US Long-term Standalone Prospects

But B6 would add feed to AA at JFK whitout meaningful effect on congestion while US couldn't...that's the difference.

Jim
 
Yes Jim that is true, but other than some additional JFK feed, what else does B6 bring to the table? How much of B6's current flying was formerly AA's? How much more International flying can AA add at JFK to accomidate the additional feed from B6? I guess if building JFK up is the only thing that AA is after, B6 will fit the bill. Building yourself up at one NY Airport will still not put AA in a competitive position with DL & UA nationwide.
If Sears wanted to be on level with Walmart, they won't get there buy merging with a chain of department stores in NY State.
 
Build up NY, feed MIA/LAX/ORD, close the revenue gap with DL/UA. What does US add except size for the sake of size, some mid-tier hubs and potential labor strife?

Jim
 
Not saying that B6 wouldn't be a worthwhile asset for DL or AA, but they won't give AA any major competitive advantage when it comes to DL & UA in overall size and markeshare. You can only feed JFK so much.

I think the real asset there would be the up and down the east coast feed. AA doesn't really have that anymore. Especially the JFK to Florida and Caribbean stuff.
 
So lets say the merger doesn't happen. Should D.P. quit for wasting hard earned us airways funds? What about the decline of US Airways stock, should he be held responsible?
 
How droll! You should know that in this country anymore, executives are NEVER held responsible for anything bad that happens within a corporation. Look at the Wall Street mess of a few years ago. Outright thievery was discovered, but did you see anyone go to jail? If LCC stock is dropping in value, it must be because the employees are paid too much. (That's what AMR is claiming in court while holding $5+ billion in the bank.)
 
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Failing a merger with AMR, who, if anybody, is US's next most plausible consolidation target?
 
But perhaps B6 is targeting Delta and AA would give them an upper hand.

just sayin'

B6 targeting Delta? Put down the crack pipe son. That's like saying a French Poodle is targeting a Grizzly Bear.

Made me laugh though, thanks for that.

Bean
 
Maybe this thread topic should be changed to "If AA and US merge what will happen to Jetblue?" Maybe a code share? B6 has yearly revenue of aprox. 5 B and US has annual revenues approaching 14 B. Revenue like that would be great for AA.

B6 certainly has a good reputation but will be in a tricky position if a merger between AA/US occur. Maybe AA can buy the new B6 terminal in SJU once things go south in the pocket book for B6. I don't think a combined entity will need much from B6 in the NYC market as the new AA will have the east coast pretty much wrapped up.
 
Failing a merger with AMR, who, if anybody, is US's next most plausible consolidation target?

My belief is that if Parker doesn't get this through in BK, then AA will still merge with US with the big financials supporting a reverse. AA will acquire US so hold onto your hats. Horton will be gone and Parker will be in because there is no loveless between Horton an his employees and his 20-50 million he will get. So, US will be the acquired but there may be a few changes with what Parker promised in BK. .......

JMHO.
 
My belief is that if Parker doesn't get this through in BK, then AA will still merge with US with the big financials supporting a reverse.........
If that occurs, I'd speculate that at least half of the existing U.S. network will be eliminated - which may be what Parker really wants, but cannot do today without destroying US employee/union support for his current plan to acquire AA in BK. My take is that the half to be eliminated (maybe taken over by other airlines) is the West hub operation. I believe Parker and his merger financial supporters already have that alternate plan in place, based on lessons learned from the DL fiasco. An interesting thought process is to try and determine what the turning point will be. If Parker pulls a hostile (purely a technical term here) bid in BK and the pro-merger AA employee unions/creditors double cross him and wave the keep AA my AA flag, it may significantly reduce his chances of controlling an alternate AA takeover of US and placing himself as CEO. On the other hand, I believe that the longer Parker waits to activate a hostile takeover, the less chance it has for success as Horton, et-al will likely gain more influence over the employee and creditor groups to remain independent. Whatever happens, I cannot fathom the major financial backing institutions supporting an AA acquisition of US which simply re-starts AA in it's current money loosing state with verbal justification that eliminating 50% (or whatever) of US's lower performing and currently competing (with AA) routes will offset the inefficiencies of its 5 cornerstone structure.
 

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