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AA To Order A350?  
User currently offlineMasseyBrown From United States of America, joined Dec 2002, 5462 posts, RR: 7
Posted (7 years 8 months 2 weeks 3 days 19 hours ago) and read 13384 times:

Listen to the AA earnings conference call. It's the Jan 17th event at this link:

http://www.shareholder.com/aa/medialist.cfm

At 30 min. 50 secs., the AMR CEO appears to refer to the timing of an A350 order.

Was it a slip of the tongue? Or did Arpey give really something away?


I love long German words like 'Freundschaftsbezeigungen'.
55 replies: All unread, showing first 25:
 
User currently offlineElmoTheHobo From United States of America, joined Aug 2006, 1544 posts, RR: 1
Reply 1, posted (7 years 8 months 2 weeks 3 days 19 hours ago) and read 13258 times:

I think he meant A300, but it must be on his mind if he slipped up and said A350.

User currently offlineAbirdA From United States of America, joined Jul 2005, 292 posts, RR: 6
Reply 2, posted (7 years 8 months 2 weeks 3 days 19 hours ago) and read 13191 times:

I don't know what to make of it, but it's bizarre to say the least. He goes from talking about narrowbodies in general to specifically mentioning the A350.

Now, most of us around here know that AA is highly unlikely to find an A350 purchase to be more favorable than a 787 purchase. But there are plenty of threads coviering that already.

At the same time, it would be awfully out of place if he was meaning to mention "the A300" at that point as well. It's just a strange remark, but I wouldn't hold my breath for an AA A350 order if I were you.


User currently offlineN844AA From United States of America, joined Jul 2003, 1352 posts, RR: 1
Reply 3, posted (7 years 8 months 2 weeks 3 days 18 hours ago) and read 13131 times:

Without listening to it, and presuming AA's choice would be between an A350 and 787, couldn't AA get a 787 at around the same time they could get an A350, if they ordered each aircraft today?

I know that AA will go with whichever manufacturer will give them the best deal, but presuming the choice is between the A350 and the 787, what reason (all things equal other than the "gentlemen's agreement" and alleged bad blood) would there be for AA to select the A350 over the 787?



New airplanes, new employees, low fares, all touchy-feely ... all of them are losers. -Gordon Bethune
User currently offlineManni From South Korea, joined Nov 2001, 4221 posts, RR: 23
Reply 4, posted (7 years 8 months 2 weeks 3 days 18 hours ago) and read 12968 times:

Quoting N844AA (Reply 3):
I know that AA will go with whichever manufacturer will give them the best deal, but presuming the choice is between the A350 and the 787, what reason (all things equal other than the "gentlemen's agreement" and alleged bad blood) would there be for AA to select the A350 over the 787?

Perhaps the same reason to choose the 787 over the A350.

 arrow 

Quoting N844AA (Reply 3):
I know that AA will go with whichever manufacturer will give them the best deal



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User currently offlineGBan From , joined Dec 1969, posts, RR:
Reply 5, posted (7 years 8 months 2 weeks 3 days 17 hours ago) and read 12935 times:

Quoting ElmoTheHobo (Reply 1):
I think he meant A300, but it must be on his mind if he slipped up and said A350.

Doesn't "the timing of the next narrowbody order, the timing of the A300" make even less sense?


User currently offlineAA1818 From Trinidad and Tobago, joined Feb 2006, 3435 posts, RR: 4
Reply 6, posted (7 years 8 months 2 weeks 3 days 11 hours ago) and read 12253 times:

I think he mean't to say timing of the A350. He addresses the MD80s by lumping all the Narrowbody a/c in one group and then saying the the timing of the A350. Perhaps they are considering the A350 seriously. It's not totally out of the question afterall- replacing 763s, 772s and growing to 773 sized a/c could eventually become A35-800, -900 and -1000. I don't think AA will order, but it's possible.

AA1818



“The moment you doubt whether you can fly, you cease for ever to be able to do it.” J.M. Barrie (Peter Pan)
User currently offlineTAN FLYR From United States of America, joined Aug 2000, 1909 posts, RR: 0
Reply 7, posted (7 years 8 months 2 weeks 3 days 11 hours ago) and read 12210 times:

perhaps he was thinking of an order to replace the A300's...and maybe they are looking at the A350 just to kick the tires before talking to Boeing.

User currently offlineDAL767400ER From , joined Dec 1969, posts, RR:
Reply 8, posted (7 years 8 months 2 weeks 3 days 11 hours ago) and read 12138 times:

Quoting TAN FLYR (Reply 7):
perhaps he was thinking of an order to replace the A300's...and maybe they are looking at the A350 just to kick the tires before talking to Boeing.

