diamondcutter
Veteran
- Apr 11, 2007
- 640
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WorldTraveler said:
This proves my points guys!!! SCARY
AA enters LAX -ATL
- Thread starter lpbrian
- Start date
This proves my points guys!!! SCARY
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #62
and you prove my point that you and others don't want to hear the truth regardless of who is involved.
As much as you want to make it about DL, it was UA, not DL that announced a LAX-PVG flight just days after AA announced theirs and has remained in the market and commanded higher revenue as long as both carriers have operated it.
And it is WN, not AA, that is the dominant carrier in nearly every market that the two carriers serve from N. Texas.
It isn't about DL at all.
It is about an industry in which AA now thinks it is God's gift to the world and other carriers have a few other ideas; and Wall Street is far from impressed with the way AA's finances are trending.
The disconnect between the promise that was AA's at the time of the merger and now will become very apparent in the coming days as carriers start reporting their financial results.
As much as you want to make it about DL, it was UA, not DL that announced a LAX-PVG flight just days after AA announced theirs and has remained in the market and commanded higher revenue as long as both carriers have operated it.
And it is WN, not AA, that is the dominant carrier in nearly every market that the two carriers serve from N. Texas.
It isn't about DL at all.
It is about an industry in which AA now thinks it is God's gift to the world and other carriers have a few other ideas; and Wall Street is far from impressed with the way AA's finances are trending.
The disconnect between the promise that was AA's at the time of the merger and now will become very apparent in the coming days as carriers start reporting their financial results.
Glenn Quagmire
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- Apr 30, 2012
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https://youtube.com/watch?v=44DCWslbsNMdiamondcutter said:
diamondcutter
Veteran
- Apr 11, 2007
- 640
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Who the hell asked you to post all of this ? Same post over and over again!!! Again people very scary!!!WorldTraveler said:
LDVAviation
Advanced
- Feb 29, 2012
- 104
- 269
diamondcutter said:
"He tries to be. He tried to be a lot of things, I expect.
... Go to the personality tests, study their drawings ...
Billy's house will be very dark, with tiny windows. No flowers, no pets, no toys, no sun ...
... And, his trees --- oh, his trees will be frightful ..."
--- Dr. Lecter
robbedagain
Veteran
- Oct 13, 2003
- 11,125
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Diamond he will keep posting the same garbage repeatedly til peeps believe it. He has to be mr right pro dl and the hell with the other airlines and acts like a know it all clown
Glenn Quagmire
Veteran
- Apr 30, 2012
- 4,809
- 4,343
diamondcutter said:
Definitely Agree Slightly Agree Slightly Disagree Definitely Disagree
8 When I'm reading a story, I can easily imagine what the characters might look like.
9 I am fascinated by dates.
10 In a social group, I can easily keep track of several different people's conversations.
11 I find social situations easy.
12 I tend to notice details that others do not.
13 I would rather go to a library than to a party.
14 I find making up stories easy.
15 I find myself drawn more strongly to people than to things.
16 I tend to have very strong interests, which I get upset about if I can't pursue.
17 I enjoy social chitchat.
18 When I talk, it isn't always easy for others to get a word in edgewise.
19 I am fascinated by numbers.
20 When I'm reading a story, I find it difficult to work out the characters' intentions
21 I don't particularly enjoy reading fiction.
22 I find it hard to make new friends.
...
51: I think AA will fail in LAX-ATL market
52: I know Delta is winning
54: I am correct
55: I cannot help but post something in response to this so I get the last word
56: the lousy reputation I have is because everyone here cannot stand the fact that I am always right
http://psychcentral.com/quizzes/autism.htm
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #68
and we have seen this same tactic played out over and over on here....
people can't stand seeing the truth so they resort to character assassination instead.
let me remind you again that AAL has provided its investor guidance alongside DL and WN regarding margin.
AA is expecting an operating margin 3-5 points below DL and WN.
