Originally Posted by
OTZeagle1
Great question, insurance. Independent AS, works best as a single fleet. Max, is the easiest transition to that point. “Alaska Blue” would be well suited with 250 737, 210 320/321, and 30 A220’s on an approximate merger date. Deliveries out 5-7 years, would yield 350 737, 260 320/321, and 130 A220’s. AS keeping 30 A320’s does very little for that landscape one way or another. Going all 737 for AS provides flexibility in remaining independent if our two paths cannot be forged together as one. A side caveat, AS board is all about protecting shareholder equity, we are much more attractive to another suitor as a all 737 fleet.
Only thing I’d change is about 300 320/321s, 150 737s, and 150 a220s. I think Alaska should work on a phase out plan of the 737s, even if they stay independent, but certainly if they wanna merge with blue. 737s suck!