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Merger question

Old 10-09-2019 | 05:56 AM
  #91  
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Seriously guys... we’ve got a moat. Well grow organically because we have culture.

Please pick up open time outside the CBA LOA to help the company. If it’s good for blue, it’s good for you.
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Old 10-09-2019 | 06:06 AM
  #92  
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Originally Posted by jamesholzhauer
As Robin said, it was a short notice small window of opportunity to make a play to overnight add an already existing west coast network when other organic west coast strategies have so far failed to really materialize, and west coast access to gates/slots remains limited. This, coupled with merging with an airline with a similar culture/product made sense. Yes, it'd have been a big change from the "organic all the way" mantra. But it was an overnight solution to a thus far unsolved long term problem. That is in stark contrast to bringing on a fleet of outsourced RJs, in an upgauging slot/gate constrained environment, which wouldn't solve any issues that currently plague JetBlue. Both scenarios would cause a lot of issues at JetBlue...but at least the Virgin merger would have solved a major problem in the process.

You can't really use the attempted Virgin acquisition in an argument about protecting yourself from outsourced RJs. If JetBlue wanted outsourced RJs, they would have had them. But as pointed out multiple times, we don't have gate space or slots for RJs. We are upgauging (significantly)...not downgauging. The blowback from outsourcing our flying, during a labor dispute, with a regional pilot shortage and massive major hiring, would have blown this operation up even further, and there is a 0.00002% chance JB management would have done that. That is why RJ scope didn't take much negotiating capital. Yes it is important. The most important section. But in this case it wasn't a sole reason to vote yes. And our section 1 has plenty of holes in it anyway as has also been pointed out. So it was good, but not great by any means.
You guys make me laugh. Since the day I got here all I heard was organic growth organic growth. We want no part of a merger it would be against everything we built over and over and over. Until one day all of that was not true. (Well it was a short window)Sure we are limited on the coast one of our big problems but what if the wanted some kind of odd rj operation in say Kansas City to expand away from the gate restricted coasts? Remember we need to grow somewhere.

I don’t know what could happen I’m just saying to act like it couldn’t while JetBlue absolutely has no issue with changing the direction of the company seems crazy. I don’t think scope should be the sole reason for the contract btw, and I’m not sure it was sold as well we got scope ignore everything else and vote yes.


My overall point is I don’t trust this management team at all and I want every roadblock to their ideas that we can come up with. ( I think we all agree on this part)
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Old 10-09-2019 | 06:47 AM
  #93  
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The CBA allows Moxy to be our version of Alaska’s Horizon Air.

See we win! No RJ’s. We killed a dead model.

But allowed brand neutral domestic code sharing on narrow body aircraft.

We keep looking backwards.

Last edited by BlueJetDork; 10-09-2019 at 06:58 AM.
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Old 10-09-2019 | 07:22 AM
  #94  
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Originally Posted by BlueJetDork
The CBA allows Moxy to be our version of Alaska’s Horizon Air.

See we win! No RJ’s. We killed a dead model.

But allowed brand neutral domestic code sharing on narrow body aircraft.

We keep looking backwards.
You need to look both ways. History (backwards) shows scope is an important issue. We keep thinking everything is static. What is to stop the government from changing the 1500 hour rule and flooding the market again with low time pilots flying RJs. Might happen might not. Also if it is a dead model reading the United forums it seems their management keeps pushing for scope relief, but at the same time Delta is going way more mainline but also growing a chunk (not all) of their new delta hub with RJs. So it’s all over the place.

I agree about the domestic codeshare it’s definitely an issue we need to address. (Or should have)

I also agree we keep looking back the vote is over we have a CBA our focus should be on what to work on next.
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Old 10-09-2019 | 07:34 AM
  #95  
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Originally Posted by pilotpayne
You guys make me laugh. Since the day I got here all I heard was organic growth organic growth. We want no part of a merger it would be against everything we built over and over and over. Until one day all of that was not true. (Well it was a short window)Sure we are limited on the coast one of our big problems but what if the wanted some kind of odd rj operation in say Kansas City to expand away from the gate restricted coasts? Remember we need to grow somewhere.

I don’t know what could happen I’m just saying to act like it couldn’t while JetBlue absolutely has no issue with changing the direction of the company seems crazy. I don’t think scope should be the sole reason for the contract btw, and I’m not sure it was sold as well we got scope ignore everything else and vote yes.


My overall point is I don’t trust this management team at all and I want every roadblock to their ideas that we can come up with. ( I think we all agree on this part)
Organic growth wasn't a business model, it was a marketing slogan to the employees.
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Old 10-09-2019 | 07:41 AM
  #96  
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When a dead dinosaur costs 60 cents a gallon then I’ll worry about blueJet and RJ’s.

Our fear valued something that has no value and it was used to sell this POS.

It’s text book cognitive dissonance.
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Old 10-09-2019 | 08:29 AM
  #97  
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Originally Posted by Bluedriver
Organic growth wasn't a business model, it was a marketing slogan to the employees.

I really have to disagree. It seems like a business model to me. Well we are going to do it all alone or we will look for opportunities to buy or merge with someone to expand as fast as we can.
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Old 10-09-2019 | 08:29 AM
  #98  
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Originally Posted by BlueJetDork
When a dead dinosaur costs 60 cents a gallon then I’ll worry about blueJet and RJ’s.

Our fear valued something that has no value and it was used to sell this POS.

It’s text book cognitive dissonance.
So would you have been fine if there was no scope?
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Old 10-09-2019 | 08:59 AM
  #99  
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We have scope like we have industry leading pairing parameters.

Words on paper but really does not affect jetblue business.

I like the alter ego stuff the real merger language. That is stuff I hope we use.

Capacity purchase agreement? For what? To feed core seats to FLL.

Irrational fears leads to grasping and cliches.
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Old 10-09-2019 | 10:02 AM
  #100  
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Originally Posted by pilotpayne
I really have to disagree. It seems like a business model to me. Well we are going to do it all alone or we will look for opportunities to buy or merge with someone to expand as fast as we can.
It's not a business model because they will pursue mergers/acquisitions when it suits them. That's what they will and have DONE. They have looked under the hood of at least 3 airlines that I know of, one of them was very public (nearly after the fact).

What they SAY, is organic growth, which is a marketing slogan to the employees.
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