Originally Posted by slowplay

Has AS recalled all their furloughees yet?

Originally Posted by slowplay

Has AS recalled all their furloughees yet?

Originally Posted by Sink r8

OK, I'm listening to the webcast. Here are the cuts I'm hearing Ed talk about:

1) The remaining DC-9's, all -50's (about 35), to be retired in 12-28 months,
2) The remaining Saab 340's (26), retired this year,
3) 60 CRJ 50-seaters to be retired in 12-18 months.

Ed doesn't talk about MD-90's right away. He says (technically correct) that we have "no order book". I think he's saying no orders with the manufacturers. Capacity for the full year is being looked at, probably will end up being at the low end of the previously announced range: up 1%. Q1 will be up 3%, vs. previously announced up 5%.

It's really hard to tell how our overall capacity will be affected by listening to the webcast, which I guess is the point.

You get some idea on replacaments/additions (other than through the RFP, which will be addressed much later in the year) from the Q&A: replacements will be the ERJ-170's just announced (8), and a "handful" of 70-76 seat airplanes, for a total of 10-20, and (20) MD-90's from the used market.

Based on the webcast, I guess that takes capacity down by 15 mainline airframes, down 40 RJ's (60 leave, 20 come in), and down 26 Saabs in the next 12-18-months.

There is no timeframe given for aircraft coming in, or if 20 MD's is all there is, and no mention of some airframes we've been told were coming out of the desert previously. This is also short of the 49 MD-90's previously mentioned (Bastian mentions 20, and we already have 19, so he's only mentioning 39).

Depending on how positive you want to be, and depending on how many of these mystical MD-90's you want to count, and the 2 ER's and several 757's coming out of the desert, it all varies between a slight positve, to as much as minus fifteen airframes. That's all I could figure out.

Originally Posted by Sink r8

Maybe because the AS agreement is a legacy from the merger, and we couldn't unilaterally amend it without Alaska's approval?

Some legacy agreements suck more, and some less. You like the AF JV better? I had never looked at it that way before, but it's a good thing AF bought KLM, or we would have a legacy KLM agreement to comply with also.

Originally Posted by Bucking Bar

Delta's still acquiring < 70 seaters under contract. Reference Republic's 70 seat flying announcement.

IMHO we will see a 100 seat platform configured with whatever seating configuration is allowed. The change can be made overnight with a log entry. The C Series and MRJ are lighter than the airplanes they replace, giving management more flexibility around archaic, poorly considered, scope language.

Don't completely count out the CRJ1000 either.

Originally Posted by georgetg

Lets see:

ASMs are shared 50%-50%
The balance reviewed annually
Remedies (cuts) if the balance goes below 47%

Show me where our DCI scope has anything close to this level of annual review and capacity control...

To me its a matter of motivation of the negotiators.
What affects your own back yard, you might watch more closely...

Cheers
George

Originally Posted by forgot to bid

Any of you A320 greenslipin' fools out there want to pony up the $75 for a transcript of todays call with EB at the Raymond James' conference?

Originally Posted by Sink r8

Depending on how positive you want to be, and depending on how many of these mystical MD-90's you want to count, and the 2 ER's and several 757's coming out of the desert, it all varies between a slight positve, to as much as minus fifteen airframes. That's all I could figure out.