Quote:
Originally Posted by flysnoopy76
If Alaska we’re to ever buy/merge with Sun Country that MSP base would last about as long as JFK did. I doubt anything happens in the near term at Alaska.
Yeah I don't disagree, which is why I questioned if they would be there long term or not. I expect they'd buy SY for some of the same reasons they bought VX - to stay relevant, but in this case, also, for the extra airframes, for the Amazon Air flying, and certainly AS would cannibalize some of the routes and keep some. SY has some routes that would fit nicely in the AS structure since they're a sun and sand airline that do serve more than just MSP, including their presence in Las Vegas and west coast-Mexico/Hawaii in general. I could see AS trying to make a go of turning SY's operations in Vegas into a base or at least more of a focus city (SAN style), which would fit in with their existing west coast structure.
The biggest thing here is I think AS management wants to stay relevant but I don't think it wants any kind of M&A that threatens its existence/power status or would be too messy or complex for them. SY has less than 500 pilots, 50ish 737's, some west coast presence that could be absorbed, and (I think) some attractive Amazon Air flying. I think it can't be understated how attractive the Amazon flying could be for AS management - it gets them a foot in the door with a local cross town company that is one of the largest and wealthiest corporations in the world, diversifies their revenue stream more and allows them to build on the existing freight/cargo operations you already do in Alaska. All of this seems much more palatable to Angle Lake than merging with Jet Blue or Allegiant given their recent history.