Possible Delta merger???????

falconcaller · May 19th, 2005, 22:07

I just saw an item on the "ticker-tape" part of the TV screen part of my local news broadcast here in San Diego claiming that Delta's CEO is "hinting at a possible merger"..........Anyone hear anything else on that?

SmitteyB · May 19th, 2005, 23:21

Between Delta and who?

Chris_Ford · May 19th, 2005, 23:31

I couldn't even imagine who they would merge with... I mean, with a little work, I guess NWA/DAL would work, but that wouldn't really benefit either too much, NWA would probably have to eliminate their MEM hub, and only one of DTW/CVG would survive, unless DTW went strictly Intl and CVG was domestic... And besides, they're already code-shared... Nothing like opening DAL's magazine and seeing their EWR, CVG, ATL, SLC, CLE, IAH, DTW, MSP, AMS hubs :-d The entire US just looks like a 4 year old scribbled on it with all the skyteam flights...

Doug Taylor · May 20th, 2005, 00:23

I've heard a different merger rumor about every three months since January 1998.

Doug Taylor · May 20th, 2005, 03:16

I mean, not that it'll never happen one day, because the industry has always been in a state of flux, but seriously, about three times a year since 1998, I've heard "Uhh, don't uhh..." (eyes shift left and right), "...don't tell anyone I heard this, but my golf partner is on the 'fourth floor'" (where things happen at Delta) "and we've have execs from Airbus and (insert name of airline here) all week, traveling on positive space passes and apparently, there's going to be a merger announcement in four to six weeks. But uhh, you didn't hear this from me."

Hell, I've even had the son of the secretary of the department of transportation (freshman-year roommate) emphatically tell me rumor of things that never came to fruition.

At least not yet.

But I would like to see those additional 757's and 777's on campus from that other airline.

Maximillian_Jenius · May 20th, 2005, 03:31

A Delta/Continental merger would make the most sense. Secondly a Delta/United merger would look good on paper they should be having a fire sale any day now!
Delta/NWA merger doesn't look like a good match!

-Matthew

Doug Taylor · May 20th, 2005, 03:35

Well, the big gap is out west and the pacific. Actually, if they were able to pick up UAL's SFO and LAX hubs, plus the pacific routes, it'd make sense.

But considering they still retain route authority to a lot of the pacific, they could just do it on their own.

Once upon a time, DAL flew all over the pacific, until this doofus name Ron Allen thought you could compete with LAX/SFO/SEA by moving the operation to PDX.

Screaming_Emu · May 20th, 2005, 06:19

[ QUOTE ]
Well, the big gap is out west and the pacific. Actually, if they were able to pick up UAL's SFO and LAX hubs, plus the pacific routes, it'd make sense.

But considering they still retain route authority to a lot of the pacific, they could just do it on their own.

Once upon a time, DAL flew all over the pacific, until this doofus name Ron Allen thought you could compete with LAX/SFO/SEA by moving the operation to PDX.

[/ QUOTE ]

Yeah, flying the pacific routes are really profitable. I dont think I've ever been on a flight accross the pacific that wasn't absolutely packed. I'd say 4 of my last 5 times flyin from NRT to the US they've been lookin for voulenteers to spend another day in Japan. Too bad every time I come back here its for school and its on the last day possible or I'd have so many travel vouchers. One time I actually heard them offering one well over 1,000.

I do think that fleet wise Delta and CO would make a good couple. Airline wise I think CO and NW would be better because they have already been working together for years. Too bad the only aircaft they share is the 757 (and eventually 787). I do think that we will see at least one or two mergers in the somewhat near future (couple years). One of the problems that the industry has right now is too much competition, this would be a possible way to solve that. USAirways and America West made sense US was almost all east coast, and America West is almost all west coast.

aloft · May 20th, 2005, 06:23

My spies tell me it will be a Delta - Wal*Mart merger, the combined company will thence be known as DAL*Mart.

(sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? *shudder*)

Mahesh · May 20th, 2005, 09:32

[ QUOTE ]
My spies tell me it will be a Delta - Wal*Mart merger, the combined company will thence be known as DAL*Mart.

(sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? *shudder*)

[/ QUOTE ]

Everything from the airplane ot the food will be made in China.

flyover · May 20th, 2005, 09:53

[ QUOTE ]

I just saw an item on the "ticker-tape" part of the TV screen part of my local news broadcast here in San Diego claiming that Delta's CEO is "hinting at a possible merger"..........Anyone hear anything else on that?

[/ QUOTE ]

It's a mistake. The discussion was about sale of regional carrier(s) to raise cash. Delta is owned by it's creditors now, even if the stockholders don't realize that. So any "merger" would only occur post-bankruptcy filing or as part of a pre-packaged move to satisfy creditors and, in any case, would not be initiated by Delta . In the meantime all Delta can do is beg it's vendors to extend it more credit.

All the coming consolidation will be on the model of USAir/America West. It will be deals put together by the creditors who own them.

Chris_Ford · May 20th, 2005, 10:59

[ QUOTE ]
Yeah, flying the pacific routes are really profitable. I dont think I've ever been on a flight accross the pacific that wasn't absolutely packed. I'd say 4 of my last 5 times flyin from NRT to the US they've been lookin for voulenteers to spend another day in Japan.

[/ QUOTE ]

I wouldn't really call it *really* profitable... UAL operates 10 segments to Japan , ORD-NRT, ORD-KIX, ORD-NGO, SFO-NRT, SFO-KIX, SFO-NGO, LAX-NRT, HNL-NRT, HNL-KIX, JFK-NRT... Over the past 3 months, only one of those has made an operational profit, ORD-NRT, which pulled in $200k in April. February, Japan as a whole lost $14M, March it was a little lower, and April, Nagoya alone lost $3.5M.

Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way.

Edited to add ORD-NGO, I think they have that now... I forget

Bog · May 20th, 2005, 11:28

I hear that Big Sky is going to buy Delta.

Continental and Alaska will merge.

Northwest will buy itself in a hostile takeover.

MikeD · May 20th, 2005, 11:44

Delta and Mesa?

Bog · May 20th, 2005, 12:09

[ QUOTE ]
Delta and Mesa?

[/ QUOTE ]

Nah, Mesa will be overthrown by AirNet.

flyover · May 20th, 2005, 12:11

[ QUOTE ]
Over the past 3 months, only one of those has made an operational profit, ORD-NRT, which pulled in $200k in April. February, Japan as a whole lost $14M, March it was a little lower, and April, Nagoya alone lost $3.5M.

Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way.

[/ QUOTE ]

Please, we all know there are very profitable routes. Don't try to interject facts into this.

skydog · May 20th, 2005, 13:18

[ QUOTE ]
My spies tell me it will be a Delta - Wal*Mart merger, the combined company will thence be known as DAL*Mart.

(sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? *shudder*)

[/ QUOTE ]

If Wal-Mart ran things, then maybe they would have a chance of making a profit for once.

falconcaller · May 20th, 2005, 14:31

[ QUOTE ]
Delta and Mesa?

[/ QUOTE ]

I was just looking through Delta article archives at ajc.com (Atlanta Journal-Constitution)- there was an item that Delta came to an agreement with Mesa affiliate Freedom Airlines for the use of 30 of their CRJs for Delta Connection flight service after Delta discontinued its association with Atlantic Coast Airlines.

ASpilot2be · May 20th, 2005, 15:39

[ QUOTE ]

Continental and Alaska will merge.

[/ QUOTE ]
Never

Although they are the most commpatible airlines.

Screaming_Emu · May 20th, 2005, 18:51

[ QUOTE ]

Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way.

[/ QUOTE ]

damn, that's nowhere near what I've been paying.

