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Any "Latest & Greatest" about Delta?


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Any "Latest & Greatest" about Delta?

Old 01-22-2013 | 07:38 AM
  #120681  
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Originally Posted by scambo1
they have 66 jets.
Thx did not know they had that many. Which ones if any are we interested in?
Old 01-22-2013 | 07:38 AM
  #120682  
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Disregard.
Old 01-22-2013 | 07:39 AM
  #120683  
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Originally Posted by firstmob
Thx did not know they had that many. Which ones if any are we interested in?
I have zero inside info. The have/had 30 a320's
Old 01-22-2013 | 07:48 AM
  #120684  
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Originally Posted by Sink r8
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.
Old 01-22-2013 | 07:52 AM
  #120685  
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Originally Posted by scambo1
I have zero inside info. The have/had 30 a320's
According to wiki, all but 3 of their airbii have been repossessed by creditors. At one point they had 32, including 8 321s.
Old 01-22-2013 | 08:00 AM
  #120686  
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Originally Posted by flyallnite
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.
So I guess it wont be microsoft.
Old 01-22-2013 | 08:03 AM
  #120687  
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Originally Posted by XtremeF150

It is a nice sunny day though so we got that going for us.
And the Dew Point is - 16F!

Minneapolis Weather, Current Conditions and Temperature - weather.com
Old 01-22-2013 | 08:04 AM
  #120688  
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From: Port of Indecision and Southwest of Disorder
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Originally Posted by nwaf16dude
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.
Old 01-22-2013 | 08:08 AM
  #120689  
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Originally Posted by flyallnite
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.
smart & wise > biggest or bigger
Old 01-22-2013 | 08:12 AM
  #120690  
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Originally Posted by johnso29
Agreed, & I think the competition is beginning to realize they're falling behind. The trainer just may put them all in the dust.
This is General Lee.
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