Airline Pilot Central Forums - Any "Latest & Greatest" about Delta?

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Quote:

Originally Posted by Wasatch Phantom (Post 714755)

There's an "issue" with AMR's financing proposal that would give me great concern, if I were JAL.

Specifically, A great deal of the "AMR" investment funding comes from Texas Pacific Group (TPG) which [I believe] is still run by David Bonderman. Mr. Bonderman is not a passive investor and if he puts money into a company the terms are typically structured to his advantage.

He made a ton of money investing in Continental a number of years ago. More recently he "screwed the pooch" by putting something like $1.35 billion into Washington Mutual shortly before it went bust and was bought by JP Morgan/ Chase.

I think the Japanese are generally pretty shrewd folks. Would they really want to get in bed with TPG?

You kid yourself. It's always the dollars...always the f'in dollars" (or yen)....

Nu

Reuters:

TOKYO (Reuters) - Japan and the United States will hold the first meeting of a working group to tackle a row over a U.S. military base on Tuesday, the Foreign Ministry said, days after a visit by U.S. President Barack Obama to revitalize ties.

The row broke out after Japanese Prime Minister Yukio Hatoyama promised ahead of his August election win to have the Futenma Marine base moved off the southern island of Okinawa, contradicting an agreement Washington reached with a previous government...
---
& Joongandaily:

Japan seeks to move away from post-war submissiveness and pro-American policies in order to build a self-determining and confident country.

November 14, 2009
“Dove, where are you flying to?” reads a Japanese newspaper headline. The dove - hato in Japanese - refers to Japan’s new Prime Minister Yukio Hatoyama. Since bringing power to the opposition party for the first time in over a half-century, Hatoyama has been making a stir at home and abroad, especially with the United States. The decades-old alliance between the U.S. and Japan has been showing fissures after Hatoyama and his Democratic Party of Japan came to power in September with banners calling for more equal relations. For the first time since the Second World War, Tokyo is saying “no” to Washington’s face.

http://joongangdaily.joins.com/artic...sp?aid=2912550

Quote:

Originally Posted by NuGuy (Post 714749)

Heyas,

Of course, the piece we are missing is AMRs counter proposal.

If the lose this, the lose Asia.

They could:

1) Go "all in" to make sure they are the winner.

2) Run the price so far up the deal is untenable for DAL.

3) Lose, and plot their revenge. Think Alaska. Without the Alaska feed, most of the west coast cities cannot support the large international gateways DAL has in mind. It would be an abject lesson to DAL why you don't outsource your mission critical items.

Nu

Quote:

Originally Posted by acl65pilot (Post 714753)

There is a measured response for numbers 1, 2, and 3, if there is not we are in trouble.

I have long stated that we should not open up parts of our operation to external corporate forces. Us winning on the JAL deal, or us losing AS would be a good example.

I'm wondering if we're not really counting on US feed to Asia. I seem to remember that the best possible place to connect Asia with South America was Atlanta. Therefore, we're really going after that traffic and if we can also get some domestic folks to go oversees where their dollars are weaker, that's just a bonus.

Or DFW, or DTW or IAH...think it really matters where your hubs are.

Great circle:

NRT-GRU
vs
NRT-ATL-GRU

Great Circle Mapper

Cheers
George

Quote:

Originally Posted by georgetg (Post 714823)

Great circle:

NRT-GRU
vs
NRT-ATL-GRU

Great Circle Mapper

Cheers
George

Means that JFK, and ANC are the only more direct hubs to connect through.
ORD and MIA are about equal to ours.

Quote:

Originally Posted by georgetg (Post 714823)

Great circle:

NRT-GRU
vs
NRT-ATL-GRU

Great Circle Mapper

Cheers
George

Great circle may the shortest...however may not be the most efficent. What I was refering to on the hubs...it just depends on what company we are talking about.

I'd say keep feeding Japan flights into DTW because thats a really nice terminal, probably the best in the system and its already ours. The taxiways however have got to be the worst in the system.

The only thing is the largest populations of Japanese-Americans is in Hawaii and California. Is originating traffic from the hub city as important as it normally is?

Quote:

Originally Posted by forgot to bid (Post 714853)

Is originating traffic from the hub city as important as it normally is?

Well... it seems it depends on who you ask. Apparently the O&D market out of Tokyo HND is vast enough that it warrants a $1 BILLION investment in a failing carrier to obtain those rights. (mild sarcasm) It seems that those 5th freedom rights that we enjoy out of NRT are nothing compared to that little gem. I am still waiting DALPA's explanation as to why/how this is in the PILOT's best interest other than the usual "If DAL succeeds, we all succeed" mantra. I know that.. I get it, but if this deal results in OUR guys getting furloughed or some other nonsense, maybe it isn't worth our support. I have no idea since the MEC does not communicate any of this to us. This is a huge bet on Tokyo. One city. I hope it's worth it.

If its not one thing its another :rolleyes:

At least this is about widebody flying/routes and thus its not going to be a junior "scopehawk" issue. The union has been quick to brag about gains in scope with JV's so lets hope they know what they're/we're supporting. :eek: