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How Soon Before The Merger?

Actually, Michael, you can go back further to find the beginning of PanAm's troubles - to the US Government.

PanAm was always the US's "Flag Carrier" (well, you can include TWA in there) and had zero domestic feed to their international network. In the interest of competition (and predating deregulation), the US started allowing other carriers access to overseas routes - airlines that had been feeding passengers to PanAm. The rest, as they say, is history....

Jim
 
USA320Pilot said:
...
Meanwhile, both US Airways and UAL’s restructuring are aligning the companies and there could be a deal in the not-so-distant future...
Regards,

USA320Pilot
[post="241287"][/post]​


You think United pilots have no respect for Wolf, wait till you hear what they have to say about the union members known as Wolf's lapdogs.

Regards,

Phoenix
 
funguy2 said:
Just because there is a potential transaction going on at AMR does not incinuate that US Airways is in the same boat.
[post="241923"][/post]​


Potential transaction? . . . . . There is nothing going on at AMR.
 
From one of the "annointed" analysts:

"Other airline executives might not like or agree with what Delta is doing, and they certainly don't welcome surging fuel prices. But most would agree that the industry needs to be restructured. Linenberg says high oil prices, while unwelcome, will accelerate that, including the possible exit of one or more carriers. "

Just remember, industry consolidation doesn't necessarily mean mergers.....

2005 Airline Losses May Triple Past Estimates

Jim
 
Winglet said:
Potential transaction?  . . . . .  There is nothing going on at AMR.
[post="242043"][/post]​

Umm... from the quoted artilce, it appears someone named "TRC Capital" was interested in acquiring a bunch of AMR stock at slightly below market price. Sounds like a transaction to me. Of course, it is not a transaction which would enhance AMR's viability, but rather just switch some stockholders. However, what is notable, is that it could be an entity attempting to gather a large amount of AMR stock...

AMR Corporation Responds to Below-Market Mini-Tender Offer By TRC Capital Corporation

And, again, the point was that USA320Pilot was trying to use this potential transaction to imply that the financial community supports US Airways Transformation Plan, even though the two items are completely unrelated.
 
Well,

AMR closed today down over 10% from the Jan 11 closing price - $7.83 vs $8.74. I presume this means that either the tender offer will be withdrawn or the price changed.

FWIW, they may have just wanted to buy a bunch of AMR stock for potential gain. I personally (and never, never, never take investment advice from a pilot) think AMR is a good long term investment at these prices.

Jim
 
USA320Pilot said:
In my opinion, US Airways is being propped up for a deal and could be the surviving business entity.
[post="241279"][/post]​

I think it is pretty obvious to even the casual observer that USAir is being set up for sale.

Unfortunately you are incapable of confining your commentary to that. It is the arrogant posture (opinion or otherwise), of US being the "surviving business entity" that alienates you from the rest of the community on this site.

I would have thought by now that you have had enough servings of humble pie to have learned your lesson. (Oh... and FYI, wearing 4 stripes in the right seat does not make you a captain.)

Industry consolidation is coming in one form or another. To think that USAir would be the "surviving entity" in any transaction is laughable. (No offense intended to the fine employees of US) IF US is involved in any future consolidation, the only surviving parts will be those that a suiter find valuable.

Good day...
 
AWA AFA Contract

US Airways AFA Contract.


Hum!!! Pretty similar. If there were to be any merger possibilities, I would say US/AWA. The company has worked too hard to match their contracts up. They made it clear this was their intentions. Whether that spells consolidation? Who knows, but our contract at US is equal at worst and worst at best, so who knows.
 
767jetz said:
I think it is pretty obvious to even the casual observer that USAir is being set up for sale.

[post="242072"][/post]​

I heard a report on TV late last week in which the reporter said (this is not an exact quote, but close)...

"The ATSB decision to allow US Airways to access more of its funds, gives the airline breathing room while management looks for a buyer for the company." (Emphasis mine.)

I have been unable to find anything else relating to this. Am I the only one who heard this report? I'm sorry that I don't remember which channel or news report it was on.
 
BoeingBoy said:
Well,

AMR closed today down over 10% from the Jan 11 closing price - $7.83 vs $8.74. I presume this means that either the tender offer will be withdrawn or the price changed.

FWIW, they may have just wanted to buy a bunch of AMR stock for potential gain. I personally (and never, never, never take investment advice from a pilot) think AMR is a good long term investment at these prices.

