Any "Latest & Greatest" about Delta?
10-11-2011 | 07:36 AM
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From: 767er Captain
Gary K., 1seat, 1eng, and all those other WN guys are all over it!! 
Airtran Deal Could Hold Southwest Back: Deutsche Bank - Stocks To Watch Today - Barrons.com
Deutsche Bank analyst Michael Linenberg downgraded Southwest (LUV) today to Hold from Buy on concerns that it will have trouble integrating Airtran, the company it bought earlier this year. Southwest plans to integrate Airtran’s routes next year.
“The key downside risk factor for LUV, in our view, is integration risk given that airline mergers are complex and time consuming as disparate technology systems, labor groups, cultures, fleets, and facilities are combined,” Linenberg writes.
He dropped his price target to $9 from $16. Southwest closed on Monday at $7.97, up 3.6%.
Airtran Deal Could Hold Southwest Back: Deutsche Bank - Stocks To Watch Today - Barrons.com
Deutsche Bank analyst Michael Linenberg downgraded Southwest (LUV) today to Hold from Buy on concerns that it will have trouble integrating Airtran, the company it bought earlier this year. Southwest plans to integrate Airtran’s routes next year.
“The key downside risk factor for LUV, in our view, is integration risk given that airline mergers are complex and time consuming as disparate technology systems, labor groups, cultures, fleets, and facilities are combined,” Linenberg writes.
He dropped his price target to $9 from $16. Southwest closed on Monday at $7.97, up 3.6%.
Yeah I saw that article too. A price target cut of almost 50%.
Of course most analysts are herd animals so his particular view may be on the outer fringes of the bell curve, but it is still a pretty damning statement. One really interesting thing is that he also said that they would have trouble integrating fleets. ROTFLMAO. Really? If GK and crew has trouble adding a new airplane to the mix, I would guess they aren't as brilliant as everybody thinks.. funny funny stuff right there.
10-11-2011 | 07:41 AM
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From: "Prof" button manipulator
Yeah I saw that article too. A price target cut of almost 50%. Of course most analysts are herd animals so his particular view may be on the outer fringes of the bell curve, but it is still a pretty damning statement. One really interesting thing is that he also said that they would have trouble integrating fleets. ROTFLMAO. Really? If GK and crew has trouble adding a new airplane to the mix, I would guess they aren't as brilliant as everybody thinks.. funny funny stuff right there.
Of course most analysts are herd animals so his particular view may be on the outer fringes of the bell curve, but it is still a pretty damning statement. One really interesting thing is that he also said that they would have trouble integrating fleets. ROTFLMAO. Really? If GK and crew has trouble adding a new airplane to the mix, I would guess they aren't as brilliant as everybody thinks.. funny funny stuff right there.
GJ
10-11-2011 | 07:51 AM
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United rated 2nd best after Delta in Business Travel News survey - Denver Business Journal
United rated 2nd best after Delta in Business Travel News survey
Date: Monday, October 10, 2011, 4:51pm MDT
.
United Airlines* * , the No. 1 carrier at Denver International Airport, finished a close second to Delta Air Lines* * out of the nation’s five largest airlines in the latest annual survey of corporate travel buyers by Business Travel News.
Asked to rate the five airlines in 10 service-delivery categories, the 406 travel buyers surveyed rated Delta an overall 3.14 and United a 3.12 on a scale of one to five, with one meaning poor and five meaning excellent.
United scored highest among the five airlines in three of the 10 categories: flexibility in negotiating services and amenities, distribution channels, and quality of customer service.
The other rated airlines were US Airways* * (3.07 overall), American Airlines* * (2.94) and Southwest Airlines* * (2.90).
Southwest is DIA’s No. 2 carrier. Delta, US Airways and American each have 4 percent or less of the DIA domestic market share, according to airport data.
Scores for United included Continental Airlines* * , which is merging with United; scores for Southwest included AirTran Airways.
United rated 2nd best after Delta in Business Travel News survey
Date: Monday, October 10, 2011, 4:51pm MDT
.
