Originally Posted by
Bucking Bar
Reuters reporting Anderson's saying a decision will probably be out by year end and is possible by Thanksgiving.
If it is a split order, I expect some pumping of the mainline fleet number which will allow 3 to 1 large RJ's which Delta can use to bargain with their fee for departure providers.How many to go before 255 is hit?
I think we are close to the 255 but just under it at the moment. We could "order" a million mainline jets though, and the 255 limit doesn't flex upwards until the mainline fleet exceeds I think 767 and it is well below that. If the rumors are true about the 2 whales being parked and of course the 9's, even if you include the lesser number of MD90's being added, and the total fleet would have to grow by a fair ammount.
Not sure how the concept of parking a plane effects the numbers though. Fir example if we park 10 or 20 767's for our fall pull down, are they still "in the fleet" for the purpose of calculating the size of the outsource cancer? If not then there is no way anything they order will ever trigger the 3:1 above 255 number because we would never, even briefly, see anything like that here without another merger, in which case we will constructively engage to change the contract to allow the flex up in large RJ's anyway.