Originally Posted by scambo1 (Post 1235026)

I wonder, does DALPA think this is good for Delta pilots? Seriously.

Which version of the 787 is it? If it's the -800, they will be flying it to a domestic US hub near you...787-900s will start final production in CHS shortly, recently announced.

Originally Posted by Bucking Bar (Post 1235070)

Continued capacity reductions could be more concisely summed up as "liquidation." Delta's costs are increasing as a result of capacity reduction.

Liquidation, increasing costs and spill over to competitors are all concerns addressed by the question.

An example of Delta's capacity reductions in a microcosm is Comair. Shrunk to inefficiency, outsourced, now on death watch. Same management.

The answer to the question "where is the bottom of these capacity reductions" is relevant to investors. Sure as hell acts as a "stay out of the swamp" sign to me, as an investor.

Particularly so in Europe, where once again Glenn Howenhespellsitstein said we were surprised by how well we were performing.

Originally Posted by Bucking Bar (Post 1235073)

So we got nothing for our $65 million, seat on the board and our eagerness to put our passengers on their jets?

As Richard stated, "you see the performance of the AeroMexico investment in increased passenger revenues. We do not break that out on the bottom line."

Originally Posted by shiznit (Post 1235035)

Seriously?

You have reps that the WE THE PILOTS elected that are affected by this just as much as the rest of us. Of course it is concerning to all pilots, and all kinds of work is being done to maximize the flying done by Delta pilots.

Originally Posted by tsquare (Post 1235085)

Again, you are reaching.... You think we are gonna route our passengers thru MEX now to go to NRT??? This discussion was about the Aeromexico 787s after all...

Originally Posted by Elvis90 (Post 1235089)

Investors seem to like the report; stock is up 4.5%.

What I got out of the investors call is that fuel hedging is not optional, even if it hurts sometimes, because excess volatility hurts our bottom line.

I get the impression that once the economy turns around, whenever that happens, we'll have the opportunity for significant growth. It's impressive that airlines can make money in this economic environment, flat growth and rising unemployment.

The comments (or refusal to answer said questions) on Comair and SkyWest was interesting.

Originally Posted by Elvis90 (Post 1235089)

Investors seem to like the report; stock is up 4.5%.

What I got out of the investors call is that fuel hedging is not optional, even if it hurts sometimes, because excess volatility hurts our bottom line.

I get the impression that once the economy turns around, whenever that happens, we'll have the opportunity for significant growth. It's impressive that airlines can make money in this economic environment, flat growth and rising unemployment.

The comments (or refusal to answer said questions) on Comair and SkyWest was interesting.

Originally Posted by tsquare (Post 1235084)

liquidation? Seriously? Come back in from left field, you are a little deep for a bunt.

I am a Delta investor, and as such, I see exactly the opposite. Discipline it what has sorely been needed in this industry for decades, and DAL is enacting it. As an investor, that impresses me. If, as you say, reductions result in increased costs, I am fine with that too as long as revenues are increasing at a higher rate. It is the balance that management and investors are looking for. DAL stock price is depressed right now.. if AAPL weren't on sale today, I might be buying more.

Originally Posted by Elvis90 (Post 1235089)

Investors seem to like the report; stock is up 4.5%.

What I got out of the investors call is that fuel hedging is not optional, even if it hurts sometimes, because excess volatility hurts our bottom line.

I get the impression that once the economy turns around, whenever that happens, we'll have the opportunity for significant growth. It's impressive that airlines can make money in this economic environment, flat growth and rising unemployment.

The comments (or refusal to answer said questions) on Comair and SkyWest was interesting.