Here's the thing, do we as a group want to see us have a net growth of 80 jets before you count in 30 321s and 10ish 330s? YES!
Do we want to see us hiring like crazy? Yes!
Do we want to see massive year-over-year capacity growth?! YES!
Is that Delta's modus operandi? No. Not at all.
So to me it's one of two things;
A) We're not growing capacity, net growing the fleet and hiring like mad because these orders are replacement jets for the most part and if we only netted 30 airframes or so that's just a few hundred pilots in growth and with ALV+15 and other changes maybe it's status quo outside of retirements.
or
B) Delta management is going to change its philosophy and we're going to sneak attack something! Don't know what though, remember when we talked DFW but now you look at DFW and there's not a gate open in E. And Wall Street might not like a change in philosophy but then who cares if we own the world!
We'll wait and see.
