Originally Posted by
georgetg
Looking over the fence at the other players, it seems the consensus on "capacity constraint" is crumbling...
Watch for the "pivot"
I think Delta has relatively low costs, while UCAL and LCC labor costs are probably going to jump (if they want to actually have any degree of service at all). In terms of networks and offerings we'd be able to capture revnue as effectively as the other networks.
In an environment with less discipline, as long as Delta isn't stupidly providing the discipline by itself, I would guess we would be competitive, and do well. Valuations for the industry... not so much.