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-   -   Any "Latest & Greatest" about Delta? (https://www.airlinepilotforums.com/delta/36912-any-latest-greatest-about-delta.html)

acl65pilot 03-22-2011 04:51 AM

http://cc.talkpoint.com/jpmc001/0322...38_JWX67YP.pdf

Investor Call slides.

Sink r8 03-22-2011 04:57 AM

The Brown Plague Continues to Spread...
 
Southwest Air CEO: Still Sees 2011 Capacity Up 5% To 6% Vs 2010 03/22 08:56 AM

boog123 03-22-2011 05:00 AM


Originally Posted by Sink r8 (Post 968249)
Bastian says in his introductory remarks the next AE will be HUGE.

Which way :(

Bucking Bar 03-22-2011 05:05 AM


Originally Posted by acl65pilot (Post 968277)
I like Hawaiian. :D

I might get back in below $6 a share. I'm going to wait for a fairly long term (60 day) bottom.

Japanese got work to do. No one is going on vacation any time soon.

Amazing stories about the work ethic of those on the Japan side of our team. Country wrecked, nu'Kle'ear (where's GW when you need him?) fall out and surely issues in every family, yet these folks showed up for work and got the job done. Tip of the Hat to them and they remain in our prayers.

Bucking Bar 03-22-2011 05:06 AM


Originally Posted by boog123 (Post 968288)
Which way :(

Here, fishy fishy fishy ... .

Sink r8 03-22-2011 05:06 AM


Originally Posted by boog123 (Post 968288)
Which way :(

Please tell me you're not actually taking that post seriously?

hoserpilot 03-22-2011 05:24 AM

As far as Atlantic problems....didn't we hear in the lounge visits that ticket price increases lag 3-6 months on international ops? Because of this we were told to expect 1Q and 2Q to be poor on the international side and the price increases would kick in the 3Q. Not really a surprise.

DAL 88 Driver 03-22-2011 05:34 AM


Originally Posted by Sink r8 (Post 968273)
Are you deliberately trying to set off 88 Driver?

Ha. Maybe. But since Slow is a DALPA insider with access to all the "secret" info, I'm going to assume that his "statement of fact" is correct. I mean it's not possible for anyone from DALPA to make a mistake, right? Yeah, that never happens...

How'd I do, Sink? :D

Sink r8 03-22-2011 05:48 AM


Originally Posted by DAL 88 Driver (Post 968302)
Ha. Maybe. But since Slow is a DALPA insider with access to all the "secret" info, I'm going to assume that his "statement of fact" is correct. I mean it's not possible for anyone from DALPA to make a mistake, right? Yeah, that never happens...

How'd I do, Sink? :D

Well, let's see... You're saying that you find that the factors that you think make Slow untrustworthy and not credible, also make him credible and worth trusting?

All kidding aside, I'm sorry to read the b.s. about Memphis being a "complimentary flow hub to Atlanta" (or whatever the exact laguage was).

KC10 FATboy 03-22-2011 05:53 AM


Originally Posted by Bucking Bar (Post 968270)
Observations:
  • A smart investor would be listening to this call to trade Hawaiian. The Japanese tourist market and their new Haneda flying results in an enormous exposure for them.
  • Might be a buying opportunity when the market over reacts.
  • Overall, have to say Delta appears very well managed, although we still need to find a way to bring the fight to the domestic LCC's.
  • Fewer Red Eyes in the bid package

I'm not beating you up as I agree with you completely. But when have you ever heard DAL management name an LCC in their list of "competitive set" airlines? They don't even acknowledge them.


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