IflyORL · May 20th, 2005, 20:33

I don't see the government allowing Delta to merge with anyone at this point. The only reason US Air is getting away with it is because they are in so much financial trouble that it's probably the only thing that will save them.

kellwolf · May 20th, 2005, 23:23

Nah, US Air is "getting away with it" b/c the airline they're merging with doesn't have a lot of flights. HP has one hub (which is where the HQ of the new airline will be) in PHX and a secondary hub in LAS. HP's main competitor is SWA, and SWA normally beats the pants off them in market share, so there's not a lot of arguement in anti-trust laws. As far as US Air, it's no secret that they've been losing market share hand over fist since before 9/11.

Maximillian_Jenius · May 21st, 2005, 01:02

[ QUOTE ]
[
I do think that fleet wise Delta and CO would make a good couple. Airline wise I think CO and NW would be better because they have already been working together for years. Too bad the only aircaft they share is the 757 (and eventually 787).

[/ QUOTE ]

I think that Delta & Continental make the most sense vs. DL/NWA and not only for fleet commonality.
But because they more closely resemble one another in shape,size and business model.
Continental has no westcost hub. Delta operates out of SLC but still really isn't a major player in the westcoast.
The new combined airline would have more of a west coast presences and again start crossing the pacific.
Likewise Delta has ATL as a eastcoast hub but if the airlines were to merge they could have a greater eastcoast presence with a Newark hub in conjunction with JFK!
Possibly strengthing their postion in europe and on the eastern seaboard stateside.
Now both Delta and Continental have major hubs in the state of Ohio so either CLE or CVG would have to close in this purely hypothetical scenario. I vote for CLE!

Bog · May 21st, 2005, 01:20

[ QUOTE ]
I was just looking through Delta article archives at ajc.com (Atlanta Journal-Constitution)- there was an item that Delta came to an agreement with Mesa affiliate Freedom Airlines for the use of 30 of their CRJs for Delta Connection flight service after Delta discontinued its association with Atlantic Coast Airlines.

[/ QUOTE ]

Old news. There's a thread about it around here somewhere. Not sure why we have to use Freedumb, but ... that's why I fly the airplane.

montanapilot · May 22nd, 2005, 20:11

[ QUOTE ]
If Wal-Mart ran things, then maybe they would have a chance of making a profit for once.

[/ QUOTE ]

and you think wages are sh#tty now?

May 19th, 2005, 22:07	#1
falconcaller Newbie Join Date: Aug 2002 Location: San Diego, CA Posts: 15	Possible Delta merger??????? I just saw an item on the "ticker-tape" part of the TV screen part of my local news broadcast here in San Diego claiming that Delta's CEO is "hinting at a possible merger"..........Anyone hear anything else on that?

May 19th, 2005, 23:21	#2
SmitteyB Old Skool Join Date: Nov 2004 Location: Ithaca, NY Posts: 1,957	Re: Possible Delta merger??????? Between Delta and who?

May 19th, 2005, 23:31	#3
Chris_Ford Banned Join Date: Jul 2004 Location: Phoenix, AZ Posts: 7,329	Re: Possible Delta merger??????? I couldn't even imagine who they would merge with... I mean, with a little work, I guess NWA/DAL would work, but that wouldn't really benefit either too much, NWA would probably have to eliminate their MEM hub, and only one of DTW/CVG would survive, unless DTW went strictly Intl and CVG was domestic... And besides, they're already code-shared... Nothing like opening DAL's magazine and seeing their EWR, CVG, ATL, SLC, CLE, IAH, DTW, MSP, AMS hubs :-d The entire US just looks like a 4 year old scribbled on it with all the skyteam flights...

May 20th, 2005, 00:23	#4
Doug Taylor Agent Smith Join Date: Dec 1969 Location: KSDL Posts: 41,096 Blog Entries: 1	Re: Possible Delta merger??????? I've heard a different merger rumor about every three months since January 1998.

