Originally Posted by
REF 5
I don't think ALK is a good comparison at the moment. They already have a regional feed, they are a hub and spoke carrier, widebodies they just acquired and belong to One World Alliance. Those thing's took years and some in some cases decades to do. None of those things exist at SWA in it's current form. The invasion of ALK taking over DAL, HOU, MDW, BWI, LAS, MCO, STL, MCI, DEN and PHX is very slim. No doubt they are a formidable carrier and the most consistently profitable company in the business. The big threat is the big three. They have real leverage over SWA. They have more overlap then anybody. If SWA dumps it's LCC business model, all three will fight for that higher yield.
All 4 are a threat and Alaskas is increasing with every move. They will attack the west coast. We have nothing to fight anyone at this point. Our managers aren't doing a darn thing about it. It will be interesting to see what AWs big secret is. My guess is that it will be SWA underwhelming as usual.