Blame...

http://www.air-and-space.com/2000110...anding%20l.jpg

I always used to walk up to Papa Pez!! Oh... I do miss their sea bass.

I never saw them down there back when I used to go there all the time from 2008-2010

I'm amused you didn't know publicly available information.

What else don't you know?:D

I also think this may all be posturing. Or courting.

TEN

Oh, well that proves it. Case closed.

No one is predicting or even hoping for the plug to be pulled on the entire thing. Just fixing the massive imbalance. We give you 2X the pax you give us and we don't get the revenue from that at all. I don't think that will always be the case. We can't, nor do we want, to over fly every single route and frequency AS does, and we will never even try, even if the code share is completely cancelled. But there is a lot of what AS does that DL can do capacity wise. And DL can easilly asorb the losses in that tiny corner of the world longer than AS can, because it is its whole world.

Moo point anyway eventually, as AS will likely participate in merger mania in a big way sooner or later.

Now that's funny, I don't care who you are!

Sea Bass, Cuba Libras, Imperial Light, Rice/Beans and the Chi Chis. One of my favorite places to be!** Free Food in the Casino!!

TEN

Back on Reserve tomorrow, just looked @ my score. I'm in Group 2 w/ a 98 score and I haven't flown a day in 31 days. Seems very strange. I did have vacation and sick days w/ 2 shortcall days.

Baja.

Moby, that is the question we're asking. Does it make sense in the long term?

Like Slow touched on, Alaska has thus far achieved a strong strategic position with respect to larger carriers at least partly by straddling the two code share agreements with American and Delta. It also appears that those tectonic plates are shifting as a result of recent merger activity.

Alaska as a takeover target is always discussed. I think some would say that Alaska has made themselves problematic for an acquisition because either American or Delta moving to acquire Alaska would end the other code agreements, immediately devaluing what was just purchased, right? (guys please tell me what I'm missing here). It would also invite the need for whoever lost the code agreement to step in and supply that feed for themselves, resulting in competition which would reduce profits on both sides (as Sailing pointed out in his Alaska example). A sort of poison pill for any potential acquiring party, no?

Slow said something will change WRT the American / Alaska codeshare due to the recent merger. Could Delta's added service be a strategic maneuver to try to compromise Alaska's west coast dominance in preparation for a takeover? Can we reasonably assume that the recent cycle of mergers is at an end?

Break Break... To try to answer Moby's question, why would we try to provide this feed that can be obtained via codeshare? I think a big part of the answer is that Alaska's codeshare agreements with other airlines have important strategic implications for the long term business plan at Delta.

Is Alaska's decision to code share with middle eastern carriers raising some eyebrows? Is this something that needs to be nipped in the bud?

Another thing- I don't think it is fair to dismiss offhand these added routes by Delta as not being indicative of something going on between our two carriers as just the fantasy of our LAX guys. Haven't a number of management types confirmed that Delta is unhappy with the recent codeshare expansion between American and Alaska, and that we are evaluating strategic alternatives?

It doesn't make sense to me to outright dismiss the significance of this added service when it seems we are doing the opposite in so many other places in the network.

Perhaps, the best strategic move for DAL, in that case would be to acquire AS and kill the codeshare competition. Granted, it would provoke a response from AA, but they really aren't in a current position to be much of a threat with the LCC merger on their plate.

Considering the amount of cash currently held by AS, I'm sure the green eyeshade guys at DAL could figure out how to buy us with our own money.

I'll grant you we're the codeshare *****s of the industry.

Not to change the subject, but on the 744 vs. 777 debate. I have a UAL buddy who says the 777 from Australia has to carry an extra 40K of fuel to meet multi-ETOPS requirements. That's 40K of weight unavailable for cargo.

The 744 has no such restrictions. Just food for thought.