Originally Posted by
flyallnite
With the recent action by the DOJ signalling perhaps the end of consolidation for the time being, organic growth may again be in the cards. But that does go against all the capacity discipline of late. What about the A321 rumors that have been circulating?
I was thinking the same thing myself. I'm just curious how much money, time, and energy management would be willing to invest in Washngton to push through a small-medium merger/acquisition.
I think when your dealing with the Feds it all boils down to money, lobbyists, and greasing the right wheels.
Depending on how things shake out with this AA-US merger will be very telling on how this industry consolidates and changes in the the future. Personally I see it going through after certain slots and markets are gift-horsed out to the luckiest competitor. If I was a betting man I'd say SWA will get the most out of it, and we'll probably eek out a few things from it as well. The harm of stopping this merger outweighs the harm that would be created from it.