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WSJ: $10bil In New BCA Orders In The Next Weeks  
User currently offlineN328KF From United States of America, joined May 2004, 6485 posts, RR: 3
Posted (7 years 10 months 1 week 3 days 8 hours ago) and read 12224 times:

Brief fair use excerpt from The Wall Street Journal:

Quote:

Boeing Poised To Get $10 Billion In New Business

GE Subsidiary Is Expected To Unveil 777 Plane Deal At $3.5 Billion List Value

After winning 200 more airplane orders than it expected this year, Boeing Co. is poised to receive more than $10 billion worth of additional business in the coming weeks as airlines scramble to snap up delivery slots.

[...]

General Electric Co.'s Commercial Aviation Services leasing and finance unit is expected to announce as early as today that it is ordering 15 Boeing 777s in a deal valued at $3.5 billion at list prices, according to people familiar with the matter. The planes, which will be powered by GE-made engines, will be divided among the freighter and extended-range passenger versions of the 777, these people said.

According to people familiar with the matter, Boeing also has tentative deals with carriers in Europe and Asia for an additional 50 wide-body jets that could be announced before the end of the year. If this occurs, the Chicago aerospace company could approach the record year it had in 2005, with 1,028 net orders. Carriers such as Lufthansa, British Airways, Korean Air, Vietnam Airlines and Philippine Airlines have indicated they are in the market for a variety of airplanes.

[...]

Such deals often are delayed or fall through at the last minute, but due to a dwindling number of early delivery slots in Boeing's production schedule, airlines are quickly lining up. The waiting list to receive most Boeing airplanes is about two years. On some models, such as the 787 "Dreamliner," the earliest available slots for new customers are in 2013.

[...]

Boeing Poised To Get $10 Billion In New Business

As you can see, this article includes hard data on a couple of items of speculation. Specifically, we now know that the 787 is sold out through 2013. From reading the article, I interpreted 'next few weeks' to mean 'by the end of the year.'

[Edited 2006-11-15 06:43:30]


When they call the roll in the Senate, the Senators do not know whether to answer 'Present' or 'Not guilty.' T.Roosevelt
25 replies: All unread, showing first 25:
 
User currently offlineBlatantEcho From United States of America, joined Sep 2000, 1913 posts, RR: 1
Reply 1, posted (7 years 10 months 1 week 3 days 7 hours ago) and read 12133 times:

748 launch, or just more 777s and 787s?


They're not handing trophies out today
User currently offlineFXramper From United States of America, joined Dec 2005, 7298 posts, RR: 85
Reply 2, posted (7 years 10 months 1 week 3 days 7 hours ago) and read 12124 times:
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Quoting N328KF (Thread starter):
we now know that the 787 is sold out through 2013

i smell a 2nd line opening...

i smell AA in the mix...

 airplane 


User currently offlineKen777 From United States of America, joined Mar 2004, 8278 posts, RR: 8
Reply 3, posted (7 years 10 months 1 week 3 days 7 hours ago) and read 11995 times:

I think Boeing will be happy to surprise us.  Smile

The big question is if airlines are ready to order the 748i before the end of the year. I had figured on 2007.

The most exciting announcement (unless, of course, you're Airbus) would be the opening of a second 787 line, starting in 2010.

I would be surprised to see AA announce an order right now because of the labor situation with the pilots.


User currently offlineFlyDreamliner From United States of America, joined Jan 2006, 2759 posts, RR: 15
Reply 4, posted (7 years 10 months 1 week 3 days 6 hours ago) and read 11929 times:

Quoting FXramper (Reply 2):

i smell AA in the mix...

AA, UA, and DL have yet to place their 787 orders. All three have 767 fleets to replace, and 787 is the only aircraft poised to replace 767 sized aircraft, as well as AA's A300 fleet. Between the 3 airlines, you could easily see 400 787s, ordered very likely in the next decade.

Those three alone could have their own line, much less if BA goes to replace its 767 fleet too.



