DAL RJ order soon?

[DDpaysoff]

Rumors are flying on wall street today that DAL will announce a large order for 100 seat jets next week. ERJ stock shot up 40 cents in the last hour. Popular belief is ERJ 170. I would expect nothing else from delta but to treat it's vendors like its employee group and fight Bombardier and Embrear against each other. We all know they are coming just a matter of who, when, and how many.

 

[General Lee]

DDaypaysoff,

You mean the EMB-190 right? Not the EMB-170---that is a 70 seater.

Bye Bye--General Lee

 

[DDpaysoff]

Whatever the 100 seater is.
I think there are two big questions for the pilots of DAL and DCI wholly owned.
1. How many of these 100 seaters will replace 737-200 and 300's and how many will be new vacancies for DAL pilots.
2. How will these additional aircraft orders affect future 70-90 seat scope limitations.
I have no doubt the new a/c will go to delta pilots. I also know the company wants more 70 seaters based on lower casms to the 50 seat rj. There will be a lot of news in the 3rd Qtr. CC. No announcement has been made on '04 capex I would expect that on the CC on Oct. 14.

 

[DDpaysoff]

Boeing

Another reason to believe Embraer will get the order for DAL and possibly ACAI. Maybe it is time to put a few dollars into ERJ.

http://seattletimes.nwsource.com/html/businesstechnology/2001745027_boeing250.html

 

[lowecur]

Just my opinion, but I speculate that this will be a large order for DL. I think much larger than the 100 firm for B6. I expect them to order some 175's, 190's, and 195's. This will give Song the flexibility to move the fleet where demand is highest. I think the fleet will be delivered over a 5 to 6 year period, with retirement of all the 732's, 733's, and MD 88's, as the new a/c come on-line. I think capacity will probably grow 5% per year. The new EMB's will be handled by transfer offers as well as furlough recall. This transition should create about 1/3 more new jobs than exist today. These are conservative numbers, and could grow if business travel demands picks up.

 

[Torey15]

Alright guys, here is a stupid question, but one that has been bugging me nonetheless-What happens if/when the airlines return to better days fiscally and routes that pre 9-11 were flown with 73's, MD80, 90's, etc. and now are flown by many airlines connection/express partners? Will these routes be taken back over by the bigger equipment flown by the majors because the passenger loads will support that?? Will the regional carriers be forced to return to these routes to their big brothers, or just fill the skies with more RJ's?? What gives here my fellow labor law experts?? If this is an ignorant question, fill free to flame on me, but I was just curious......

 

[Skank]

Just for info, the EMB 190 will be about the same size as some of the equipment you mentioned. So it shouldn't be necessary to return the flying to anyone. I'd be surprised if DALPA let that flying ever go anywhere else in the first place.

 

[General Lee]

Skank and Torey,

I don't think Dalpa controls any of the flying, look what happened today in SLC---Delta lost 20 flights, mostly to Montana, and DCI gained 30 or so. I think Dalpa just controls the number of pilots, through no furlough clauses, and Delta decides on what to do with them or where they should go. (Some of the returning recalls will sit and not fly, but get paid)

I don't know if this EMB-190 rumor is true or not, but it would make sense because the current pay scales do not have the EMB-190, so they would have to negotiate newer and lower rates. I thought the A318 would be a better choice, but I do not know exactly which one we will order-----so it is speculation. I have seen pictures of the EMB-170, and it looks like a nice plane. As far as who would fly them, I would think mainline, and I also think there could be more 70 seaters ordered if Dalpa agrees. There will also probably be some paycuts eventually, but only if Dalpa gets a contract extension, and everyone joins in the cuts. There are a lot of things floating around right now, and I hope we ALL get to expand and I hope that our airline gets in better financial shape also.

Bye Bye--General Lee

 

[ERJpusher]

The EMB 190 and 195 series aren't classified as "RJ" aircraft. If you notice, they carry the EMB label, not the ERJ label.

 

[General Lee]

Treme,

It is good to keep a higher number of high paying jobs out there, rather than allow an increase in lower paying jobs. There are probably a lot of people out there in the regionals that might want to move on and maybe get an increase in pay and a better retirement.

Bye Bye--General Lee

 

[DDpaysoff]

ERJ...buy

I have spent the better part of the day doing DD on ERJ. Sorry, I can't post more links but it would expose my accounts to the public. I would put a buy rating on it, but not strong enough that I would average out of other strong positions. I will not buy ERJ because I would have to sell true diamonds to do so, none in the aircraft mfg. industry. Do your own DD, and if you buy enjoy the ride to 30.
However, something is definately brewing. It has been brewing since the last week in Aug. There will be a large order from somone soon.

Good luck.

 

[WrightAvia]

The EMB 190 and 195 series aren't classified as "RJ" aircraft. If you notice, they carry the EMB label, not the ERJ label.

Interesting point.

 

[Caveman]

"The EMB 190 and 195 series aren't classified as "RJ" aircraft. If you notice, they carry the EMB label, not the ERJ label."

Also, if you called them "RJ" the mainline pilots would refuse to fly them.

 

[General Lee]

Caveman,

I know plenty of furloughed pilots at Delta that would love to fly some 70 seaters, and maybe 50 seaters if they weren't flown by people who had "CRM" problems.

Bye Bye--General Lee

 

[dav8or]

"The EMB 190 and 195 series aren't classified as "RJ" aircraft. If you notice, they carry the EMB label, not the ERJ label."

Also, if you called them "RJ" the mainline pilots would refuse to fly them.

Theymust be "SJ's" then.

190 ESJ

 

[Caveman]

General Lee,

"I know plenty of furloughed pilots at Delta that would love to fly some 70 seaters, and maybe 50 seaters if they weren't flown by people who had "CRM" problems."

That must be why there have been 'plenty' of applicants beating down ASA's doors to fly the RJ's. Afterall, ASA doesn't have any 'CRM' problems.

 

[General Lee]

Caveman,

You're right, not many have tried, but I do know some that have and they say it has been a good experience. That will be rewarded.

Bye Bye--General Lee

 

[rjcap]

You're right, not many have tried, but I do know some that have and they say it has been a good experience. That will be rewarded.

Well it looks like Comair will get the expansion out of SLC and ASA will get the short end of the stick. Thats the reward ASA gets for hiring the Delta castaways.

 

[ReportCanoa]

No, that's our reward for being the worst on time performer in the country. What a deal.

 

[VFR on Top]

The EMB 190 and 195 series aren't classified as "RJ" aircraft. If you notice, they carry the EMB label, not the ERJ label.

How then do you explain the EMB-120's designation?