Originally Posted by
Bradshaw24
OK admittedly just a first read. I still have questions for my reps. I like the improvements in control and fragmentation. I like that they are addressing the global threat of affiliates. I like the new language protecting the Delta brand. I like that there are no changes at DCI with regards to the number of large RJs, but I would have liked to have seen a better block hour ratio. The Air France, KLM, Alitalia JV seems like more of a wash. A slightly lower EASK limit, but a two year look back versus 3 and no cure period. I do like that they added a minimum international block hours. With more JVs on the horizon capturing more block hours across the globe as opposed to just across the Atlantic may prove important. Maybe I missed it, but I'd like to see what percentage of our international flying that represents. Overall I think our Section 1 is somewhat better than what we currently have due to improved fragmentation and control language, brand protection, and a minimum international block hour limit. My big disclaimer is that this is just a first look. I'm willing to listen to reasoned opinions both pro and con.
You made a good read. Also review the new Virgin language which captures their new subsidiaries and affiliates they control. Important to capture this flying in their side of the ratio since this could result in a greater protection in our global widebody production balance (ASK).