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Any "Latest & Greatest" about Delta?

Old 05-30-2014 | 09:05 AM
  #159051  
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Originally Posted by tsquare
... or bring all those airplanes and that flying in house.....
Well yeah there's that. But it goes against any MBA's prime directive. If they do end up going there it'll probably be a while. I think they'll tinker around with SSP/flow stuff for a year or three longer.
Old 05-30-2014 | 09:12 AM
  #159052  
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Originally Posted by AlaskaBound
Outsourcing is inevitable for the foreseeable future and there's no denying that. The point is that Delta should be careful with whom they outsource. Delta has to see the difference between cheap and inexpensive outsourcing groups. It's about quality of the product.

AB,

I agree with you that that some level of outsourcing is obviously required for the short term but long term - who knows? This industry got by without outsourcing for decades. DAL management then went bonkers with RJ outsourcing. Now the pendulum appears to be swinging back in the other direction.

My original point was that by outsourcing you lose control. DAL outsources based on lowest cost so we have to live with the inevitable bad press. If your point is that we need to be more selective in who we choose to outsource I agree 100%, but the discriminator we appear to have been using so far is cost.

OBTW - I don't really believe in a "foreseeable future."

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Old 05-30-2014 | 09:21 AM
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Originally Posted by gloopy
Well yeah there's that. But it goes against any MBA's prime directive. If they do end up going there it'll probably be a while. I think they'll tinker around with SSP/flow stuff for a year or three longer.
Buy the C-series, bring the flying back to mainline, and be done with it..

Unfortunately, it will be some time in the "foreseeable future" before we can unravel outsourcing..

Last edited by CGfalconHerc; 05-30-2014 at 09:49 AM.
Old 05-30-2014 | 09:53 AM
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Originally Posted by scambo1
I thought those were air force P-3s and Navy f-16s.
Please, only Marines can fly the F-16.
Old 05-30-2014 | 10:58 AM
  #159055  
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Originally Posted by scambo1
I already rolled my DC into my 401, but I was wondering if anyone has found out what interest rate the annuity was paying out? For whatever reason, that wasn't in the documents. My guess is it is somewhere around 3-4%, but I have seen several annuities paying out at 10%. Just a question.
The unofficial number I overheard was 1.75-2%.. Great deal, huh! Ygbsm!!!

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Old 05-30-2014 | 11:00 AM
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Originally Posted by flyallnite
Alaska downgraded today on increased competition from Delta in Seattle. $hi* just got real...
Oh snap! Lol! The competition is going to make them cheap. Prime buyout target.

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Old 05-30-2014 | 11:09 AM
  #159057  
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Originally Posted by flyallnite
Alaska downgraded today on increased competition from Delta in Seattle. $hi* just got real...
Oh snap! Lol! The competition is going to make them cheap. Prime buyout target.
Ten
In the end, are we making them an easier merger target for our competition? (e.g. American)

We're adding flights to feed our (Seattle) international destinations, which in-turn reduces both of our RASM numbers, making Alaska "cheaper" for someone else to swoop -in & merge/assume their network. Like they say, "we've just done someone's bidding for them!"
Old 05-30-2014 | 11:57 AM
  #159058  
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Originally Posted by scambo1
I already rolled my DC into my 401, but I was wondering if anyone has found out what interest rate the annuity was paying out? For whatever reason, that wasn't in the documents. My guess is it is somewhere around 3-4%, but I have seen several annuities paying out at 10%. Just a question.
I seem to remember the interest rate being 2%. That's why the union wants everyone to roll to somewhere, anywhere.

Mines done. Wasn't difficult. It's a shame, someone will procrastinate.
Old 05-30-2014 | 12:12 PM
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Originally Posted by Gearjerk
In the end, are we making them an easier merger target for our competition? (e.g. American)

We're adding flights to feed our (Seattle) international destinations, which in-turn reduces both of our RASM numbers, making Alaska "cheaper" for someone else to swoop -in & merge/assume their network. Like they say, "we've just done someone's bidding for them!"
You think Dougie wants another acquisition? They'll be formidable eventually, but are still trying to digest their existing merger. Just look at SWA/Airtran or UAL/Continental to see how long it can take. Don't think we should underestimate American, but I'd be really surprised to see them try to merge with Alaska, nor would I think the guvmint would let it happen easily or cheaply.
Old 05-30-2014 | 12:13 PM
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Originally Posted by gloopy
Well yeah there's that. But it goes against any MBA's prime directive. If they do end up going there it'll probably be a while. I think they'll tinker around with SSP/flow stuff for a year or three longer.

Probably. But that is their problem, and in no way shape or form, ours. There will reach a point where the regionals will default due to lack of staff. It's like losing weight. More calories out, fewer in, you lose weight. The regionals are already pretty thin, and at some point they will die due to lack of nutrition. Then we have leverage to bring that flying back in house. That is exactly why I am not interested in negotiating for any of that in C15. If I could figure out a way to buy insurance on the regionals like a credit default swap, I would, because it is inevitable that at least some of them fail.
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