Jim
[post="242071"][/post]​


I disagree. I think AA is in a powered glide into the rocks next fall. Since oil is likely to stay above $45 and ticket prices are going to remain very low with the gross excess capacity, look for AMR going Chapter 11. AMR has no plan out of the industry morass.

The tender offer was of no strategic or controlling consequence, and it was rejected anyway. A non-issue.

The only thing that's going to save any of the legacy carriers, or Jet Blue for that matter is a dramatic decline in available airline seats.
 
Why not have a HP/US merger? I've talked about this before, and the general response has been "it would be just like US/PSA... lots of stuff on the coasts, but nothing in the middle (of the country)." That is nonsense.

After integrating the two companies, you would have the following fleet (including the birds being removed from the US fleet by GE - 15 733 & 10 319):

B733: 90
B734: 45
B757: 44
B767: 10
A319: 89
A320: 79
A321: 28
A330: 9
Total: 394 A/C

This fleet would be much more streamlined than the US/PSA fleet (no BAE, etc)

Now, this is what I would do:

1) Drop the LAS hub. Retain PHX, and continue increasing the LAX focus city that HP has developed. Currently, HP serves the following cities from LAX: LAS, BOS, JFK, IAD, PHX, PVR, ACA, MZT, YEG, & YVR. Combined with the existing US service to PIT, PHL, & CLT, you already are serving 13 destinations. The one thing that US truly gave away on the west coast was LAX. The Los Angeles metro area is the largest in the country, and currently US has a measley 10 flights. Unexcusable. Resume LAX-SFO, and also begin LAX-SLC/DEN/FLL/MCO/DFW/SEA. This would give you 20 mailine cities and approximately 100 daily departures. It would also be prudent to resume Express service, connecting LAX to SAN, SNA, SMF, SJC, RNO, etc.

2) Ensure you get the financiang to take delivery of the new A332 A/C. If US could get their hands on 10 of them, this would be the plan: All Transatlantic service goes to A330 A/C, with the removal of 767 from these routes. In addition, open LAX-NRT/HKG, or, if the LAX focus city doesn't pan out, at least PHL-NRT/HKG. 19 A330 A/C would be available for the 13 European cities & 2 Asian cities.

3) Instead of getting rid of the B767, simply redeploy them. They still function, and they are workhorses (although not appropriate for transatlantic service). Begin LAX-HNL/KOA, and designate 2 A/C to these routes. Place an additional 5 B767 on transcon routes - LAX-JFK/PHL immediately come to mind. The remaining 3 767 could be utilized year-round in the Caribbean cargo/leisure market, making trips to SJU/SDQ/CUN.

4) Utilize the A321 on all the premium transcon routes, as US currently does; PIT/PHL/CLT-SAN/SEA/PHX/LAX/SFO, as well as PHX-MIA/ATL/IAD/BWI/EWR/BOS/JFK/DTW and LAX-BOS/JFK/IAD. A319 can also be used on some of these routes.

5) Increase Latin America/South American service by utilizing the B757 in this region. Departures from PHX & CLT have the legs to do it, and simply continue increasing the service down south. I believe the 757 could do CLT-GEG.

6) Use the A320, along with any remaining B757 on the Caribbean routes. Cargo will be carried to the region on the 767 flights to SJU/SDQ/CUN, so cargo isn't a real issue with the size of the other A/C. The A320 is a perfect A/C for flights from the current east coast hubs (CLT/PHL/FLL) to Caribbean destinations.

7) Use the B733/734 A/C as the heart of the hub & spoke operations, running the typical JAX-CLT-CMH flights. However, increase the stage length of these flights. Add the fuel tank back to these birds, and put the ovens back in the galleys! Then utilize these flights on PHL-DEN/SLC/ORD to go along with the other destinations.

8) Use the A319 on new pt. to pt. flights. This is what the company has been talking about for years. BUF-FLL. BTV-MSY. CMH-RDU. ISP-MCO. The opportunities are endless.

9) Don't forget the vast express feeder network that still exists. HP currently has CR9, CRJ, and DH8 being flown by Mesa. Combine that with the vast US Express network, and the final result is an airline with unlimited possibilities.

Over 400 mainline A/C
Over 200 Express A/C
Hubs in PHX, PHL, CLT
Focus cities in LAX, PIT, LGA, BOS, DCA
 
I'm voting for NW/US. I now give NW a lot of business, and I really like their efficient, highly predictable, consistent service. Combine NW's route network with US's along with the CO alliance, I'd be very happy.
 
ISP for CEO.

This company needs a man of vision, not the typical let me cut your pay mentality.
 

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