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It takes about 18 months from order to airplane. If 2013 is realistic, my earlier posts about fleet renewal were spot on, as were my comments about when the order would be announced and its likely effect on contract negotiations. Still on target for roughly June 21, 2011 around about 10am in Paris. Although that is just a guess.
This announcement was for public consumption. Mr. Anderson has been stressing cap ex discipline to the extent of denying any intent to place orders. But, those who closely follow the investment side of the business will locate upticks in orders at manufacturers like Precision Cast Parts which they will follow to the source. He (and, or, our board) has to start letting the cat out of the bag slowly. Another guess is that the C Series was engineered around too small a wing and structure. The Airbus is very well positioned. It is a shame what has happened to Boeing. I would not count the 737 out, but it sounds like it will be passed by in the marketplace. Boeing has drug their feet for too long. |
Originally Posted by sailingfun
(Post 929505)
I have posted in the past that I did not expect any new narrow body aircraft in the fleet prior to 2016 and more likely 2020. There is a interesting memo today that suggests some new aircraft as early as 2013. The timing is however interesting since it matches our new contract time frame. I expect to see the company once again try and play growth against getting a lower cost contract. This is straight out of their past contract playbooks. In some cases they followed up with the promised growth and in other cases especially regarding the 100 seat size aircraft they did not. Here is the memo.
January 13, 2011 Delta is beginning to plan for the future of its domestic mainline fleet and is accepting requests for proposals or RFPs to replace more than 200 narrowbody aircraft to provide long-term mainline domestic growth............... .................The RFP asks for proposals to deliver 100 to 200 firm aircraft, with an option for 200 more, starting in early 2013. It asks the manufacturers to consider large, medium and small narrowbody planes to be operated by Delta as mainline aircraft. I sell pilot services to Delta Air Lines, I will fly whatever plane they ask, all I ask is that Delta Air Lines compensates me in correlation with my skill, ability, and responsibilities. |
Originally Posted by Sink r8
(Post 929526)
Let's not get carried away: all they are actually "doing" is writing a memo, and sending out RFP's.
You can't fly a memo. Agreed and I bet is just more negotiating in public. We seem to be good at that. |
Originally Posted by FlyZ
(Post 929568)
In case anyone hasn't used the RESX website through DAL to book discounted rental cars and hotels, I highly recommend it. You go through DeltaNet, Employee Perks, Deals & Discounts, Travel Packages & Services, and scroll down to "RESX". Set up your login, and you get free access to a high quality travel booking system which includes a lot of employee discounts (LAX Marriott booked for $59/night without calling the front desk).
Agreed. It you watch the time shares in the Caribbean you can get one for less than 330 week on short notice. I like that web site. |
I gotta think somewhere in the deep, hidden offices of Boeing Commercial Aircraft there is a "temporary" slot schedule for 737's beginning in 2013 and Delta's got plenty of space to fill up - if they want it. That's how Boeing has worked in the past...most recent example is American with the massive up-charge in 738 deliveries.
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So Anybody know if the ATL or DTW base meetings happened?
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Originally Posted by n9810f
(Post 929779)
I gotta think somewhere in the deep, hidden offices of Boeing Commercial Aircraft there is a "temporary" slot schedule for 737's beginning in 2003 and Delta's got plenty of space to fill up - if they want it. That's how Boeing has worked in the past...most recent example is American with the massive up-charge in 738 deliveries.
Second, I got this off the AP story about this potential order, but I haven't seen this elsewhere: "CEO Richard Anderson said in a message to employees that Delta pilots will fly the new planes, not feeder carriers. Delta has shifted flying away from feeder carriers, and has gotten rid of more than 70 of its 50-seat regional jets and 25 Saab 340 turboprops. A jet order will give Delta the size of planes it needs "to be able to replace retiring airplanes and have modest growth when the economy and fuel prices support it," Anderson said" Makes me think that he's positioning that towards the Embraer and Bombardier - and us. Telling us that if aircraft from those companies are ordered, right now it's Delta pilots flying them. |
Originally Posted by iaflyer
(Post 929789)
Delta has a something like "preferred buyer" status with Boeing, with "rolling options" all we need to do is give Boeing something like 18 months notice that we want planes, and boom, we're in the pipeline. It came up during the SLI presentations.
Second, I got this off the AP story about this potential order, but I haven't seen this elsewhere: "CEO Richard Anderson said in a message to employees that Delta pilots will fly the new planes, not feeder carriers. Delta has shifted flying away from feeder carriers, and has gotten rid of more than 70 of its 50-seat regional jets and 25 Saab 340 turboprops. A jet order will give Delta the size of planes it needs "to be able to replace retiring airplanes and have modest growth when the economy and fuel prices support it," Anderson said" Makes me think that he's positioning that towards the Embraer and Bombardier - and us. Telling us that if aircraft from those companies are ordered, right now it's Delta pilots flying them. Like it is up for debate. Our Section one says so. |
Originally Posted by forgot to bid
(Post 929726)
It's like replacing a 6'1" 215 lb QB that could throw okay with a 6'6" 250 lb QB that can run and juke and yet throw accurately down field. :D
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For FTB, Beer, 80 (I think), and anyone I might have missed.....
YouTube - Go Auburn! Funny Video - War Eagle From South Korea! 2011 BCS Championship Game |
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