj145
my neighbor's brother in law's cousin's friend was in united plane and heard from the seatmate and who heard it from a friend who was told by his cousin's brother in law's neighbor.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:21 am
by kgaiflyer
"Beyond the regulatory nightmare UnitedBlue would face, the almost certain need to dismantle most, if not all of JFK would kick the door wide open for AA or DL to gain more traction."


Am I mistaken, or did we just name the new airline? :)

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:24 am
by rta
I don't really think United is in a position to do another merger any time soon.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:31 am
by 777Jet
CBW wrote:
This is the buzz around the office today.


I read the same thing on airliners.net

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 1:41 am
by william
Shocking that so many here are against this merger but were coo coo for Cocoa Puffs on all the other mergers that has taken us from 7 majors to 4? Oh that's right, JetBlue is the darling of Anet.

If the other oligopy mergers were great for the industry and employees why not one more? I mean this is what everyone wanted? Right?

For the record, I am and was against all the mergers from the get go. Capacity discipline vs market share religion isn't new, it was preached back in the 90s and early 2000s too. I am not impressed this new crop of airline CEOs think they found some new religion.

Re: RUMOR: United to acquire JetBlue

Posted: Fri Oct 21, 2016 2:09 am
by winginit
I should like to know what office you work in so that I know never to trust that company's products or services.