Originally Posted by
tsquare
Going after LUV while they are still choking on AT? hehehehehe It's all domestic though, and that concerns me a bit. It has to be competitive in nature, and that means going after someone. Who's the most vulnerable?
3 major mergers still in work, and in merger world, 1+1 does not = 2. There might be some vacated areas there that might become available.....
I'm just spitballing.
Okay, if someone PM'd me and said "Hey FTB, you might be an ahole but I wanted to let you in on a secret. We're ordering 40 A321s, 30 more 739s and none of the 100 739s are replacement jets. It's 170 growth jets.
Love, EB"
Oh cool. Considering that number and where are hubs are currently I'd assume that we're going into a new market and not merging. Maybe a west coast takeover?
Otherwise, I'm looking at the landscape of who is hubed where and how nobody touches anyone elses hub and the Alaska deal and I just don't see any growth potential.
So I don't think these jets are growth jets. I'd be happy to make it back to the levels we had 5 years ago, but I won't hold my breath.