Originally Posted by
Air Houston
Although I have not heard it in the past six months or so, on many occasions prior to that I saw reported that Mr. Smisek said Delta was their most serious threat, so I doubt that UCH is underestimating that threat. Various executives might say publicly that they are not concerned about the DL build-up at SFO, but I am certain that they are keenly aware of the fact that DL is far out executing them at the moment and is a clear threat. They may not have a good answer for what to do about it, but it doesn't mean they don't recognize it.
UA is very concerned about DL's actions at SFO, and on the West Coast in general (in my opinion).
But, how many flights / seats has DL really added (edit: ex-SFO)? (May 2014 vs. May 2013 or 2012?)
At this point, I am sure Mr. Smisek feels somewhat surrounded, with DL, the new AA, WN, Frontier, not to mention all the Asian (and Middle Eastern) carriers increasing service to the US.
Originally Posted by
kettle1
Does the World revolve around SFO? Have you flown DL recently? Not a personal attack, a simple question.
I'll give you a simple answer: Yes, and yes.