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Old 04-23-2014 | 01:24 PM
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Default $99M to profit sharing in 1st Qtr

For Delta. Nice to know where we'll be--in three years.
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Old 04-23-2014 | 02:42 PM
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Originally Posted by APC225
For Delta. Nice to know where we'll be--in three years.
Save your money now. Trust me.
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Old 04-23-2014 | 05:50 PM
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Originally Posted by APC225
For Delta. Nice to know where we'll be--in three years.
A new hire at Delta?
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Old 04-23-2014 | 06:20 PM
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Everyone relax. UAL lost over $300 mil 1st quarter of last year and still made over a billion for the year. Nothing will change in terms of leadership or management as long as the stock doesn't take a dump. The BOD could care 2 you know what's how UAL is doing relative to DAL, their primary concern is taking care of the shareholders, and the stock keeps going up, so Jeffy ain't going nowhere anytime soon.
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Old 04-23-2014 | 07:38 PM
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Originally Posted by El Guapo
Everyone relax. UAL lost over $300 mil 1st quarter of last year and still made over a billion for the year. Nothing will change in terms of leadership or management as long as the stock doesn't take a dump. The BOD could care 2 you know what's how UAL is doing relative to DAL, their primary concern is taking care of the shareholders, and the stock keeps going up, so Jeffy ain't going nowhere anytime soon.
As the competition continues to outperform us by a significant margin, their ability to attract larger shares of high yield customers increases. Small percentage losses in high yield traffic are quite significant. That billion dollar a year profit you think is "good enough" can turn in to a billion dollar a year loss very quickly. Also, in DAL's case their financial performance has allowed them to reduce their debt by $8 billion since 2009. Even in a world of low interest rates, that is a significant amount of debt that they are no longer servicing. It frees up cash flow for other things, like investing directly in the operation and winning over even more corporate clients.

Next time the economy blows out, who will be the first one on their knees? Still think our situation is acceptable?
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Old 04-23-2014 | 07:42 PM
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Originally Posted by CousinEddie
As the competition continues to outperform us by a significant margin, their ability to attract larger shares of high yield customers increases. Small percentages losses in high yield traffic are quite significant. That billion dollar a year profit you think is "good enough" can turn in to a billion dollar a year loss very quickly. Also, in DAL's case their financial performance has allowed them to reduce their debt by $8 billion since 2009. Even in a world of low interest rates, that is a significant amount of debt that they are no longer servicing. It frees up cash flow for other things, like investing directly in the operation and winning over even more corporate clients.

Next time the economy blows out, who will be the first one on their knees? Still think our situation is acceptable?
Bethune walked away from a DAL-CAL deal in 2006 and we thought he was a genius.
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Old 04-23-2014 | 08:43 PM
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Originally Posted by APC225
Bethune walked away from a DAL-CAL deal in 2006 and we thought he was a genius.
Ah Bethune was gone at end of 2004 and the last time DAL-CAL was considered was during the Clinton Aminstration.
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Old 04-23-2014 | 08:53 PM
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Originally Posted by intrepidcv11
Ah Bethune was gone at end of 2004 and the last time DAL-CAL was considered was during the Clinton Aminstration.
My mistake. It was 2001 when the CAL-DAL merger rumors were out there.

"Feb 5, 2001, 9:28 AM. Delta Air Lines, the nation's third-largest carrier, and Continental Airlines reportedly have begun talks about a merger in which Continental would acquire the much larger Delta."

Report: Continental, Delta Discussing Merger - ABC News
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Old 04-24-2014 | 06:05 AM
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Originally Posted by El Guapo
Everyone relax. UAL lost over $300 mil 1st quarter of last year and still made over a billion for the year. Nothing will change in terms of leadership or management as long as the stock doesn't take a dump. The BOD could care 2 you know what's how UAL is doing relative to DAL, their primary concern is taking care of the shareholders, and the stock keeps going up, so Jeffy ain't going nowhere anytime soon.
It's not about stock price.... Look at the market capitalization of UAL vs DAL. At about 915am UAL had a market cap of about $16.5B on a stock price of $43.60. DAL had a market cap of $31B on a stock price of $36.60.

The market is clearly concerned about UAL's performance.
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