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What Is In Store For Boeing At The Paris Air Show  
User currently offlineColumbia107 From Gibraltar, joined Aug 2004, 358 posts, RR: 2
Posted (9 years 4 months 3 weeks 4 days 20 hours ago) and read 6892 times:

Most of the talk on A net has been about how Airbus will catch up with Boeing in respect of 2005 new orders at the Paris Airshow.

Well according to Prudential Equity Research, it is of the opinion that positive news for Boeing should come from the Paris Air Show. It has just raised the target price for Boeing stock to US$64 as they "expect the stock to react positively to several events over the next few weeks."

I note the stock is now at almost US$62. I therefore wonder what positive news it will be. Is it Emirates ordering the 787 despite all of the talk that Emirates will order the 350 at the Paris Airshow. The 747ADV? Anyone has any idea what potential orders Boeing may receive at the show? OK, I know that Boeing do not retain orders for the purpose of creating "noises" at air shows such as Airbus seems to have done in the past.

Of course we know that research firms sometimes get it wrong but perhaps on this occasion Prudential's foresight may be correct.


In God we trust
23 replies: All unread, jump to last
 
User currently offlineBoeingBus From United States of America, joined May 2004, 1596 posts, RR: 18
Reply 1, posted (9 years 4 months 3 weeks 4 days 20 hours ago) and read 6853 times:

Here is my take...

The 747Adv will be formally lauched with at least 2 if not more customers.
The 787 will rack up more orders and final definition will be made public.
The 737-9xx will be launched.



Airbus or Boeing - it's all good to me!
User currently offlineKen777 From United States of America, joined Mar 2004, 8302 posts, RR: 8
Reply 2, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6711 times:

747ADV launched? Love to see that. Probably some nice 787 orders and a flip of the coin on the 737-900.

The only thing for sure is that it is going to be a bum fight between A & B, with a brief pause for the 380 flyby.


User currently offlineComeAndGo From United States of America, joined Mar 2005, 1041 posts, RR: 0
Reply 3, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6683 times:

Boeing is going to get a bunch more orders for their 787. All airlines that were holding back orders to compare the offerings from Airbus will now buy the 787. Rumor has it that Boeing will reach 400 orders for the 787. That's enough to move the stock upward.

User currently offlineN60659 From United States of America, joined Mar 2005, 654 posts, RR: 24
Reply 4, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6678 times:

At the very minimum, I would expect an EK order for the 777-200LR. I don't have anything to back this up, but I would expect it to be between 5 and 10 airframes.

-N60659



Nec Dextrorsum Nec Sinistrorsum
User currently offlineLemurs From United States of America, joined Mar 2005, 1439 posts, RR: 4
Reply 5, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6657 times:

Quoting N60659 (Reply 4):
At the very minimum, I would expect an EK order for the 777-200LR. I don't have anything to back this up, but I would expect it to be between 5 and 10 airframes.

It's always refreshingly different when people throw their opinions out here on A.net and admit that they don't have any facts to back it up. Usually it gets couched as being "obvious" based on their dubious opinions. That said, I'm going to agree with you, for the exact same reason.  Smile



There are 10 kinds of people in the world; those who understand binary, and those that don't.
User currently offlineGlom From United Kingdom, joined Apr 2005, 2818 posts, RR: 10
Reply 6, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6615 times:

The 747ADV intrigues me. I guess it's because it uses 787 technology and I like the idea of Boeing uses the advances they developed for the 787 to improve their product line. If the 747ADV uses some 787 technology, will that give a little bit of commonality between the two?

User currently offlineClickhappy From United States of America, joined Sep 2001, 9635 posts, RR: 68
Reply 7, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6588 times:
AIRLINERS.NET CREW
PHOTO SCREENER

rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.

User currently offlinePANAM_DC10 From Australia, joined Aug 2000, 4165 posts, RR: 90
Reply 8, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6569 times:
AIRLINERS.NET CREW
COMMUNITY MANAGER

If the recent report in the Seattle PI was correct then we may see QR announce an order for 10 787s.

I also assume they will have the 772LR on display.

Regards



Ask the impossible to achieve the best possible
User currently offlineGlom From United Kingdom, joined Apr 2005, 2818 posts, RR: 10
Reply 9, posted (9 years 4 months 3 weeks 4 days 17 hours ago) and read 6529 times:

Quoting Clickhappy (Reply 7):
rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.

Exciting rumour. If only we had more to go on than rumour. I guess we'll have to wait until next month to see.


User currently offlineNYC777 From United States of America, joined Jun 2004, 5774 posts, RR: 47
Reply 10, posted (9 years 4 months 3 weeks 4 days 16 hours ago) and read 6496 times:

My take

747Adv lauch with orders from major airlines
787 a large gaggle of orders including QR and possibly EK
firming up of previous announced 787 and 737 orders (Ryanair, Continental, Korean, AC).
777 - more airlines siging up for 772LR, 772LRF, and the 773ER also from significant customers - SQ, EK
737-900X launched



That which does not kill me makes me stronger.
User currently offlineBoeing Nut From , joined Dec 1969, posts, RR:
Reply 11, posted (9 years 4 months 3 weeks 4 days 16 hours ago) and read 6465 times:

Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)

User currently offlineNYC777 From United States of America, joined Jun 2004, 5774 posts, RR: 47
Reply 12, posted (9 years 4 months 3 weeks 4 days 16 hours ago) and read 6430 times:

Quoting Boeing Nut (Reply 11):
Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)

True but if it's technology already developed for the Sonic Cruiser/787 then R&D costs maybe negligible for the 747Adv. It's a similar situation for the 772LR. The development costs were bourne by the 773ER thus the development cost for the 772LR was small and they would be earning a positive RoI with just selling a few frames. Boeing might be in a similar situation with the 747ADV.

[Edited 2005-05-10 22:36:17]


That which does not kill me makes me stronger.
User currently offlineN60659 From United States of America, joined Mar 2005, 654 posts, RR: 24
Reply 13, posted (9 years 4 months 3 weeks 4 days 16 hours ago) and read 6387 times:

Quoting NYC777 (Reply 12):
True but if it's technology already developed for the Sonic Cruiser/787 then R&D costs maybe negligable for the 747Adv.

Not to mention the work already done as part of the 747-400XQLR project.

-N60659



Nec Dextrorsum Nec Sinistrorsum
User currently offlineDhefty From United States of America, joined May 2005, 599 posts, RR: 3
Reply 14, posted (9 years 4 months 3 weeks 4 days 15 hours ago) and read 6300 times:

Does anyone foresee orders for the A340-500/600 at the show?

User currently offlineJet-lagged From United States of America, joined Mar 2002, 874 posts, RR: 0
Reply 15, posted (9 years 4 months 3 weeks 4 days 13 hours ago) and read 6157 times:

Quoting Boeing Nut (Reply 11):
Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)

Funny! But you are probably right. More planes for us to see, is considered bad news initially by the number watchers.

Here are my guesses:
-final size of 787-9 released (no, they won't stretch it)
-performance specs of 772LR officially nudged up
-speech from the new ceo


User currently onlineN1120A From United States of America, joined Dec 2003, 26538 posts, RR: 75
Reply 16, posted (9 years 4 months 3 weeks 4 days 3 hours ago) and read 5975 times:

Quoting Clickhappy (Reply 7):
rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.

That would indeed be very nice Royal

Quoting Boeing Nut (Reply 11):
that's more money Boeing has to spend. (R&D)

They already spent it.



Mangeons les French fries, mais surtout pratiquons avec fierte le French kiss
User currently offlineBoeing Nut From , joined Dec 1969, posts, RR:
Reply 17, posted (9 years 4 months 3 weeks 3 days 23 hours ago) and read 5857 times:

Quoting N1120A (Reply 16):
that's more money Boeing has to spend. (R&D)

They already spent it.

Only a partial amount. If all the money was spent already on the 747ADV, we'd be talking about delivery dates instead of speculating whether or not it's going to be launched.


User currently offlineDAYflyer From United States of America, joined Sep 2004, 3807 posts, RR: 3
Reply 18, posted (9 years 4 months 3 weeks 3 days 23 hours ago) and read 5837 times:

Quoting ComeAndGo (Reply 3):
Rumor has it that Boeing will reach 400 orders for the 787

Uhm, this I sincerely doubt. Most of the big orders for this year are in already I think.

Quoting NYC777 (Reply 10):
firming up of previous announced 787 and 737 orders (Ryanair, Continental, Korean, AC).
777 - more airlines siging up for 772LR, 772LRF, and the 773ER also from significant customers - SQ, EK
737-900X launched

I see this as highly likely.



One Nation Under God
User currently offlineWingman From Seychelles, joined May 1999, 2279 posts, RR: 5
Reply 19, posted (9 years 4 months 3 weeks 3 days 21 hours ago) and read 5743 times:

Other rumors this morning on the blogs indicate that EK is going to place an unsolicited bid on the EU. Originally they were said to be after just the main Airbus plants in Toulouse and Hamburg but decided on a more aggressive approach to purchase the entire continent. Production at Airbus will be ramped up to 300 380s per month and all other airframes will be cancelled. Look for 380 shuttle service between city pairs such as Segovia-Madrid and and Lyon-Nice beginning in 2009. All Europeans will be employed by the new Airbus-EADS and everyone will live happily ever after.

User currently offlineUdo From , joined Dec 1969, posts, RR:
Reply 20, posted (9 years 4 months 3 weeks 3 days 21 hours ago) and read 5725 times:

Quoting Wingman (Reply 19):
All Europeans will be employed by the new Airbus-EADS and everyone will live happily ever after.

Except for people like you!  wave 


Regards
Udo


User currently onlineN1120A From United States of America, joined Dec 2003, 26538 posts, RR: 75
Reply 21, posted (9 years 4 months 3 weeks 3 days 20 hours ago) and read 5672 times:

Quoting Boeing Nut (Reply 17):
Only a partial amount.

The vast majority

Quoting Boeing Nut (Reply 17):
If all the money was spent already on the 747ADV, we'd be talking about delivery dates instead of speculating whether or not it's going to be launched.

Well, yes. I was speaking of the actual cost as compares to what it would have cost to build a clean sheet design

Quoting Udo (Reply 20):
Except for people like you!

Udo, the only German in the world with a good sense of humor.   

[Edited 2005-05-11 18:11:56]


Mangeons les French fries, mais surtout pratiquons avec fierte le French kiss
User currently offlineWingman From Seychelles, joined May 1999, 2279 posts, RR: 5
Reply 22, posted (9 years 4 months 3 weeks 3 days 20 hours ago) and read 5620 times:

Udo, if I can fly between Segovia and Madrid in 21 minutes with 1000 of my drunk friends I will be happy.

User currently offlineUdo From , joined Dec 1969, posts, RR:
Reply 23, posted (9 years 4 months 3 weeks 3 days 20 hours ago) and read 5604 times:

Quoting N1120A (Reply 21):
Udo, the only German in the world with a good sense of humor.

I always do my best!  Wink


Regards
Udo


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