777Mech wrote:jrkmsp wrote:MIflyer12 wrote:
That's the 'hurry up and spend the money' argument. There's still long term debt, significant fleet needs, and an underfunded pension program. DL bragged about its ROIC in the last earnings call. You don't achieve a good number without some CAPEX discipline.
I'm wondering what the narrow fleet strategy might be: Perhaps using 339s to replace a few 767s, going all (heavily?) 767s on JFK-LAX/SFO/SEA, DCA-LAX transcons to free up 75S frames for tertiary TATL. Just speculation on my part.
At some point in the next year, the transcons will supposedly start switching to a super premium version of the A321NEO. Delta hasn't announced it officially, but if you talk to anyone who works at Delta on the business or operations side and they'll tell you that's the plan. So we'll see when they start taking deliveries.
I don't know who you're talking to, but they're sadly mistaken. The NEO won't be on property until November, and even then they aren't putting a "super premium" cabin in them. They're already past the design freeze, so it's not going to happen.
The first 20 or so will be ETOPS, so they won't be on transcons, they'll be doing Hawaii runs and limited TATL routes.
To be clear, I wasn’t talking about the first batch coming. I was talking about a next batch, at least a year and probably more like two out. But, as I said, it’s just talk and definitely not confirmed.