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Unidentified Boeing Orders Growing  
User currently offlineGeorgebush From New Zealand, joined Jul 2006, 679 posts, RR: 0
Posted (7 years 1 month 2 weeks 6 days 11 hours ago) and read 3513 times:

It looks like right now boeing has 196 aircrafts under the "unidentified" listing. Has anyone got any ideas who might have orders in??

I suspect FJ with the 5 787's, but that still leaves about 191 other planes!

cheers


Al Gore invented global warming.
18 replies: All unread, jump to last
 
User currently offlineLH506 From Ecuador, joined May 2007, 466 posts, RR: 0
Reply 1, posted (7 years 1 month 2 weeks 6 days 11 hours ago) and read 3483 times:

30 787s for QR is almost certain
2 77Fs for LA was confirmed this week
1-2 77L for DL



NOT FLOWN: 707 717 736/9 764 77L 787 300B2 300B4 345 RJ70/146-100 F27 ATR72 CRJ1/4/10 E120/135/40/95 Q1/2/3 M87
User currently offlineCasInterest From United States of America, joined Feb 2005, 4796 posts, RR: 3
Reply 2, posted (7 years 1 month 2 weeks 6 days 10 hours ago) and read 3413 times:

With LANS 36(32 787, 4 777) planes so newly announced, I wonder if they are in the list still.


There is going to be a lot of new orders coming to Boeing at the expense of Airbus.

The trend of the falling dollar does not appear to be changing, and this puts Boeing at a considerable Price advantage over Airbus. Going forward, it is pretty much guaranteed that Beoing will be taking the lead in sales of equipment. Airbus is already making noise in Europe about this.

I suspect many of the Unidentified orders are going to be from customers still in negotiation with Airbus to harball them into a better deal on their potential purchases.



Older than I just was ,and younger than I will soo be.
User currently offlinePilotboi From United States of America, joined Sep 2007, 2366 posts, RR: 9
Reply 3, posted (7 years 1 month 2 weeks 6 days 8 hours ago) and read 3167 times:

Well we're almost certain DL will be getting some 787s (due to the fact that Delta is all-Boeing). So that could be some of them. Just a guess.

User currently offlineTom355uk From United Kingdom, joined Nov 2007, 336 posts, RR: 3
Reply 4, posted (7 years 1 month 2 weeks 6 days 8 hours ago) and read 3129 times:

Quoting CasInterest (Reply 2):

To an extent, does this not also work the other way??? If the dollar is weaker, surely some of the raw materials that must be imported will cost more? Unless of course they are on fixed price contracts... And aren't the wings of the 787 made in Japan? Again, if the dollar weakens it will cost more dollars to buy an identically priced product from Japan??

I guess anyway...



on Twitter @tombeckett2285
User currently offlineJoeCanuck From Canada, joined Dec 2005, 5478 posts, RR: 31
Reply 5, posted (7 years 1 month 2 weeks 6 days 7 hours ago) and read 3060 times:

You are correct. In the case of the Yen, though. It has stayed at about the same level with the US$, (currently 113 yen/$), so the relative prices stay the same, all else being equal.


What the...?
User currently offlineStitch From United States of America, joined Jul 2005, 31435 posts, RR: 85
Reply 6, posted (7 years 1 month 2 weeks 6 days 7 hours ago) and read 3003 times:
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It is likely Boeing has fixed-price contracts so they're protected in the near-term. Also, while the bulk of Airbus' excellent hedges are expiring throughout this year, it is very likely Airbus has undertaken new ones. While not as advantageous as the old ones, it still insulates Airbus to an extent.

User currently offlineOlle From Sweden, joined Feb 2007, 315 posts, RR: 0
Reply 7, posted (7 years 1 month 2 weeks 6 days 7 hours ago) and read 2953 times:

What is more interesting is that we have both manufacturs getting around 1000 orders this year and Airbus still can have prices for which they wins orders and gaina profit.

Wait a few years and the USD is 0,8 against the € and Boeing want to move production out of US again!


