Do you think those "investment analysts" witnessed your "nervous breakdown" on airliners.net after JAL chose AA over Delta? (Can someone here find that post? It was insane.) ... If I remember correctly, you ranted (like a baby throwing toys out of his pram) about how JAL would rue the day it made that decision and that JAL would never regain its footing without Delta's help. (You even declared as Commavia noted above that Delta would retaliate by adding as many flights on competitive routes as necessary to finish off JAL.)
In Aviation Week's Annual Airline Rankings (2014), JAL won the large-carrier category. So much for your "three decades" of industry knowledge.
I do wish you would find that post. I'd love to see what you characterize as a nervous breakdown.
It appears to me that some people here are the ones that are having nervous breakdowns when confronted with the published, factual reality of where AA is in Asia and spend no end of time trying to find fault with everyone else than admit there is a problem.
I actually avoid nervous breakdowns by going to bed to nite... and I don't post in my sleep. hope you feel good about having your post go unchallenged for 8 hours or so.
The simple fact is that DL is still the largest single carrier between the US and Japan. The NH/UA JV is larger than both DL and AA/JL.
But DL is still the largest carrier in the US-Japan local market.
If it makes you feel good that AA got a JV that left them as the #3 carrier behind the US and Japan, a market where they have reduced capacity by 25% since the JV, then feel free to claim victory.
DL is and has remained profitable flying across the Pacific despite the drop in yields.
JL is at far less risk of losing market share across the Pacific than AA.
JL just happened to make the really bad decision of hitching its hopes to an airline has to subsidize its Asian operation to the tune of hundreds of millions of dollars per year.
Let's also not forget that JL faces enormous backlash for being bailed out in BK and NH has done a great job of highlighting JL's unfair advantage which translated into more slots at HND than JL got.
Further, every new flight than any carrier including AA adds across the Pacific that overflies Japan makes JL less and less relevant, esp. to China because US carriers cannot participate in joint ventures to/from China.
So, no, JL hasn't won anything. They are smaller than they were before, they have a joint venture with a carrier that loses hundreds of millions of dollars of year, Japan continues to shrink as a connecting hub which hits JL's core business worse, and JL/AA is #3 out of 3 among transpac carriers/alliances in the local US-Japan market.
JL might be winning awards but they aren't based on marketplace financials.
Not naming names but someone must have told this baby that DL was now #3 after AA and UA, Also that AA posted a profit almost double what DL posted! Again no names please it might push the baby over the edge! Are babies allowed to take anxiety medication?
in fact, based on 1st quarter financials, DL is the 2nd largest carrier.
few analysts have noted it because the difference between DL and UA was small but DL's much larger RASM growth means DL is generated more revenue on fewer ASMs than UA.
since DL is growing its network faster than UA, it is likely that DL will become the #2 carrier again in 2014.
hope no one goes over the edge when they find out that their claims on this thread have been taken out of their hand as being false.
