Originally Posted by
acl65pilot
In my opinion, no consolidation happens until the slot swap has final approval. As soon as the movers and shakers know that the deal will be approved, another round of consolidation is very likely. It all hinges on the slot swap since LCC will more than likely be involved in any deal that results in further consolidation.
I have my scenarios drawn out, and I suspect DAL will be a player, but not as acquirer of LCC in whole.
I agree with the first part. I think the main reason LCC wants the swap is to pave the way for a merger (or maybe a fragmentation?). But as far as we are concerned, what could we possibly want from them after the slot swap? Maybe a few 330's? A route here and there? But we are pulling down Atlantic flying fast and furiously so how can that be it? We've never seemed to care a whole lot about PHX or LAS beyond our current levels and I'm not seeing much value in anything else they could offer, in whole or in part.