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Old 08-25-2011, 06:59 AM
  #141  
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Originally Posted by johnso29 View Post
Stop ruining my attempt at a positive spin! I'm trying to be optimistic.
I hear ya! Lol

I was hoping if i had to leave the Bus, I would at least settle into a 76 in the future rather than squeeze into a 739 - somehow I don't feel my wallet taking up any more space though, so perhaps it will all work out.
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Old 08-25-2011, 07:04 AM
  #142  
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Originally Posted by FastDEW View Post
I hear ya! Lol

I was hoping if i had to leave the Bus, I would at least settle into a 76 in the future rather than squeeze into a 739 - somehow I don't feel my wallet taking up any more space though, so perhaps it will all work out.
Hope we order some A320/321's. I'm going to miss my tray table.
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Old 08-25-2011, 07:21 AM
  #143  
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Originally Posted by johnso29 View Post
Stop ruining my attempt at a positive spin! I'm trying to be optimistic.
I may be as pessimistic as FastD... But if you turn out to be right that'd be great J.

But I don't see a lot to jump for joy over right now. Just is what it is.

But if we get 717s out of this and solve the 100 seat question and if then we find out we got the 739s for free, well that could be a win.
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Old 08-25-2011, 09:18 AM
  #144  
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Here's my thoughts on the confirmed order, i'll try to have an open mind:

Financially, the order is like treading water. Delta has the capital costs associated with the new jets and gets the maintenance savings from having under warranty aircraft.

Fuel burn/seat the new jets will save money lowering our fuel exposure over the jets they are replacing. I'm certain the capital costs soak up that savings but it reduces DALs exposure to fuel uncertainties...

We must have gotten a smoking deal from Boeing on these, because if DAL can take 19 jets a year and keep all annual capital spending below 1.2B, you do the math. (capital spending includes facilities, equipment, upgrades, you name it...

The planes tie Delta over until both next generation of Airframe/engines become available later this decade, I'm glad it doesn't include the 737-9 right now as American did.

Good news also that the jets will be purchased, not leased. That's a sign of long-term planning, instead of goosing the balance sheet short term.

Having the 737-900ER enables Delta to flex North-Atlantic traffic even more, maintaining markets when demand dries up off-season instead of pulling out all together.

For Delta pilots this deal isn't all roses.
As announced this new order is capacity neutral that means not growth.

By replacing the 757 and now 76ER those categories will shrink.
ER pilots will take a seniority hit as will lower categories.

ER Bases with limited international flying and lots of domestic might get streamlined. I can't see SLC and LAX having ER bases going forward.

Perhaps some in the ER crowd will now see the "benefit" of the AS codeshare as we downsize our jets to match the big jet at AS. In fact this will have implications should there be an SLI with AS...

Is the sky falling? No. But perhaps, one by one the pro AS codeshare crowd* can see how something that once was a small regional operation designed to provide feed on the West coast has slowly grown over time.

AS wasn't envisioned to ever fly to Hawaii so the authors left out the PWA language the protected the island flying in the otherwise similar Continental section.

I point this out, not to cast blame, but to illustrate how slowly over time a shifting environment can circumvent the original intent.

Right now, AS can fly a jet with 86 Delta pax average on every flight for a month, that's a half-full new 75/76ER replacement jet. But why would the company do that, wouldn't they just choose to fly their own aircraft?
Maybe not, maybe by having an AS jet fly to Europe, DAL can add capacity outside of the AF-KLM JV... There is nothing right now to prevent this.

At the very least the order of 737-900ER as a 75/76ER replacement should give everyone pause to rethink the AS codeshare in that context.

Cheers
George

*(I know its an oxymoron, how can you be a Delta pilot pro having-others-do-your-flying, but I digress.)
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Old 08-25-2011, 09:25 AM
  #145  
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Maybe it was a typo, but there isn't any mention of replacing 76ERs with 737s. They did mention the 767, but the sentence addressed the domestic fleet only. Otherwise, I think your post is pretty accurate.
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Old 08-25-2011, 09:28 AM
  #146  
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Originally Posted by nwaf16dude View Post
Maybe it was a typo, but there isn't any mention of replacing 76ERs with 737s. They did mention the 767, but the sentence addressed the domestic fleet only. Otherwise, I think your post is pretty accurate.
That makes it even more toward the negative on capacity. A domestic 767 configuration holds 264 people. The ER holds about 220.
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Old 08-25-2011, 09:28 AM
  #147  
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Originally Posted by johnso29 View Post
Stop ruining my attempt at a positive spin! I'm trying to be optimistic.
Johnso,

I've been pushing the "I Believe" button since I was hired. My finger is numb and I'm really not seeing it anymore.

