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Any "Latest & Greatest" about Delta?

Old 05-28-2013 | 04:16 PM
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Originally Posted by Timbo
Remember what comes out of Richard's mouth every time he talks to...anybody?

Capacity Restraint

The only growth we might see will be the slow transition of some routes, from 50 seat RJ's back to little mainline jets, the 717. But even half of those are replacement jets for the DC9's. The 737's are replacements for the 757's. The anemic wide body order may just be replacement jets for the oldest 767's and A330's.

I don't see much in the way of international growth for Delta, not with Emirates, Qatar, Etihad, and Singapore buying hundreds of 777's and 380's, flooding the international routes with cheap seats. They are going to kill yields. That's why Richard is going after code shares with....everyone else.

So, Growth?

Yeah, in the recapture of RJ flying we gave away 20 years ago. But as T points out, if you're already senior to that, I just don't see any "Growth" coming in the Wide Body world.

According to our fleet book Delta's A330s are very young. The oldest being built in 2003. I would think that the B767-300ERs have a ton of life left. American and United are still flying 767-200s. It looks like a lot of our 767-300ERs were built early to mid nineties. I wonder what the airframe lifespan is.

WRT growth, I think there is still room in Asia & South America. I still think Emirates won't profitably fill all of WBs they have on order, but only time will tell.
Old 05-28-2013 | 04:17 PM
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Originally Posted by block30
Glad to see you are still around. I was asking on here where has Johnso29 disappeared to.
I took a break from APC. Thanks for the kind words.
Old 05-28-2013 | 04:17 PM
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Originally Posted by Jughead


My new avatar? Yay or Nay? I'm afraid mine's getting a bit stale.
I vote Yay.
Old 05-28-2013 | 04:25 PM
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Originally Posted by Jughead


My new avatar? Yay or Nay? I'm afraid mine's getting a bit stale.
Okay good it's not just me. I was thinking what website did I visit to start getting these 'ever been arrested?' ads?

Old 05-28-2013 | 04:32 PM
  #131125  
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Originally Posted by tsquare
Going after LUV while they are still choking on AT? hehehehehe It's all domestic though, and that concerns me a bit. It has to be competitive in nature, and that means going after someone. Who's the most vulnerable?

3 major mergers still in work, and in merger world, 1+1 does not = 2. There might be some vacated areas there that might become available.....

I'm just spitballing.
Okay, if someone PM'd me and said "Hey FTB, you might be an ahole but I wanted to let you in on a secret. We're ordering 40 A321s, 30 more 739s and none of the 100 739s are replacement jets. It's 170 growth jets.

Love, EB"

Oh cool. Considering that number and where are hubs are currently I'd assume that we're going into a new market and not merging. Maybe a west coast takeover?

Otherwise, I'm looking at the landscape of who is hubed where and how nobody touches anyone elses hub and the Alaska deal and I just don't see any growth potential.

So I don't think these jets are growth jets. I'd be happy to make it back to the levels we had 5 years ago, but I won't hold my breath.

Last edited by forgot to bid; 05-28-2013 at 04:48 PM.
Old 05-28-2013 | 04:39 PM
  #131126  
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Put it this way, the 717s were supposed to be all growth, as in 1,000 new pilot jobs. Sometimes I think it was 1,100 new pilots! Hiring could start this fall! [as in 2012]

But here we are. We've staffed 265 pilots on it via the 88. We're going to run another AE soon to staff it further without hiring. I just think that pops the all growth 717s balloon.

Last edited by forgot to bid; 05-28-2013 at 04:49 PM.
Old 05-28-2013 | 04:56 PM
  #131127  
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Originally Posted by Timbo
Remember what comes out of Richard's mouth every time he talks to...anybody?

Capacity Restraint

The only growth we might see will be the slow transition of some routes, from 50 seat RJ's back to little mainline jets, the 717. But even half of those are replacement jets for the DC9's. The 737's are replacements for the 757's. The anemic wide body order may just be replacement jets for the oldest 767's and A330's.

I don't see much in the way of international growth for Delta, not with Emirates, Qatar, Etihad, and Singapore buying hundreds of 777's and 380's, flooding the international routes with cheap seats. They are going to kill yields. That's why Richard is going after code shares with....everyone else.

So, Growth?

Yeah, in the recapture of RJ flying we gave away 20 years ago. But as T points out, if you're already senior to that, I just don't see any "Growth" coming in the Wide Body world.
I'm with Timbo.

Originally Posted by johnso29
According to our fleet book Delta's A330s are very young. The oldest being built in 2003. I would think that the B767-300ERs have a ton of life left. American and United are still flying 767-200s. It looks like a lot of our 767-300ERs were built early to mid nineties. I wonder what the airframe lifespan is.

WRT growth, I think there is still room in Asia & South America. I still think Emirates won't profitably fill all of WBs they have on order, but only time will tell.
They might not profitably fill all of the WBs but they flood the market. It'd be like us putting 757s on wherever JB flies out of BOS. If the goal is to make money then that's probably not a good way to do it; but if the goal is to drive someone out of the market it's not a bad idea.

As to the 7ERs, I wonder if repeated domestic has their cycle life higher than it should be? That can time out an airframe since a lot of maintenance is predicated on whatever comes first - hours and/or cycles.
Old 05-28-2013 | 04:57 PM
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Are we done with the "How to Move Up 1 Seniority Number" guide?

Old 05-28-2013 | 05:01 PM
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Originally Posted by forgot to bid
Put it this way, the 717s were supposed to be all growth, as in 1,000 new pilot jobs. Sometimes I think it was 1,100 new pilots! Hiring could start this fall! [as in 2012]

But here we are. We've staffed 265 pilots on it via the 88. We're going to run another AE soon to staff it further without hiring. I just think that pops the all growth 717s balloon.
Actually we added a large number of pilots to the airline. They just did not come in at the bottom. The next bids will be for conversions mostly after the first of the year. Want to make a bet on if new hires are arriving?
Old 05-28-2013 | 05:05 PM
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Originally Posted by forgot to bid
I'm with Timbo.



They might not profitably fill all of the WBs but they flood the market. It'd be like us putting 757s on wherever JB flies out of BOS. If the goal is to make money then that's probably not a good way to do it; but if the goal is to drive someone out of the market it's not a bad idea.

As to the 7ERs, I wonder if repeated domestic has their cycle life higher than it should be? That can time out an airframe since a lot of maintenance is predicated on whatever comes first - hours and/or cycles.
They are pouring a ton of money into the ER's. the business case for adding winglets and gutting the interiors was based on the airframes remaining in service for a long time.
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