aemoreira1981 wrote:nine4nine wrote:seabosdca wrote:Why would AS want to merge with B6 and inherit all the issues you are describing? AS is still digesting the VX merger and has plenty of opportunities for organic growth on the West Coast. The most attractive merger partner for AS would be HA, not B6.
I think B6's future plans should be to the East Coast as AS is to the West Coast. Keep going after NYC business, beef up Florida, look for more Eastern focus cities, and fly to national destinations with the idea of cementing the East Coast customer base further in place. In short, try to rattle the cages of AA and DL in those markets the way AS is trying to do to WN in California.
Agreed. AS has butchered the VX product which actually made a nice relaxed flying experience. They’ve dumped or cut back substantially many of the VX routes and incorporated the boring lackluster cabin offerings.
IF a marriage between AS and B6 were to ever transpire let’s hope the B6 name and service would be the overpowering factors. Nobody thinks Alaska when flying east-west or Caribbean and vice versa.
I honestly believe that an AS-B6 merger would have B6 being the acquiring entity as well. It would also give B6 access to the West Coast network of AS and also give it a place at airports where it has no presence now, like DFW. The major question would be what to do with the ex-VX Airbus fleet, as those are CFM frames as opposed to B6's IAE frames (also, VX was mostly leased while B6 is mostly owned or financed). Such an acquisition could also give B6 the incentive to add more BCS3s or BCS1s, especially for regional ops. The question is if a regional partner would be added to JFK operations (currently, B6 is all mainline). Why I see B6 buying AS more than AS buying B6 is because B6 has more valuable assets, such as more landing slots at slot-restricted JFK and LGA and being a future landlord of other airlines at JFK, along with a lot of amortized Airbus planes.
Would the value of B6's slots and aircraft, with the Airbus fleet mostly owned or financed, be worth more than the airline's market cap?
What in the world makes you think that a sickly Jetblue would have the money or the talent to acquire Alaska Airlines which is a healthy company with competent management that has been around since 1932? I needed a good laugh today.