That started off being pretty hot. For a moment I was really craving a cigarette.

http://i36.photobucket.com/albums/e2...de/lightup.jpg

But after I read all that, I instead started craving a cigarette.

http://www.ecigarettedirect.co.uk/as...ring-squad.jpg

And I don't even smoke.

Yet.

I'm thinking about taking it up though. Chicks dig it, and are instantly BFF's with anyone "in the life" in a way that's usually reserved for the elite secret societies and stuff.

Translate that for the public school crowd without ESP please. ;)

Are any of those growth planes? If not who cares.

Bummer...I wonder how that equates to "my fair share"?

Rumor is a major offensive against DL by a so called "LCC" coming to a hub(s) near you. They are banking on RA being so terrified of yield preservation at all costs that DL will gift them capacity. Coupled with free airport board subsidy bling and foreign code share feed they are feeling balsy enough to go "all in" real soon. If true, I'm glad someone is forcing DL's hand like this. Our capacity purge is unsustainable and we will need to compete and win instead of shrinking to profitability.

It means our Reps are going to get a briefing from our Strategic Planning Committee. It is a routine briefing. Everyone enjoys the L&G.

Elaborate please, who, where and why are you glad?

One angle is that our commitment to capital return is seen by our competition as a billion dollar expense.that they dont have. Jet Blue has some interesting code shares and might have reason to want to fight our attempts to win New York. ( a guess ) If so, that is no real change. New York is a very competitive market.

Its even less clear now. :confused:

It is JB, but not out of NY. At least, not initially. They will use their DL/AA/US provided sanctuary of BOS at the test bed, and pad it with every flag of convienience carrier that flies there as well. They will jump on ATL (again) and either CVG or MSP initially. Probably CVG since the airport CEO there still thinks there is the "Southwest Effect" of the 90's. CVG will likely be heavilly subsidized. Not sure about ATL although I'd be shocked if it wasn't to some degree. They are also about to get really bold into SA/LA.

They think their current trend against a BK AA will continue and they think DL's trend to panic run away from capacity to preserve yields at all costs serves up DL markets to them on a silver platter that they can pick from at their leisure. I think they are in for a world of hurt against AA in a year or two tops, once they get their act together. DL's reaction is less than certain. Either way I think its a fantastic thing!

First of all, its inevitable. Our path towards 99.9999999% load factor for all eternity, managing yields by endless consolidation and shrinkage is just begging for predatory competition. Its going to happen either way, and DL has proven it can hammer JB hard when it wants to. All this could end up being a mute (moo?) point anyway since they are very likely going to be a participant in future consolidation, but in the meantime it will force DL's hand. Investors have finally started to question DL's capacity cannibalization as an endless strategy. If a very vulnerable "LCC" can poach DL capacity at will like JB thinks they can, investors will start to see that the emperor has less and less clothes on by the day. If DL can't/won't fight back and win this coming assault, DL won't be and won't deserve to be anything near "investment grade" at least not for long.

This will force our hand and that's a great thing. Our current trajectory has to change, and this is the perfect catalyst to test if now is the time its starting to.