AA........Menage A Trois

[NewHampshire Black Bears]

(Wish I could take credit for "this", as an original thought, but truth be told, I got this off the US board)

However, VERY interesting(I think).

US/Parker has a "ton of dough" to spend, so why not a 3-some, between AA/NW/US ??

AA grabs all the Asian routes, and US gets all the MSP/DTW stuff.

I'd bet, Parker would unload that PHL "TUMOR" for that nice DTW operation, in a NY minute, plus MSP would GLADLY give US a MEGA free ride, on anything that they'd want.

This kind of stuff, is RIGHT up AA's alley !!!!!!


NH/BB's

 

[Redbone]

(Wish I could take credit for "this", as an original thought, but truth be told, I got this off the US board)

However, VERY interesting(I think).

US/Parker has a "ton of dough" to spend, so why not a 3-some, between AA/NW/US ??

AA grabs all the Asian routes, and US gets all the MSP/DTW stuff.

I'd bet, Parker would unload that PHL "TUMOR" for that nice DTW operation, in a NY minute, plus MSP would GLADLY give US a MEGA free ride, on anything that they'd want.

This kind of stuff, is RIGHT up AA's alley !!!!!!
NH/BB's

Two reasons. AA's balance sheet reads $30.9 BILLION in debt. Number two. AA's focus is to try to remain OUT of BK.

NWA will exit BK in 2ed quarter of 07 and will be the leanest money machine flying of the majors (never mind they stole it from the dinner tables of it's employees), which means US's ONLY window of opportunity is quickly fading (as NWA and Dal prepared for BK exit) US will be relegated to the neither world of 2ed tier LCC domestic shuttle.

So many dream of taking over NW...yet NW is older than any still flying. With a debt load like AA is carrying, I would be praying there isn't another downturn anytime soon rather than dreaming of splitting up a carrier that will soon be a competitive ICBM.

Lets look at it this way. NWA can build a S. American network if needed, it can build everything AA has except Heathrow (and that's gonna disappear soon if the EU ever wants full access to the US.) But AA will NEVER have full access to the fastest economies on Earth...Asia (where the real money is), unless Ual or NWA dies. That doesn't look like it's gonna happen this century.

 

[FA Mikey]

roflmao

Redbone you are completly wrong on AA's LTD. Its been explained in other posts how and why you are completely off on that.

As for everyone dreaming of taking over NWA, dont fool yourself Anyone looking is seeing a turn-key pacific operation. Everything esle is a dog with flea's.

Also it would be easier for AA to get access to pacific rim countries, than for NWA to get access to South America.

 

[donttouchthebeauty]

roflmao

Redbone you are completly wrong on AA's LTD. Its been explained in other posts how and why you are completely off on that.

As for everyone dreaming of taking over NWA, dont fool yourself Anyone looking is seeing a turn-key pacific operation. Everything esle is a dog with flea's.

Also it would be easier for AA to get access to pacific rim countries, than for NWA to get access to South America.

YOu must e out of your gord to think that AA can get easy acces to the pacific ... Are you feeling well today mikey?? YOu know better than this.

 

[FA Mikey]

Really why is that?

 

[Hopeful]

YOu must e out of your gord to think that AA can get easy acces to the pacific ... Are you feeling well today mikey?? YOu know better than this.

Not that Mikey needs defending, but I think he means it would be easier for AA to gain access to ASIA THAN NWA to gain access to Latin America.
As tuff as it is for AA, its tuff for NWA

 

[NewHampshire Black Bears]

Yo(Redbone)DUDE,

I don't know what your toking on, but it "reads" like some GOOD #### !!

A couple of facts, my man.......

1.
This guy Parker, is the Real Deal, who's got access to a ton of "Do Re Mi"(and not to mention, a pair of NUTS, the size of a RHINO)

2.
In BK, or out, Big Red has a $ price tag, and It's lower than DL.

3.
My point is that, virtually anybody can buy anybody. A point NOT lost on one Mr. DOUGIE STEALIN'(think EVERCORE)

I will agree though, that AA could, "sit on the sidelines", and wait for a lone route to PEK, in 08/09', to go along with ORD/PVG.

Unlike DL, AA does'nt need to fly Widebodys, everywhere in the world, where there are runways that could accomodate them.

NH/BB's


Keep on tokin'

 

[Redbone]

roflmao

Redbone you are completly wrong on AA's LTD. Its been explained in other posts how and why you are completely off on that.

As for everyone dreaming of taking over NWA, dont fool yourself Anyone looking is seeing a turn-key pacific operation. Everything esle is a dog with flea's.

Also it would be easier for AA to get access to pacific rim countries, than for NWA to get access to South America.

Make that a dog with RICH Asian fleas...the kind a hick Texas company fantasizes about. AA has HEATHROW, something that will be lost to open competition soon. That leaves AA with NOTHING desirable (anybody can fly S.A, the money to be made there is a drop in the PACIFIC OCEAN compare to fabulous ASIA!). Other than that AA is a big domestic carrier like it was before 1985.

Keep dreamin about all those Pacific beauties...while you're at it think about a few other hurdles in your way like Cal/NWA combo, or Dal/NWA/Cal.

BK is nearly finished. If you think this crew running NWA can not stave off a hostile take over till then. I suggest you do some research on how they play. Remember this is NWA not TWA.

See ya in Singapore!

 

[FA Mikey]

Who said anything about a hostile takeover? Show NWA SR management $$ and they will roll over like a dogs. Are they working to keep it independent or sizing it up for takeover? Has NWA SR management shown themselves to be for the company, it employees and its future or about our souring and getting rid of the life blood, the people who built it?

People have been predicting and end of Bermuda II and liberalization of service in to Heathrow, since shortly after it was signed in 1977. Don't count your Heathrow slots just yet.

So little money to be made in S. America, yet untold riches in Asia. Why is it then that the 2 largest carriers to Asia have had to file BK, while 2 or the largest carriers through out Central and south America have not?

You cannot get in to Brazil, or Argentina without a new bilateral agreement. Yet AA can meet you in Singapore with its open skies agreement with the US.

 

[Redbone]

Who said anything about a hostile takeover? Show NWA SR management $$ and they will roll over like a dogs. Are they working to keep it independent or sizing it up for takeover? Has NWA SR management shown themselves to be for the company, it employees and its future or about our souring and getting rid of the life blood, the people who built it?

People have been predicting and end of Bermuda II and liberalization of service in to Heathrow, since shortly after it was signed in 1977. Don't count your Heathrow slots just yet.

So little money to be made in S. America, yet untold riches in Asia. Why is it then that the 2 largest carriers to Asia have had to file BK, while 2 or the largest carriers through out Central and south America have not?

You cannot get in to Brazil, or Argentina without a new bilateral agreement. Yet AA can meet you in Singapore with its open skies agreement with the US.

You tell that prediction to the EU. You go right on thinking your sweet little South flying is as valuable as Asia. I guess your CODESHARE will get you to Singapore seeing how AA only flys to 3 Asian destinations.

I can't speak for Ual...but we are BK because of an LBO and really vicious management that will do anything to protect their gold mine.

Don't brag too much about not having filed. You may have to make a tough decision of another round of pay cuts or joining the BK club (I hope not, AA has some hard working employees who've paid the same price as BK payscales). I can't wait to see how much money AA is able to come up with(plus what would be $45 Billion in debt) vs. the low debt "synergy" of a Dal/NWA combo.

Asian fleas are rich rich rich...(Argentine economy, what a joke)

See ya in Manila (codeshare)!

 

[exnw]

Who said anything about a hostile takeover? Show NWA SR management $$ and they will roll over like a dogs. Are they working to keep it independent or sizing it up for takeover? Has NWA SR management shown themselves to be for the company, it employees and its future or about our souring and getting rid of the life blood, the people who built it?

People have been predicting and end of Bermuda II and liberalization of service in to Heathrow, since shortly after it was signed in 1977. Don't count your Heathrow slots just yet.

So little money to be made in S. America, yet untold riches in Asia. Why is it then that the 2 largest carriers to Asia have had to file BK, while 2 or the largest carriers through out Central and south America have not?

You cannot get in to Brazil, or Argentina without a new bilateral agreement. Yet AA can meet you in Singapore with its open skies agreement with the US.

