I wonder how a CAL-UAL merger could affect Delta. I would assume it is good news as some capacity is bound to reduce as is the case in any merger. Hopefully they will axe regionals just like we did. However, the alliance (UAL+CAL) will have a strong hold on the NE coast with IAD and EWR. On the other hand, are they not a little too close...EWR and IAD?

Also, UAL (with CAL) might catch substantial market share in Tokyo with JAL pulling out of many long-haul markets. It looks like UAL/CAL is at the right place at the right time with their alliance with ANA. JAL just announced pullback from several US routes including our KIX-HNL route....which could help us out as we operate that sector already.

Anyone care to speculate?