Whip Whitaker
Member
- Joined
- Nov 10, 2013
- Posts
- 10
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I'm sure the domestic US industry will be fine. But over the next decade I would bet good money that you will see legacies losing the fight over international capacity with EK, Qatar, etc. It's a big sh#t sandwich but unless we see a radical shift in policy you better plan on it.
Good god, General Grant. 18000 posts in 11 years? That's over 4 posts a day every day for the last decade. I'm guessing you don't have much of a social life.
General,
I think EK has already severely disrupted the european carriers. The big European hubs are being replaced by DXB. Instead of flying to Heathrow or Paris and then on to Asia, India, or Africa passengers are making one stop in Dubai then heading wherever.
MXP-JFK is just the first of many. The biggest impediment to Emirates at the moment is a lack of available aircraft. Once more airframes start arriving I think you will see Spain-USA, UK-USA, and Asia-USA. Given the capacity constraints at Dubai the logical response will be to open more routes which do not touch the hub.
When given a choice between a better product at a cheaper price or a US legacy I'm guessing most pax will choose EK. Possibly not those who are tied to a frequent flyer program. Lets see how the next 5 to 10 years pans out. EK is reaching critical mass and the brand is gaining awareness in the US. It's the last piece of the puzzle for Emirates.
I'm sure the domestic US industry will be fine. But over the next decade I would bet good money that you will see legacies losing the fight over international capacity with EK, Qatar, etc. It's a big sh#t sandwich but unless we see a radical shift in policy you better plan on it.
You seriously think Singapore, Garuda, MAS, BA, KLM, etc present a real threat to EK? You realize that the Qantas tie-up effectively castrated Singapore right? The only real competition I see is from Lufthansa. But they are operating from a much higher cost basis.
BHX-BOS might be a good route. Huge indian populations in both cities. I guess it's not really worth arguing. I don't think you have a clear picture of the current state of affairs outside of the US. Lets just revisit this argument in 5 years. If EK is flying Antonovs out of Cameroon I will declare you the victor. By the way Africa is a massive profit center for Emirates.
I certainly don't want to see world domination for Dubai. I wish the US mgt teams would stop dicking around and seriously compete instead of endlessly focusing on synergies and cost control. They continue to do the same old thing and get the same results. Sadly I think the golden days of US aviation are long gone. Now it's run by a bunch of talking heads who just want to move money around and get rich in the process.
It's kind of sad to taxi by a DAL 757 with winglets on some ramp in Africa or Europe. It looks like a third world airline parked next to a bunch of 330's/340's and 777's. I hate to see Dubai taking over. I just call it as I see it. Wouldn't mind another big crash.
http://edition.cnn.com/2013/05/03/opinion/dubai-khanna/index.html?hpt=hp_bn1
I wish the US mgt teams would stop dicking around and seriously compete instead of endlessly focusing on synergies and cost control. They continue to do the same old thing and get the same results. Sadly I think the golden days of US aviation are long gone. Now it's run by a bunch of talking heads who just want to move money around and get rich in the process.
It's kind of sad to taxi by a DAL 757 with winglets on some ramp in Africa or Europe. It looks like a third world airline parked next to a bunch of 330's/340's and 777's. I hate to see Dubai taking over.
The US Navy is larger than the next largest 13 naval fleets of other countries. I point that out as a reminder that if/when our airlines get their act together we will be a force to be reckoned with.
Comments like this will wale at thin real quick:
"In a sign of the Gulf's increasing power in the industry, Emirates Chairman Sheikh Ahmed bin Saeed Al Maktoum said he was confident of a shift in stance in the West that would allow the group to fly more of its planes to airports there.
"We are buying a product from their countries. So why would they not allow us to fly to these airports? If they don't, they can take their planes back," he said."
Funny stuff. Africa is fairly junior for our pilots, and that means you probably were in Dakar or Accra. Wow, enjoy those two hot spots. Have you been to Narita lately or AMS? A lot more DL 744s, 777s, 330s, etc. You must see a lot of Africa. Do you load up on Malarone? Watch your liver. Did you get a Typhoid shot? I don't go to Africa. I hear it is profitable for most airlines that go there. You must go there a lot. I'm not jealous. Do you have a choice to where you go? Not according to most on PPRUNE.
BOS to BHX may have some limited success, but not long term. Nah, that's throwing darts at hopes and dreams. And, I hope you guys are extremely profitable outside of the US, because that's just it, you won't get the huge access you desire TO the US. Big airports here are limited. Nobody wants to give up anything. Same with most of Europe. It's great you connect Chinese from PEK to Tripoli via DXB, that's fantastic. I don't think anyone else wants to do that. And, the big 3 US carriers are only getting stronger due to Consolidation, financially and even politically. Your entrance into the large cities and most profitable cities in the US will be limited. Sorry. Have a great one in Conakry.
PS--- you know who your real competition is? Turkish Air. They have access to all of Europe, anywhere in Germany and France, and have big planes coming too. They are the ones who give the Gulf Carriers heartburn. Via IST they have as many connections to all over the ME, even including cities like Mogudishu and Djibouti. And, IST is just a bit too far for Americans to back track to cities in Western Europe, and Asia is very doubtful. I bet their service rivals yours, too, and they are a member of NATO. Oh well..... A perfect buffer to the Gulf Carriers.
