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get there itis 10-27-2012 04:09 PM

Adding 44 717's would have brought us up to a protection in the pwa that we vaporized in c2012.

I think Anderson was speaking in general terms regarding aircraft orders & deliveries during the call. The transcript is on seekingalpha.com for ease of use.

MunkyButtr 10-27-2012 04:11 PM


Originally Posted by johnso29 (Post 1283664)
That's what I remember being told by a DALPA rep. Perhaps I misunderstood him. WRT delivery times, I'm quoting Richard Anderson. That's what he stated on the latest earnings call.

Do you expect the entire fleet make up as far as who operates what to be announced in December? Or just a numbers announcement?

johnso29 10-27-2012 04:46 PM


Originally Posted by get there itis (Post 1283670)
Adding 44 717's would have brought us up to a protection in the pwa that we vaporized in c2012.

I think Anderson was speaking in general terms regarding aircraft orders & deliveries during the call. The transcript is on seekingalpha.com for ease of use.

His statement was in response to a question specifically asking about the additional RJs.

johnso29 10-27-2012 04:51 PM


Originally Posted by MunkyButtr (Post 1283671)
Do you expect the entire fleet make up as far as who operates what to be announced in December? Or just a numbers announcement?

They stated in the earnings call that they'd go in to greater detail. I'm not sure what they will reveal.

get there itis 10-27-2012 04:56 PM


Originally Posted by johnso29 (Post 1283688)
His statement was in response to a question specifically asking about the additional RJs.

True. I think he chose to respond by talking generally about orders & deliveries. It's possible that the ERJ delivery timetable would have to be renegotiated given the swap out arrangement.


Kelly Yamanouchi - Atlanta Journal-Constitution
Great. And I was also wondering if there’s an idea for a timeframe for deployment of the additional 76-seaters once you reach a deal?

Richard Anderson
Kelly, this is Richard. Typically when you place an order for an airplane, the earliest you get it is 16 months to 18 months after you placed the order. So you would expect just like on our 73-900ER order, we placed that, it’ll be 2 years ago this August or August 13 and we’ll end up taking the airplanes somewhere around, the first airplane about 26 months after the order. So, and then you end up taking about a dozen the year, something like that. So I hope that helps give you some timeline.

johnso29 10-27-2012 05:01 PM


Originally Posted by get there itis (Post 1283692)
True. I think he chose to respond by talking generally about orders & deliveries. It's possible that the ERJ delivery timetable would have to be renegotiated given the swap out arrangement.


Kelly Yamanouchi - Atlanta Journal-Constitution
Great. And I was also wondering if there’s an idea for a timeframe for deployment of the additional 76-seaters once you reach a deal?

Richard Anderson
Kelly, this is Richard. Typically when you place an order for an airplane, the earliest you get it is 16 months to 18 months after you placed the order. So you would expect just like on our 73-900ER order, we placed that, it’ll be 2 years ago this August or August 13 and we’ll end up taking the airplanes somewhere around, the first airplane about 26 months after the order. So, and then you end up taking about a dozen the year, something like that. So I hope that helps give you some timeline.



Maybe. I'm not familiar with how those options work. I was just going by what RA said. :)

shiznit 10-27-2012 06:24 PM


Originally Posted by get there itis (Post 1283554)
The 2012 pwa allows rah to place up to 9 pro-rate 44 seaters in service, which are exempt from the cap. NWA ordered 36 ERJ-175's with options for 36 more. We are still holding those options. 4 are available to Delta as early as 2013, 18 in 2014, and the remaining after 2014.

Where are you getting the 44 717 number? I'm not aware of any such requirement. The trigger is that the company first establishes a new fleet of narrow body aircraft (1 76 seater for every 1.25 717's), and secondly reduces 50 seaters IAW a scale in 1.b.46.f.

Those pro rate aircraft are permitted because RAH also lets DAL access additional LGA slots that they would otherwise not be able to use.

DSRoss996 10-28-2012 12:47 PM

" Now if you wanted to make a case for RAH's costs being higher, their completion factor / a14 numbers being worse, or the fact that shuttle america flies around the northeast at mach .64 then I could agree."

Hahahahhahahahahaha, it's so true!

RAH RAH REE 10-28-2012 05:55 PM

.64? Slow down Speedracer!

Avroman 10-29-2012 09:16 AM

.64, that's dangerous. You could run over a Citation at that speed.


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