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Delta Hopes for Merger Agreement with NWA or UAL in Next 2 Weeks

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I can't help but notice you continue to leave CAL out of the equation. I think you are totally underestimating our management. While as a union committee member SPSC Strike Prep Chairman I fight against them I do have an awful lot of respect for them and I never underestimate them either. The are the top management team in the business (at least in the recent past) and most importantly true or not Wall Street believes that to be the case.

CAL has said publicly to our union and all the new hire classes (Kelner visits each class) that we don't want to merge but if mergers take place we will be a part of it, guaranteed.

As Gordo used to say you don't want to be the ugly girl left standing at the dance.

CAL has stated to CAL ALPA many times the number one merger scenario is CAL/UAL and number two is DAL/UAL. They have said if a UAL/DAL goes down we are in deep trouble.

My two cents if these talks are serious CAL will insert themselves into them and they may even pull the trigger first as to not be left out. You mention US Airways (no disrespect to the Airways pilots on the board) but CAL is far stronger and a much better partner then Us Airways.

Southwest also said "they would not be left behind." Delta is in front right now looking at the best combo with NWA and UAL, and the one they don't choose will likely go to CAL. AA is too big on it's own, even though they may bid for NWA just to bring up the price for DL. AA also knows they have a huge ORD hub right between MSP and DTW, which may cause a big problem for them. So, what will Southwest do after CAL picks a partner? (that is IF the Gov't allows any of it to happen?)


Bye Bye--General Lee
 

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