Originally Posted by
Bucking Bar
AS integration could get ugly. Their only airplane is 4 levels up on our pay charts, they have guys on furlough and now that pull and plug has been legitimized to capture a hypothetical future situation, all bets are off.
One thing nice about the "status quo" mergers is that in an ideal circumstance the equipment and seat you held before the merger was the same equipment and seat you're gonna hold after the merger.
NOT complaining about the NWA deal. Just pointing out that without "status quo" about anything can happen.
Bar, does your data include their latest contract pay rates? Also, I think their reserve guarantee is 79 hours (short call) and 75 (long call). I was looking at their retirement, doesn't seem like they have real high A or B fund contributions (compared to AMR) so hopefully that status doesn't play against us (DB vs DC in the eyes of an arbitrator). If allowed to happen, I am convinced the 2000 and on hires will get hammered (both sides this time).
As far as I am concerned, if DAL wants to tap into the west coast markets, I think that flying would be better done by Delta pilots. I think we have a fairly weak presence out west compared to JBLU, SWA, UAL and AA. Expansion is a better option for us than another SLI. At least NWA brought 3 billion and a profitable structure at $100/barrel, AS is struggling right now at $78/barrel.