We were told for months before the merger that the AA/US merger would make AA/US the world's largest airline with a network that would be second to none.
IN the most recent month, AA was #2 in RPMs among US airlines. For year to date, AA is only 6% larger than DL and UA who are within a fraction of a percent of the size of each other.
Factoring in DL's higher yield, DL will likely be the #2 airline from here on out given that UA is going to cut even schedules even deeper in the winter. Factoring in DL's higher RASM compared to AA, total revenue between the two will be less than 5% and perhaps closer to a couple percent.
The big 3 are now very comparable in size and yet each has specific market strengths as well as weak points.
Unlike any other airline after its merger, AA has approached their merger with a mindset of needing to be way out front as number 1 in size clearly at the cost of revenue.
AA has more assets than they know what to do with right now including personnel but it won't take long before analysts start saying exactly what I am saying which is that AAL cannot afford to underperform on revenue and from a higher cost base just to try to fill out its network faster than everyone else.
Add in that other carriers are increasingly going to be focusing their competitive strategies in markets where AA is strong - such as to/from Latin America, DCA, and DFW/DAL, it will be even harder for AA to justify its growth strategy while watching its yields fall.
AA has to deal with the fundamentals of its merger which is that it did not gain everything it needed strategically and its competitors are not willing to allow AA to grow into their key markets just because AAL hasn't come up with a plan to integrate its two airlines including making the cuts that are necessary to right size AA to the point where it can produce industry average and not trailing financial performance.
people can't stand seeing the truth so they resort to character assassination instead.
let me remind you again that AAL has provided its investor guidance alongside DL and WN regarding margin.
AA is expecting an operating margin 3-5 points below DL and WN.
We were told for months before the merger that the AA/US merger would make AA/US the world's largest airline with a network that would be second to none.
IN the most recent month, AA was #2 in RPMs among US airlines. For year to date, AA is only 6% larger than DL and UA who are within a fraction of a percent of the size of each other.
Factoring in DL's higher yield, DL will likely be the #2 airline from here on out given that UA is going to cut even schedules even deeper in the winter. Factoring in DL's higher RASM compared to AA, total revenue between the two will be less than 5% and perhaps closer to a couple percent.
The big 3 are now very comparable in size and yet each has specific market strengths as well as weak points.
Unlike any other airline after its merger, AA has approached their merger with a mindset of needing to be way out front as number 1 in size clearly at the cost of revenue.
AA has more assets than they know what to do with right now including personnel but it won't take long before analysts start saying exactly what I am saying which is that AAL cannot afford to underperform on revenue and from a higher cost base just to try to fill out its network faster than everyone else.
Add in that other carriers are increasingly going to be focusing their competitive strategies in markets where AA is strong - such as to/from Latin America, DCA, and DFW/DAL, it will be even harder for AA to justify its growth strategy while watching its yields fall.
AA has to deal with the fundamentals of its merger which is that it did not gain everything it needed strategically and its competitors are not willing to allow AA to grow into their key markets just because AAL hasn't come up with a plan to integrate its two airlines including making the cuts that are necessary to right size AA to the point where it can produce industry average and not trailing financial performance.
