Re: Delta

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At 10:47 AM 8/10/2004, you wrote:
>Obviously Delta's not going to go completely out of business, but what
>does all this really mean? If it enters bankruptcy, what operations do
>you see being scaled back?
>
>=20
>
>What does this mean for ATL, CVG, SLC, DFW?
>
>=20
>
>Clay - SEA

Add the New York area to the list. Delta's got operations
at all three airports, the shuttle, international stuff and the usual mix
of long haul and short haul domestic stuff. Delta's got a huge operation
out of the old Pan Am worldport, the split operations at LGA (Shuttle in the
marine air terminal, everything else at the other end of the airport, next to
NWA)  Short haul stuff on various regional jet partners, and some
operations out
of EWR, because, well, you've got to cover EWR if you're doing NY.

One has to wonder how well the Florida stuff's performing, in terms of
yields, given
all the low cost competition. DL's pretty far back on the transcons as
well, certainly
behind AMR and UAL in profile, and sort of next to Continental, but with
less of an
integrated hub to back it up

Be interesting to know what's working out of the JFK international
operation, and what's costing
them. International's been holding up better than domestic for most
carriers, due to less low cost
competition, but it's hardly pain free.

Food for thought.

- David

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