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Check Essential 03-13-2012 06:58 AM

J.P. Morgan Aviation, Transportation, & Defense Conference Webcast[/url]

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United/Continental presents at 11:10 Eastern

tsquare 03-13-2012 06:58 AM


Originally Posted by Carl Spackler (Post 1150915)
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

Time will tell. I still think it a waste of time to negotiate for something that is dying anyway. SWA doesn't outsource because their hands are tied by that clause. They wanted to do international, but the clause said no... good for SWAPA, bad for SWA.... at that time. We will see if it can survive or if it forces a big time structural change at SWA. My guess is that management doesn't want to change the airline by adding another airframe (as witnessed by the soon to be demise of the 717 on the property) so they will have to downsize or undertake another merger of some sort. Since their advantage in making money is rapidly evaporating, (and their reluctance to charge bag fees.. another face saving problem for Ichan) something is gonna have to give. Stagnation over at SWA is the only thing that makes sense.. that guy that you think such a genius by leaving DAL is gonna be throwing gear on a fluff for a long long time... if he survives... I can't wait to see their next contract. I'll bethca they don't raise ANY bars...

I thought it was against the TOS to post porn.

Jack Bauer 03-13-2012 07:00 AM


Originally Posted by Check Essential (Post 1150914)
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.

Someone better get Sailingfun on the horn. He thinks these mergers go through with the flick of managements wrist....no employee involvement required. I beg to differ and so does our alcoholic CEO friend. He might be a drunk but he has learned from the school of hard knocks. Not as dumb or arrogant as he once was.

Jack Bauer 03-13-2012 07:02 AM


Originally Posted by Check Essential (Post 1150916)

Cheers! Got it tuned in.

It just ended lol.

OK got United up now.

Carl Spackler 03-13-2012 07:04 AM


Originally Posted by tsquare (Post 1150894)
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.

Couldn't disagree more. Other airlines fly over HALF of Delta's domestic brand. Delta pilots fly less than half of Delta's domestic brand. That's the:

http://dicktersbedpan.files.wordpres...room.jpg?w=500


WRT SWAPA's international scope, it allows for code share and JV's...just like ours. SWAPA's scope would be no worse than what we have now for international operations. But it would be a huge win for our domestic operations...both for customer service and DALPA seniority list growth.

Carl

Check Essential 03-13-2012 07:09 AM

duplicate. sorry

Carl Spackler 03-13-2012 07:11 AM


Originally Posted by tsquare (Post 1150894)
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.

Of course there will always be someone on reserve. But with a doubling of our domestic flying at mainline, the upgrades that would produce would be huge. Not just on the 747/777 but ALL aircraft. Those upgrades would ensure that our most junior person at the airline now would not have to be on reserve if that pilot didn't WANT to be on reserve.


http://www.sportsfantreasures.com/Me...gs/FLFB2-1.jpg



Carl

Check Essential 03-13-2012 07:11 AM


Originally Posted by Jack Bauer (Post 1150920)
Someone better get Sailingfun on the horn. He thinks these mergers go through with the flick of managements wrist....no employee involvement required. I beg to differ and so does our alcoholic CEO friend. He might be a drunk but he has learned from the school of hard knocks. Not as dumb or arrogant as he once was.

It was Kirby talking. Don't confuse Kirby with Parker.
Kirby is President I think. Parker is Chairman/CEO?
I'm not sure. Someone correct me on that.
I agree with your point though. They must have caught him off guard. Its rare for an exec to admit that labor is a factor.

tsquare 03-13-2012 07:11 AM


Originally Posted by Jack Bauer (Post 1150920)
Someone better get Sailingfun on the horn. He thinks these mergers go through with the flick of managements wrist....no employee involvement required. I beg to differ and so does our alcoholic CEO friend. He might be a drunk but he has learned from the school of hard knocks. Not as dumb or arrogant as he once was.

Uh... where on earth do you get THAT line of logic? :rolleyes: I won't try to speak for sailing, but anybody that has been paying any attention would realize that it is his (sailing's) line of reasoning that wants DALPA involved in future negotiations with management. It is the Carls and donut crowd that thinks we can just demand things and they will be granted. USA management learned from what happened at DAL... they are just NOW catching on, however I'll betcha there is some disingenuity there in that because of their labor strife they have very low costs there.. they laugh all the way to the bank over that...

Jack Bauer 03-13-2012 07:12 AM


Originally Posted by Check Essential (Post 1150924)
It was Kirby talking. Don't confuse Kirby with Parker.
Kirby is President I think. Parker is Chairman/CEO?
I'm not sure. Someone correct me on that.

Gotcha. Thanks for the clarification. I didnt get to hear any of it. Figured Parker was there too.

Here goes Jeffrey


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