airlinepilot
Well-known member
- Joined
- Apr 19, 2002
- Posts
- 481
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I called it. Here it is. We are the ones that are the money makers. Gimme, Gimme, Gimme. Time for some popcorn.Regardless of their prospects, F9 is giving WN fits in DEN. The tea leave reading leads me to think that WN management sees PRECIOUS few growth options outside DEN and certainly NO PLACE were one deal can do so much competitive damage. There is NO other place you can, for the price, get all the goods as WN can get, with buying F9. WN is getting a rare gift, a MULTI win-win gift! For many of its individual components, let alone the whole enchilada, its good for WN, otherwise they WOULDN'T be in the running. Its a great real estate deal, by ITSELF. It is, by itself, a great way to take out a scrappy competitor, It is, by ITSELF a great advantage to kick UA in the shins. It is, by its self, a way to prevent a continued F9 presence, perhaps well-funded and growing, further complicating the largest hole in WN's map. Southwest is, for my money, the best run company in the business. They wouldn't be willing to "poison" their culture with outsiders if there wasn't a HUGE benefit to be had. If the deal goes down, the upside, over the next few years, could be colossal. WN is buying a front row seat, SPRING-LOADED to the fighting position, for a once in a decade chance to break out and RUN! UAL (BTW my former employer) appears to be about 2 years behind the competitive curve, WN about 5 years AHEAD. The short version is, buy F9 now and its the best 113 million dollar beat-down ever spent. The WN pilots, or Wall Street, has never lost betting against Southwest. I wouldn't bet against them either. All I know is that WN sees something BIG....actions are more revealing than words......and certainly a "benefit" to the current WN seniority list, wonder what its really "worth"????
Regardless of their prospects, F9 is giving WN fits in DEN. The tea leave reading leads me to think that WN management sees PRECIOUS few growth options outside DEN and certainly NO PLACE were one deal can do so much competitive damage. There is NO other place you can, for the price, get all the goods as WN can get, with buying F9. WN is getting a rare gift, a MULTI win-win gift! For many of its individual components, let alone the whole enchilada, its good for WN, otherwise they WOULDN'T be in the running. Its a great real estate deal, by ITSELF. It is, by itself, a great way to take out a scrappy competitor, It is, by ITSELF a great advantage to kick UA in the shins. It is, by its self, a way to prevent a continued F9 presence, perhaps well-funded and growing, further complicating the largest hole in WN's map. Southwest is, for my money, the best run company in the business. They wouldn't be willing to "poison" their culture with outsiders if there wasn't a HUGE benefit to be had. If the deal goes down, the upside, over the next few years, could be colossal. WN is buying a front row seat, SPRING-LOADED to the fighting position, for a once in a decade chance to break out and RUN! UAL (BTW my former employer) appears to be about 2 years behind the competitive curve, WN about 5 years AHEAD. The short version is, buy F9 now and its the best 113 million dollar beat-down ever spent. The WN pilots, or Wall Street, has never lost betting against Southwest. I wouldn't bet against them either. All I know is that WN sees something BIG....actions are more revealing than words......and certainly a "benefit" to the current WN seniority list, wonder what its really "worth"????
Give it up ATA....stop trying to poison the well for the F9 guys. No comparison between what F9 has done. ATA failed because of poor management, expensive leases and very limited customer loyality in conjunction to a declining charter business.
Give it up ATA....stop trying to poison the well for the F9 guys. No comparison between what F9 has done. ATA failed because of poor management, expensive leases and very limited customer loyality in conjunction to a declining charter business.
10 pages, 136 posts, and everyone is still saying the same thing. Not an effective method of communication if you ask me.