May 20th, 2005, 03:16	#5
Doug Taylor Agent Smith Join Date: Dec 1969 Location: KSDL Posts: 41,096 Blog Entries: 1	Re: Possible Delta merger??????? I mean, not that it'll never happen one day, because the industry has always been in a state of flux, but seriously, about three times a year since 1998, I've heard "Uhh, don't uhh..." (eyes shift left and right), "...don't tell anyone I heard this, but my golf partner is on the 'fourth floor'" (where things happen at Delta) "and we've have execs from Airbus and (insert name of airline here) all week, traveling on positive space passes and apparently, there's going to be a merger announcement in four to six weeks. But uhh, you didn't hear this from me." Hell, I've even had the son of the secretary of the department of transportation (freshman-year roommate) emphatically tell me rumor of things that never came to fruition. At least not yet. But I would like to see those additional 757's and 777's on campus from that other airline.

May 20th, 2005, 03:31	#6
Maximillian_Jenius Old Skool Join Date: Nov 2003 Location: KPHX, KFFZ, KIWA Posts: 19,000	Re: Possible Delta merger??????? A Delta/Continental merger would make the most sense. Secondly a Delta/United merger would look good on paper they should be having a fire sale any day now! Delta/NWA merger doesn't look like a good match! -Matthew

May 20th, 2005, 03:35	#7
Doug Taylor Agent Smith Join Date: Dec 1969 Location: KSDL Posts: 41,096 Blog Entries: 1	Re: Possible Delta merger??????? Well, the big gap is out west and the pacific. Actually, if they were able to pick up UAL's SFO and LAX hubs, plus the pacific routes, it'd make sense. But considering they still retain route authority to a lot of the pacific, they could just do it on their own. Once upon a time, DAL flew all over the pacific, until this doofus name Ron Allen thought you could compete with LAX/SFO/SEA by moving the operation to PDX.

May 20th, 2005, 06:19	#8
Screaming_Emu Old Skool Join Date: May 2002 Location: Atlanta, GA Posts: 3,306	Re: Possible Delta merger??????? [ QUOTE ] Well, the big gap is out west and the pacific. Actually, if they were able to pick up UAL's SFO and LAX hubs, plus the pacific routes, it'd make sense. But considering they still retain route authority to a lot of the pacific, they could just do it on their own. Once upon a time, DAL flew all over the pacific, until this doofus name Ron Allen thought you could compete with LAX/SFO/SEA by moving the operation to PDX. [/ QUOTE ] Yeah, flying the pacific routes are really profitable. I dont think I've ever been on a flight accross the pacific that wasn't absolutely packed. I'd say 4 of my last 5 times flyin from NRT to the US they've been lookin for voulenteers to spend another day in Japan. Too bad every time I come back here its for school and its on the last day possible or I'd have so many travel vouchers. One time I actually heard them offering one well over 1,000. I do think that fleet wise Delta and CO would make a good couple. Airline wise I think CO and NW would be better because they have already been working together for years. Too bad the only aircaft they share is the 757 (and eventually 787). I do think that we will see at least one or two mergers in the somewhat near future (couple years). One of the problems that the industry has right now is too much competition, this would be a possible way to solve that. USAirways and America West made sense US was almost all east coast, and America West is almost all west coast.

May 20th, 2005, 06:23	#9
aloft Old Skool Join Date: Sep 2001 Location: Inside your OODA loop Posts: 6,999	Re: Possible Delta merger??????? My spies tell me it will be a Delta - WalMart merger, the combined company will thence be known as DALMart. (sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? shudder)

May 20th, 2005, 09:32	#10
Mahesh Senior Member Join Date: Mar 2001 Location: Northern Hemisphere Posts: 1,336	Re: Possible Delta merger??????? [ QUOTE ] My spies tell me it will be a Delta - WalMart merger, the combined company will thence be known as DALMart. (sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? shudder) [/ QUOTE ] Everything from the airplane ot the food will be made in China.

