Airline Pilot Central Forums

Airline Pilot Central Forums (https://www.airlinepilotforums.com/)
-   Delta (https://www.airlinepilotforums.com/delta/)
-   -   Captain Dickson's Promise (https://www.airlinepilotforums.com/delta/95671-captain-dicksons-promise.html)

JamesBond 06-26-2016 05:09 PM


Originally Posted by scambo1 (Post 2151013)
Please, Oh wise one, explain to us how Old Fly Guy revised history. Also, share with us how we should cave on scope on both ends because of retirements and how we wont feel it.

Talking about Crunch. I don't know why OFG got quoted. I didn't intend that.

WhatNow 06-26-2016 05:37 PM


Originally Posted by notEnuf (Post 2151351)
We are "refreshing" our fleet not growing our fleet. This is the CFOs term. Removing capacity to enhance PRASM. This all means what? Growth? Not by operation, only by acquisition and JVs.

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?

notEnuf 06-26-2016 06:05 PM


Originally Posted by WhatNow (Post 2151390)
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?

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.

http://www.thecountrycaller.com/4541...city-guidance/

Dat jet 06-26-2016 06:27 PM

[QUOTE=WhatNow;2151252]

Originally Posted by Dat jet (Post 2151243)

I am not missing the point. No idea where your 88 number comes from. We have 58 ER's and 8 747's. The first ER retirement is planned for the fall of 2020. The last one in 2031! They plan a widebody replacement order for those aircraft.


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

WhatNow 06-27-2016 03:11 AM

[QUOTE=Dat jet;2151418]

Originally Posted by WhatNow (Post 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

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.

WhatNow 06-27-2016 03:26 AM


Originally Posted by notEnuf (Post 2151412)
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

You must have linked the wrong article. That one does not mention international and states domestic growth will be reduced from 4% the first 3 quarters to 2.5% in the last quarter.

Dat jet 06-27-2016 06:18 PM

[QUOTE=WhatNow;2151500]

Originally Posted by Dat jet (Post 2151418)

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

notEnuf 06-28-2016 03:26 AM

And I thought nobody read the stuff I post. Go figure.


Originally Posted by WhatNow (Post 2151501)
You must have linked the wrong article. That one does not mention international and states domestic growth will be reduced from 4% the first 3 quarters to 2.5% in the last quarter.

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

WhatNow 06-28-2016 05:31 AM


Originally Posted by notEnuf (Post 2152024)


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.

notEnuf 06-28-2016 06:23 AM


Originally Posted by WhatNow (Post 2152059)
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.

The reduction is to the plan. The plan is made approximately 18 months out so we are pulling back the schedule, but you knew that. The entire industry is doing it, that's a good thing known as capacity discipline.

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.


All times are GMT -8. The time now is 03:48 PM.


Website Copyright © 2026 MH Sub I, LLC dba Internet Brands