NuGuy

Heyas,

AMR is a dangerous competitor and #1 in the highest yielding region in the world (AKA South America).

Expect them to extract revenge where ever they can, especially DAL's weak spots (cough - west coast feed - cough).

Nu

ToiletDuck

I was thinking something along the lines of Korean. I hopped over to check what the stock was doing, I was expecting a knee jerk sell and wanted to pick up some shares, but for some reason they're all up today. Except mesa.

ERJ135

So how does this effect DAL for the need for pilots. Hiring maybe BTW my guess is DAL buys AK. You heard here first

freightguy

Dude....I've been hearing that for the last 5 years!

757Driver

Been hearing that AA will go on the prowl for a carrier with a big Asian presence ala UAL.

DOJ probably would never allow that but might let 1/3rd go to AA and 2/3rd's to CAL?

Don't shoot the messenger its just speculation and rumor at best.

shiznit

That is unfortunately a real possibility....I feel bad for the UAL heritage that has been demolished by Tilton et al.....

You guys have fun with those SLI's!!!

AAflyer

Interesting that has just popped up on our unions message board by a few of our members.

At least this industry is not boring.

AA

Sink r8

If we're talking about an Asian carrier... I don't know which.

I had earlier suggested that KAL would be a secondary carrier for Skyteam in Asia with JAL in the mix, but then again, recent comments by JAL and DAL suggest it's good to have a strong Asian network, with another strong partner.

Put another way, if JAL might prefer an alliance with DAL because there is more feed to be had, wouldn't the same logic apply to KAL? I understand the fear that AMR was trying to instill about "syphoning off" revenue, but you're not syphoning anything in a profit-sharing alliance with ATI.

Put even differently, if you're adding the largest airline in Asia to try to lock in a market, and cooperate, why would you exit this alliance. I know there are cultural differences between Japanese and Koreans that might make egos flare up a bit, but the financing backinp up our airlines values only the color of money.

If we're talking about an arrangement with CAL and UAL... that makes a lot more sense. I see CAL and UAL having very few incentives to share with AMR, except for cold hard cash, and perhaps deals that consolidate certain geographic areas, similar to what we are doing in LGA and DCA with LCC. Maybe someone becomes stronger in ORD (UAL), and in turn that someone becomes weaker yet in New York. I think the future involves mergers where it makes sense, AND consensual deals that allow airlines to consolidate geographically, without the headaches of mergers.

InformationEcho

Never thought I'd see AMR reduced to an ineffective second tier airline.

Crandall must be sick to his stomach when he sees what has been done to the carrier he left behind.

alfaromeo

I don't work for AMR but I think anyone in this industry would be stupid to count them out.