US Airways Said to Develop AMR Merger Plan to

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04-21-2012 | 06:34 PM

#311

Wingtips

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Quote:

Originally Posted by Minimums

Anyone think any of the American domiciles will shrink/close? The othe thing I am curious is how PHL is going to do being so close to Americans New york presence.

NY/LGA will not change much, just on overlap, which is not that much overlap, they service different cities surprisingly. USAIR goes North, AA goes south and west out of LGA.

PHL will become a focus city I would assume.

ORD might change, that for sure will be interesting.

DCA no change.

MIA will not change.

CLT may shrink slightly, but still serves a strong market and purpose that MIAMI can not.

DFW might see some less domestic traffic, due to PHX.

PHX might shrink slightly, due to DFW domestic overlap, they both can not feed west/midwest domestic only traffic.

LAX may actually grow a bit.

JFK no change.

I do think PHX and PHL will become RJ nests for domestic flying, maybe even DFW.

04-21-2012 | 07:30 PM

#312

buddies8

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fair analysis

04-22-2012 | 05:19 AM

#313

sailingfun

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You might see MIA and terminal 8 in JFK spun off to another airline. I know one that is looking. They would command a considerable amount of cash that could help finance the rest of the merger. Terminal 8 is not fully utilized by AMR and the new terminal 4 could handle all their operations while terminal 8 would be a better fit for Delta. Delta owns terminal 4 and AMR leases terminal 8 from the port authority.

04-22-2012 | 05:26 AM

#314

eaglefly

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You can forget about MIA being relinquished by either AMR or U. That is among the strongest assets AA has.

04-22-2012 | 06:03 AM

#315

Enterprise

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Quote:

Originally Posted by sailingfun

You might see MIA and terminal 8 in JFK spun off to another airline. I know one that is looking.

You may also see another airline lose its shirt by doing something foolish like buy a refinery. I know one that is looking.

04-22-2012 | 09:08 AM

#316

Wingtips

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JFK AND MIA are strong markets for AA, your nuts if you think they will give that up. I would say LAX would be the one if they wanted quick cash, but I do not think they do.

04-22-2012 | 09:13 AM

#317

B757200ER

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From: B-737 Pilot

Quote:

Originally Posted by buddies8

fair analysis

You mean premature speculation...

04-22-2012 | 09:34 AM

#318

Justdoinmyjob

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Quote:

Originally Posted by eaglefly

You can forget about MIA being relinquished by either AMR or U. That is among the strongest assets AA has.

Quote:

Originally Posted by Wingtips

JFK AND MIA are strong markets for AA, your nuts if you think they will give that up. I would say LAX would be the one if they wanted quick cash, but I do not think they do.

Let's not forget Pan Am sold the crown jewels, (Asia and SA,) to try and keep their operation funded. Airlime managements do not think or act how we would define "rational" during a merger. If Horton et al can super fund the golden parachute by selling off chunks before bailing, do you really think they would care what the resultant mess is after they leave.