NW just hired consulting firm regarding possible
mergers and takeovers. If NW is part of any deal then
this firm will get an extra 2 million dollars for their
efforts. That should tell you what recommendations NW
will receive. Besides the executives at NW cannot wait
for the golden parachutes.

 

[FA Mikey]

You tell that prediction to the EU. You go right on thinking your sweet little South flying is as valuable as Asia. I can't speak for Ual...but we are BK because of an LBO and really vicious management that will do anything to protect their gold mine.

Well, the EU formed in 1957 has yet to persuade the UK to be subservient to it. The UK simply will not fall into line with the EU as you believe.B2 will stick until British, Virgin and BMI have access to the domestic US market, Or BA is allowed to buy AA.

Again I ask if Asia is such a gold mine compared to South America, why could that not buy you out of all your troubles?

Don't brag too much about not having filed. You may have to make a tough decision of another round of pay cuts or joining the BK club. I can't wait to see how much money AA is able to come up with(plus what would be $45 Billion in debt) vs. the low debt "synergy" of a Dal/NWA combo. Asian fleas are rich rich rich...(Argentine economy, what a joke)

Well since oil is hitting new lows and we have made great stride in efficiency and bring work in to our company VS sending it to the lowest bidder. Since we have close to 6 billion cash on hand and greater network of high yeild cities, I am not sure why we would need new cuts and BK filing.

BTW a NWA/DAL combo would carry more LTD than than AA's current LTD load.

The argetinian economy is rebounding. It is still a place where we fill our first and business cabin with full fare passengers.

See ya in Manila!

Mabey so. US is pushing hard for a open skies with the philippines, plus with TWA rights to there maybe sooner than you think

 

[Redbone]

Well, the EU formed in 1957 has yet to persuade the UK to be subservient to it. The UK simply will not fall into line with the EU as you believe.B2 will stick until British, Virgin and BMI have access to the domestic US market, Or BA is allowed to buy AA.

Again I ask if Asia is such a gold mine compared to South America, why could that not buy you out of all your troubles?
Well since oil is hitting new lows and we have made great stride in efficiency and bring work in to our company VS sending it to the lowest bidder. Since we have close to 6 billion cash on hand and greater network of high yeild cities, I am not sure why we would need new cuts and BK filing.

BTW a NWA/DAL combo would carry more LTD than than AA's current LTD load.

The argetinian economy is rebounding. It is still a place where we fill our first and business cabin with full fare passengers.
Mabey so. US is pushing hard for a open skies with the philippines, plus with TWA rights to there maybe sooner than you think

Dear boy,

Why was AA giving birth to get the China route if they are so useless?

Do you understand what BK is for? It is to shed debt..precisely why a NWA/Dal deal stands out about even a NWA/Cal. If you could still fly TWA Asian routes you be flying'em.

Take a look at NWA's exit plan filed today.

I'll buy you lunch in ASIA after you arrive via codeshare.

 

[FA Mikey]

Dear boy,

Why was AA giving birth to get the China route if they are so useless?

AA withdrew its application to serve China in this last round.

Do you understand what BK is for? It is to shed debt..precisely why a NWA/Dal deal stands out about even a NWA/Cal. If you could still fly TWA Asian routes you be flying'me.

AA fly to places it knows there is a profitable market. Add to the fact that all our long range planes are making money on other routes. New planes soon and new service. Its interesting g though that you continue to tout a NWA as a merger partner, not able to stand on its own. Why is that?

Take a look at NWA's exit plan filed today.

Sad day for anyone who extended NWA credit.

I'll buy you lunch in ASIA after you arrive via codeshare.

Thanks but I'll pass.

 

[NewHampshire Black Bears]

Redbone,

It was not so long ago, that Checchi/Wilson had NW "street walking", but Carty(AA) would'nt "pony up" the $1B asking price.

Don't get me wrong. I have IMMEDIATE family working at BIG RED, and I'm VERY watchful for their continued prosperity, BUT, my friend, DO NOT EVER think that NW won't "drop their panties", , if the price is right. 🙄

AND,
as I mentioned before, in an earlier post, US/Parker, WILL "latch onto someone".THAT YOU CAN TAKE TO THE BANK!!

(Just maybe It'll be NW)

NH/BB's