|
|
Originally Posted by Sink r8
(Post 1335799)
Makes sense to me. We just don't know whether they're going to be able to keep the lid on capacity (hope not). I think they're hedging their bets more in these last two quarterly costs, and not letting themsleves be too tied to promises of capacity discipline.
Bottom line: I think we all understand we're not working for the airline that's going to grow more than the industry average, no matter which way total industry capacity goes. |
Originally Posted by scambo1
(Post 1335800)
they have 66 jets.
|
Disregard.
|
Originally Posted by firstmob
(Post 1335804)
Thx did not know they had that many. Which ones if any are we interested in?
|
Originally Posted by Sink r8
(Post 1335799)
Makes sense to me. We just don't know whether they're going to be able to keep the lid on capacity (hope not). I think they're hedging their bets more in these last two quarterly costs, and not letting themsleves be too tied to promises of capacity discipline.
Bottom line: I think we all understand we're not working for the airline that's going to grow more than the industry average, no matter which way total industry capacity goes. DL is trying to set themselves apart from the rest of the industry in terms of generating a revenue premium and having the flexibility to be opportunistic, which as you point out, could mean growth. They want to have access to more cash, more fleet types, more route options and employee support to make things happen that no other airline can presently do. So I don't think that being focused on margins means no growth, it just means that growth won't happen solely for market share. One thing I didn't mention in the notes is the large investment in I.T. that DL will be making this year in terms of revenue and product management. I think we are talking revolutionary in terms of what the technology will do for us, and it may well generate a business case for targeted expansion by identifying opportunities that currently are under appreciated, and conversely, it may cause us to take a look at parts of the operation that are under performing. |
Originally Posted by scambo1
(Post 1335807)
I have zero inside info. The have/had 30 a320's
|
Originally Posted by flyallnite
(Post 1335810)
DL is trying to set themselves apart from the rest of the industry in terms of generating a revenue premium and having the flexibility to be opportunistic, which as you point out, could mean growth.
They want to have access to more cash, more fleet types, more route options and employee support to make things happen that no other airline can presently do. So I don't think that being focused on margins means no growth, it just means that growth won't happen solely for market share. One thing I didn't mention in the notes is the large investment in I.T. that DL will be making this year in terms of revenue and product management. I think we are talking revolutionary in terms of what the technology will do for us, and it may well generate a business case for targeted expansion by identifying opportunities that currently are under appreciated, and conversely, it may cause us to take a look at parts of the operation that are under performing. |
Originally Posted by XtremeF150
(Post 1335754)
It is a nice sunny day though so we got that going for us. :cool: Minneapolis Weather, Current Conditions and Temperature - weather.com |
Originally Posted by nwaf16dude
(Post 1335785)
Basically right...their flow provisions will severely cut down on the number of "lifers" at the higher end of their longevity scales. As Bar often says, flow agreements reset longevity (or something like that). So as we start hiring, we'll take their guys at a pretty high rate before they get to the higher paid years...and of course their longevity doesn't transfer.
It's a crappy deal for the Pinnacle guys, but hopefully we will take their guys pretty quickly so that job becomes a truly temporary gig like it should be. Our pay scales are capped at 4 and 12 years as well which eliminates some longevity issues. |
Originally Posted by flyallnite
(Post 1335810)
DL is trying to set themselves apart from the rest of the industry in terms of generating a revenue premium and having the flexibility to be opportunistic, which as you point out, could mean growth.
They want to have access to more cash, more fleet types, more route options and employee support to make things happen that no other airline can presently do. So I don't think that being focused on margins means no growth, it just means that growth won't happen solely for market share. One thing I didn't mention in the notes is the large investment in I.T. that DL will be making this year in terms of revenue and product management. I think we are talking revolutionary in terms of what the technology will do for us, and it may well generate a business case for targeted expansion by identifying opportunities that currently are under appreciated, and conversely, it may cause us to take a look at parts of the operation that are under performing. |
| All times are GMT -8. The time now is 06:47 PM. |
|
Website Copyright © 2026 MH Sub I, LLC dba Internet Brands