Thanks Dan.
I believe what my gut says is at least 25% of your flight is made of connects you don't know are connecting. Even though your departure times don't add up to a direct connect, it's easy for folks to arrive the night before and either get a room or wait in the airport. I know this because we bring folks in all the time who are happy to be going to the islands and will be doing one of the two I mentioned.
I think there is way more to the Kelly friendship than you realize. Either of us realize. Two completely different operations are exactly what merger folks look to to increase the synergies of each.
Well. if they couldn't come up with a codeshare that worked I think it's a safe bet that a merger would be pretty far fetched!
While merging with Hawaiian is always on peoples fun to start rumor list, the reality is something completely different. Even the most realistic option, Delta, was put to rest by none other than Lee Moak. We are a pure discretionary traveler airline. We really don't bring much to the table for anyone else. Like I said we only work as Hawaiian Air to Hawaii.
As far as SWA is concerned, now nothing personal Score!, but that's a real long shot. Number one, if all of a sudden they thought they should become a Intl long haul AirBus operator in the Pacific they would be straying so far from their core business plan it would be ridiculous. They would be trying to turn themselves into a mini USAir, a domestic route structure with a smaller than the competition Intl route structure. They would really be sticking their necks out. In addition and again, nothing personal, but SWA's proven track record in mergers would absolutely make it impossible for the deal to be considered. With out going into a long drawn out explanation, SWA would not be allowed in the State pulling what they did to AirTran in Hawaii. It would be a whole different arena. Suffice to say, with over 5000 employees at Hawaiian, there is enough people at Hawaiian that know a lot more people that could do some serious damage to any attempt at a takeover.
Keep in mind that Hawaii's economy is doing very well because tourism is so strong. The number one reason tourism is so strong is because of the amount of airline seats that has been added. AK filled the void that AQ and ATA left, and HA has largely been responsible for the big increase from Asia, Australia and even the East Coast. The State will not let what Hawaiian has planned for growth go away, it would hurt the economy too much if, as in all mergers, the disappearing airline got cherry picked and discarded for the benefit of a mainland airline.
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