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Old 07-01-2010 | 08:34 AM
  #42351  
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Originally Posted by Ralphie
+1

and Johnso29, I am told, not firsthand info here, that it was pretty much stated by SD that the cost of the flow prevented furloughs.
It did. It took the ROI to a min of 22 months from 12.

305 is the floor we need to hire if Europe craters and oil goes to 120. It does not mean that things cannot change.

They are careful and watching for signs of a double dip. They are not seeing it yet. It appears that those working are working and traveling and those that are not are not. It is why capacity constraint and modest growth until the economy shows true direction is key. All of this stuff with the economy as become emotional and trades et al are being made on emotion. That is never good. I have been waiting for a correct of the S and P to below 1000 and it has clearly broke it though its 1080 support level.

Watch the VIX.
Old 07-01-2010 | 08:37 AM
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Originally Posted by 1234
I really don't think that they are selling because of the flow (my opinion is that it is a nice unintended consequence of the sale for some people). I really have to believe that Mother Delta is really focusing on getting back to being a very strong company. They are reducing risk (i.e. DOT fines, one level of safety, etc) for the company and ultimately shareholders. While gaining a little on the sale in dollars, this deal has to really help in reducing overhead and direct costs in maintaining 3 separate WO's. We appear to be focusing on the core of Delta Air Lines. This is good in my opinion.
-1

It means narrow body domestic flying is not a core business for Delta Air Lines. Risk is not necessarily reduced given Delta's role in the chain of commerce and the costs of administering Delta's internal alter ego carriers were less than the cost plus profit that will be charged by outsourcing the operation. Further, regional airlines have repeatedly proven an additional source of profits is cutting corners.
Old 07-01-2010 | 08:41 AM
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Originally Posted by acl65pilot
It did. It took the ROI to a min of 22 months from 12.

305 is the floor we need to hire if Europe craters and oil goes to 120. It does not mean that things cannot change.

Watch the VIX.
Hostages. Delta traditionally hires going into contract negotiations. Then at the table they reverse and say "we'll have to furlough if you get xxx." Sometimes they make good on those threats, especially if they have an alter ego plan B to replace the junior Delta pilots.

Blame 9/11, SARS, Fuel Prices, or SIDS. ... but look at the historical patterns. The more things change, the more they stay the same.
Old 07-01-2010 | 08:44 AM
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Never mind...its not worth it.
Old 07-01-2010 | 08:50 AM
  #42355  
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Originally Posted by Martin404
And the new 90's are they on the property yet?
first MD90 should enter the fleet this week...

I miss widgetheads too ;(

Cheers
George
Old 07-01-2010 | 08:54 AM
  #42356  
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FWIW on DCI

It's much easier to exert downward pricing pressure on outside vendors than it is to pit one corporate division against another...

I too believe the days of Comair as a Delta owned subsidiary are numbered...

I mean even the Comair slogan is "ready to go" TIC


Cheers
George
Old 07-01-2010 | 08:58 AM
  #42357  
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Originally Posted by georgetg
FWIW on DCI

It's much easier to exert downward pricing pressure on outside vendors than it is to pit one corporate division against another...

I too believe the days of Comair as a Delta owned subsidiary are numbered...

I mean even the Comair slogan is "ready to go" TIC


Cheers
George
I believe their slogan is "Come On My Arse Is Ready". But I digress.
Old 07-01-2010 | 08:59 AM
  #42358  
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Well with Pinnacle now owing Mesaba and Colgan it was stated that the Colgan name will disappear and Mesaba will be an all TP operator while Pinnacle will be an all jet operator. That folks, brings the Q400 into play. It can be configured to 70 seats and has a max certified takeoff weight of 64,500 lbs. Scope allows it, and the turboprops do NOT count towards the large RJ count. Nice.
Old 07-01-2010 | 09:20 AM
  #42359  
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I am all for the Q 400. It is a great airplane that can serve many destinations well.

I even would like to see it as a mainline jet, but enough about my Christmas list.

OH has legacy costs or better. They cannot be sold and will probably be parted out as Awarded flying for changes in the ASA agreements with SKW inc. Just my guess.
Old 07-01-2010 | 09:26 AM
  #42360  
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Originally Posted by acl65pilot
I am all for the Q 400. It is a great airplane that can serve many destinations well.

I even would like to see it as a mainline jet, but enough about my Christmas list.

OH has legacy costs or better. They cannot be sold and will probably be parted out as Awarded flying for changes in the ASA agreements with SKW inc. Just my guess.

I'd fly the Q400. It'd be a nice CA job.

You think OH would be sold off in chunks to have less FFD & more At Risk....or shorter duration?
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