|Quoting n7371f (Reply 194):|
It came up during a discussion at the Scottsdale conference and was uttered by an aircraft leasing executive to a newspaper reporter, Holly Hegeman (who I think may have been the tweeter) and a few others. I got a text about it shortly before Holly mentioned it.
As to whether it's really true, I don't know. The people I know in Delta keep dwindling as the former NWA folks move on and my friends left there simply don't know one way or another. However, take a look at my previous post about DL departments running numbers on the 717 -- and even more so now, the no comments from Gary and Ed.
Yeah, it would be interesting to know more about the context of this statement and why it came up, and the motive for "planned/unplanned leaking" of said rumor. I don't really understand the social media aspect of "tweeting" this information either. I guess it is a way to "leak" rumors or information somewhat off the record?
|Quoting seabosdca (Reply 211):|
I'm starting to get suspicious of this rumor, or at least think it was oversold... if a firm deal was actually reached, I think we would have had word of it by now.
I can go both ways on this. The rumor is hot enough with enough circumstancial evidence that it seems believable.
The corporate non-speak and "no-comment" but "we are looking at every deal" from both WN
is very interesting and certainly eludes to the fact that there has been some discussions on the matter.
My instinct says that this is not a done deal, but they are pretty far along in discussions.
|Quoting clemsonaj (Reply 212):|
Not necessarily. Good news is usually announced at the beginning of the week to have to most positive effect on the stock price. I would say if true it will hit the press Monday or Tuesday.
This is really an urban legend.
|Quoting B757forever (Reply 221):|
You will most likely hear something official around the April-May timeframe, not much sooner.
Sounds plausable. It will be very interesting to see if the timing could align with the Q1 earnings release. If there is no news by then, you can be sure there will be a lot of questions from the analysts on the earnings conference call which will likely be responded to with a lot of corporate "non-speak"
|Quoting seabosdca (Reply 222):|
That doesn't square with the requirement that the company file an 8-K within 4 days of entering into a material definitive agreement. An agreement to acquire 88 717s is most definitely a material definitive agreement. If no 8-K gets filed, I can only assume the agreement is not actually final yet.
Right. The deal is not final. Therefore they do not need to have an 8-K filing.
|Quoting B757forever (Reply 223):|
Agreed. Being very far along and being finalized are entirely different. The 717 deal for DL is very far along.
Right. With so many parties involved and groups within DL
having to do analysis, this like any major project takes time to perform the due-dilligence and negotiate the deal.
|Quoting n7371f (Reply 224):|
That is correct. Earlier someone opined that the first batch of 320's NW took had a lot of life left in them which really isn't true. Heck NW had several of them broken up during the bankruptcy...and it's generally a given that the Airbus narrowbodies don't have quite as long a life in service as the Boeing's.
) flew the A320s pretty hard too. They've done a lot of high-cycle flying over the years. Plus, the overalls for such aircraft become quite expensive as they age.
|Quoting United1 (Reply 235):|
The DC-9 originally wasn't certified to 100K and has over the years gotten a few increases so it could keep operating. As the 717/MD-90 age if anyone is interested in operating them past 60K they can ask Boeing to certify them past 60K...its simply a matter of $$$$$$ and some inspections.
Right. The certification limits increase as the airframes get older and Boeing has more data available to determine how the model ages and how to update the maintenance programs.