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AA - US Merger Agreement / Announcement / DOJ Action Discussion (consolidated)

View Poll Results: My opinion of the announced AA - US merger is:
This is the best of all possible worlds; great idea!
33
3.93%
This portends a stronger airline, with some changes for all
192
22.88%
I am neutral - pros and cons for all
199
23.72%
I think this is a somewhat bad idea with some real challenges
226
26.94%
I am completely opposed to this merger; terrible idea!
189
22.53%
Voters: 839. You may not vote on this poll

AA - US Merger Agreement / Announcement / DOJ Action Discussion (consolidated)

 
Old Feb 13, 13, 4:39 pm
  #46  
 
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Originally Posted by grahampros View Post
Few points. No little chance it wont be approved. Very little overlap in the network and that would be the only real reason for objections. There is little argument to be made it reduces competition.
I would be quite surprised if AA/US did not have to get rid of some slots at DCA.
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Old Feb 13, 13, 4:46 pm
  #47  
 
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Originally Posted by ckendall View Post
I would be quite surprised if AA/US did not have to get rid of some slots at DCA.
You're correct that's really the only market I see where there may have to be some minor carve out's as with UA/CO at EWR. But that would be a minor issue easily resolved.
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Old Feb 13, 13, 4:48 pm
  #48  
GVA
 
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Announcement tomorrow very early morning?

http://aviationblog.dallasnews.com/2...apped-up.html/

Seems like it will be announced tomorrow in the very early hours and a press conference set at 07:30 AM CST.
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Old Feb 13, 13, 5:06 pm
  #49  
 
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Originally Posted by Clipper110A View Post
He also is a bit off base about US internationally...No doubt AA is larger than US internationally, yet US send their metal to more cities in Europe than AA. It is odd that US can be found in secondary European markets like VCE, LIS, at one time ATH (some admittedly seasonal)...most of us would be in shock if AA started serving those cities.
It's not odd. US has awesomely low costs and can maintain those niche routes seasonally. But even then, US has drawn back just like everybody else. Birmingham, Stockholm, Milan and Oslo are gone.

AA still is around double the size to Europe than US.
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Old Feb 13, 13, 5:07 pm
  #50  
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How sweet of them to pick Valentine's day to announce a merger.
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Old Feb 13, 13, 5:24 pm
  #51  
 
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Originally Posted by MAH4546 View Post
It's not odd. US has awesomely low costs and can maintain those niche routes seasonally. ......
*HAD* some awesomely low costs. All of that will quickly disappear as unions expect the promises to be made good.

Fasten your seatbelts. All of this could get ugly very quickly.
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Old Feb 13, 13, 5:27 pm
  #52  
 
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So it looks AA failed to reduce their costs as a sustainable airline.
We will see another ch11 within a 5 years?
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Old Feb 13, 13, 5:31 pm
  #53  
 
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Originally Posted by supergrandslam View Post
So it looks AA failed to reduce their costs as a sustainable airline.
We will see another ch11 within a 5 years?
Oh, they still reduced their costs quite a bit. No doubt there. At this point their costs will be no higher then either DL or UA and still a bit lower it appears, even with Parker's add ins. Both DL and UA have given sizable raises to their pilots in the latest round.

Now BK in the next 5 years, that will just depend mostly on how smoothly the integration goes and no major shocks to the system again. Any major downturn again or even like 911 tanks the whole industry.
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Old Feb 13, 13, 5:32 pm
  #54  
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Originally Posted by GVA View Post
http://aviationblog.dallasnews.com/2...apped-up.html/

Seems like it will be announced tomorrow in the very early hours and a press conference set at 07:30 AM CST.
Early hour is probably because management will make appearances on the morning shows.
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Old Feb 13, 13, 5:33 pm
  #55  
 
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Originally Posted by dayone View Post
Early hour is probably because management will make appearances on the morning shows.
Yeah expect Parker all over the place. Horton, i doubt so much he's licking his wounds so i dont expect to see much of him.
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Old Feb 13, 13, 5:47 pm
  #56  
 
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Originally Posted by supergrandslam View Post
So it looks AA failed to reduce their costs as a sustainable airline.
We will see another ch11 within a 5 years?
That's nowhere near true. It has reduced its cost; and even as they go up again due to the merger, they will remain industry-leading.
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Old Feb 13, 13, 5:49 pm
  #57  
 
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Originally Posted by grahampros View Post
Horton, i doubt so much he's licking his wounds so i dont expect to see much of him.
You mean counting his cash...
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Old Feb 13, 13, 5:50 pm
  #58  
 
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Originally Posted by MAH4546 View Post
That's nowhere near true. It has reduced its cost; and even as they go up again due to the merger, they will remain industry-leading.
How can you be sure they will remain industry-leading - and for how long?

Citations?
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Old Feb 13, 13, 5:54 pm
  #59  
 
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Originally Posted by LarkSFO View Post
You mean counting his cash...
LOL..that too certainly. It's why i dont feel bad for him. Gamble he took and lost but payed VERY well i have no doubt.
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Old Feb 13, 13, 5:57 pm
  #60  
 
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Here's the confirmation the Boards approved

Enjoy

http://online.wsj.com/article/SB1000...840646606.html
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