Originally Posted by
CBreezy
Spirit has 46% of ULCC lift in the US. It would take 5 years to replace that capacity from the other ULCCs. JetBlue planned on eliminating 11% of the seats on the aircraft. According to basic laws of economics, what happens when you drastically reduce supply?
If tomorrow NK announces it will transform into a Breeze/ JetBlue style product should the DOJ step in and tell them they are not allowed to do that because it might take seats out of the market?
we will see how many of those seats stay in the ULCC market. I think more than 11% will leave. The likely outcome is NK will shrink (or might even go to BK) and the big 4 will grow. And it will be because of the DOJ.
jetblue has a product that can compete with the legacies, spirit does not. JetBlue had 3X the effect NK did on lowering prices of big 4 competition. The DOJ decided to harm the competition to the big 4 in the name of anti trust legislation.
and all of that is irrelevant anyway because you said the current admin had nothing to do with the current woes of NK and B6 when they are DIRECTLY responsible for not allowing those two airlines to compete with the big 4.