No chance. AA uses the A300 on rather short hops from JFK, BOS and MIA to the Caribbean, hardly routes that they'd need a longhaul plane like the A350 for. The A350 would be "too much aircraft" for those routes, if you can say it like that.


User currently offlineJAL From Canada, joined Apr 2000, 5085 posts, RR: 8
Reply 9, posted (7 years 8 months 2 weeks 3 days 11 hours ago) and read 12076 times:

Make more sense for AA to order the 787 given they already have a predominantly Boeing fleet.


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User currently offlineAirlineAddict From United States of America, joined Jan 2005, 419 posts, RR: 1
Reply 10, posted (7 years 8 months 2 weeks 3 days 11 hours ago) and read 11959 times:
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Great catch MasseyBrown! Very interesting comments.

Arpey was answering a question from an analyst regarding cap ex (capital expenditures) and, in particular, is AA closer to making a decision on a replacement order for the MD-80.

Arpey's response talked about evaluating the timing of the next generation narrow body AND the timing of the A350. The A350 comment is definitely off the subject from the question, but could be a calculated hidden message for Boeing.


User currently offlineColumba From Germany, joined Dec 2004, 7073 posts, RR: 4
Reply 11, posted (7 years 8 months 2 weeks 3 days 10 hours ago) and read 11847 times:

Quote:

While Airbus' A380 did not fit American's strategy, he said the world's biggest airline would consider buying the A350 of the European plane maker and rival Boeing's 787 aircraft once it firmly rebuilds its bottom lines.

http://today.reuters.com/news/articl...RLINES-PLANES-DC.XML&from=business



It will forever be a McDonnell Douglas MD 80 , Boeing MD 80 sounds so wrong
User currently offlineMrSTL From United States of America, joined Sep 2005, 468 posts, RR: 1
Reply 12, posted (7 years 8 months 2 weeks 3 days 10 hours ago) and read 11789 times:

Quoting AirlineAddict (Reply 10):
Arpey's response talked about evaluating the timing of the next generation narrow body AND the timing of the A350. The A350 comment is definitely off the subject from the question, but could be a calculated hidden message for Boeing.

Posturing, from Arpey's lips to Boeing's ears.


User currently offlineN844AA From United States of America, joined Jul 2003, 1352 posts, RR: 1
Reply 13, posted (7 years 8 months 2 weeks 3 days 10 hours ago) and read 11650 times:

Quoting Manni (Reply 4):
Perhaps the same reason to choose the 787 over the A350.

How can they possibly have any idea about that at this point? Plus, I'm under the impression that the 787 is closer in size to the 767 than the A350. Wouldn't that make that particular product more desirable to them? Believe me, some of those 767s are getting a little long in the tooth. (Yet others look great and are a pleasure to fly on. Go figure.)

Again, I haven't listened to the exact context of the remarks, but this just doesn't add up to me. AA in recent years hasn't demonstrated a willingness to be a/the launch customer of an aircraft, and given the other factors that I referred to (the gentlemen's agreement and alleged bad blood) I don't see why AA would jump on board with the A350 at this particular point. Down the line, certainly. But now? I'm just saying, it doesn't add up to me. I'm wondering if there's something I'm missing.



New airplanes, new employees, low fares, all touchy-feely ... all of them are losers. -Gordon Bethune
User currently offlineKL808 From United States of America, joined May 1999, 1584 posts, RR: 2
Reply 14, posted (7 years 8 months 2 weeks 3 days 10 hours ago) and read 11599 times:

In some way I dont see why this would be a problem.

All in all, AA is one if not the largest A300 operator. The product is well suited for AA's need, and I don't see why they wouldn't order another aircraft from Airbus itself. If they detested the aircraft so much they would have gotten rid of it a long time ago. However, its the best suited aircraft for AA's needs currently.

That said, I believe that the B787/A350 combo would be great for AA. Order the smaller 787's to operate to the carribean and US domestic, and use the larger A350's to replace the B777's.

I believe that what we currently have as a great combo, A330/B777, the A350/B787 could be a great future combo.

Drew



AMS-LAX-MNL
User currently offlineAviationAddict From United States of America, joined Feb 2006, 622 posts, RR: 0
Reply 15, posted (7 years 8 months 2 weeks 3 days 10 hours ago) and read 11542 times:
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Maybe he just said this because he knew we'd be listening and he wanted to stir things up!  Wink We all take this stuff a little too seriously sometimes. Let's just wait and see what happens.

