DL Encroaches Further on AS' Turf - Master Thread
As reported in the DL forum:
Originally Posted by gustoj820
(Post 21523072)
Looks like Delta is playing hardball in SEA. Also interesting to note that with this addition, the continental US feed into the Narita hub is almost fully replicated in SEA.
1. New SEA-SFO (6x daily eff Mar 28, 7x daily eff Jun 05) on CP E175: 5781 SEASFO 0630-0840 5805 SEASFO 0855-1105* 5734 SEASFO 1000-1210 5736 SEASFO 1200-1410 5738 SEASFO 1515-1725 5742 SEASFO 1730-1940 5787 SEASFO 2025-2235 * eff June 05 2014 5734 SFOSEA 0700-0905 5736 SFOSEA 0915-1120 5738 SFOSEA 1135-1340 5782 SFOSEA 1300-1505* 5742 SFOSEA 1445-1650 5787 SFOSEA 1750-1955 5785 SFOSEA 2010-2215 * eff June 05 2014 2. SEA-LAX goes to 7x daily in June, utilizing a mix of 6x CP E175 and one Delta A319. 3. SEA-LAS will get an extra frequency in Apr 2014 bringing it to 5x daily. |
Originally Posted by beckoa
(Post 21533323)
As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX... It is always much more convenient when a trip involves one airline, and business travelers prefer that. If I am flying on AS SFO-SEA then DL SEA-PVG and the AS flight goes mechanical in SFO, AS will be very limited at how they can reaccommodate that customer compared to having a DL SFO-SEA flight go pear shaped. AS is not going to react, DL is doing what is best for DL and AS will do what is best for AS. That might mean reduced frequencies now that DL flies it, no point for AS to offer the same # of frequencies when the aircraft can be used on more profitable routes with little or no competition. Or add more frequencies on those routes to protect their territory. Or just simply do nothing and just move along. Time will tell. But DL is starting to look more attractive for west coast customers and I think UA is going to be the biggest loser here and rightly so with their ridiculous cuts/downgauges... |
That's a lot of lift on SEA-SFO/LAX between AS, DL, UA and VX. Great for price wars. Not so great for the airlines
Originally Posted by golfingboy
(Post 21534391)
AS is not going to react, DL is doing what is best for DL and AS will do what is best for AS. That might mean reduced frequencies now that DL flies it, no point for AS to offer the same # of frequencies when the aircraft can be used on more profitable routes with little or no competition.
I think there's a good chance the AS-DL partnership disappears within the next few years- once DL has all the feed they need at SEA, why bother? I also think DL is trying to do a "merge or die" on AS. |
Originally Posted by eponymous_coward
(Post 21534673)
What makes you think that DL's going to stop at SEA-SFO?
I think there's a good chance the AS-DL partnership disappears within the next few years- once DL has all the feed they need at SEA, why bother? I also think DL is trying to do a "merge or die" on AS. AS may be a partner, but in the end they are competition for DL and the best way to drive up profits aside from innovation is by eliminating competition [mergers, acquistion, putting them out of business, territorial monopoly like the cable companies, etc]. |
Let's get this merger over with.
|
AS already has much reduced capacity over years past on the route. Most SFO flyers (even on DL) don't need to fly to SEA to get across the Pacific.
Interesting move. I doubt AS is going to dump capacity and start a fare war (not that one may not occur). |
It's quite possible this turns into a Denver a la Southwest trying to eliminate Frontier and erode United
|
I see a lot about this AS vs. DL "war" on several blogs. I am not so sure that there really is a war going on. I think it is more likely that with DL's massive increase in international flying out of SEA that AS is not able to provide sufficient feed. These are E175 that DL is operating so we are not really talking that much volume.
|
Two entirely separate business models. DL did not get into upping its West Coast game (including SFO-LAX) to engage in a price war which ultimately hurts the bottom line. There's little in this for DL and everything in it for AS.
If this experiment fails, DL can repurpose its West Coast microhaul strategy in a few weeks. AS, on the other hand, can't really do that. |
Wirelessly posted (Mozilla/5.0 (iPhone; CPU iPhone OS 7_0_2 like Mac OS X) AppleWebKit/537.51.1 (KHTML, like Gecko) Version/7.0 Mobile/11A501 Safari/9537.53)
Seems that DL is cherry picking the bigger west coast O&D routes from SEA...LAX, LAS, HNL (albeit a NW inheritance), ANC (albeit seasonally), and now SFO. |
Wirelessly posted (beckoa's BB: Mozilla/5.0 (BlackBerry; U; BlackBerry 9810; en-US) AppleWebKit/534.11+ (KHTML, like Gecko) Version/7.1.0.694 Mobile Safari/534.11+)
Hawaii has lost most of the legacy NW service (well at least half) at the hands of AS. DL also has more of these smaller regional a/c on order too, but primaraly for replacement of CRJ200's. |
Originally Posted by beckoa
(Post 21533323)
As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX... |
Wirelessly posted (beckoa's BB: Mozilla/5.0 (BlackBerry; U; BlackBerry 9810; en-US) AppleWebKit/534.11+ (KHTML, like Gecko) Version/7.1.0.694 Mobile Safari/534.11+)
Originally Posted by ANC
Originally Posted by beckoa
(Post 21533323)
As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX... Perhaps next summer? |
Originally Posted by beckoa
(Post 21536231)
DL also has more of these smaller regional a/c on order too, but primaraly for replacement of CRJ200's. Quite frankly AS is small potatoes compared to WN, DL, UA, and the new AA if the merger goes through. Those airlines are vastly bigger and much more versatile than AS when it comes to expanding into new markets and shifting things around. I think DL is piggy backing on AS right now as they build their customer base in SEA and the west coast (they are expanding LAX too) then when they feel their west coast network is strong and established with a solid customer base, there is no point for them to keep AS then they will dump AS. It is business, they are not there to be sentimental or get all cutesy with competitors, they are there to make money. Screwing AS wouldn't be the first time, DL screwed many of their SkyTeam partners in recent months. Again, all speculation, we will see in a couple of years. All of this recent development is certainly intriguing. WRT to Hawaii service, it is not just AS, Hawaiian has expanded a lot, and I figure DL felt they weren't in a good position to compete in the low yielding high volume Hawaii market and elected to downsize the service. |
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Article: http://www.bizjournals.com/seattle/n...essure-on.html |
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