What worries me other than the outsourcing is we don't hear from Hauenstein (sic) and the network folks. We haven't been hearing from senior leadership like we used to via monthly chats and we continue to outsource while urging our employees to improve customer service. Last Flight the lead FA said the current IFS slogan is "Legendary Service". Just how does one manage that with 65+ year old FAs and RJs?
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Old 08-25-2011, 09:32 AM
  #148  
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Originally Posted by georgetg View Post
Here's my thoughts on the confirmed order, i'll try to have an open mind:

Financially, the order is like treading water. Delta has the capital costs associated with the new jets and gets the maintenance savings from having under warranty aircraft.

Fuel burn/seat the new jets will save money lowering our fuel exposure over the jets they are replacing. I'm certain the capital costs soak up that savings but it reduces DALs exposure to fuel uncertainties...

We must have gotten a smoking deal from Boeing on these, because if DAL can take 19 jets a year and keep all annual capital spending below 1.2B, you do the math. (capital spending includes facilities, equipment, upgrades, you name it...

The planes tie Delta over until both next generation of Airframe/engines become available later this decade, I'm glad it doesn't include the 737-9 right now as American did.

Good news also that the jets will be purchased, not leased. That's a sign of long-term planning, instead of goosing the balance sheet short term.

Having the 737-900ER enables Delta to flex North-Atlantic traffic even more, maintaining markets when demand dries up off-season instead of pulling out all together.

For Delta pilots this deal isn't all roses.
As announced this new order is capacity neutral that means not growth.

By replacing the 757 and now 76ER those categories will shrink.
ER pilots will take a seniority hit as will lower categories.

ER Bases with limited international flying and lots of domestic might get streamlined. I can't see SLC and LAX having ER bases going forward.

Perhaps some in the ER crowd will now see the "benefit" of the AS codeshare as we downsize our jets to match the big jet at AS. In fact this will have implications should there be an SLI with AS...

Is the sky falling? No. But perhaps, one by one the pro AS codeshare crowd* can see how something that once was a small regional operation designed to provide feed on the West coast has slowly grown over time.

AS wasn't envisioned to ever fly to Hawaii so the authors left out the PWA language the protected the island flying in the otherwise similar Continental section.

I point this out, not to cast blame, but to illustrate how slowly over time a shifting environment can circumvent the original intent.

Right now, AS can fly a jet with 86 Delta pax average on every flight for a month, that's a half-full new 75/76ER replacement jet. But why would the company do that, wouldn't they just choose to fly their own aircraft?
Maybe not, maybe by having an AS jet fly to Europe, DAL can add capacity outside of the AF-KLM JV... There is nothing right now to prevent this.

At the very least the order of 737-900ER as a 75/76ER replacement should give everyone pause to rethink the AS codeshare in that context.

Cheers
George

*(I know its an oxymoron, how can you be a Delta pilot pro having-others-do-your-flying, but I digress.)
Good Analysis George!
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Old 08-25-2011, 09:34 AM
  #149  
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Originally Posted by dragon View Post
Johnso,

I've been pushing the "I Believe" button since I was hired. My finger is numb and I'm really not seeing it anymore.

What worries me other than the outsourcing is we don't hear from Hauenstein (sic) and the network folks. We haven't been hearing from senior leadership like we used to via monthly chats and we continue to outsource while urging our employees to improve customer service. Last Flight the lead FA said the current IFS slogan is "Legendary Service". Just how does one manage that with 65+ year old FAs and RJs?
This is why we have to force mgmt to make the right decisions on outsourcing on the next contract. They pay nothing more than lip service to the product while going as cheap as possible with continued outsourcing and worsening of product control.

Its time for those of us with actual full careers invested in this company to make them make the right decisions.
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Old 08-25-2011, 09:36 AM
  #150  
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Originally Posted by dragon View Post
Johnso,

I've been pushing the "I Believe" button since I was hired. My finger is numb and I'm really not seeing it anymore.

What worries me other than the outsourcing is we don't hear from Hauenstein (sic) and the network folks. We haven't been hearing from senior leadership like we used to via monthly chats and we continue to outsource while urging our employees to improve customer service. Last Flight the lead FA said the current IFS slogan is "Legendary Service". Just how does one manage that with 65+ year old FAs and RJs?
Good point! Also the company harassing people for calling in sick or using the approved commuter policy doesn't leave warm fuzzys about this "pilot friendly" mgmt team
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