Originally Posted by
tsquare
And just how is that good for us? If the JV is built with less transAtlantic flying on their part PRIOR to the JV language being drawn up, that translates to less flying for us in the event of a AF/KLM-like JV deal. You should be hoping that the DAL/VA deal happens tomorrow, BEFORE their flying gets pulled down. And as to bullet point 4, there is no JV at this time, only a codeshare,unless you are referring to the AF/KLM JV...
If Virgin joins the Transatlantic JV, the EASK shares get renegotiated and we wait out another compliance period before we measure and a year after that before the company must cure.
If VA doesn't get lumped in with the existing Transatlantic JV, 1.E.8 becomes very interesting. 75% of the flying of Delta's revenue share would flip the balance of flying between DAL and VA in favor of DAL. Measured every Quarter with a 12-month lookback.
Which would you rather see?
Cheers
George
P.S. Hauenstein is now on the Virgin BOD. Also the 2nd largest US destination from LHR is not currently in the codeshare list. I would imagine a forthcoming slot will come as part of some near term negotiations with other players...
Oh and t, your wish is coming true, Virgin is adding capacity in MCO making it all 744 service...