OP
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Thread Starter
- Thread starter
- Banned
- #106
You've posted the same article about a dozen times, swamt.
The reason why I confront so many people is because I push people to get to logical explanations, not some wishful thinking that AA and WN can keep DL out of N. Texas, WN's hometown airport.
Yes, I have said for quite some time that WN would have to cut cities in order to accommodate its growth. I am glad that WN is expanding their network including in its home markets from Texas. Mr. Kelly recognizes that WN has no choice but to cut existing cities in order to fund growth. And all of that growth will come at a cost... markets don't start generating profits for quite some time. But it doesn't change that WN is cutting cities now in order to rebuild its network... one which I absolutely think will be much stronger, even if it is focused on fewer US cities.
But since you and others want to keep bringing up DL and DFW, tell me how what WN is doing now by pulling down capacity is different from what DL did at DFW where they cut a lot of connecting capacity in order to redeploy it at JFK, a process that began before DL filed for BK.
I have never said that the end state that WN is going isn't good... in fact, I have long said that WN will end up with a much stronger network and be more competitive.... but they are doing things that the legacy carriers have done in order to get there and they also will be competing against the legacies with a much lower cost advantage than they had before.
And as much as you and E and others don't want to admit it, you are looking at (or can look at) DL's initial schedule from DAL which absolutely will influence what AA and WN have to do strategically with the reality that the only one of the big 4 without a Texas hub will have the advantage of serving both Dallas airports to multiple hubs, including with mainline aircraft, a strategy that DL has successfully used at MDW and HOU. Given that UA has a 12% mainline CASM disadvantage to WN and knows that pulling a DL-type move to AA would invoke a reaction that AA could well win, I'm betting UA will not expand their HOU service, but that part remains to be seen.
You and E can huddle and come back and let me know AA and WN's plans to overcome that advantage.
You can also dwell on the past and what WN and the rest of the legacy airlines did 10 years ago but today is today. DL set the goal almost 20 years ago of not allowing WN to have a CASM advantage. Muany of DL's cuts in the 90s were toward that goal. Now, however, there is virtually no mainline CASM difference between DL and WN and WN doesn't have the strategic advantages it once had.
What happened in the past won't shape the industry of tomorrow....what happens today will. DL has strategies in place to allow it to effectively compete with any of the major carriers in the US, including AS and B6 who still have a CASM advantage over DL. With a nearly identical mainline CASM to DL, WN has far fewer advantages... which is why they want DL out of DAL so WN can pick off the markets it wants. DL has made the first move and WN is now in the position of having to react.
The reason why I confront so many people is because I push people to get to logical explanations, not some wishful thinking that AA and WN can keep DL out of N. Texas, WN's hometown airport.
Yes, I have said for quite some time that WN would have to cut cities in order to accommodate its growth. I am glad that WN is expanding their network including in its home markets from Texas. Mr. Kelly recognizes that WN has no choice but to cut existing cities in order to fund growth. And all of that growth will come at a cost... markets don't start generating profits for quite some time. But it doesn't change that WN is cutting cities now in order to rebuild its network... one which I absolutely think will be much stronger, even if it is focused on fewer US cities.
But since you and others want to keep bringing up DL and DFW, tell me how what WN is doing now by pulling down capacity is different from what DL did at DFW where they cut a lot of connecting capacity in order to redeploy it at JFK, a process that began before DL filed for BK.
I have never said that the end state that WN is going isn't good... in fact, I have long said that WN will end up with a much stronger network and be more competitive.... but they are doing things that the legacy carriers have done in order to get there and they also will be competing against the legacies with a much lower cost advantage than they had before.
And as much as you and E and others don't want to admit it, you are looking at (or can look at) DL's initial schedule from DAL which absolutely will influence what AA and WN have to do strategically with the reality that the only one of the big 4 without a Texas hub will have the advantage of serving both Dallas airports to multiple hubs, including with mainline aircraft, a strategy that DL has successfully used at MDW and HOU. Given that UA has a 12% mainline CASM disadvantage to WN and knows that pulling a DL-type move to AA would invoke a reaction that AA could well win, I'm betting UA will not expand their HOU service, but that part remains to be seen.
You and E can huddle and come back and let me know AA and WN's plans to overcome that advantage.
You can also dwell on the past and what WN and the rest of the legacy airlines did 10 years ago but today is today. DL set the goal almost 20 years ago of not allowing WN to have a CASM advantage. Muany of DL's cuts in the 90s were toward that goal. Now, however, there is virtually no mainline CASM difference between DL and WN and WN doesn't have the strategic advantages it once had.
What happened in the past won't shape the industry of tomorrow....what happens today will. DL has strategies in place to allow it to effectively compete with any of the major carriers in the US, including AS and B6 who still have a CASM advantage over DL. With a nearly identical mainline CASM to DL, WN has far fewer advantages... which is why they want DL out of DAL so WN can pick off the markets it wants. DL has made the first move and WN is now in the position of having to react.
