OOps, my bad, forgot to proof read, should read;
LUV to hear the Southwest Effect is already happening at DAL and DFW
based on what has happened in other DAL/DFW competitive markets, that is very likely true.
WN can lower fares from DAL, take half of the combined DAL and DFW market share, and end up better off that AA.
it has happened over and over again in markets that the two jointly serve, including MCI and STL which are far better barometers of the longer haul markets that WN will serve from DAL than HOU and MSY and others.
WN will do very well from DAL and it will come at the cost of revenue share from DAL.
it is also worth noting that Gary Kelly specifically noted that WN will use as many 738s (which seat approx. as much as AA's 757s and 321s) as it can at DAL, will revenue manage to maximize local traffic over connections, and will also operate with higher load factors from DAL compared ot the rest of the system in order to maximize the amount of local passengers that can be carried.
WN has the potential to carry at least half of the total current local passenger demand from DAL and DFW combined that exists in every market that WN will serve from DAL.
there is absolutely no doubt that WN will wildly succeed at DAL and I have repeatedly said they will.