"Let the world change you, and you can change the world"
User currently offlineBringiton From United States of America, joined Sep 2006, 866 posts, RR: 0
Reply 5, posted (7 years 10 months 1 week 3 days 6 hours ago) and read 11906 times:

i dont think this supposed 10billion Dollar Order includes AA . Id expect a AA order to be vaulued at nearly that ammount on its own (60 + 60 options )

User currently offlineJustloveplanes From United States of America, joined Jul 2004, 1056 posts, RR: 1
Reply 6, posted (7 years 10 months 1 week 3 days 1 hour ago) and read 11438 times:

Quoting Bringiton (Reply 5):
i dont think this supposed 10billion Dollar Order includes AA . Id expect a AA order to be vaulued at nearly that ammount on its own (60 + 60 options )

I don't think AA, the article said Europe and Asia. I am thinking LH 777's as one of the orders.


User currently offlineBoeingFever777 From United States of America, joined Jul 2009, 409 posts, RR: 53
Reply 7, posted (7 years 10 months 1 week 3 days 1 hour ago) and read 11378 times:

Who is GECAS ordering (15) 777's for?

Not sure if this is a AA or BA order... The size of the order looks to be to small for either carrier.



Faire du ciel le plus bel endroit de la terre.
User currently offline2wingtips From , joined Dec 1969, posts, RR:
Reply 8, posted (7 years 10 months 1 week 3 days ago) and read 11363 times:

GECAS are reported to be on the verge of an order for 15 777F/773ER and possibly 772LR.
BA will likely exercise it's options on 10 777s before year's end(it isn't a foregone conclusion these will be 773ERs).
VN is known to be looking at 10 more 787s and have the options to exercise.
The 36 787 slots relinquished by SU/LY and Arkia over the last few days will likely be snapped up before year's end(AA?).
PR is reportedly looking to order 6 773ER(although I always thought a 346 order was more likely), so I'm not sure about that one.
KE will likely order all Boeing for it's freight/pax order this year, estimated at 25+ 777F/748F and 773ER/748I/787.
50 more WB orders will easily be achieved by year's end IMO and more likely it will be 100+. Whether they will all be firmed up in 2006 is the question.


User currently offlineNYC777 From United States of America, joined Jun 2004, 5762 posts, RR: 47
Reply 9, posted (7 years 10 months 1 week 3 days ago) and read 11274 times:

Currently there are two separate UFO orders for the 787, one is for 10 and another is for 11. I'm willing to bet one of these orders is for VN and will be announced this week as Pres. Bush is in Vietnam. If I werre to really put it out there then I say the UFO order for 11 is for VN and will be announced this week.

It fits in nicely with what the WSJ is saying....an Asian carrier and widebody order. I think part of the $10bn in orders are already booked as UFOs and all Boeing will be doing is revealing some of those UFO orders.

I do think there will be a separate large 787 order from AA and a 777 order from BA later this year.



That which does not kill me makes me stronger.
User currently offlineUALMMFlyer From United States of America, joined Dec 2005, 135 posts, RR: 0
Reply 10, posted (7 years 10 months 1 week 2 days 23 hours ago) and read 11063 times:

Wasn't China Airlines rumored to be ordering B748I? I can see BA ordering 77W,and possible SQ/BA orders 787 by taking over recent announced slot cancellation.

As others have mentioned KE is definitely a possibility. I am wondering who will be operating the 15 777s GE plans to purchase.

Are we likley to see China ordering more widebodies as a balance act to the recent 150 Airbus order?



Treat others like you'd like to be treated!
User currently offlineMptpa From United States of America, joined Feb 2006, 546 posts, RR: 0
Reply 11, posted (7 years 10 months 1 week 2 days 23 hours ago) and read 10962 times:

My guesses:

VN for B787 coincide with Pres. Bush's visit to Hanoi
LH for 748i
KE for 748F/748i/B77F/B777
BA for 10 B773


User currently offlineNYC777 From United States of America, joined Jun 2004, 5762 posts, RR: 47
Reply 12, posted (7 years 10 months 1 week 2 days 23 hours ago) and read 10874 times:

Quoting Mptpa (Reply 11):
LH for 748i

I think LH has ruled out a WB decision this year and I don't think anyone expects a 748I order this year.

