|
Originally Posted by slowplay
(Post 1118016)
Take a look at your chart again, remembering these are only projections.
WN/F9 are shrinking. F9 is really shrinking. B6, NK, and VX are growing, adding just over 1.5 million seats. Their (B6 and VX) growth is primarily at the expense of bankrupt American Airlines. SAVE's businesss model is very different - they're taking the bottom end customer and an afterthought to the network business model. VX hasn't made money...ever. B6's capacity is way up, but their relative yields are down, and their load factor is shaky. Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world... Bottom line, these are good numbers. By focusing on profits instead of market share, by competing in core markets rather than chasing incremental passengers, it appears that some management teams have learned (albeit temporarily) some lessons. And note for Delta the change in average aircraft size, as small jets get parked. We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield. WHo is NK? |
Originally Posted by tsquare
(Post 1118020)
WHo is NK?
|
Originally Posted by Doug Masters
(Post 1118021)
Spirit I think
|
Originally Posted by forgot to bid
(Post 1117757)
After they beat the undefeated Patriots in the SB and 15-1 Packers you've got to admit those Giants are Giant killers.
|
Originally Posted by slowplay
(Post 1118016)
We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.
The order books for VX, B6 and NK are far too large to discount and we can't just roll over and give it to them. Soon they all will start poaching marketshare out of DL (as opposed to AA) markets. Then what? More capacity dicipline while we shrink and they grow? That increases our costs and decreases theirs, causing us to remove more capacity and them to add more. It has to stop. We need to figure out how to win and stop the growth of competitors or they will stop our growth. Its that simple. |
Originally Posted by slowplay
(Post 1118016)
Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world...
|
Originally Posted by cni187
(Post 1118053)
49ers beat them once already this year and now the forecast is for rain. So its gonna be a sloppy field at the Stick. Good for old fashioned smash mouth football, lots of turnovers if Manning has to throw. Niners with their D and running game come out victorious.
|
Originally Posted by cni187
(Post 1118053)
49ers beat them once already this year and now the forecast is for rain. So its gonna be a sloppy field at the Stick. Good for old fashioned smash mouth football, lots of turnovers if Manning has to throw. Niners with their D and running game come out victorious.
I think Patriots will steam roll BWI because even against a good defense they'll score 4 or so TDs while BWI seems to only score 20 or less. I'm betting Giants vs Patriots in a rematch. My bet, patriots, but manning sure has a way to win while looking like his uniform is 3 sizes too large. Should be a good one. |
Originally Posted by cni187
(Post 1118053)
49ers beat them once already this year and now the forecast is for rain. So its gonna be a sloppy field at the Stick. Good for old fashioned smash mouth football, lots of turnovers if Manning has to throw. Niners with their D and running game come out victorious.
|
Originally Posted by buzzpat
(Post 1118066)
We didn't say they were taking over the world...they're just taking over "our" world.
I've posted this data before. I don't have the 2011 numbers yet, but I don't think it will make a meaningful difference. Revenue Passenger Enplanements LAX 2006 2010 Alaska 1430880 1291023 Delta 2146787 3346812 NWA 1120974 So Alaska has substantially shrunk their LAX operation, and they've shrunk even more in the LA basin. Delta (including pre-merger NWA) has grown. Sorry about the formatting, can't get it to take. |
| All times are GMT -8. The time now is 07:41 PM. |
Website Copyright © 2026 MH Sub I, LLC dba Internet Brands