Merger with LCC in the spring

[Gloria Holtz]

KEEP USAIRWAYS MY USAIRWAYS

 

[Cosmo]

and your so sure of this why? is it just because you do not want it to happen or because you have solid evidence that it won't? we really do not know what is going on behind the scenes until it is announced . anything is fair game right now. a bunch of armchair ceo's around here.

I'm not sure of anything, it's called "my opinion" -- you must have missed the three "IMHOs" ("in my humble opinion") scattered throughout my post. My opinion is based on my observation of the airline industry in general as well as these two carriers in particular. But you're right, as a UA customer, I don't want a UA/US merger to occur. I've seen all of the "customer-friendly" actions taken by the new US management, and I haven't been impressed. Moreover, as I mentioned, US doesn't offer too much to UA in a merger, and it wouldn't be worth the aggravation on many levels.

You are correct, however, that we are just observers and armchair CEOs around here.

 

[etops1]

I'm not sure of anything, it's called "my opinion" -- you must have missed the three "IMHOs" ("in my humble opinion") scattered throughout my post. My opinion is based on my observation of the airline industry in general as well as these two carriers in particular. But you're right, as a UA customer, I don't want a UA/US merger to occur. I've seen all of the "customer-friendly" actions taken by the new US management, and I haven't been impressed. Moreover, as I mentioned, US doesn't offer too much to UA in a merger, and it wouldn't be worth the aggravation on many levels.

You are correct, however, that we are just observers and armchair CEOs around here.

well what ever happens cos. we are just gonna have to sit back and go for the ride. a merger will happen though . wether it's us/ua or ua/dl or nw/us or nw/co or whoever. something's brewing . there is no denying that.

 

[North by Northwest]

Wheeew...my heading is spinning after reading this thread! We need ONE airline in this country...a la Aeroflot,

(not much difference in service at this point)

 

[700UW]

Don't count out PHL going anywhere, it is the #1 revenue and profit producing airport US has.

Barely any international competition.

 

[deltawatch]

The JetBlue/Lufthansa deal makes me wonder about a US Airways/United deal. Could LH sence UA will be leaving Star and hooking up with Delta. IF so US Airways will be more important than ever to the Star Team. Will Us Airways end up with JetBlue's JFK? Something to think about......

Lufthansa: No Savior for JetBlue

In the wake of Lufthansa's (DLAKY) $300 million investment in JetBlue (JBLU), it's worth looking at how JetBlue CEO David Barger is doing after just over six months on the job. If you recall, he replaced founder David Neeleman in May, mainly because Neeleman had presided over a severe decline in JetBlue's share price. But since then, JBLU shares have only fallen further: the switch of CEO seems to have made no difference at all. And even Thursday's spike upwards on the Lufthansa news barely registers as a blip on the longer-term chart with its seemingly inexorable downward trend.

But just because the shares are cheap doesn't mean that the Lufthansa investment makes any sense: DealBook has a good round-up of analysts scratching their heads and trying to work out what on earth Lufthansa might be thinking here. Sure, JetBlue's landing slots at JFK are reasonably valuable, but a minority investment in a U.S. domestic carrier hardly fits in to Lufthansa's stated strategy, especially since the move is guaranteed to annoy Lufthansa's existing U.S. partner, United. Maybe Lufthansa just wanted to take advantage of the weak dollar, and this was the only U.S. investment it could find.

 

[LGA Fleet Service]

Ouch...

"...While analysts questioned the decision on both sides of the Atlantic, Mayrhuber made it clear that JetBlue's extensive US network, LH's low transfer traffic and a presence in New York that Star Alliance partners United Airlines and US Airways cannot provide were factors in the decision to invest. LH approached JetBlue toward the end of the summer, JetBlue CEO Dave Barger said."

ATW Article

 

[brokenwrench]

Barely any international competition.

WHAT?

PHL competes with ORD, CVG, JFK, IAD, and even ATL for international PAX'S!

 

[Coffee_Tea_Or_Me]

WHAT?

PHL competes with ORD, CVG, JFK, IAD, and even ATL for international PAX'S!

And also EWR and BOS!

 

[brokenwrench]

I am sure I left more than just those two out.
Thanks.

 

[ual777fan]

WHAT?

PHL competes with ORD, CVG, JFK, IAD, and even ATL for international PAX'S!

But in terms of competition from the airport... It's not like IAD was or JFK is where you have every carrier under the sun overlapping each other. I would imagine that the USAir int. operation out of PHL is extremely profitable even though it is somewhat small. In fact, back in the day, didn't United have a rather large operation in PHL?

 

[FA Mikey]

Eastern did.

 

[DCaf]

Perhaps a better question is why LCC people are so gung ho on a merger, when they are still fighting over the last one?

I'm an LCC people and I'm not gung ho on any merger...nor do I know anyone who is. The subject never comes up.

 

[700UW]

Eastern, United and TWA all had large operations in PHL, TWA even had a maintenance hangar there.

PHL only has LH and BA for competition to LHR and FRA, there is no direct competition on the other routes.

PHL's O&D numbers for international are high and very profitable, why do you think PHL is the focus on international growth for US.

 

[NewHampshire Black Bears]

The JetBlue/Lufthansa deal makes me wonder about a US Airways/United deal. Could LH sence UA will be leaving Star and hooking up with Delta. IF so US Airways will be more important than ever to the Star Team. Will Us Airways end up with JetBlue's JFK? Something to think about......

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

deltawatch,

I think "you nailed it" in your assessment of LH/B6/STAR and UAL !!!

I got an E-mail today, from an EXCELLENT Source..(NO, I'm not going to elaborate at this particuliar time), that UAL is in very-very active talks with DL. UA keeps the name, DL "runs the show"(essentially making DL the survivor), and when you factor in the DIFFERENT directions that each carriers management(s), and BOD(s) are heading in,........It would be a "marriage made in heaven" !

After AA "screams loudly--ANTI TRUST", they'll have their checkbook ready to purchase the BOS/LGA/DCA shuttle, to then........KEEP QUIET !



COSMO !..............................."Are you out there" ???????