I think the XJT guys have a good shot at getting Comair+X%. You've got a good amount of leverage since you account for 99% of CAL's feed. XJT is doing ok and CAL is weathering the storm decently, so there's no reason that XJT can't raise the bar.
ASA, on the otherhand, doesn't have half the leverage. ASA's only presence is ATL and DFW. In ATL, ASA is slowly getting overlapped mitigating much of the strike threat. If you subtract out the routes that CMR has taken over and the routes that ASA shares with DAL mainline, you'll see that ASA doesn't have that tight of a hold on ATL. An ASA strike would cripple DFW, but in all reality that does't matter. DFW doesn't make money for DL and losing it wouldn't be that big of a blow to the system.
Factor that in with DL's declining financials and pressure from DALPA and you've got yourself one tough road ahead for ASA.
ASA, on the otherhand, doesn't have half the leverage. ASA's only presence is ATL and DFW. In ATL, ASA is slowly getting overlapped mitigating much of the strike threat. If you subtract out the routes that CMR has taken over and the routes that ASA shares with DAL mainline, you'll see that ASA doesn't have that tight of a hold on ATL. An ASA strike would cripple DFW, but in all reality that does't matter. DFW doesn't make money for DL and losing it wouldn't be that big of a blow to the system.
Factor that in with DL's declining financials and pressure from DALPA and you've got yourself one tough road ahead for ASA.