Originally Posted by
rballan
Folks,
Alaska is now back in the same situation they faced in 2016: buy someone or get bought by SWA. If they don't pull the trigger on Hawaiian and "dirty up" the fleet but instead continue the fleet simplification to all B737, the outcome is inevitable.
Cheers - Rob.
Early summer 2010, SWA took a serious look up and down AS. They kicked the tires and came back for a second test drive. In the end they decided it wasn’t worth the 2.7 billion expense and the decided to pursue the a cheaper option. SWA could never stomach the likely price tag of 11 billion for the Eskimo now. ALK and HAL is going down by next summer. There is a lot of postering, stupid talk of two independent entities under AAG. I think BM and the board in the end will do it right and merge everything into one, it’s the only way they realize all synergies.
The only spoiler would be JTBLU coming back and agreeing to all stock equity under 43% with AS executive management controlling.