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It was mentioned in the evidence submitted during the DOJ v. B6+NK trial:
"Spirit is the next natural step in our longer-term goal to pursue Alaska," JetBlue noted in a board presentation. |
Originally Posted by todd1200
(Post 3871872)
It was mentioned in the evidence submitted during the DOJ v. B6+NK trial:
"Spirit is the next natural step in our longer-term goal to pursue Alaska," JetBlue noted in a board presentation. |
Originally Posted by rickair7777
(Post 3871900)
There may be some confusion about who's pursuing who.
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Originally Posted by rickair7777
(Post 3871691)
Looking at it like a strategic board game from the AS perspective...
If they really want to solidify their critical mass in the US competitive market, and set themselves up for international growth... Take 2-3 years to complete the big muscle movements related to HA, then move to acquire B6 with 1-2 years left of guaranteed favorable regulatory climate. The current AS managers certainly have exhibited ambition, unprecedented ambition by AS historical standards. I'd guess that 2-3 years is sooner than ideal, but has the obvious advantage of essentially assured .gov rubber stamp. Also the longer they wait, the better the chances that B6 will merge with someone else. From where I sit in the cheap seats, B6 is next obvious logical move for agressive-ish expansion. Of course they could just sit back, consolidate the HA thing, and then grow organically according to whatever boeing's 787 delivery schedule ends up being. That would be more in keeping with their traditional fiscal conservatism. I guess that would depend on personal ambition, how much leash the board grants, and how big they think they need to be to safely bulwark against the big 4 (economy of scale does matter). probably pertinent to consider AS mgt relationship with Oneworld new CEO (came from AS and orchestrated AS entry)! Point: very possible for AS, AA and B6 come to an agreement to join Oneworld sooner rather than later. This could back door the lost NEA agreement and bring B6 into the fold for future merge while AS digests HA. The high level executive connections exist… purely conjecture but opportunity knocks. |
Originally Posted by Blindsquirel
(Post 3872166)
probably pertinent to consider AS mgt relationship with Oneworld new CEO (came from AS and orchestrated AS entry)!
Point: very possible for AS, AA and B6 come to an agreement to join Oneworld sooner rather than later. This could back door the lost NEA agreement and bring B6 into the fold for future merge while AS digests HA. The high level executive connections exist… purely conjecture but opportunity knocks. All speculative, of course, but I’m now leaning toward the idea that we’re becoming a case study of sorts for oneworld. The addition of these new routes feeding into Boston, plus Madrid, aligns with the strategy majors use to build out their networks. Either management got a wake-up call, realizing they need more than just metro city areas to support transatlantic operations, or this is a way to measure against what Iberia is doing out of Boston. Iberia recently launched the XLR on that route, which could help American shift assets, expand out of Boston, and compete more effectively with Delta. |
Originally Posted by todd1200
(Post 3871872)
It was mentioned in the evidence submitted during the DOJ v. B6+NK trial:
"Spirit is the next natural step in our longer-term goal to pursue Alaska," JetBlue noted in a board presentation. |
Originally Posted by todd1200
(Post 3871872)
It was mentioned in the evidence submitted during the DOJ v. B6+NK trial:
"Spirit is the next natural step in our longer-term goal to pursue Alaska," JetBlue noted in a board presentation. |
Originally Posted by benzoate
(Post 3875355)
Do you have the transcript that reflects that?
https://x.com/David_Slotnick/status/1721628010833395892 |
Thanks for that. Let's hope.
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Originally Posted by benzoate
(Post 3875373)
Thanks for that. Let's hope.
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