May 20th, 2005, 09:53	#11
flyover Old Skool Join Date: Mar 2004 Location: Georgia Posts: 3,389	Re: Possible Delta merger??????? [ QUOTE ] I just saw an item on the "ticker-tape" part of the TV screen part of my local news broadcast here in San Diego claiming that Delta's CEO is "hinting at a possible merger"..........Anyone hear anything else on that? [/ QUOTE ] It's a mistake. The discussion was about sale of regional carrier(s) to raise cash. Delta is owned by it's creditors now, even if the stockholders don't realize that. So any "merger" would only occur post-bankruptcy filing or as part of a pre-packaged move to satisfy creditors and, in any case, would not be initiated by Delta . In the meantime all Delta can do is beg it's vendors to extend it more credit. All the coming consolidation will be on the model of USAir/America West. It will be deals put together by the creditors who own them.

May 20th, 2005, 10:59	#12
Chris_Ford Banned Join Date: Jul 2004 Location: Phoenix, AZ Posts: 7,329	Re: Possible Delta merger??????? [ QUOTE ] Yeah, flying the pacific routes are really profitable. I dont think I've ever been on a flight accross the pacific that wasn't absolutely packed. I'd say 4 of my last 5 times flyin from NRT to the US they've been lookin for voulenteers to spend another day in Japan. [/ QUOTE ] I wouldn't really call it really profitable... UAL operates 10 segments to Japan , ORD-NRT, ORD-KIX, ORD-NGO, SFO-NRT, SFO-KIX, SFO-NGO, LAX-NRT, HNL-NRT, HNL-KIX, JFK-NRT... Over the past 3 months, only one of those has made an operational profit, ORD-NRT, which pulled in $200k in April. February, Japan as a whole lost $14M, March it was a little lower, and April, Nagoya alone lost $3.5M. Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way. Edited to add ORD-NGO, I think they have that now... I forget

May 20th, 2005, 11:28	#13
Bog Senior Member Join Date: Oct 2003 Location: Gilbert, AZ Posts: 1,170	Re: Possible Delta merger??????? I hear that Big Sky is going to buy Delta. Continental and Alaska will merge. Northwest will buy itself in a hostile takeover.

May 20th, 2005, 11:44	#14
MikeD Administrator Join Date: Feb 2003 Location: Pinal Airpark Posts: 6,897	Re: Possible Delta merger??????? Delta and Mesa?

May 20th, 2005, 12:09	#15
Bog Senior Member Join Date: Oct 2003 Location: Gilbert, AZ Posts: 1,170	Re: Possible Delta merger??????? [ QUOTE ] Delta and Mesa? [/ QUOTE ] Nah, Mesa will be overthrown by AirNet.

May 20th, 2005, 12:11	#16
flyover Old Skool Join Date: Mar 2004 Location: Georgia Posts: 3,389	Re: Possible Delta merger??????? [ QUOTE ] Over the past 3 months, only one of those has made an operational profit, ORD-NRT, which pulled in $200k in April. February, Japan as a whole lost $14M, March it was a little lower, and April, Nagoya alone lost $3.5M. Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way. [/ QUOTE ] Please, we all know there are very profitable routes. Don't try to interject facts into this.

May 20th, 2005, 13:18	#17
skydog Senior Member Join Date: Jan 2005 Posts: 529	Re: Possible Delta merger??????? [ QUOTE ] My spies tell me it will be a Delta - WalMart merger, the combined company will thence be known as DALMart. (sorry for the cheese, but could you imagine what damage the Bentonville boys could do to the airline industry? shudder) [/ QUOTE ] If Wal-Mart ran things, then maybe they would have a chance of making a profit for once.

May 20th, 2005, 14:31	#18
falconcaller Newbie Join Date: Aug 2002 Location: San Diego, CA Posts: 15	Re: Possible Delta merger??????? [ QUOTE ] Delta and Mesa? [/ QUOTE ] I was just looking through Delta article archives at ajc.com (Atlanta Journal-Constitution)- there was an item that Delta came to an agreement with Mesa affiliate Freedom Airlines for the use of 30 of their CRJs for Delta Connection flight service after Delta discontinued its association with Atlantic Coast Airlines.

