Originally Posted by
TOGA LK
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.
AS stock right now is a lot hiring than ours, and they have over $1 billion in cash. It would be a cash transfer to pay off our own debt coming up here. That is key. RA wants to use their cash to pay off our own debt. Merge them in, pay off their management, and use their cash. There would be very little Government opposition, since there is very little route overlap.