Originally Posted by cerealmarketer

Here's how it looks in two years for the international premium flier....

% of intl widebody fleet with lie flat seats with privacy

AA - 95% (5-10 763s left)
UA - 70% (still months left in the rollout)
DL - 60% (assume 764s getting retrofit - airliners.net rumor, consider existing A330 / 777 cirrus as private)

U.S. hubs with lounges dedicated for international premium passengers

AA - 4-6
UA - 5 (not believing IAD will see one)
DL - 0

AA and UA have started moving fast on change - Delta had an advantage in the seat department and that flips over these critical years. And while they had an advantage when there were no flagship type lounges open to biz class passengers, they're now getting leapfrogged in the lounge facility department. At this point, the plans they've made public put them on track to be behind AA and UA on both fronts.
...
Delta will be forced to compete especially with pressure at JFK and LAX and I anticipate announcements from them in response.