Is it about time to make an offer to spirit?
#111
Gets Weekends Off
Joined APC: Jun 2010
Position: DOWNGRADE COMPLETE: Thanks Gary. Thanks SWAPA.
Posts: 6,613
Put the MAX issue aside for a moment. Do you think WN+NK would get approved under normal circumstances? Public outcry for cheap seats and consumer advocacy groups going up in arms about reduced competition, etc etc.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
That tie up would be approved lickity split. So would JBA & SWA, although there’d be some friction with FLL.
#112
Gets Weekend Reserve
Joined APC: Jul 2007
Posts: 3,615
Put the MAX issue aside for a moment. Do you think WN+NK would get approved under normal circumstances? Public outcry for cheap seats and consumer advocacy groups going up in arms about reduced competition, etc etc.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
Maybe not Spirit, but Allegiant is starting to make an awful lot of sense.... virtually zero overlap.
#113
Gets Weekends Off
Joined APC: Oct 2006
Posts: 2,845
Put the MAX issue aside for a moment. Do you think WN+NK would get approved under normal circumstances? Public outcry for cheap seats and consumer advocacy groups going up in arms about reduced competition, etc etc.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
Now imagine a somber Gary Kelly in front of regulators stating they have no choice but to buy NK and diversify their fleet. Looks better for everyone involved and guaranteed there wouldn't be a peep from anyone to fight the merger.
The MAX debacle serves as the perfect scapegoat for eliminating a competing carrier through a merger.
I can see F9 and NK merging. Other than adding a fleet type, I don’t think either really have any added value besides removing a competitor that really doesn’t have anywhere near the market share. I think it’d be a waste of money.
I could see B6 if we wanted to increase our NYC/Caribbean market.
#114
Banned
Joined APC: May 2015
Posts: 289
What an interesting change. Southwest needs Spirit (or Frontier, jetBlue, or Allegiant) and not the other way around. We have our growth, an order book, and full airplanes. If WN wants NK and there's no conceivable way a current NK pilot could be involuntarily displaced into your flying museum relic then I don't care who the paychecks come from.
But if Captains are displaced to the right seat or the 73 then I'd fight it every conceivable way possible.
But if Captains are displaced to the right seat or the 73 then I'd fight it every conceivable way possible.
#116
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Joined APC: Oct 2006
Posts: 2,845
If you did straight DOH, NK is on the losing end. No way you get relative seniority where a 2010 hire is placed before a 1995 hire. The only thing NK brings to the table is airplanes, which we couldn’t use for years anyway. There’s no reason to merge or buy anybody unless the Max never comes back.
#117
If you did straight DOH, NK is on the losing end. No way you get relative seniority where a 2010 hire is placed before a 1995 hire. The only thing NK brings to the table is airplanes, which we couldn’t use for years anyway. There’s no reason to merge or buy anybody unless the Max never comes back.
jb is the biggest. They have two types. So let’s use them as an example. So you have to develop at least one type certificate. That’s year 1. Now you have to look at the pipeline. Even if all of jb got stapled and every sw pilot became an airbus captain, that is 8 years to transition. That is 8 years of stagnation for everyone and a cost outside of the purchase that may approach a billion, before everyone crosses certificates to become one. Morris air, ATA, AirTran were easy compared to actually buying an airline and operating that type for revenue.
wait it out and tell Boeing to discount the planes or change sw culture and costs forever and buy a new type? That’s a fairly difficult question and I’m sure the bean counters and working on it. Pilots don’t win in that scenario for sure. My .02
#118
Gets Weekends Off
Joined APC: Sep 2005
Posts: 1,735
If you did straight DOH, NK is on the losing end. No way you get relative seniority where a 2010 hire is placed before a 1995 hire. The only thing NK brings to the table is airplanes, which we couldn’t use for years anyway. There’s no reason to merge or buy anybody unless the Max never comes back.
#120
Gets Weekends Off
Joined APC: Oct 2006
Posts: 2,845
Exactly why I’m guessing Gary and Co are waiting it out and didn’t go on a spending spree last spring. If the plane was scrapped last year they’d have done something. Since there’s no indication it won’t fly again, they’re just making do with lemons until they can flip the switch and get back to business. Prob serious talks in the boardroom about what to do if it gets grounded again though.
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