Originally Posted by
deus ex machina
Back to the hard questions; if there was a capacity problem on the Atlantic routes wouldn't DAL and others simply fly another segment?
So what is Jetblue really trying to do (two years from now
)? And will it work?
Exactly. NYC/BOS-London is extremely well saturated. The only possible way they could ever think they'll make it work would be by severely undercutting existing carriers (especially premium/FC) under the assumption that existing carriers will yield that capacity to them on their terms. They then assume that model will work for additional growth and then on to other routes. Its an all you can eat buffet menu just like FL and transcons were in 2003. It was cute when they slowly dumped "mint" all over high yield transcons in recent years but this stratedgy will be viewed as so extremely agressive that it will result in a significant response because the trend vector for not doing so would be economically catastrophic for existing carriers.