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Old 01-14-2010 | 01:13 PM
  #24894  
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scambo1
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Joined: Jun 2009
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From: 777B
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Originally Posted by alfaromeo
I don't have inside informants like you guys have, but I do have the words of senior management. At the investor's conference in December they talked a lot about retiring debt this year so I am not sure they will be springing a bunch of money of new airplanes. Right now, we have a lot of unused wide body capacity so it seems like we will need to add a lot of new routes before we need new airplanes. Also, we have 757's that are stored in the desert that would be the next most logical fleet addition. I don't want to be the wet blanket on the party, but I am skeptical of any big fleet purchases right now. I think the 787 default settlement will settled with cash, just my guess.

The JAL MD-90's are a sale-leaseback transaction according to Richard's chat. That means JAL will fly them or at least some of them still. We will own them and probably at some time they will come to Delta. Right now we have 12 MD-90's that are not in service yet.

I would like nothing more than a bunch of wide body growth, but senior management was pretty adamant at the investor's conference about paying down debt. They have been pretty consistent about doing what they say to the investors. I hope I am wrong.
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Alfa;

I cannot disagree with you. And while I was writing, I knew some of what I wrote contradicted RA. Reporting is different than defending a business plan. I was just reporting.

I had an opportunity to have a sit down today and pretty much just laid out all the rumors floating that I could think of and got answers to some and quasi-answers to others. I then posted what I could facually remember with my limited skill in english.

IMO, until the rubber is on the ramp everything is just still a rumor.

I dont think you are being a wet blanket at all, just practical.

Scambo

This is "the latest and greatest" My post was written in that spirit and nothing more.