AS Plans to Keep DAL Gates
#77
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#78
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I didn't see the schedule published, are these early morning departures and mid-day returns? I'm assumign SJC/SAN/PDX are 1x daily? Maybe I mis-read the announcement.
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#81
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AS 3360 SEA 09:45 DAL 15:45 E75
VX 1770 SEA 13:28 DAL 19:43 320
VX 1765 DAL 10:15 SEA 12:43 320
AS 3379 DAL 15:39 SEA 17:54 E75
AS 3308 PDX 06:00 DAL 11:44 E75
AS 3307 DAL 10:35 PDX 12:40 E75
AS 3328 SJC 14:40 DAL 19:59 E75
AS 3329 DAL 13:25 SJC 15:15 E75
AS 3306 SAN 07:45 DAL 12:45 E75
AS 3305 DAL 20:39 SAN 21:54 E75
#82
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(looks like the VX planes are going SFO/LAX-SEA-DAL, which is pretty obvious. No Airbus base in SEA yet.)
#83
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https://www.alaskaair.com/content/tr...nefit-schedule
VX 1765 (DAL-SEA) and 1770 (SEA-DAL) are bookable 8/27.
(looks like the VX planes are going SFO/LAX-SEA-DAL, which is pretty obvious. No Airbus base in SEA yet.)
VX 1765 (DAL-SEA) and 1770 (SEA-DAL) are bookable 8/27.
(looks like the VX planes are going SFO/LAX-SEA-DAL, which is pretty obvious. No Airbus base in SEA yet.)
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#85
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A comparison of the times (only listed the departure times)
WN DALPDX 1205 PDXDAL 1400
AS DALPDX 1035 PDXDAL 0600
WN DALSJC 2010 SJCDAL 1520
AS DALSJC 1325 SJCDAL 1440
WN DALSAN 0750 SANDAL 0630
WN DALSAN 1235 SANDAL 1210
WN DALSAN 1935 SANDAL 1625
AS DALSAN 2039 SANDAL 0745
VX DALSEA 1015 SEADAL 0945
AS DALSEA 1539 SEADAL 1328
WN DALSEA 1030 SEADAL 1510
It doesn't appear that AS is scheduling flights directly on top of what WN and I am very interested to see how they price these DAL markets---either matching WN or pricing lower.
The one thing that I wonder about though is, even with AA/AS having a partnership, AA is very defensive of DFW. I don't expect that AA and AS will go head to head undercutting each other, but AA will more than likely respond to any efforts WN makes to lower their DAL fares because it directly impacts AA at DFW. So if WN prices $300 on SANDAL in an effort to match/undercut AS and AA is priced at $400, AA is probably going to match WN to avoid losing the customer to WN and DAL. But when AA lowers SANDFW to $300, has 9 flights to choose from, will that end up cannibalizing AS?
Having these flights on E175s can be a mixed blessing. From a comfort perspective one could argue that its a wash (or superior depending on what you prefer). But from a pricing/rev management/yield standpoint, with one E175 you are somewhat limited. AA/WN can operate a 150 seat 737 and offer 40 seats at the lowest discount fare which accounts for about 26% of the available seats, but 40 seats on an E175 represents 57% of available seats so they would need to break even on the remaining 30 seats.
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#88
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I don't expect them to beat WN off of any routes out of DAL (ha!) but they have been stubborn and determined at making SJC and SAN into focus cities. I expect them to try and give DAL some time and love as a market.
Redeploying those LGA/DCA frequencies into SJC/SAN/PDX/SEA isn't going to cut it (it's too much), and running 12 or so frequencies out of 2 DAL gates when they could just consolidate operations at DFW doesn't make a lot of sense. I also find it hard to believe that 1xDAL from SEA/PDX/SAN/SJC is going to be spectacularly better than 3xDCA/LGA when WN is even more dominant and established at SJC than DCA, yet isn't interested in more than 1x for SJC. Same with PDX and even SEA. More frequencies at SAN... maybe? Except the problem is that the AS Circle of Death at SAN is going to run out of room at some point...
AS has a reasonable portfolio of destinations at DAL that somewhat resembles their other focus cities, SAN and SJC. Serving two major US cities (NYC and WAS) with reasonable frequencies to go along with two other large metros (SFO/LAX) is rational since the other option AS likes to do to assault WN in their strongholds (fly to Mexico and Hawaii with 1x frequencies) is simply not an option when it comes to DAL. Neither is trying to do in Texas what they are trying in CA (intra-state or second/third tier cities). We saw how that worked out for VX on DAL-AUS. Not well.
They should give it a while to work, which I suspect they will, and if in the end it turns out not to work, I would imagine they would fold up DAL and the slots, and move SFO/LAX back to DFW like VX had before DAL (and maybe move the SJC/SAN 1x daily there, depending, though they could just let AA handle the focus cities and JUST do SEA/PDX/SFO/LAX, and redeploy SJC/SAN resources to more interesting nonstop options that do NOT compete with AA AND WN for the Dallas metro market).
Last edited by eponymous_coward; Apr 12, 2017 at 4:27 pm
#89
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Not an expansion
Kind of interesting how the media accepted the claim in the press release that this is an expansion at Love Field--when it is actually a very significant contraction. While there are more cities served, there is no increase in flights--But the aircraft changes are a marked decrease in the number of seats. It is probably a wise move, but this is clearly a pull back from Love Field, not an expansion.