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Old 09-14-2011, 06:42 AM
  #75561  
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Has anyone heard any rumors about aircraft moving around, or anyone have any speculation? I know there was a lot of speculation of the airbus going to NYC, but haven't really heard much since then. Anything new? I'm particularly interested in speculation/rumors relating to DTW and MSP. I know rumors in this industry are pointless until they are fact, but I like to read about them anyway when I am bored! I saw Bucking Bar's post, thanks for your opinion, and ACL do you mean you think the 73N will be going to detroit? anyone else have thoughts on aircraft movement
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Old 09-14-2011, 06:43 AM
  #75562  
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Originally Posted by FlyZ View Post
Grupo AeroMexico, which controls Mexico's largest airline, said on Tuesday its passenger traffic in August increased 17 percent from a year earlier, helped by a jump in international bookings.

It's a good thing we are pulling down more flying, because there are only so many passengers out there. If we are going to invest in AeroMexico and help them to become the strong competitor they deserve to be, we need to give them a lot of passengers as well to make sure their planes are full. They only grew 17% last year, but hopefully with the help of our codeshare and all those tickets bought at Delta.com, this next year will be a more prosperous one for them.

Oh, just wait until they are parked at Concourse E (atl) and terminal 4 (JFK) in droves... Just what the ALPA boiler room said wouldnt happen...but it will.

Thank goodness for FPL...if not for FPL, those guys would never find the time to write about how we should put our heads in the sand.

C'mon apologists, I'm spoilin' for a duel.

OBTW. Watched the movie THOR. IMO, best action/sci-fi movie of the year.
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Old 09-14-2011, 06:44 AM
  #75563  
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Originally Posted by ExAF View Post
Don't worry...VERY soon it will be a COLD and leaky Douglas jet. Don't forget to move your coffee prior to De-ice.
Currently 45F in MSP. Felt like fall this morning......
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Old 09-14-2011, 06:45 AM
  #75564  
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Originally Posted by Brocc15 View Post
Has anyone heard any rumors about aircraft moving around, or anyone have any speculation? I know there was a lot of speculation of the airbus going to NYC, but haven't really heard much since then. Anything new? I'm particularly interested in speculation/rumors relating to DTW and MSP. I know rumors in this industry are pointless until they are fact, but I like to read about them anyway when I am bored! I saw Bucking Bar's post, thanks for your opinion, anyone else have thoughts on aircraft movement

Actually, at this point they arent rumors. Read the crew resources letter on dlnet, it will answer most, if not all of your questions.
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Old 09-14-2011, 06:52 AM
  #75565  
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Originally Posted by scambo1 View Post
Actually, at this point they arent rumors. Read the crew resources letter on dlnet, it will answer most, if not all of your questions.
Do you mean the letter that came out with the AE? I know that covers through March 2012, I was kinda wondering about after that, or is there another letter I am missing? Thanks
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Old 09-14-2011, 06:59 AM
  #75566  
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Hummmmm lets see.........

They are cutting flying but the traffic is up. Which will it be:

An order for everyone to move to a base?

Positive space passes to get to work?

Doesn't effect me, I mostly commute off line. Just thinking of some consequences that the smartest guys in the room haven't thought of.....yet.
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Old 09-14-2011, 07:02 AM
  #75567  
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With the stock going back up a little, where is everyone think is a good point to sell?

I was dumb not to get out at $14.........I'm thinking if it gets back to $10 I'm out, but $9?

Ferd
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Old 09-14-2011, 07:04 AM
  #75568  
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Originally Posted by scambo1 View Post
I'm sure he got that. He just doesn't get how the least expensive skyteam provider (us) is the one that is always relinquishing the flying...or so it seems.

Maybe we should be the most expensive, then we would grow like gangbusters.
I understand the angst. It has to do with the ESK limits in the JV. That whole 1 380 equates to 3 767's thingie.....

The way the JV is worded we get killed on the pilot block time on the down side. Just killed. On the upside, which we have not seen in full swing, we should grow 2/3's as fast as the AF block hrs.

The other part of this falls under unintended consequences. They are paid more, a lot more, not take home pay, but total cost per pilot to the company, and it behooves them to have less of their pilots fly more of the big metal. Add in the fact that AF gets the benefit of the import-export bank, and our future is not in the biggest wide bodies but in jets of 330 size and lower. Currently this is the case within the AF JV, but if we are not careful we will see the same results in Asia.

Suffice to say, I want DALPA to have to approve all JV's, alliances, CPA's and code share agreements.
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Old 09-14-2011, 07:32 AM
  #75569  
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Originally Posted by Ferd149 View Post
With the stock going back up a little, where is everyone think is a good point to sell?

I was dumb not to get out at $14.........I'm thinking if it gets back to $10 I'm out, but $9?

Ferd
We are having another good day today. ACL keeps calling $18.
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Old 09-14-2011, 07:38 AM
  #75570  
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Originally Posted by Ferd149 View Post
With the stock going back up a little, where is everyone think is a good point to sell?

I was dumb not to get out at $14.........I'm thinking if it gets back to $10 I'm out, but $9?

Ferd

Ferd;

Here's my POV on DAL stock...my advice is worth what you paid for it...and you have to ask yourself: am I short term or long term.

Long term, hold, may get to 17-18 or even higher. Long term being 2-4 years. There is IMO significant opportunity cost associated with waiting for this to happen.

Short term 12-12.50 my estimate is by april of 2012. That price may be too far away for you to put in an auto sell order right now...which would be good for someone who doesnt monitor the market daily...but its worth a try.

IMO bad idea to plan to sell at 9. Its worth more than that and will rapidly blow thru that level once we are out of the speculatively volatile mkt we are in right now. There is lots of money to be made in a market like we are in right now.
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