I will jump in and say that the argument strikes me as a little weak. The good (keeping 3-class service on ~18 321Ts) does not outweigh the bad (scrunching passengers on 300+ 738 and 7M8 and ripping out AVOD). Lounge investments? DL/AA/UA have those going on all the time. From the breathless descriptions one might expect a sliver of heaven, and the reality is a new pasta salad that's available 21 hours a week. Give me shower suites without wait at every airport that receives more than 4 AA redeyes.