Any "Latest & Greatest" about Delta?
Gets Weekends Off
Joined APC: Jun 2009
Posts: 5,113
I'm becoming a little bit concerned, because some of the rumors are turning more positive. At times, I've noticed those are used to offset some sort of ugly reality, existing or impending.
(about 75% TIC)
(about 75% TIC)
I think it's all a nefarious plan to drive down the AS stock price before we buy them. We are a cynical crowd, aren't we?
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Joined APC: Oct 2006
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Woah! I've been lumped in with sailingfun & slowplay! I guess I need to reduce my optimism about Delta!
Gets Weekends Off
Joined APC: Feb 2012
Position: A big one that looks like a little one
Posts: 633
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Joined APC: Oct 2006
Position: B757/767
Posts: 13,088
Well, you two are too hard for me to categorize, I have to take each of your posts on it's merits We probably have 40% congruence of thought. Well, 20% for SailorJerry heh.
SailorJerry I just can't decide on... at first I thought he was right in there with slowplay and sailing, but sometimes he posts fairly radical positions and sounds like a 10-year stagnated 2001 hire furloughee SHOULD sound who had even an ounce of healthy skepticism.
I never feel Johnso29 is trying to push some agenda or talking points, but is just enthusiastic about some things I am a bit more cynical on. I'm about as optimistic as they come on Delta really, but all my "data analysis" flags are raised when I see certain numbers thrown around that I know are exactly what I'd be pushing if I were the guy trying to throw folks off the scent when they got too close to an ugly truth.
I think somewhere there is a nefarious guy with an evil agenda of trying to sideline critical thinking, who is like "Hey Evil Brethren, I have some more GREAT numbers we've calculated that are SURE to draw attention away from where we don't want it. If we use the inverse of how the numbers are usually expressed they sound really low! I'll pass them along to our Enthusiastic Dupe, johnso29, to slip the info out there in the stream hey? These nums are so tempting he's sure to be all over them within days!"
It's like Satan and his minions slipping bad info to a really honest and enthusiastic Priest, who spreads the bad word all unbeknownst to himself, in his fervor to Spread the Good Word Or the Patriotic Intel Guy who THINKS he's passing info to Israel, but has actually been turned by the Russians and is doing the exact opposite of what he thinks he is. Heh. Maybe a bit overboard, but I do get a chuckle with this image every time I see johnso jumping on some data that I myself think is bogus. The nice thing about johnso is that he doesn't get so worked up that it gets insulting, so it usually ends up just a difference of opinion that folks may be willing to consider, since no one flat out called them a dou che.
It won't let me post another smiley, so here's a "LOL" to keep it light.
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Joined APC: Dec 2009
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Posts: 2,026
Carl
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Joined APC: Feb 2008
Posts: 19,284
Past experience of watching DAL MGMT tells me that if you cross them in a competitive business deal they will hold a grudge. Alaska seems to have accomplished this with the latest AA deal.
If rumors are true about 321s and categories are fat, especially the Airbus, I would think Delta could ramp up Seattle feed extremely fast.
I wouldn't say we have the Atlantic wrapped up, but our JV with VA should be busy for a while. So, I like hearing that DAL is going to start concentrating on Asia. If we want more wide bodies, Asia is going to be the part of the world that generates that demand. The important hubs for that O and I are going to be on the coast. Wouldn't you say it is imperative to get this flying established ASAP?
If rumors are true about 321s and categories are fat, especially the Airbus, I would think Delta could ramp up Seattle feed extremely fast.
I wouldn't say we have the Atlantic wrapped up, but our JV with VA should be busy for a while. So, I like hearing that DAL is going to start concentrating on Asia. If we want more wide bodies, Asia is going to be the part of the world that generates that demand. The important hubs for that O and I are going to be on the coast. Wouldn't you say it is imperative to get this flying established ASAP?
Going against Alaska in SEA I suspect is not going to happen. We don't have any gate space on LAX or SEA. If they add some more international in SEA then gates will be really tight. The same applies in LAX and contrary to what has been posted here Alaska is not using are gates in LA. They swapped the gates they had in LA to move over to terminal 6 to co locate with Delta but the additional gates gained in 6 belong to them. We can put some pressure on them with bigger aircraft but any route we go head to head on with them becomes a large money loser for both sides. Alaska has deep pockets and a long battle could happen. I think RA will reach a mutual agreement with them instead of going that route.
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