Originally Posted by
R0GER BALL
Assumption #1: The Alaska-Hawaiian merger is approved next week. I believe it will be.
Assumption #2: Alaska, this fall, then obliges OUT of the Amazon contract. I believe they will.
Who gets them? Won't be ATSG carriers. Sunny? I believe we will. Our partnership is resilient; our relationship continues to grow. We just doubled our Amazon revenue (adding 2/3 more airframes). Historically Sunny is a wide body airline. Our contract has the rates.
If you allow me assumptions 1 and 2, tell me what I'm missing thereafter. I don't like the Amazon trips. I've said as much prior. But I acknowledge that our job security is industry leading because of it. But yeah, I'll take more.
(I'm sorry Rick, I just don't see you guys knelling at the "Amazon Altar". You're not choirboys like us).
You talking to me? No, I don't see AS doing a long-term thing with Amazon either. But I also don't see them paying any early-out penalties, so probably stuck with it for the first term.
It's possible that if they don't lose their arse right out of the gate they might play for a little while but as soon as Bezos puts the squeeze on them, it will be gone. So maybe it depends on the state of the industry, which airlines and pilot groups need to work at a loss to stay alive (if any).