Originally Posted by
slowplay
We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.
The west coast is a mature market, yet DL abandons it and gives it to a (supposedly) non revenue sharing competitor. While this could be rationalized in some of the smaller markets, LA-SEA, SF-SEA and BOS-SEA should be flown by Delta equipment at least half of the time. SEA-ATL should be removed from the code share entirely as there is no reason for it.
The order books for VX, B6 and NK are far too large to discount and we can't just roll over and give it to them. Soon they all will start poaching marketshare out of DL (as opposed to AA) markets. Then what? More capacity dicipline while we shrink and they grow? That increases our costs and decreases theirs, causing us to remove more capacity and them to add more. It has to stop. We need to figure out how to win and stop the growth of competitors or they will stop our growth. Its that simple.