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Old 03-22-2013 | 11:04 AM
  #127080  
DeadHead
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Originally Posted by TenYearsGone
Three things I took away from this interview:

1) Were did RA's Southern Accent go?

2) DAL is trying to morph into an investment grade stock.

3) We aren't buying anything (any time soon). Our order books are full- with 737-900s and Bombardier jets

TEN
I'm far from an experienced investor, but I believe airline stock prices tend to take a hit (trigger a sell off) whenever said airline announces large aircraft orders. I could be wrong on that.

Plus I think it sends a strong message to both Boeing and Airbus that we are not necessarily in a direct need of wide body aircraft at this point, and holding off until the end of the decade is something we are prepared to do. I personally wouldn't read into it too much.


All in all, I think we are in a good position overall with a pretty aggressive lead to our domestic competitors. Internationally though, that may be another story. Good news to see the Abu Dhabi U.S. preclearance checkpoint apparently getting shot down.

I'm just not interested in hearing about this "proposed wide-body order" being contingent on TA ratification at the end of 2015. The company needs to run the company the way it sees fit and fleet expansion should not be allowed to be used as negotiating capital.