Captain Dickson's Promise
06-26-2016 | 05:37 PM
#82
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Can you tell us how much capacity has been removed over the last few years and how much they plan to remove in the future?
06-26-2016 | 06:05 PM
#83
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Joined: Mar 2015
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From: ir.delta.com
I think the second half of 2016 is going to see a ~1% decline in international. If you listened to the latest presentation, it was addressed as a mitigation to FOREX exposure.
http://www.thecountrycaller.com/4541...city-guidance/
06-26-2016 | 06:27 PM
#84
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Joined: Feb 2014
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[QUOTE=WhatNow;2151252]
16 747s....yes some are gone...some remain
72 767-300/300ER
16 + 72 = 88
That's how....
I'll welcome an order...but I'll believe it when I see it.
And some of the 50 AIRBUS widebody orders are hailed as 747 replacement (A350)...and also replacements for 767s....and those are not my words
16 747s....yes some are gone...some remain
72 767-300/300ER
16 + 72 = 88
That's how....
I'll welcome an order...but I'll believe it when I see it.
And some of the 50 AIRBUS widebody orders are hailed as 747 replacement (A350)...and also replacements for 767s....and those are not my words
06-27-2016 | 03:11 AM
#85
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[QUOTE=Dat jet;2151418]
16 747s....yes some are gone...some remain
72 767-300/300ER
16 + 72 = 88
That's how....
I'll welcome an order...but I'll believe it when I see it.
And some of the 50 AIRBUS widebody orders are hailed as 747 replacement (A350)...and also replacements for 767s....and those are not my words
They are have ordered replacements for the domestic 767's. They may be A321's but they are ordered. You seem to have invented a mythical retirement schedule for the 7ER's. Counting already retired airframes is another strange metric. Might as well throw the L1011's in there! If you are going to do that however you should add the A330's delivered the last two years into future orders.
16 747s....yes some are gone...some remain
72 767-300/300ER
16 + 72 = 88
That's how....
I'll welcome an order...but I'll believe it when I see it.
And some of the 50 AIRBUS widebody orders are hailed as 747 replacement (A350)...and also replacements for 767s....and those are not my words
06-27-2016 | 03:26 AM
#86
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It, as most things at Delta, is relative to GDP and a moving target. You don't defer orders if you intend to grow.
I think the second half of 2016 is going to see a ~1% decline in international. If you listened to the latest presentation, it was addressed as a mitigation to FOREX exposure.
Delta Air Lines, Inc. (DAL) Cuts Capacity Guidance
I think the second half of 2016 is going to see a ~1% decline in international. If you listened to the latest presentation, it was addressed as a mitigation to FOREX exposure.
Delta Air Lines, Inc. (DAL) Cuts Capacity Guidance
06-27-2016 | 06:18 PM
#87
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Joined: Feb 2014
Posts: 187
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[QUOTE=WhatNow;2151500]
They are have ordered replacements for the domestic 767's. They may be A321's but they are ordered. You seem to have invented a mythical retirement schedule for the 7ER's. Counting already retired airframes is another strange metric. Might as well throw the L1011's in there! If you are going to do that however you should add the A330's delivered the last two years into future orders.
I never mentioned a retirement date...but the ERs won't fly forever. And you've helped make a point....A321s....they are not widebody aircraft.
Thanks...have a blessed day...you are the smartest person in the room. Pat yourself on the back
They are have ordered replacements for the domestic 767's. They may be A321's but they are ordered. You seem to have invented a mythical retirement schedule for the 7ER's. Counting already retired airframes is another strange metric. Might as well throw the L1011's in there! If you are going to do that however you should add the A330's delivered the last two years into future orders.
Thanks...have a blessed day...you are the smartest person in the room. Pat yourself on the back
06-28-2016 | 03:26 AM
#88
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Joined: Mar 2015
Posts: 13,210
Likes: 654
From: ir.delta.com
And I thought nobody read the stuff I post. Go figure.
http://www.forbes.com/sites/danielreed/2016/05/16/deltas-capacity-cutback-tells-us-a-lot-about-the-state-of-the-economy-here-and-aboard/#1a933617557f
http://www.bloomberg.com/news/articles/2016-05-16/delta-cuts-growth-to-boost-unit-revenue-delays-four-widebodies
http://www.bloomberg.com/news/articles/2016-05-16/delta-cuts-growth-to-boost-unit-revenue-delays-four-widebodies
06-28-2016 | 05:31 AM
#89
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And I thought nobody read the stuff I post. Go figure.
Forbes Welcome
Delta Cuts Growth Plan in Bid to End 15-Month Revenue Slump - Bloomberg
Forbes Welcome
Delta Cuts Growth Plan in Bid to End 15-Month Revenue Slump - Bloomberg
I still don't see anything about cutting capacity. All the articles state we have reduced future growth plans however still plan to increase capacity.
06-28-2016 | 06:23 AM
#90
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Joined: Mar 2015
Posts: 13,210
Likes: 654
From: ir.delta.com
Did you notice the increase capacity at Aeromexico? Our soon to be subsidiary has increased capacity, how do you think that will affect our production balance negotiations? Delta controls it all so... whip meet saw.
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