Originally Posted by
Trip7
You went directly a worst case made up scenario. It still has to be verified but JG's letter stated AeroMexico flying dropped double to Delta. Would you rather Delta keep flying to CUN and SJD rather than more profitable flying in the Caribbean in this situation?
Again, I am a big picture guy. I'm all for a mathematical solution that creates a metric and language that while allowing the company to shift flying to the best economical places also allows equitable share of growth.
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My scenario was hypothetical but follows the line of reasoning you suggested when you said it's not so bad for management to allow the balance to drop below contractual levels. I'd rather DAL didn't invest in a turd of a JV with AM, then we wouldn't have to worry about production balances. AM would be a competitor we'd crush and eventually we'd do all the flying to Mexico which the market could withstand.