I do think that KE will buy the 777f/77L/77W/748F this year.



That which does not kill me makes me stronger.
User currently offlineDLPMMM From United States of America, joined Apr 2005, 3592 posts, RR: 10
Reply 13, posted (7 years 10 months 1 week 2 days 21 hours ago) and read 10650 times:

Quoting NYC777 (Reply 12):
I don't think anyone expects a 748I order this year.

I keep hearing assurances of a 748i launch customer this year. I'm not going to hold my breath, but we will see.


User currently offlineBringiton From United States of America, joined Sep 2006, 866 posts, RR: 0
Reply 14, posted (7 years 10 months 1 week 2 days 21 hours ago) and read 10647 times:

Lets assume that 10-11 of the 787's are for Vietnam . What about the remaining 40 odd? Who do you think will be ordering those? I beleive someone will take the 20 787 slots vacated by SU , I'll add a 787-8F order aswell but that still leaves out quite a few airframes unless someone orders big (20-30 airframes ).

User currently offlineStitch From United States of America, joined Jul 2005, 30997 posts, RR: 86
Reply 15, posted (7 years 10 months 1 week 2 days 21 hours ago) and read 10569 times:
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 stirthepot 

Speculation is all over the map about LH's widebody plans. While I am on record saying LH won't buy the 773ER since they have the A346, could they now be considering a lease via GECAS?

As a 744 replacement on the more lightly-loaded routes, the 773ER would be more efficient then additional A346s and A346s are evidently not available for a few years, anyway. So a 10 to 12-year lease would give LH a breather to wait for the A350XWB-1000 to arrive whilst allowing them a more inexpensive option then a pure buy.

And since neither LH nor GE would need to announce whom the planes are for right away, LH could keep to their "2007" announcement schedule...


User currently offlineERAUgrad02 From United States of America, joined Nov 2005, 1227 posts, RR: 0
Reply 16, posted (7 years 10 months 1 week 2 days 18 hours ago) and read 10250 times:

I'm praying for a 747-8i order and hey even a few more 767 orders why not. lol. Its still a great airplane in its own right.


Desmond MacRae in ILM
User currently offlineBringiton From United States of America, joined Sep 2006, 866 posts, RR: 0
Reply 17, posted (7 years 10 months 1 week 2 days 18 hours ago) and read 10238 times:

I call the following-

VN
BA
KE
PAL


User currently offlineAndesSMF From , joined Dec 1969, posts, RR:
Reply 18, posted (7 years 10 months 1 week 2 days 18 hours ago) and read 10238 times:

Quoting Bringiton (Reply 14):
I beleive someone will take the 20 787 slots vacated by SU

My thinking would be that the only reason those slots were vacated by Boeing was because they already had a customer ready to take them up, otherwise they would have kept those options open.


User currently offline2wingtips From , joined Dec 1969, posts, RR:
Reply 19, posted (7 years 10 months 1 week 2 days 16 hours ago) and read 9883 times:

Quoting NYC777 (Reply 12):
I think LH has ruled out a WB decision this year and I don't think anyone expects a 748I order this year.

No they haven't. They have ruled out a Nov decision and said it is not likely in Dec., but they haven't quite ruled it out.....yet.


User currently offlineKaitak From Ireland, joined Aug 1999, 12475 posts, RR: 37
Reply 20, posted (7 years 10 months 1 week 2 days 16 hours ago) and read 9575 times:

I thought Mayrhuber pretty much ruled out an order before the end of the year, so I really would not expect Lufty. (I do expect it early in the new year).

I'm expecting an Aer Lingus order in the near future, although again, I can't say for definite if it will be before the year end, but it certainly would not surprise me.

What I think will be very interesting will be the fate of the SU/IZ/LY production slots; when you add these to some of the unfilled leasing company orders (ILFC still has seven, LCAL and Pegasus, 6 each) there is enough there to fill a very substantial commitment.

The only two certainties I can see right now are GECAS and Korean Air (for 747-8Is and 772LRFs). However, if I had to name a third airline, I think BA would be high on the list. BA was mentioned (albeit by an SU official) as being interested in 787s and we know they have a commitment to around 10 777s, so it's not impossible they may place a firm order, PARTICULARLY if their pension issues are sorted out.

