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Old 07-02-2010 | 09:02 AM
  #122  
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The Duke
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Well, I think the flow is over with the sale of CPZ and Mesaba. That is how Delta reads it (contractual language) and when they want something to go a certain way, they almost always get it. The timing of the announcement can only mean that flow was most certainly a motivating factor in the sale. Isn't Delta just starting to ramp up hiring? No coincidence here. I think like most management teams, they also view flow-thru ageements as bad for business. You need people competing for your business in order to drive down cost.

Heck, they can get a judge to reverse his previous decision as seen in the Mesa case. People watching the Mesa case pointed out that the outcome would possibly have consequences for other Delta regional lift providers and I think we're seeing that play out right now with the sale of CPZ and Mesaba. Delta is a huge machine right now. They have mass, a strong will, and a lot of cash. They are quickly changing how they do business and stopping them would sort of be like stopping the Blitzkrieg of '39. I get the impression that they're on a mission.
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