Originally Posted by
newKnow
It's not my job to bash SWA projections, but:
1.) Do you think it's a fair comparison to use SWA pilots seniority from the integrated seniority list? I understand that they just got a big bump from the SLI, but are they able to exercise that increased seniority right now?
2.) Do you you thinks it's wise to base upgrade time based on the company's projected 2.1% growth? I've never seen a company grow after a merger and all the SWA commercials I see that tout "new service" are routes that Air Tran served for years. If I had a dollar for every time an airline made the unfulfilled promise that a merger would increase synergies and actually see growth because of it, I'd have an extra $10 by now.
Fair questions;
1. The analysis site only contains the integrated lists. You're correct though, the seniority bump will be more of a slow growth. Think of a boil
The gain will be realized over a 2 year period.
2. The growth is conservative and the analysis was done by the MC based on orders. The number is actually 3.6 % if you include all options. 2.1% isn't exactly a rocket ship. SWA has already turned their current options into firm deliveries.
Anything could happen really. Maybe GK will sell all of the 717's to DAL.
