Whoa! AA-KE Codeshare

[700UW]

yes, like your implication that a union can have anything to do with executive compensation is not supportable.

I mean once and for all how stupid are you?
 
I posted the executive compensation for two different years to show how much of an increase DL Executives received, while the rank and file FAs go a 3% or 4% raise, while the pilots got a 20% raise, no where did I link any executive compensation to anything else except for the huge increase they got while the FAs didnt.
 
Go ask 12,000 why they signed cards and why are more coming in?

 

[WorldTraveler]

discuss those issues in the right place.

this is about KE.

there are no implications that the DFW-ICN codesharing is anything more than a route specific surrender by KE

 

[MAH4546]

Oh, so now this means AA is pulling out of LAX-GRU? Ha. 

 

[FrugalFlyerv2.0]

I can use this later, lol!

+1

 

[700UW]

yes, like your implication that a union can have anything to do with executive compensation is not supportable.

 
 

discuss those issues in the right place.

this is about KE.

there are no implications that the DFW-ICN codesharing is anything more than a route specific surrender by KE

 

[commavia]

If this press release just replaced "Korean Air, "American Airlines" and "Dallas-Seoul route" with "Cathay Pacific," "Delta Air Lines" and "Seattle-Hong Kong route," respectively, we'd be reading a WorldTraveller-penned eulogy on Cathay Pacific's oneWorld membership. 

 
So, so true.
 
What this reminds - yet again - is that Delta isn't the 800 lb gorilla it was 2-3 years ago.  It's leverage and power with which to unilaterally shape partner and competitor behavior is waning as its financial and network "lead" versus its chief rivals narrows.  Contrary to what we've been told repeatedly, Delta doesn't hold all the cards in the Korean relationship - just as it doesn't, and never did, with Alaska.  Korean has leverage of its own - including the fact that it's the one, not Delta, with the strong, powerful and growing Asian hub - and it appears to now be using that leverage to seek out alternatives that make sense, regardless of what Delta thinks or wants.

 

[WorldTraveler]

Oh, so now this means AA is pulling out of LAX-GRU? Ha.

where in the world did you come up with that?

If you think AA finds friends with a carrier that is on the verge of pushing it out of two major longhaul markets, you are behind naïve.

can't help but notice that your little buddy was so excited about this thread he started it on two sites using the same title.

 

[MetalMover]

델타는 소송을 제기 할 것입니다
 
Translation: Delta is going to sue.

 

[WorldTraveler]

you do realize that KE codeshared with JL on flights to Japan even when DL still operated NRT-ICN service, don't you?

KE and JL extensively codeshare even today.

further, there is precisely ONE destination which DL carries via ICN from the US that KE serves but other DL partners in Asia do not - PUS.

it accounts for a fraction of the total traffic on DL's US-ICN flights.

like AS, KE decided not to play ball with DL, DL has started its own flights which are doing very well, and KE just like AS can do all it wants to try and fight back - but it is clear that they are indeed the ones that have been hurt and no other partner can provide for them what they have given up without that partner giving something else up as well.

KE and AS both know full well that in order for a partnership with AA to work, AA has to do give up what DL wasn't willing to do.

If AA believes that routing traffic over ICN is better than over NRT or HKG, then it will impact their own partnerships - and the development of AA's own transpacific system.

further, KE's real problem is that it is being boxed in by the Chinese airlines and the ME3, each of which are competing more effectively for traffic than KE.

ICN is built around huge volumes of flow traffic.

Manufacturing in Asia is no different from air transportation - there is always someone waiting to replace you as the lowest cost producer and there is someone who is or can be the largest producer who can finish you off pretty easily

KE is increasingly being backed into a corner. The AA-KE relationship is simply a means to try to mitigate the next obvious steps.

 

[commavia]

Hahahaha just like JAL which will rue the day it shunned mother Delta!  Delta is adding flights that are "doing well" but it's clear - clear! - that Korean will be the one to suffer from this fateful decision.  Nobody doesn't do what Delta tells them and gets away with it!  Priceless.

 

[WorldTraveler]

it should have been obvious to anyone that was watching that KE was suffering from AA and DL's expansion.

when DL operates a 744 from ATL that seats almost as much as KE's A380s and DL is now upgrading its SEA service to a 290 seat or so 333, DL is doing what it needs to build a presence in ICN on its own, exactly what will take place in SEA.

As much as you think it is a win-win for AA even if KE decides to leave DL, DOT data shows that DL really doesn't carry much over ICN that it can't carry over its other partners.

Most of ICN connecting traffic is to China; the Asiana crash highlighted that and only provided reason to confirm how much KE depends on pulling traffic out of China.

AA might well be a better solution for KE than DL given DL's stronger presence in Asia.

but AA will have to pull traffic off of its other codeshare partners in order to satisfy KE - or not build AA's own system. AA simply cannot develop its own TPAC system and keep JL, KE, and CX all happy by not competing against each other.

East Asia is simply not that big.

AA is in exactly in the same situation with KE or will be if they deepen the relationship as they are with AS.

If AA didn't care about AS, AA would start its own flights from LAX to SEA and PDX.

AA doesn't have enough of a presence on its own but has to keep picking partners in ways that offends no one.... and impossible task.

and yet, just like with AS and DL, KE and DL still have contracts with each other which as far as we know are not close to expiring.

 

[FrugalFlyerv2.0]

I was wrong that KE would prevail.

 

[jcw]

Wow we are now saying DL is so strong in Asia they don't need KE

You can't make this stuff up

 

[FrugalFlyerv2.0]

Wow we are now saying DL is so strong in Asia they don't need KE

You can't make this stuff up

 

[dfw gen]

Maybe they can demand our nuts on a plate!