- Banned
- #70
DL is cutting flights also:
DL ATL-BCN MAY 1.0>0.5
DL ATL-ECP MAR 7>6
DL ATL-IAH FEB 9>8
DL ATL-MXP MAY 0.5>0.3
DL ATL-SGF APR 5>4 MAY 5>4
DL ATL-VCE MAY 0.5>0.3
**DL ATL-ZRH MAR 0.1>0 APR 1.0>0 MAY 1.0>0 JUN 1.0>0.5
DL BNA-MSP JAN 5>4
DL BOS-AMS MAR 1.1>1.0 APR 2>1.0 MAY 2>1.5
DL CVG-PHX FEB 0.5>0.3
DL CVG-PIT APR 3>1.7 MAY 3>1.7
DL CVG-RIC FEB 1.3>0.8
DL CVG-STL JAN 1.3>0.7 FEB 1.8>1.1
DL CVG-YYZ FEB 1.3>0.8
DL DSM-MSP APR 6>5 MAY 6>5
DL DTW-ALB MAR 5>4
DL DTW-IAD FEB 5>4 MAR 5>4
DL DTW-IND MAR 7>6
DL DTW-MDT MAR 4>3
DL DTW-MSN FEB 7>4 MAR 7>5
DL DTW-MYR MAR 1.0>0.7
DL DTW-PDX JAN 0.6>0.1
DL DTW-RIC MAR 4>3
DL DTW-SYR APR 5>4 MAY 5>4
DL GRR-MSP JAN 5>4
DL JFK-ATL FEB 6>5
DL JFK-PSA MAY 0.3>0.2
DL JFK-RIC FEB 3>1.9
DL LAX-BOS FEB 1.8>1.3
DL LAX-MCO FEB 3>1.9
DL LAX-SJC FEB 8>7
DL LAX-TPA FEB 1.6>1.0
DL LGA-CHS FEB 4>3 MAR 4>3 APR 4>3 MAY 4>3 JUN 4>3
*DL LGA-DCA MAR 13>12 APR 13>12 MAY 13>12 JUN 13>12
DL LGA-SYR MAR 5>4 APR 5>4 MAY 5>4 JUN 5>4
DL MEM-CVG FEB 1.2>0.8
DL MSP-AMS MAR 3>2 APR 3>2
DL MSP-PIT FEB 4>3
DL MSP-YYZ FEB 5>4
DL SEA-AMS MAR 1.1>1.0 APR 2>1.0 MAY 2>1.0
DL SLC-DFW FEB 5>4
DL SLC-MCO FEB 3>2.0
DL SLC-RKS JAN 2>1.1 FEB 2>1.0 MAR 2>1.0 APR 2>1.0 MAY 2>1.0 JUN 2>1.0
DL ATL-BCN MAY 1.0>0.5
DL ATL-ECP MAR 7>6
DL ATL-IAH FEB 9>8
DL ATL-MXP MAY 0.5>0.3
DL ATL-SGF APR 5>4 MAY 5>4
DL ATL-VCE MAY 0.5>0.3
**DL ATL-ZRH MAR 0.1>0 APR 1.0>0 MAY 1.0>0 JUN 1.0>0.5
DL BNA-MSP JAN 5>4
DL BOS-AMS MAR 1.1>1.0 APR 2>1.0 MAY 2>1.5
DL CVG-PHX FEB 0.5>0.3
DL CVG-PIT APR 3>1.7 MAY 3>1.7
DL CVG-RIC FEB 1.3>0.8
DL CVG-STL JAN 1.3>0.7 FEB 1.8>1.1
DL CVG-YYZ FEB 1.3>0.8
DL DSM-MSP APR 6>5 MAY 6>5
DL DTW-ALB MAR 5>4
DL DTW-IAD FEB 5>4 MAR 5>4
DL DTW-IND MAR 7>6
DL DTW-MDT MAR 4>3
DL DTW-MSN FEB 7>4 MAR 7>5
DL DTW-MYR MAR 1.0>0.7
DL DTW-PDX JAN 0.6>0.1
DL DTW-RIC MAR 4>3
DL DTW-SYR APR 5>4 MAY 5>4
DL GRR-MSP JAN 5>4
DL JFK-ATL FEB 6>5
DL JFK-PSA MAY 0.3>0.2
DL JFK-RIC FEB 3>1.9
DL LAX-BOS FEB 1.8>1.3
DL LAX-MCO FEB 3>1.9
DL LAX-SJC FEB 8>7
DL LAX-TPA FEB 1.6>1.0
DL LGA-CHS FEB 4>3 MAR 4>3 APR 4>3 MAY 4>3 JUN 4>3
*DL LGA-DCA MAR 13>12 APR 13>12 MAY 13>12 JUN 13>12
DL LGA-SYR MAR 5>4 APR 5>4 MAY 5>4 JUN 5>4
DL MEM-CVG FEB 1.2>0.8
DL MSP-AMS MAR 3>2 APR 3>2
DL MSP-PIT FEB 4>3
DL MSP-YYZ FEB 5>4
DL SEA-AMS MAR 1.1>1.0 APR 2>1.0 MAY 2>1.0
DL SLC-DFW FEB 5>4
DL SLC-MCO FEB 3>2.0
DL SLC-RKS JAN 2>1.1 FEB 2>1.0 MAR 2>1.0 APR 2>1.0 MAY 2>1.0 JUN 2>1.0
robbedagain
Veteran
- Oct 13, 2003
- 11,125
- 2,676
Hell of a lot of cuts there 700 for dl and to think that dl cheerleader n someone else were b! Tch! Bout us/aa doing the same if not similar
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #72
DL reduces its TATL system significantly between the peak summer and winter seasons; they also reduce the domestic network accordingly based on demand. This year, DL's route system between the US and Europe (not including Africa or the Middle East) offered about 18,000 seats per day each way compared to just over 10K per day in January. AA's European system is one of the LEAST seasonal of the US airlines followed by UA. US is actually more seasonal than DL's but on a combined basis DL's system is more seasonal than AA's.
Further there are a number of markets where the number of frequencies is being reduced because of an increase in gauge - exactly the same thing that WN is doing.
