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Any "Latest & Greatest" about Delta?

Old 01-22-2013 | 06:23 AM
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Originally Posted by johnso29
Bye-bye more 50 seaters.
An more international.
Old 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.
Old 01-22-2013 | 06:37 AM
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Originally Posted by johnso29
Bye-bye more 50 seaters.
Love this attitude.

Company: "Hey, sorry, but you're furloughed."

Johnson29: "Fantastic! Great opportunity to get to know some fellow hobos!"
Old 01-22-2013 | 06:39 AM
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Originally Posted by GunshipGuy
Love this attitude.

Company: "Hey, sorry, but you're furloughed."

Johnson29: "Fantastic! Great opportunity to get to know some fellow hobos!"
Glad others are noticing. He made a switch within the last year to this kind of rhetoric.
Old 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."
Old 01-22-2013 | 06:44 AM
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Originally Posted by Elvis90
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.
maybe they were referring to all those new jumbo rjs?
Old 01-22-2013 | 06:53 AM
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Originally Posted by Elvis90
System capacity DECREASE 2-4% overall according to Ed. Boooo.
You mean now we have to doubt those guys that have been singing "but wait we don't start getting airframes till September 2013"

It is hard for me not to be a little "cup half empty" sometimes. Especially when the story never seem to change for the better, always the other way. "Well the markets changed, have you seen Europe's economy, look at brent prices" How do you stay positive with a chorus like that?

It is a nice sunny day though so we got that going for us.
Old 01-22-2013 | 06:53 AM
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If you are planning to contribute your profit sharing to your fidelity account, dont FTB, deadline is tomorrow at 4pm.
Old 01-22-2013 | 06:55 AM
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Bloomberg: Is the airline industry fixed in terms of capacity discipline/ was Buffett wrong?

DAL: Won't take on Buffett, but will deploy capital in rational ways.



That was such a great opportunity to repeat the capacity discipline mantra, yet he didn't go for it. The new buzzwords seem to be spending discipline.
Old 01-22-2013 | 07:00 AM
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Originally Posted by forgot to bid
maybe they were referring to all those new jumbo rjs?
Those seem to be in high demand now which is why the company bought NEW CRJ-900's. I figured if used 717's were good enough for mainline ops, used RJ's would be the same, but apparently not.

Sounds like something will happen with domestic feed to Virgin Atlantic once the deal gets regulatory approval late in the year.
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