Other than those, what about Asiana (for 787s) or (as mentioned above), more KLM 773ERs or CAL for 747-8Is? I think, however, that these are less likely.

Ah, the joy of new orders!


User currently offlineDEVILFISH From Philippines, joined Jan 2006, 4839 posts, RR: 1
Reply 21, posted (7 years 10 months 1 week 2 days 15 hours ago) and read 9140 times:

Quoting 2wingtips (Reply 8):
PR is reportedly looking to order 6 773ER(although I always thought a 346 order was more likely), so I'm not sure about that one.

PR had publicly stated that they were considering the A346 and B773ER and is also on record as wanting an all-Airbus fleet. However, their financial situation and previous contractual commitments might prevent a totally-free choice. In any case, any order by them would likely be through a leasing company like GECAS.



"Everyone is entitled to my opinion." - Garfield
User currently offlinePanAm_DC10 From Australia, joined Aug 2000, 4162 posts, RR: 89
Reply 22, posted (7 years 10 months 1 week 2 days 15 hours ago) and read 8909 times:
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Quoting DEVILFISH (Reply 21):
is also on record as wanting an all-Airbus fleet.

That was only in relation to their NB fleet and not their long haul fleet. I actually would not rule them out, just yet.

Quoting Kaitak (Reply 20):
when you add these to some of the unfilled leasing company orders (ILFC still has seven, LCAL and Pegasus, 6 each)

Who have ILFC placed all but 7 of their 787s with? I have;

3 x Aero Mexico
2 x Air Seychelles + 2 options
2 x FlyGlobespan

Yet ILFC have 22 on order, interesting Boeings press release on AM stated they only had 20 on order and at Farnborough Mr Udvar-Hazy stated the 787 order for 2 was a "top up" order which implies all are placed, any clarification would be appreciated. Pegasus have 4 of theirs placed with Blue Panorama so there may not be as many frames from leasing co's as expected. Not sure of CITs order.

Quoting Kaitak (Reply 20):
PARTICULARLY if their pension issues are sorted out.

They made some rather good progress on that front yesterday actually and I feel they'll take their 10 777s

Quoting DLPMMM (Reply 13):
I keep hearing assurances of a 748i launch customer this year. I'm not going to hold my breath, but we will see.

So true, perhaps we'll just have an announcement with no signing until next year. Demand for the 748-F is rapidly taking up production slots.

Regards, PanAm_DC10



Ask the impossible to achieve the best possible
User currently offlineTrex8 From United States of America, joined Nov 2002, 4769 posts, RR: 14
Reply 23, posted (7 years 10 months 1 week 2 days 14 hours ago) and read 8557 times:
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Quoting UALMMFlyer (Reply 10):
Wasn't China Airlines rumored to be ordering B748I?

they said earlier this year with reduced profits from higher fuel prices, their long haul widebody replacement is delayed


User currently offlineSunriseValley From Canada, joined Jul 2004, 4988 posts, RR: 5
Reply 24, posted (7 years 10 months 1 week 2 days 13 hours ago) and read 7943 times:

Quoting PanAm_DC10 (Reply 22):
Mr Udvar-Hazy stated the 787 order for 2 was a "top up" order which implies all are placed, any clarification would be appreciated.

I am quoting from memory, but I seem to recollect that Fyfe said at the time of the NZ switch to the 787-9's that they might pick up a couple of 787-8's . They are regular ILFC customers, maybe the extra two are to cover off NZ.


User currently offlineER757 From Cayman Islands, joined May 2005, 2526 posts, RR: 7
Reply 25, posted (7 years 10 months 1 week 2 days 13 hours ago) and read 7884 times:

Quoting Kaitak (Reply 20):
what about Asiana (for 787s)

I've been thinking that for a while now - that's as good a guess as any.

Quoting Kaitak (Reply 20):
I'm expecting an Aer Lingus order in the near future,

Do you think they'd go with Boeing aircraft? I'd be surprised if they did, but I would imagine you'd have better insight on that matter than I. Would like to hear your thoughts......


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