DL has done a better job of matching its schedule to demand than any other airline; UA is now following DL's lead and AA will end up doing it as well.
And when AA reduces its schedule to reflect demand instead of to chase market share, it will become all the more apparent that AA's growth spurt it is doing right now will be more than offset by downturns that are far largely than they have been in the past = unless of course AA will be content to post financial results that are inferior to other carriers.
Flying when you can make money and not more often is key to profitability.
I believe DL will report its financial results in less than a week; I don't think AAL has announced a date for its earnings release but I may be wrong.
Further there are a number of markets where the number of frequencies is being reduced because of an increase in gauge - exactly the same thing that WN is doing.
DL has done a better job of matching its schedule to demand than any other airline; UA is now following DL's lead and AA will end up doing it as well.
And when AA reduces its schedule to reflect demand instead of to chase market share, it will become all the more apparent that AA's growth spurt it is doing right now will be more than offset by downturns that are far largely than they have been in the past = unless of course AA will be content to post financial results that are inferior to other carriers.
Flying when you can make money and not more often is key to profitability.
I believe DL will report its financial results in less than a week; I don't think AAL has announced a date for its earnings release but I may be wrong.
cltrat
Veteran
- Aug 29, 2007
- 5,481
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we might take you more seriously if we didn't all remember you hijacking every thread on this board like a whiny ass two yr old after the merger that you said would never happen did. when you do stuff like that people tend to think you're, well full of it you know what I'm saying?
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #74
feel free to quote posts from me where I said that the merger would not happen.
I do recall saying that I thought a standalone reorg would have been far better for AA.
As a USer, I know that isn't what you want to hear but I still have yet to see the evidence of how much US is really contributing to AA other than the elimination of their pricing programs that undercut AA in its largest markets.
Part of the reason that AA is expanding so aggressively into other carrier markets is because they have lost the ability to undercut other carriers in their hubs as a result of the merger and are losing share in key competitor markets that they carried before, even at lower fares.
I do recall saying that I thought a standalone reorg would have been far better for AA.
As a USer, I know that isn't what you want to hear but I still have yet to see the evidence of how much US is really contributing to AA other than the elimination of their pricing programs that undercut AA in its largest markets.
Part of the reason that AA is expanding so aggressively into other carrier markets is because they have lost the ability to undercut other carriers in their hubs as a result of the merger and are losing share in key competitor markets that they carried before, even at lower fares.