User currently offlineTAN FLYR From United States of America, joined Aug 2000, 1909 posts, RR: 0
Reply 16, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 11380 times:

Quoting DAL767400ER (Reply 8):
No chance. AA uses the A300 on rather short hops from JFK, BOS and MIA to the Caribbean, hardly routes that they'd need a longhaul plane like the A350 for. The A350 would be "too much aircraft" for those routes, if you can say it like that.

I agree the 350 would be too much of an aircraft..I meant that he said it just to stir the bucket..send a message to Boeing that they might look at it.

Lots of subtle messages sent via press interviews..trial balloons they are called..many amount to nothing.


User currently offlineElmoTheHobo From United States of America, joined Aug 2006, 1544 posts, RR: 1
Reply 17, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 11380 times:

Quoting GBan (Reply 5):
Doesn't "the timing of the next narrowbody order, the timing of the A300" make even less sense?

No. Some of the leased A300s are coming close to the end of their leases, so they have to think about a long term replacement beyond extending the leases a few years as a stopgap measure.


User currently offlineJacobin777 From United States of America, joined Sep 2004, 14968 posts, RR: 60
Reply 18, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 11373 times:

Don't forget, AA has a deferred B777 order.....wouldn't be the smartest thing to do to the shareholders to lose those deposits.. no 


"Up the Irons!"
User currently offlineGunsontheroof From United States of America, joined Jan 2006, 3506 posts, RR: 10
Reply 19, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 11348 times:

Interesting, but given AA's tendency to gravitate towards Boeing and their state of relations with Airbus following the A300 crash in New York, I think we'll be curling in hell before we see an A350 order from AAL.


Next Flight: 9/17 BFI-BFI
User currently offlineCubastar From United States of America, joined Nov 2006, 410 posts, RR: 5
Reply 20, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 10967 times:

Quoting AirlineAddict (Reply 10):
Arpey was answering a question from an analyst regarding cap ex (capital expenditures) and, in particular, is AA closer to making a decision on a replacement order for the MD-80.



Quoting MrSTL (Reply 12):
Quoting AirlineAddict (Reply 10):
Arpey's response talked about evaluating the timing of the next generation narrow body AND the timing of the A350.

Perhaps Mr. Arpey, in talking about the next generation narrowbody for replacement for the MD-80, was referring to the timing of such an event at Airbus in relation to it's manufacture of the A-350. We all know that Airbus is very busy getting the A-350 ready for launch and that the narrowbody replacement will be on the backburner for both Boeing and Airbus for some time.


User currently offlineCaribbean484 From Trinidad and Tobago, joined Jan 2007, 2638 posts, RR: 1
Reply 21, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 10929 times:

AA, in my opinion will most likely go with the 787. The A350 is much bigger than the airline needs for its US intercontinental routes and the Caribbean. But they need to change fleet sooner rather than later, the A300 are aging and leases are expiring soon, so too are the MD80s.


All ah we is one family
User currently offlineAA1818 From Trinidad and Tobago, joined Feb 2006, 3435 posts, RR: 4
Reply 22, posted (7 years 8 months 2 weeks 3 days 9 hours ago) and read 10746 times:

Quoting KL808 (Reply 14):
Order the smaller 787's to operate to the carribean and US domestic, and use the larger A350's to replace the B777's.

Why though? Wouldn't ordering the -9 and -10X be a lot more economical from a fleet standardization point of view?? bigger discounts as well from Boeing for going with ONE manufacturer. To me this one is an all or nothing. The 787 has won this already since the A350 CANNOT replace the 767.

AA1818



“The moment you doubt whether you can fly, you cease for ever to be able to do it.” J.M. Barrie (Peter Pan)
User currently offlineKL808 From United States of America, joined May 1999, 1584 posts, RR: 2
Reply 23, posted (7 years 8 months 2 weeks 3 days 8 hours ago) and read 10589 times:

Quoting AA1818 (Reply 22):
Why though? Wouldn't ordering the -9 and -10X be a lot more economical from a fleet standardization point of view?? bigger discounts as well from Boeing for going with ONE manufacturer. To me this one is an all or nothing. The 787 has won this already since the A350 CANNOT replace the 767.

Why not have best of both worlds. The -10 isn't even launched and might not even be launched. The A350 isn't as small, so a 767/A300 replacement would probably be an overkill, but it can certainly be a good 777 replacement.

I'd rather see a split order. Have best of both worlds. Use the B787 on domestic and Carribean routes, while the A350 can replace the B777's.

It all comes down to price. But this is definetly going to be an interesting order.

