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Originally Posted by Carl Spackler
(Post 1097973)
If you say AMR has a revenue problem, then DAL has an even bigger revenue problem.
Carl Our capacity constraint strategy is playing with fire. It could work out and pay off or we could create an environment that lets others grow. No matter what. capacity reductions will increase our CASM going forward. I'm sure we'll be very familiar with that slide by year's end... Cheers George |
Originally Posted by TenYearsGone
(Post 1097986)
Devil's Advocate: Gol pays their pilots very low. In my own little mind, I always worried about this scenario in many dimensions. Maybe I worry about our future becoming much like the "cruise/shipping" industry. IMHO, GOL is a threat to us because they can do our flying for less labor costs.
TEN JVs and Codeshare with foreign airlines are the biggest threat going forward. For now cabotage is protecting us domestically. Going forward we'll need to use the cabotage cover wisely and reduce our domestic codeshare while pushing for nothing less than production balance with annual remedies on all JVs. Cheers George |
Originally Posted by TenYearsGone
(Post 1097986)
Devil's Advocate: Gol pays their pilots very low. In my own little mind, I always worried about this scenario in many dimensions. Maybe I worry about our future becoming much like the "cruise/shipping" industry. IMHO, GOL is a threat to us because they can do our flying for less labor costs.
TEN |
That was my point. Look how many European destinations we have dropped because pax can connect through AMS or CDG. This seems like a play to allow the same thing in SA.
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@TenYersGone @tsquare you should like this:
Flying with Delta pilots is worth an extra $200! :D http://dl.dropbox.com/u/25953519/VAALASKAvsDAL.png gotta love it! Cheers George |
Conversion/projected training list is now available on deltanet.
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Originally Posted by tsquare
(Post 1097992)
I think the point is that we cannot do their flying. We cannot fly internally in Brazil (unfortunately) because of cabotage. (I am only saying unfortunately because it would be nice to be able to spend a few days there flying around..) GRU-GIG-GRU-GIG... how fun would THAT be? I digress.. this is seemingly a good codeshare because now we can connect the 20 passengers we have from New York (us) to Belo Horizonte (GOL). Now the question might be this: Are we protected if GOL flies from GRU to another country, are they then taking our widebody flying that we could have been doing from the US to (wherever)? Then again, this is no different than AF or KLM taking our pax from CDG/AMS to points beyond... scope?
TEN |
Originally Posted by FlyZ
(Post 1097995)
That was my point. Look how many European destinations we have dropped because pax can connect through AMS or CDG. This seems like a play to allow the same thing in SA.
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Originally Posted by tsquare
(Post 1098003)
I'm not arguing that point at all.. I do not think however that GOL is nearly the threat that AF/KLM are in this regard. They are primarily a 737 carrier so I do not think we are going to lose the big city routes because pax can be connected thru Rio or Sao Paulo. I dunno.. at this point it is all speculation, and there is nothing we can do about it anyway.
For now, I agree, GOL seems pretty docile with their 737s. But with our $$$ injection and their minuscule labor rates, WORK WILL FLOW TO THEM! It is just pure economics. I can see long range aircraft being flown by GOL (wether it be 737-900ers,A350s or the 2 767 we got from them (leaseback)).. This erosion, needs to stop. As far as AF/KLM, their labor costs are higher then ours, for now. TEN |
Originally Posted by dragon
(Post 1097905)
SAO PAULO , Dec. 7, 2011 /PRNewswire/ -- GOL Linhas Aereas Inteligentes S.A. (BM&FBovespa: GOLL4 and NYSE: GOL), (S&P/Fitch: BB-/BB-, Moody's: B1) (the "Company"), the largest low-cost and low-fare airline in Latin America , in compliance with CVM Instruction 358/2002 ("CVM Instruction 358"), hereby informs its shareholders and the market in general that it signed a binding agreement involving the acquisition by the U.S. company, Delta Air Lines, Inc. (NYSE: DAL - News) of a strategic minority interest of US$100 million of GOLīs preferred shares.
http://farm3.static.flickr.com/2158/...eec27fff_z.jpg |
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