Originally Posted by
Carl Spackler
I think you're right about that Wasatch. That's the weakness in our SLI proposal in my opinion. There should be a similar fence at the bottom as you suggest. The fact that there is not, makes the NWA proposal extreme for the DAL guys at the bottom. The DAL proposal however, is extreme from top to bottom.
Carl
Fences again!!! Carl, can you guys live with relative position, you know, if you are 20% at NWA you would be 20% +/- maybe 1 % at the new Delta? The devil is in the details with several variables
-NWA's more near term retirements
-NWA's near term aircraft retirements (freighters and possibly more 9's)
-Delta's fleet growth 777LR and 737-700's
-Delta's more "mid" term retirements
-Delta's higher % of widebody/intl aircraft
These things would have to be taken into account but they seem to maybe somewhat offset each other. I will tell you most Delta guys think that relative position is a pretty big win for NWA. Can't you see the fairness possible in this simple concept?
Cog