Drew



AMS-LAX-MNL
User currently offlineStitch From United States of America, joined Jul 2005, 31059 posts, RR: 87
Reply 24, posted (7 years 8 months 2 weeks 3 days 8 hours ago) and read 10510 times:
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The A350XWB would definitely fit in AA's fleet plans. As a 767-300 replacement, the A358 would actually allow AA to restore First Class to compete with UA in that market. However, I would be surprised if AA did in fact choose the A350XWB over the 787 family. AA does not seem to want anything bigger then the 777-200, and the 787-10 would give them about 10% more room to play with then an A350X-900 (which is a tiny bit smaller then the 777-200).

25 Caribbean484 : Never going to happen. Having a 2 type fleet like that is costly in the long run for AA to operate. Training for pilots and maintenance. Just an orde
26 Ckfred : AA still has a long-term deal with Boeing that goes on until 2017, for over 400 aircraft. (Yes, the contract is still binding. The EU required Boeing
27 MBJ2000 : I think that would make sense, split the order between let's say the 783 and a A359/A350-1000 mix.
28 Post contains images Jacobin777 : Stitch, the A358 is going to be a bit more inefficient than the B789....its the A359 which will be the best seller for Airbus..its going to be the be
29 LHRspotter : After the AA587 accident AA and Airbus are not exactly in a perfect relationship, even now more than 5 years on. I think it's highly unlikely for AA t
30 Albird87 : AA have signed a deal with boeing saying that they will only purchase aircraft from them same as DL and i think CO. Also AA will not buy the A350 as i
31 FlyDreamliner : They ordered A300 first, and then stopped, and ended up purchasing WAY more 763ER's... though being as they had the A300s, and it was cheaper to keep
32 MasseyBrown : Didn't AMR extend the A300 leases last summer until 2012? I seem to remember being disappointed by the news. 2012 still is a couple of years short of
33 AirbusA6 : As AA currently operate the 767, 777 and A300, i.e. three w/b twins at the moment, is a mixed fleet of 787s and A350s that odd? If AA had said in the
34 Klkla : If you listen to the entire question it seems plretty clear. He was asked what the status was for replacing the MD88's and he acknowledged the fleet w
35 LCFreeman49 : I would not be surprised when US Airways takes Delta over if there is not a larger order for Airbus in the new Delta logo.
36 N328KF : Boeing got: exclusive commitments for X number of airframes in given categories within certain time frames AA got: set prices (with generous discount
37 Jimbobjoe : I know airlinet.netters are often accused of being too "1 to 1" correspondence oriented when it comes to replacement aircraft. So with that caution ha
38 ER757 : Agreed - I think a number of carriers will operate both the 787 & A350. Besides SQ which have already indicated they will, I think LH will follow sui
39 EvilForce : If they were going to do that wouldn't they simply build them some A300-600 until such time? Otherwise, why train an entire set of pilot for such a s
40 Thrust : It honestly would surprise me if AA or any other American carriers save perhaps UA, US, or NW and CO (both of who I thought ordered the 787)showed any
41 Moman : Why does the public keep harping on the age of the MD80s? I've flown on 10 different ones in the past 2 weeks and they have all been in excellent shap
42 MCOflyer : I can see the A350 fitting well into AA's fleet. Airbus will littery offer anything to get an AA order. Could this be it? I think so if Airbus were to
43 EnviroTO : Would Boeing be able to deliver a reflective metal 787? Getting the 787 would automatically mean livery change for AA wouldn't it?
44 Post contains images Stitch : There are options of making CFRP look like bare metal. McLaren International uses a special paint on their CFRP Formula One race cars that makes them
45 EI321 : ........Im pretty sure AA will still have 737s in 2020. The 737 replacement probably wont enter esrvice until 2015, so thats what, over 400 Y1s that
46 Bobnwa : If UA, US, NW, and CO could have an interest in tha A350 isn't that a majority of the possible carriers in the U.S? That leaves AA and DL who wouldn'
47 Naritaflyer : I find it strange that no one asked him to clarify that statement. Could it be that he meant 737-500?
48 EI321 : Why would AA be looking at the 737-500
49 Naritaflyer : Not looking at buying but looking at replacing. Remember he said the "timing of the 350". I'm just thinking out loud given that it was such a strange
50 Alitalia744 : pipe dream - you think boeing will approve as a major creditor only to be told "we're buying airbus" smoke away, smoke away!
51 Post contains images AirframeAS : Isn't that what the 738 is currently doing?
52 MCOflyer : I think so. Could someone tell me how many 738's they have on order + options they have? I think this number would equal the number of MD80's they ha
53 JayinKitsap : Boeing reports in the O&D section that AA has 47 737's of all type and 7 777's. This is less than 1/6 of their current MD80 fleet.
54 AirframeAS : How many 73G/738 orders are still on hand for AA currently?
55 777ER : And considering AA is also wanting to become/or has become the MX provider for the B787 in North America
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