I have my own thoughts on this one... G Tilton (CEO of UAL) is hell bent on Consolidation and has stated UAL will take place in it.. Parker is as well hell bent on consolidation. It would not surprise me if they are talking.. I could see a NWA DAL deal happening and CAL and AMR standalone... just on one scenario... The other is this, If DAL and NWA hook up and UAL and CAL hook up, that is bad news for USAIRWAYS, so It would not surprise me if they are trying to start the ball rolling by selling off assets and making their cash and leaving... UAL could be pieced off as well, but if UAL and the others DAL NWA AMR CAL US dont do something, when contracts come up and emplyees want more money and there is still too much competition - everyone will be back in BK again. Consolidation is the answer - hopefully it isn't toooooo bloody.
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"Beauty"
(This may be a first),
But I agree with you, you almost "nailed it" 100%.
IMHO, the snowball effect will come about because of Richard Andersons coming back to the Industry and LEAPFROGGING 2 DL in house heavy hitters, to become CEO.
That I feel will be an NW/DL deal.(even if DL is the survivor, after an all employee vote, the Pilots/FA's/Ramp and AMT's will wind up unionized)(not thoughly sold on the agents/rez though)
Next comes UA/CO, and I fear that the rumor about a UAL break up is near.(NO..........That does not make me happy)(If DL is the survivor, CO is off the NW "hook")
What does all this have to do with AA and US ??
Well for AA, it's SIMPLE.
AA is always available to "help out" where ever needed
🙄 🙄 🙄
US, because they have ZERO to offer the Big Boys, gets AA left overs in the UAL fire sale(Fire sale meaning whatever it takes to appease the FEDS)
If I were DP(and IF it goes down this way) , I'd be looking at Alaska Air. That would give US/HP a SEA HUB(not a bad place to make a case to the FEDS for China methinks)
AA would get a IAD/LHR......BOS/LGA/DCA shuttle, and quite possibly a lone China route from UA.
AND, if the moon and stars were alligned properly, and CO balked at it, AA "could" wind up with LAX/SYD/AUK or Even a ORD/SYD/AUK