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

Jack Bauer 03-13-2012 06:23 AM


Originally Posted by kamsman (Post 1150868)
Listening to investor call..Bastian just said 50 seat RJ's are not liked by company, passengers or employees..Changes are coming in the coming weeks...
Keep our fingers crossed, we'll see

Link to listen?

Bucking Bar 03-13-2012 06:28 AM

Nice little graphic from Motley Fool (who seems to be changing their tune on DAL stock):


tsquare 03-13-2012 06:32 AM


Originally Posted by Carl Spackler (Post 1150884)
T...you have to think on this more. SWAPA's scope doesn't allow for ANY domestic flying to occur by anyone but a SWAPA seniority list pilot. That would mean our pilots would be flying over twice the amount of domestic flying we do now because we currently outsource over half of our domestic flying. That increase in flying would create such a massive wave of upgrades that nobody currently on our list would have to be on reserve unless they chose to be.

Be reasonable. I'll start posting Gator football pictures if you don't rethink your position!!

Carl

I don't believe their scope is sustainable. they just announced they are not gonna make money in Q1. They are not gonna grow organically anymore. There is no more low hanging fruit for them to pick. Something will have to give because the shareholders will throw management to the curb if they do not make money. That scope clause is gonna be a noose around their necks in the not too distant future, or they are gonna have to pay dearly to keep it. I agree that what is going on at DAL sucks wrt outsourcing. I also agree with a certain gold bug poster on the ALPA board that says this isn't worth the negotiating capital. The elephant in the room is international scope.. NOT RJs. International scope is the issue.. NOT domestic.

And as to your contention about upgrades and reserves, that is absurd. there will ALWAYS be somebody on reserve, and no amount of insourced flying would guarantee that because of the retarded pay system that will prevail yet again, we don't have enough 777/747s to guarantee everyone a line holder slot.

Bucking Bar 03-13-2012 06:34 AM

Have to check back for the recording of today's call:

Webcasts

tsquare 03-13-2012 06:36 AM


Originally Posted by FIIGMO (Post 1150886)
Hmmmm, since SWA screwed the airtran guys into signing. Does this mean that if we get a deal on the 717's that no pilots will come with them? How many 737 will we give up to make the deal happen? No more 50 seat RJS, cant have any more 70 and 76 seat either huh?

Somehow I feel this is not going to workout they way I hope.:mad:

Just sayin

I would doubt they would be coming. Why would they? Of course if it means a near term downsizing at SWA, then you can draw your own conclusions. SWAPA got what they wanted, and didn't have to fire a shot.

Jack Bauer 03-13-2012 06:41 AM


Originally Posted by Bucking Bar (Post 1150896)
Have to check back for the recording of today's call:

Webcasts

Yeah just registered but it must be over. Will check back later. Anyone got more highlights?

FIIGMO 03-13-2012 06:43 AM


Originally Posted by kamsman (Post 1150872)
Bastian was just asked about Southwest 717's and said no comment ( no options are off the table )

New mantra this month:

Better duty rig or I will hold my breath until they change it!!!

3 day trips in LAX worth 10 and 11 hours. YGTBSM:mad:

tsquare 03-13-2012 06:52 AM


Originally Posted by FIIGMO (Post 1150907)
New mantra this month:

Better duty rig or I will hold my breath until they change it!!!

3 day trips in LAX worth 10 and 11 hours. YGTBSM:mad:

Is that something new? I thought all the Hawa'ii flying was like that...

Check Essential 03-13-2012 06:55 AM

You can listen to all the JP Morgan presentations.
USAirways is going right now.

Highlight --
Scott Kirby was asked about consolidation and possible merger with AMR, etc. and what lessons he learned from the attempt to buy Delta. He answered that he learned that labor was more important than he thought. He needed labor allies to make the buyout work and just having the best financial outlook for the creditors was not enough.
Can't believe he said that, but he did.

Carl Spackler 03-13-2012 06:56 AM


Originally Posted by tsquare (Post 1150894)
I don't believe their scope is sustainable. they just announced they are not gonna make money in Q1. They are not gonna grow organically anymore. There is no more low hanging fruit for them to pick. Something will have to give because the shareholders will throw management to the curb if they do not make money. That scope clause is gonna be a noose around their necks in the not too distant future, or they are gonna have to pay dearly to keep it.

This entire thesis is based on a wrong premise t. It presumes that outsourcing equals more profits. That's simply not true. Delta wastes money doing what they're doing with the regionals. The aircraft have higher CASM's than anything we have at mainline, but management does it anyway. Some say it's because they want the ability to whipsaw us so bad, they're willing to lose money to do it. I don't know if that's true, but it doesn't matter. SWA doesn't outsource because it's not profitable to do so. That's why their scope won't change.


http://images.free-extras.com/pics/f...helmet-790.jpg


Carl


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