Originally Posted by
Bucking Bar
Jack,
That might be a bit unfair.
When AZ was added it was, and is, a growth opportunity for us. But we were constrained by capital and having airplanes in mod lines.
Lets see what happens in a couple of weeks. We are making good money. If Delta does not grow then we are leaving money on the table.
What's unfair is to say anybody could have seen that, because the CS and IAAC committees put out projections of big increases in Transatlantic capacity that never materialized.
What's untrue is that we were capacity constrained by mod lines...
After canceling 14+ Transatlantic destinations we had ample unused aircraft to send two a month to Asia for the lie-flat mods...
The reality is that the reduced capacity and pullback to the Partner hubs AMS and CDG helped Delta increase profits by shifting flying to our JV partners...
Now management is boasting that we are flying higher YOY capacity with 13 fewer jets. For comparison, the
potential gains going from 47.3% to 50% in MOU14 were 6-7 flights.
Cheers
George