Originally Posted by
slowplay
The fleet plan, aircraft delivery schedules and aircraft park and retirement plans are all posted in various locations on Deltanet and are accessible from a work computer. The latest revision that I looked at was dated 6/13/13 and showed a net increase of 80 mainline airframes by 12/31/15. It didn't include the 11 EVA/Uni MD-90's. There were 50 739 and 88 B717 deliveries against 17 DC-9-50 and 41 B757 retirement/lease returns.
You are adding an extra 6 months to my "2 year WAG". I'm using a "summer 2015" as the end of this 2 year estimate. If you go 2 1/2 years then 80 sounds reasonable with 717's arriving at a rate of 3/month.
I also agree with FTB that the number of announced hired is low....but I believe that it is far, far more, and that the company is going to make an announcement every few months adding to that number, but never make a "big announcement", in keeping with the desire to appear nimble and strategic to the investments community.
Delta cannot replace the loss of 150-180 50 seat ASM's on an equal basis with only about 40-50 of the 76's that will be at DCI by that point. Yes there is an increase of seats in the 76's, but the reduced total airframes means the number of segments beyond 900SM is reduced, and the short segments the 50's flew still need to be served, additionally, the 717's will be poaching the "heavier" routes that 76's used to operate, pushing more RJ's onto less productive (by ASM) city pairs.
DCI will be down a minimum of 5580 seats at the end of the 717 deliveries (I'm not doing the math on a July 2015 snapshot, call it 80% of that if you want...whatever).
Where is the official announcement on EVA 90's? I don't put anything into rumors, I gotta see SEC statements or press releases. Sorry Slow, where ya been anyway?
