AS and any "exclusive marketing" arra...

AS and any "exclusive marketing" arrangement? Which would it be?

Created by Any Guesses on Dec 22, 2013

12 votes

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An International Partner - AA, DL, UA

A Domestic Partner - WN

star skyteam oneworld

United States

#1 Dec 22, 2013
Alaska 787s and a oneworld partnership to be AA - US's for an exclusive Pacific Northwest Gateway to Asia.

Now that would be a Pacific Rim Tremor which Boeing would love!
star skyteam oneworld

United States

#2 Dec 22, 2013
I:-) am of the belief Alaska will be merging with no one.

They are financially successful, offer an excellent product, maintain a fuel efficient modern fleet, are well managed, have a great labor force...

and conservative in only going into markets that make economically profitable sense.

American has much to digest right now. 787s for American via Alaska gateway hub may now be just the ticket for Alaska to grow organically in ways they have not grown before!
star skyteam oneworld

United States

#3 Dec 22, 2013
Therefore Delta in the next 5 years is most afraid of

An Independent Alaska allied with American
assessmentffensively defensive and combative low cost structure Alaska
A United Alaska combination (not likely but deregulation has proven to create strange bed fellows),
A Southwest Alaska combination (no significant international pacific routes)

It is all about risk assessment and "going forward" Delta probably sees this as their greatest risks for growth against AA.
star skyteam oneworld

United States

#4 Dec 22, 2013
Virtual mergers are all that are left for this industry, and thus exclusive marketing agreement are probably all Delta thinks it could get at best for government approval in any tie up at this phase. While a prohibition on mergers may be flawed thinking,(who knows actually),

as such, an exclusive tie up with the largest carrier is far more beneficial for AS then a no international growth potential AS marketing tie up.

Oakland, CA

#5 Jan 11, 2014
I think a DL + AS merger might be that one apple too many that tips the cart over! Meaning UA or WN may attempt a hostile merger to outbid DL.

As AS is not interested in merging with any one, DL would in escence be having to court AS shareholders and board of directors and offer a premium price anyway. DL and any agressive moves in Seattle would thus leave a friendly Alliance / Merger partner in place with AA.

And even a potential new full OneWorld partner if that is the path chosen, even with new international routes done on behest of a busy US AA,

It really is a Pandora's Box situation.

United States

#6 Jan 24, 2014
Eagliner, may be correct according to analysts. They termed AA as a "white knight" however, that is bogus terminology.

For a "white knight" bidder to get involved, a company would have to be in financial trouble.

Alaska is in no way in any financial trouble. Therefore, American could probably benefit best by feeding into SEA, and maybe even having AS do some targeted high profile long haul international routes, via new efficient metal AA US may defer or cancel due to the merger.

This may be a low risk to integrate the fleet of US and AA but still grow with a potential new high quality OneWorld partner in the Northwest

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