That's interesting and encouraging news. It's pure speculation, but my money would be on Jet. They now codeshare with AA, and both BA and CX (now with increased frequency to India) could really use their domestic network feeds. But BA won't be a fan of the competition on the UK-India routes.

China is another obvious place to look. It's a muddy picture right now, but Cathay's play for China Eastern could result in them becoming a OW carrier. However, I don't see how this could happen in the first half of 2008; China Eastern hasn't even been sold yet.

It's too bad that OW has RJ instead of Turkish, Gulf, Emirates, or Qatar. But that's what we have, and I don't think they would add another carrier to OW from this region. I note that El Al has just started codesharing with AA, but I would be surprised if they joined any alliance.

OW has poor coverage in Africa, but is there an available carrier that could meet the OW requirements and provide reasonable benefit for the other OW carriers?

Mexicana does partner with many OW carriers, but with AA and IB (at least for now) in OW, their route network wouldn't seem to be very attractive.

IMHO, besides Jet, another reasonable possibility is Brussels Airlines. They offer flights to about 14 destinations in Africa and fill the void that OW has in the center of Europe.