Originally Posted by
alfaromeo
Talk about massive misdirection and outright fabrication as well as sloppy analysis.
Reason #2: Delta's investment in the pilots is $1 billion in this deal and yet he shows $20 million. Sure that is not intentionally misleading.
Reason #5: It is clear he hasn't read the TA. There is no provision for a domestic Joint Venture, it is international only. So why is he talking about sharing revenue with Alaska, Republic, and whomever? That is not allowed. Currently we 0 protections. So maybe he can redraw the graphs and show how much flying Delta pilots have to do under the current contract. Oh yeah, ZERO. Why didn't George show that. Deception?
Reason #6 and 7: His math is completely wrong. Imagine you have to share 150 units of something. If you start at a share of 90 to 60 the ratio is 1.5 to 1. If you change the share to 100 to 50 the ratio is 2 to 1. The amount of decrease from 60 to 50 was 17% and the ratio changed by 33%. Notice he tries to do all his math on ratios to mislead you into thinking that he is calculating block hours.
Secondly, he argues for a grossly shrinking airline. I think the Touch and Go that was released showed quite clearly that Delta could shrink. Under our current contract, Delta could shrink mainline in half and still grow DCI. Now under gross shrinkage, Delta has to spread the pain out. Which scenario is better for mainline pilots? The Touch and Go showed how even at a 6% system shrinkage, the mainline fleet has a small amount of growth. That is because DCI capacity is being cut so much.
Those two slides show that he is purposely trying to deceive you, or he is incompetent as an analyst. You decide, either way his analysis is false.
Reason #9: The change in block hours now from winter to summer is going to be 13%. Yet his reserve analysis shows an 80% increase in reserve flying from winter to summer. How is that possible? In 2011 the average for Jun-Aug was 72,276 reserve hours flown while the Jan-Mar average was 71,376. The difference is 1.25% Somehow, the average is now going to jump 80% between winter and summer. Just because you put numbers on a pretty graph doesn't mean there is anything behind them other than a spreadsheet. A fourth grader can make an Excel graph, there has to be logic and analysis beyond a fourth grade level to make them valid as a decision tool.
Reason #10: First, he admits that this TA will produce more mainline jobs. Second, he shows that losing 21 DC-9's will produce more job loss than adding 30 MD-90's. That is deception pure and simple. Then he maintains that the loss of 21 DC-9's cause 275 jobs to be lost but only shows 572 job gains from 88 717's. How is that? Deception pure and simple. Never on his graph does he show pilots leaving from the early out. Why?
Reason #11: Much of the loss in DCI in the previous few years was Saabs and Comair. Well Comair is down to almost nothing and the Saabs are all gone. The majority of the rest of the fleet is contracted out through 2015 and beyond. You must understand the reason behind the trend line to then try to project that into the future.
Reason #14: He talks about the new SWA deal, but he doesn't mention that the follow on deal was WORSE than the first one. Yes he has a happy talk quote from the SWAPA president but it fails to mention the other aspects of the TA that got much worse. FEDEX did a deal that was a smart move at the time, but they got two 3% raises and basically nothing else for a two year extension. Is that what George wants? Because, Delta management would oblige him on that one.
What I bolded above just tickles me given alfaromeo's previous post in another thread:
"We have an agreement that will add 1,000 new mainline jobs, but somehow that is a bad thing. Go figure."
I've asked alfaromeo to show us numerous times where this claim exists in the TA. But as expected, only the sound of crickets.
Don't you just hate shabby analysis and outright fabrications?
Carl