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This time may be different though because mergers have resulted in at least 4 fewer airlines in the past few years. Capacity has been artificially constrained by the major carriers IMO. That just leaves room for LCC and new entrants to fill the gap. DL moving back into former strong areas and growing into new areas is product of the new environment. I think all remaining carriers can coexist, grow, and do well. I agree with you though on SkyWest (and Compass in our case) being the primary beneficiary so far. Hopefully that will change and growth will filter up. We'll see I guess.Originally Posted by gooddeal
Completely disagree. In the end, competition usually favors one side, not both. Alaska has held ground when competition has come knocking but I wouldn't say it was good for the employees of the industry. I would say Delta, despite its size would be the same. Capacity discipline has been a cornerstone in successful airline business models to absorb losses in tough economic times. I'm sure these are lessons learned by watching PanAm, Braniff and Eastern go under.