United Airlines* * , the No. 1 carrier at Denver International Airport, finished a close second to Delta Air Lines* * out of the nation’s five largest airlines in the latest annual survey of corporate travel buyers by Business Travel News.
Asked to rate the five airlines in 10 service-delivery categories, the 406 travel buyers surveyed rated Delta an overall 3.14 and United a 3.12 on a scale of one to five, with one meaning poor and five meaning excellent.
United scored highest among the five airlines in three of the 10 categories: flexibility in negotiating services and amenities, distribution channels, and quality of customer service.
The other rated airlines were US Airways* * (3.07 overall), American Airlines* * (2.94) and Southwest Airlines* * (2.90).
Southwest is DIA’s No. 2 carrier. Delta, US Airways and American each have 4 percent or less of the DIA domestic market share, according to airport data.
Scores for United included Continental Airlines* * , which is merging with United; scores for Southwest included AirTran Airways.
10-11-2011 | 07:54 AM
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From: 767er Captain
I agree that the analysis might be a little shallow, but also don't believe Kelly ever really intended to perform "fleet integration". Those 717's will remain on the separate certificate, and be "LONG GONE" before SOC is ever seen. (Hence the fear mongering and "yes" votes, allowing S.L. 10 to pass MEMRAT.)
GJ
GJ
10-11-2011 | 08:04 AM
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From: Urban chicken rancher.
Yeah. I'm sorry about the Cowboys. It seems as though it's come to the time of year where I have to root for my secondary team, but what do you do when they (Colts) suck, too!
I think it has to be the generic, "whoever is playing against the Patriots is who I'm rooting for." But, that's no fun. Any ideas?
I think it has to be the generic, "whoever is playing against the Patriots is who I'm rooting for." But, that's no fun. Any ideas?
10-11-2011 | 08:14 AM
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Agree, T.
My impression is SWA mgt and SWAPA are doing everything they can to intimidate the Airtran pilots into capitulating.
I think there will be plenty of long term bitterness among the Airtran folks and once they mix crews, those cockpits won't be very happy.
My respect for SWA and SWAPA has plummeted.
My impression is SWA mgt and SWAPA are doing everything they can to intimidate the Airtran pilots into capitulating.
I think there will be plenty of long term bitterness among the Airtran folks and once they mix crews, those cockpits won't be very happy.
My respect for SWA and SWAPA has plummeted.
10-11-2011 | 08:18 AM
Line Holder
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OK I usually get the CD at work, but it has been a while since I have been to the office. Where on the delnet can I find the quarterly training stuff I have to do. When is that due btw?
10-11-2011 | 08:22 AM
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From: right for a long, long time
Question, a buddy called me with the understanding that some CP's are saying hiring of 300-500 pilots in 2012.
I could see that for retiree's, not 2012 retiree's but retiree's in the future and of course if they want to be 2013 is a better year but they won't know enough to make that bet until 2012.
At this point I couldn't completely care less. Until it's announced. Tired of rumors of airplanes, hiring and growth, few of which come true. But for the sake of those from the outside looking in, anyone else hearing that?
I could see that for retiree's, not 2012 retiree's but retiree's in the future and of course if they want to be 2013 is a better year but they won't know enough to make that bet until 2012.
At this point I couldn't completely care less. Until it's announced. Tired of rumors of airplanes, hiring and growth, few of which come true. But for the sake of those from the outside looking in, anyone else hearing that?
You are right though, T!
10-11-2011 | 08:31 AM
The Brown Dot +1
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From: 777B
I agree that the analysis might be a little shallow, but also don't believe Kelly ever really intended to perform "fleet integration". Those 717's will remain on the separate certificate, and be "LONG GONE" before SOC is ever seen. (Hence the fear mongering and "yes" votes, allowing S.L. 10 to pass MEMRAT.)
GJ
GJ
Well said. Lots of carnage over there. Its sad.
10-11-2011 | 08:31 AM
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From: 767er Captain
- Left side, click Quarterly CQ
- Click on Fall 2011
- Scroll all the way down to "downloads"
- Click the link to courseware for the fall qtr lesson
Due November something or other..
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