Bye Bye---General Lee
Good point on Turkish....great for Star Alliance over Skyteam.
Re other points....the problem now for competitors becomes equipment. One of the reasons EK have been so successful was how we broke the 'kangaroo route' by using 77Ws over the competitions 744s. With fuel at 40% of cost, the aircraft used is crucial. It's why competing with DAL on MXP is going to take away millions in their revenue due to them using the old clapped out 767s (not to mention service a la 'sky hag' )
This latest order for an aircraft that is up to 15% more efficient that current 77Ws will add to pressure - eg the 'new' A330s that Delta bought from the French and that will presumably be used for years just cannot compete with the 777X.
Loads more to chat about but the chauffeur is here ...gotta do my commute from the sitting room to the back seat ; >
fv
PS . Anyone tell me what's the most junior DOH of a DAL 777 capt who lives in hub and the more generally what the most junior DOH of a DAL DC-9... Thanks, I'll check back later when I get to my Suite.
Good point on Turkish....great for Star Alliance over Skyteam.
Re other points....the problem now for competitors becomes equipment. One of the reasons EK have been so successful was how we broke the 'kangaroo route' by using 77Ws over the competitions 744s. With fuel at 40% of cost, the aircraft used is crucial. It's why competing with DAL on MXP is going to take away millions in their revenue due to them using the old clapped out 767s (not to mention service a la 'sky hag' )
This latest order for an aircraft that is up to 15% more efficient that current 77Ws will add to pressure - eg the 'new' A330s that Delta bought from the French and that will presumably be used for years just cannot compete with the 777X.
Loads more to chat about but the chauffeur is here ...gotta do my commute from the sitting room to the back seat ; >
fv
PS . Anyone tell me what's the most junior DOH of a DAL 777 capt who lives in hub and the more generally what the most junior DOH of a DAL DC-9... Thanks, I'll check back later when I get to my Suite.
General,
I prefer Haneda over Narita so I haven't been to Narita lately. But I did see one of your 767's parked in between a 787 and 77W on the ramp at Haneda. It was looking a bit worn out.
I'm not sure what you mean when you say "Your entrance into the large cities and most profitable cities in the US will be limited. Sorry." We fly to IAD, JFK, DFW, IAH, SFO, SEA, LAX, BOS is coming, and we have ORD on the freighter. Last time I lived in the US those were considered "large cities." The next step will be connecting those cities to destinations other than Dubai. EK has already stated that they are going to double the amount of US destinations over the next few years.
I also don't understand your logic when you say BHX-BOS would be good for a limited time. If it works now it will just get better with time. Once an Indian population takes root in a city they tend to expand not contract.
The 777X was built largely for Emirates. But as you say maybe Boeing was bluffing and they might just cancel all those orders and give them at a discount to the US airlines instead. I'm not sure if the big 3 could split 150 orders between them but I'm sure Boeing would do anything to make EK have to order Antonovs instead. France and Germany haven't done much to limit EK's access to the 380. Lufthansa has 10, Air France has 8, while EK has 40 with firm orders for another 100! As you would say "Good luck with that."
If you really think passengers pick an airline because of their "clapped out" seats and amenities, you are The Mayor of Toronto. There's this airline called Southwest, you may have heard of them....they are doing good against my "clapped out" 767s on Transcons.
It's about price...plain and simple.
In fact, the. Gulf 3 needs to have a cash-only option for all the goat herders they plan on flying......
What's that? 200 A380s are gonna be filled with Wall Street types? Uh huh sure Rob Ford.
Delta has twice the number of HND flights as you do, and obviously a lot more NRT. I'm glad you were able to look inside the 767 from the gate, and probably see the new lie flat seats and interiors. One thing those 767s do that you don't, they fly to the USA from HND. I really really doubt Japan will ever let you do it, it would hurt ANA and JAL too. That is protectionism. Before you ask why DL can do it, Northwest actually helped build JAL after WWII. NWA was asked to fly, along with Pan Am, after WWII to help Japanese aviation grow again. Where were the Emirates back then? Never mind.
You may have a slot or gate at many of the big US cities, but your grandiose plans of multiple flights is a dream at best. Not enough room. The incumbent airlines based at those airports have a lot of say on gates and needs, and airport officials tend to listen. It's called politics. I think Kansas City should be your next pick, they may have a gate available.
Have you been to the Indian sections of BOS or BHX? If not, how do you know it could sustain a daily 777 flight? Are there rich Indians living in each city that can afford it? Btw, on a side note, those rich Indians in BHX can now fly nonstop from BHX to DEL on an Air India 788, so no need for a stop in DXB. Oh well.
The 77X is having a tough time right now, since nobody knows where it will be built. Labor in America doesn't want to be treated like laborers in the ME. So, your order could be considered "up in the air" right now..... Maybe your ruler will build a Boeing plant in DXB? That would be Fantastic! You could fly them fresh off the plant directly to Conakry. En........joy that.
Bye Bye---General Lee