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Is Delta Air Lines (DAL -0.9%) just playing defense?: Industry analyst Jeff Straebler speculates...

Is Delta Air Lines (DAL -0.9%) just playing defense?: Industry analyst Jeff Straebler speculates that DAL may be dancing with American Airlines (AAMRQ) as a ploy to "disrupt" the carrier's journey through bankruptcy and make it harder for a rival to snap up assets.
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  • mogando
    , contributor
    Comments (313) | Send Message
     
    actually this is DL/UA's best chance to ruin AA since it's the BK judge and the creditors who would be making the bulk of the decisions, not some management stuck in pride and glory

     

    UA only wants MIA - everything else in their own network is sound.
    US wants DFW and ORD to fill out the gaping hole in their network.
    DL probably is only interested in some slots in JFK and LAX - expand but not so large it'll trigger anti-trust.

     

    This presents the perfect the hypothetical scenario of everyone chopping AA up. If they bid high enough, it'll be hard for the creditors to ignore.
    13 Jan 2012, 11:24 AM Reply Like
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