May 20th, 2005, 15:39	#19
ASpilot2be Old Skool Join Date: May 2005 Location: Paradise:) Posts: 4,599	Re: Possible Delta merger??????? [ QUOTE ] Continental and Alaska will merge. [/ QUOTE ] Never Although they are the most commpatible airlines.

May 20th, 2005, 18:51	#20
Screaming_Emu Old Skool Join Date: May 2002 Location: Atlanta, GA Posts: 3,306	Re: Possible Delta merger??????? [ QUOTE ] Packed planes doesn't always mean profit.... Especially when you have an average fare of $360 to Japan each way. [/ QUOTE ] damn, that's nowhere near what I've been paying.

May 20th, 2005, 20:33	#21
IflyORL Junior Member Join Date: Apr 2005 Location: Orlando, FL Posts: 59	Re: Possible Delta merger??????? I don't see the government allowing Delta to merge with anyone at this point. The only reason US Air is getting away with it is because they are in so much financial trouble that it's probably the only thing that will save them.

May 20th, 2005, 23:23	#22
kellwolf Old Skool Join Date: Jun 2003 Location: Memphis, TN Posts: 13,836	Re: Possible Delta merger??????? Nah, US Air is "getting away with it" b/c the airline they're merging with doesn't have a lot of flights. HP has one hub (which is where the HQ of the new airline will be) in PHX and a secondary hub in LAS. HP's main competitor is SWA, and SWA normally beats the pants off them in market share, so there's not a lot of arguement in anti-trust laws. As far as US Air, it's no secret that they've been losing market share hand over fist since before 9/11.

May 21st, 2005, 01:02	#23
Maximillian_Jenius Old Skool Join Date: Nov 2003 Location: KPHX, KFFZ, KIWA Posts: 19,000	Re: Possible Delta merger??????? [ QUOTE ] [ I do think that fleet wise Delta and CO would make a good couple. Airline wise I think CO and NW would be better because they have already been working together for years. Too bad the only aircaft they share is the 757 (and eventually 787). [/ QUOTE ] I think that Delta & Continental make the most sense vs. DL/NWA and not only for fleet commonality. But because they more closely resemble one another in shape,size and business model. Continental has no westcost hub. Delta operates out of SLC but still really isn't a major player in the westcoast. The new combined airline would have more of a west coast presences and again start crossing the pacific. Likewise Delta has ATL as a eastcoast hub but if the airlines were to merge they could have a greater eastcoast presence with a Newark hub in conjunction with JFK! Possibly strengthing their postion in europe and on the eastern seaboard stateside. Now both Delta and Continental have major hubs in the state of Ohio so either CLE or CVG would have to close in this purely hypothetical scenario. I vote for CLE!

May 21st, 2005, 01:20	#24
Bog Senior Member Join Date: Oct 2003 Location: Gilbert, AZ Posts: 1,170	Re: Possible Delta merger??????? [ QUOTE ] I was just looking through Delta article archives at ajc.com (Atlanta Journal-Constitution)- there was an item that Delta came to an agreement with Mesa affiliate Freedom Airlines for the use of 30 of their CRJs for Delta Connection flight service after Delta discontinued its association with Atlantic Coast Airlines. [/ QUOTE ] Old news. There's a thread about it around here somewhere. Not sure why we have to use Freedumb, but ... that's why I fly the airplane.

May 22nd, 2005, 20:11	#25
montanapilot Old Skool Join Date: May 2003 Location: Portland, Orygun Posts: 1,641	Re: Possible Delta merger??????? [ QUOTE ] If Wal-Mart ran things, then maybe they would have a chance of making a profit for once. [/ QUOTE ] and you think wages are sh#tty now?

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