Any "Latest & Greatest" about Delta?
01-22-2013, 06:18 AM
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System capacity DECREASE 2-4% overall according to Ed. Boooo.
01-22-2013, 06:19 AM
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01-22-2013, 06:22 AM
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Sounds like -2 to -4% capacity, I think, for the year. Domestic -1 to -3% and Int'l -3 to -5%, mostly due to TransAtlantic off peak reductions. I think this is for the year, but Bastian was just talking Q1 2013. Anyone else hear the same?
01-22-2013, 06:22 AM
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no way, we're supposed to grow.
because if you keep up this capacity shrinkage then you could start getting rid of some mainline airframes, like the 88, and still be in compliance with the ratio once DCI goes down to 450 jets.
because if you keep up this capacity shrinkage then you could start getting rid of some mainline airframes, like the 88, and still be in compliance with the ratio once DCI goes down to 450 jets.
01-22-2013, 06:23 AM
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01-22-2013, 06:35 AM
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One analyst, "you'll have a bill for massive re-fleeting - what are you doing about it?" RA - "There's a glut of narrow bodies available for purchase at a substantial discount." I think RA is answering very well.
01-22-2013, 06:37 AM
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01-22-2013, 06:39 AM
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01-22-2013, 06:43 AM
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Analyst: "Capacity growth from LCC's - how do legacies deal with this?"
RA: "Capital Markets won't finance those airlines. Brent is $110/barrel. The market has changed."
RA: "Capital Markets won't finance those airlines. Brent is $110/barrel. The market has changed."
01-22-2013, 06:44 AM
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