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Old 07-27-2019, 09:09 AM
  #61  
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Originally Posted by nuball5 View Post
It’s been covered extensively before, we don’t need another 5 pages of opinions on something that isn’t going to happen.
I wouldn't be so sure...
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Old 07-27-2019, 11:48 AM
  #62  
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Originally Posted by Bluedriver View Post
I wouldn't be so sure...
Could you explain to me how the NY market would pass muster with the DOJ?
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Old 07-27-2019, 12:01 PM
  #63  
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Originally Posted by Snyper00 View Post
Could you explain to me how the NY market would pass muster with the DOJ?
Could you explain to me how the NY cell phone market would pass muster with the DOJ if T-mobile and sprint tried to merge? Oh wait...

The big 4 US pax carriers could each acquire another airline and there would still be more options/competition than in the mobile sector with this merger, which affects more people, 24/7/365, than the airline sector does. The anti-consolidation DOJ argument is dead now. This just gave a new wave of consolidation the green light.
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Old 07-27-2019, 12:17 PM
  #64  
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Originally Posted by jamesholzhauer View Post
Could you explain to me how the NY cell phone market would pass muster with the DOJ if T-mobile and sprint tried to merge? Oh wait...

The big 4 US pax carriers could each acquire another airline and there would still be more options/competition than in the mobile sector with this merger, which affects more people, 24/7/365, than the airline sector does. The anti-consolidation DOJ argument is dead now. This just gave a new wave of consolidation the green light.
Seems like you’re comparing apples and oranges to me.
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Old 07-27-2019, 12:39 PM
  #65  
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Originally Posted by Snyper00 View Post
Seems like you’re comparing apples and oranges to me.
Apples, oranges, mobile, pharma, airlines...doesn’t matter the product/sector. What matters is the DOJ allows (or blocks) M&A to ensure (in its opinion) there is adequate competition in that sector so the consumer doesn’t get fleeced, and they just let a bigger industry that affects more people consolidate further than the US airline industry already is. The sector is mostly irrelevant. The new precedent set by allowing consolidation into 3 major cell carriers instead of 4, with minimal divestiture, kills the argument for blocking any airline mergers. The only argument that still exists is that certain markets would have less/no competition, but that doesn’t hold much water because NY will still be served by the big 4, and there are plenty of routes/destinations that exist with no competition as it is. And in the specific case of UAL/JB, there isn’t a whole lot of route overlap anyway (and where there is, there are other players as well), so the argument that it’s taking away competition isn’t that strong.

Guess time will tell. Not saying it will be UAL or JB or anyone specific, but I’d bet in the next year or so we will see a new wave of consolidation in the airlines.
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Old 07-27-2019, 01:13 PM
  #66  
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Originally Posted by Flyby1206 View Post
B6 pilots stapled to the bottom and displaced to GUM 737 FO with 50 year fences for anything else. There. Now we can move on!
Good that will save the United guys from needing to chime in here....we give up
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Old 07-27-2019, 01:15 PM
  #67  
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Originally Posted by jamesholzhauer View Post
Apples, oranges, mobile, pharma, airlines...doesn’t matter the product/sector. What matters is the DOJ allows (or blocks) M&A to ensure (in its opinion) there is adequate competition in that sector so the consumer doesn’t get fleeced, and they just let a bigger industry that affects more people consolidate further than the US airline industry already is. The sector is mostly irrelevant. The new precedent set by allowing consolidation into 3 major cell carriers instead of 4, with minimal divestiture, kills the argument for blocking any airline mergers. The only argument that still exists is that certain markets would have less/no competition, but that doesn’t hold much water because NY will still be served by the big 4, and there are plenty of routes/destinations that exist with no competition as it is. And in the specific case of UAL/JB, there isn’t a whole lot of route overlap anyway (and where there is, there are other players as well), so the argument that it’s taking away competition isn’t that strong.

Guess time will tell. Not saying it will be UAL or JB or anyone specific, but I’d bet in the next year or so we will see a new wave of consolidation in the airlines.
This guy gets it. Who knows if if will be JetBlue but the next wave is coming.
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Old 07-27-2019, 02:19 PM
  #68  
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Originally Posted by pilotpayne View Post
Good that will save the United guys from needing to chime in here....we give up
🤣 yea just trying to beat LavDeuce to the punch
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Old 07-28-2019, 04:11 AM
  #69  
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I wouldn’t go so far as to say it gives the “All Clear” for airlines to merge, but the argument is pretty compelling.
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Old 02-19-2020, 08:40 AM
  #70  
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Just saw this: https://newyork.citybizlist.com/arti...d-of-directors

With t-mobile/sprinter merger approved...is change coming?
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