Independent E.G.

Will Delta Agree to Northwest's Offer Without Pilot Consent?

Nobody likes a company with unhappy employees. That's a fact. At the same time, everybody knows that labor groups can not agree with each other when their own interest is at the issue, like their own seniority. That's also a fact. Top executives know that. Their consultants who are ex-airline execs for sure know that very well. So why wait till they say: We give you guys a lot time. We can not wait forever. Here's our deal. Take it or leave it.
Some party even rejected arbitration, what else can we do?
Here comes the deal at a good price.

Will Delta Agree to Northwest's Offer Without Pilot Consent?

Another question is: How are you going to carry so many share holders into the new company? In another words: Shares awarded to employees before they emerged from Chapter 11, shares awarded to many institutions who had claims against NWA & DELTA? Some institutions and individuals are artificially creating a downward pressure on NWA & DAL stock prices using many leverages including oil. Like the value of the DOLLAR. You pay somebody back their debts with low interest rates. You pay these share holders with NWA & DAL stocks with very low price per share. What can you do about it? If you play it well, you will win by long, short, straddle or accumulating your share and enjoy your your rewards in the near future. If you don't play right or miss the game or the boat, you sigh and cry....TWA was a big example before people forget them not long ago. Senority is based on time. Anybody who plays with time only lose time. There's a timeline for everything.

Delta/Northwest: Evaluating Company Performance in a Dysfunctional Industry

Wave, Lisa and everybody else on this wagon(because the fuel cost is going up maybe you should get more people invest in railroads like those big investors):
Cheering such comments will only help the airlines' stock price down. Who benefit from a low stock price of your airlines? Not airline employees, not airlines shareholders, certainly not consumers. You got it? When oil goes up, airlines stock goes down, so does auto and many other industries related to them. High oil price will eventually drive down the wholl economy if you don't put a brake or find alternatives. 911 did not kill airlines and the whole economy they serve. Are you going let oil do the job? No way! Not for some "smart" investors and oil manipulators who believe they are so "smart" or so "powerful"! When and how can we find a solution to solve the "OIL" problem? How are we contributing to do the right thing?

Unintended Consequences of a Delta/Northwest Merger

The valuation of the two airlines (NWA & DAL) is something very tangible using asset-base or units per capacity and can be decided objectively if reasonable approaches are applied. Not long ago, US Airways put a few figures out in their bidding for Delta which were countered and rejected based on different calculations. Midwest rejected Air-Trans bidding and accepted TPG/NWA's bidding instead. If any theory can not stand the reality test, that "theory in the air" can not be used for "airlines". Simple as that.

Unintended Consequences of a Delta/Northwest Merger

Mr. Cook:
Your theory on NWA and DAL's market share is not reflecting reality now. Do you agree? I don't think they have or will have negative market share. Do you agree? What's the value of your theory in dealing with such reality? Is it > or < than 0?

Unintended Consequences of a Delta/Northwest Merger

Mr. Cook: At the end of you article, you said: "Will this analysis prove to be accurate? Probably not." That's an understatement. Definitly not. But why you are writing this? The combined airline of NWA and DAL will be number One. By the way, how does negative market share work in the real world?