Thread: 787 routes
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Old 07-13-2024 | 12:50 PM
  #57  
Capo2ndFret
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Joined: Jun 2022
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From: PT-17, Rear
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Originally Posted by AKCattleCarrier
- I believe having wide bodies based solely in HNL is unlikely, limits their destination use and their customer base.
- I believe 717s are likely to be retired asap and inter-island flying is likely to be integrated into the current 737 etops structure (i.e done more effciently with bigger airplanes and less pilots).
- 321s and 737s? Past precendent shows AS doesn't want to keep two fleets with overlapping capability.
- 787s and 330's? Past precendent shows AS doesn't want to keep two fleets that have overlapping capability.
- HAs unprofitable route structure is bound to be slashed through to profitability (ala VAs), what that looks like only ST knows. But the $/Yen chart doesn't bode well for the Japanese tourist returning anytime soon.
- Amazon flying - I believe it is unlikely AS will want to staff airplanes they don't own and that subjects them to the whims of the greatest (and famously ruthless) cost cutting logistics operator of all time. (HA is staffing this flying as we speak)
- Both airlines are fully staffed (overstaffed?) and historically merger math is 1+1 = 1.5-1.8 once all the :"inntegrations" and "synergies" etc are found and capitalized on.

Flying bigger airplanes less often isn’t really a solution for the interisland market.

The $/¥ is a red herring because there’s choke Japanese folks traveling to Hawaii. Flights are full and it’s not all Americans traveling the other direction.

My litmus test is a friends’ Japanese language surf school that’s completely booked. When they start having openings I’ll be a little more concerned about the Japanese market.
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