A320 Driver
Veteran
- Aug 24, 2002
- 3,358
- 2,319
You sound very versed. It sounds like AA doesn't need a merger at all. Maybe it will all fall through and AA can capitalize on all of this potential and go toe to toe with Delta and United.
US, AA merger could cost Charlotte
- Thread starter usa1
- Start date
robbedagain
Veteran
- Oct 13, 2003
- 11,125
- 2,676
if aa dont merge it may not be long before they re enter ch11 round two as dl and ua would eat them alive after all delta thought us was done finished due to the 2nd ch22 and here us is still flying high
Thanks for the kind words but I only pretend to know what I'm talking about.
I actually think that PHL, DCA and CLT will help AA in the long run. I wish that Parker hadn't given away that huge LGA slot portfolio to DL in exchange for fewer than 1/3 the number of DCA slots, but what is done is done.
I took a look at the current AA JFK schedule and there are about 22 daily departures to AA hubs and various spokes (like TPA, FLL, AUS, BWI, etc) between 4 pm and 9 pm (not counting the LAX/JFK transcons) some of which could be sacrificed to add European departures. Apparently, AA has been parking on some of the B6 slots that AA got in the trade where AA gave B6 some DCA slots and got some prime-time JFK slots from B6.
I believe the merger will happen either soon or within a year or two. Probably be good news for PHL, DCA and CLT and not quite so good for PHX. I do think that the planned build-up at JFK will continue despite the competition.
robbedagain
Veteran
- Oct 13, 2003
- 11,125
- 2,676
FWAA I AGREE THAT I THINK PHX WILL BE SACRIFICED MAY BE NOT ON THE SCALE OF PIT BUT WHO KNOWS
I read the Boyd Group's Monday Hot Flash each week and its was about 3 weeks agoi Michael Boyd releasede his brief announcing his 2013 Predictions. Page 6 of the attached mentioned US Airways/American. While he does mention that "some shift of flow traffic from PHX to DFW is very likely due to the better demographics and geographic location of the DFW Metroplex." He also mentiones that "with the traffic flows that US Airways can bring to the mix, we can expect JFK – where there is no room for AA to grow, short of a likely product-disastrous tie-up with JetBlue – to see some international emphasis shifted to PHL."
He does mention CLT at all.
http://www.aviationplanning.com/Images/BoydGroup2013Predictions.pdf
777 / 767 / 757 Love
Advanced
- Jan 26, 2012
- 204
- 188
Every time the Boyd group speaks, they make clearer why they are able to comment on so much stuff-----> because they are too stupid for anyone to HIRE them to consult on current merger prospects and other commercial airline business that requires well educated consultants.
The real consulting groups are tied up in NDAs and therefore cannot comment.
Cheers,
777 / 767 / 757
The real consulting groups are tied up in NDAs and therefore cannot comment.
Cheers,
777 / 767 / 757
Boyd doesn't realize that AA currently flies 22 departures from JFK to places like TPA, AUS, BWI, etc. between 4 pm and 9 pm and could easily sacrifice/retime some of those to grow international departures in a huge way. Plus the fact that departure slots before 3 pm or so can be had for the asking. Anybody who has flown from JFK at 11 am or Noon where you taxi from gate to runway and you're #2 or #3 for departure knows that JFK has additional capacity. AA has plenty of additional capacity not only in slots but T-8 is severely underutilized. Lots of empty gate space.
Kev3188
Veteran
Love 'em or hate 'em, ya gotta admit they're quite good at getting people to talk about what they put out...
Jester
Veteran
I agree... Boyd talks a good line, but he has missed many predictions of the future of mergers, the use of Regional Jets as the savior for the industry, etc. Personally, I think when Ray Neidl of Maxim Group speaks, then it is best more attention and he figured a 90% chance of a merger in 12 - 18 months back in April 2012. Furthermore, Neidl cited in December 2012 that the Creditors Committee wants a change in AMR Board and Management to be replaced with US Airways' Management and Board, as that's about the only viable option to compete in size against Delta and United. So Neidl does not seem to be backing off his prediction of 10 months ago.
http://www.forbes.com/sites/tedreed/2012/12/07/analysts-say-amr-pilot-vote-should-lead-to-us-airways-merger/
I didn't think this deal was happening because Tom Horton didn't want it to happen, but I think it is out of his hands with the creditors calling the shots.
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #40
In other CLT news, startup of US' new CLT-GRU route has been delayed by a month according to airlineroute.
robbedagain
Veteran
- Oct 13, 2003
- 11,125
- 2,676
its due to the aircraft avail from what i understand
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #42
ok...thx for the update
How right you are. AA does not need US in any shape or form. With AA's labor cost down, but not as low as US labor scales, they can compete with DL and UA. Hubs like ORD,DFW,MIA and LAX give AA some of the best O&D and business markets in the country.With some build up in the far east,where by the way,US has nothing,AA with their tie in with JAL has the area covered quite well.They also dominate in central and south America, up and coming markets.
Dougie wants this so bad, to run a large major airline and he knows US needs what AA has to offer, not the other way around.
It looks like the labor groups have bought into Dougie's campaign promises and take his word as gospel much like US employees rolled out the welcome mat for Dave Seigal and we all know what a fine job he did steering US through chapter 22, chapter 11 twice.
Be careful what you wish for, you might get it.
This is the LCC swan song.
Doug will do this deal, EVEN IF IT IS A BAD DEAL long term. It solves his LCC problems and buys him time............
Similar threads
