revised upgrade time?
#51
I think you are thinking like there are only 3 airlines and 1 fails. If a legacy fails it would not be hard to spread the flying around the remaining 2 legacies as well as Southwest, JetBlue, Alaska, Spirit, and Frontier. And if AA goes CH7 I doubt demand would be so high that 7 other airlines could not absorb the shock. Pilots could be trained easily in all the vacant sims. Not saying I think this will happen and I really hope it doesn’t but I don’t see pilot training being a reason for gov’t interference in CH7
To me, the issue is the demand for flying that will be here for the next few years, not 2019 demand. In that world, AA or any of the majors could die and no one would miss a beat. Gary Kelly said thing will be awful until there is a vaccine, something we may never get.
Take note of Vasu’s recent pivot to a “startup airline,” and the new leisure target markets. Last year they said we can only operate out of our hubs because we can’t compete in the point to point market. Now, suddenly we are trying point to point under basically the same cost structure, with depressed fares. I think they have looked closely at business travel and realized it is gone for a while, the question is what will we look like without it?
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#52
To me, the issue is the demand for flying that will be here for the next few years, not 2019 demand. In that world, AA or any of the majors could die and no one would miss a beat. Gary Kelly said thing will be awful until there is a vaccine, something we may never get.
Take note of Vasu’s recent pivot to a “startup airline,” and the new leisure target markets. Last year they said we can only operate out of our hubs because we can’t compete in the point to point market. Now, suddenly we are trying point to point under basically the same cost structure, with depressed fares. I think they have looked closely at business travel and realized it is gone for a while, the question is what will we look like without it?
Sent from my iPad using Tapatalk
Take note of Vasu’s recent pivot to a “startup airline,” and the new leisure target markets. Last year they said we can only operate out of our hubs because we can’t compete in the point to point market. Now, suddenly we are trying point to point under basically the same cost structure, with depressed fares. I think they have looked closely at business travel and realized it is gone for a while, the question is what will we look like without it?
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#53
Banned
Joined APC: May 2017
Posts: 2,012
The question is can they survive short term. IE can they get their cash burn low enough to survive the literal and figurative winter.
The point to point leisure routes don’t have to be (and probably aren’t) profitable. They just need to be provide marginal cash flow.
#54
To me, the issue is the demand for flying that will be here for the next few years, not 2019 demand. In that world, AA or any of the majors could die and no one would miss a beat. Gary Kelly said thing will be awful until there is a vaccine, something we may never get.
Take note of Vasu’s recent pivot to a “startup airline,” and the new leisure target markets. Last year they said we can only operate out of our hubs because we can’t compete in the point to point market. Now, suddenly we are trying point to point under basically the same cost structure, with depressed fares. I think they have looked closely at business travel and realized it is gone for a while, the question is what will we look like without it?
Sent from my iPad using Tapatalk
Take note of Vasu’s recent pivot to a “startup airline,” and the new leisure target markets. Last year they said we can only operate out of our hubs because we can’t compete in the point to point market. Now, suddenly we are trying point to point under basically the same cost structure, with depressed fares. I think they have looked closely at business travel and realized it is gone for a while, the question is what will we look like without it?
Sent from my iPad using Tapatalk
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