User currently offlineCasInterest From United States of America, joined Feb 2005, 4796 posts, RR: 3
Reply 8, posted (7 years 1 month 2 weeks 6 days 7 hours ago) and read 2882 times:

Quoting Tom355uk (Reply 4):
To an extent, does this not also work the other way??? If the dollar is weaker, surely some of the raw materials that must be imported will cost more? Unless of course they are on fixed price contracts... And aren't the wings of the 787 made in Japan? Again, if the dollar weakens it will cost more dollars to buy an identically priced product from Japan??

I guess anyway...

Unfortunately /fortunately a lot of the raw components are coming from countries that are much more closely pegged to the dollar. This applies to Airibus as well.

Airbus and Boeing's final assembly locations are more specifically located within the bounds of the dollar and Euro, and this is where most of the work is applied.

Airbus also will have to depend on loyalty going forward, as new orders keep making Boeing prices look better and better to countires where the currency is increasing in strength to the dollar.

The deals for Airbus may keep getting done in dollars, but the salaries of the Euro employees/Suppliers are not paid in dollars.



Older than I just was ,and younger than I will soo be.
User currently offlineKC135TopBoom From United States of America, joined Jan 2005, 12181 posts, RR: 51
Reply 9, posted (7 years 1 month 2 weeks 6 days 6 hours ago) and read 2742 times:

Quoting Pilotboi (Reply 3):
Well we're almost certain DL will be getting some 787s (due to the fact that Delta is all-Boeing). So that could be some of them. Just a guess.

You could be right. I have always believed DL was going to announce a 125 B-787 order (a mix of -3s, -8s, & -9s) by the end of this year. I they have already placed the order, and want it quite for a while, that makes sense too. They will end up with earlier production slots that way.

Quoting Olle (Reply 7):
What is more interesting is that we have both manufacturs getting around 1000 orders this year and Airbus still can have prices for which they wins orders and gaina profit.

Do we really know Airbus is making a profit? I thought both Airbus and Boeing sold airplanes only in US dollars (except those airplanes sold within the EU).


User currently offlineGeorgebush From New Zealand, joined Jul 2006, 679 posts, RR: 0
Reply 10, posted (7 years 1 month 2 weeks 5 days 22 hours ago) and read 2485 times:

Quoting KC135TopBoom (Reply 9):
You could be right. I have always believed DL was going to announce a 125 B-787 order (a mix of -3s, -8s, & -9s) by the end of this year. I they have already placed the order, and want it quite for a while, that makes sense too. They will end up with earlier production slots that way.

Well on the order list is shows Delta's orders looks like they are getting some more much needed 777's.

Could any of these be United birds that havent been firmed or publicly announced yet??

It also looks like BBJ (Boeing Business Jets) have sold 4 787's. Does anyone know who bought these?



Al Gore invented global warming.
User currently offlineStitch From United States of America, joined Jul 2005, 31435 posts, RR: 85
Reply 11, posted (7 years 1 month 2 weeks 5 days 21 hours ago) and read 2370 times:
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Quoting KC135TopBoom (Reply 9):
Do we really know Airbus is making a profit?

Their pre-A380 write-off margins say they've been making a nice one the past few years. We won't really know the impact if 2007's order boom on the bottom line until a few years from now when we can track deliveries of the planes ordered this year.


User currently offlineWhoopWhoop From United States of America, joined Oct 2006, 62 posts, RR: 0
Reply 12, posted (7 years 1 month 2 weeks 5 days 21 hours ago) and read 2341 times:

Quoting Georgebush (Reply 10):
It also looks like BBJ (Boeing Business Jets) have sold 4 787's. Does anyone know who bought these?

ya know, those guys who are selling that $100 a barrel stuff.


User currently offlineTdscanuck From Canada, joined Jan 2006, 12709 posts, RR: 80
Reply 13, posted (7 years 1 month 2 weeks 5 days 20 hours ago) and read 2263 times:

Quoting Tom355uk (Reply 4):
If the dollar is weaker, surely some of the raw materials that must be imported will cost more? Unless of course they are on fixed price contracts... And aren't the wings of the 787 made in Japan?

A lot of the raw materials come from inside the US (all the carbon fiber and most of the aluminum). The carbon fiber prepreg is actually made somewhere in Seattle (there's only one manufacturer), shipped around the world to the suppliers, turned into finished parts, then shipped back to Seattle.

Tom.


User currently offlineAMSSFO From Netherlands, joined Feb 2005, 952 posts, RR: 10
Reply 14, posted (7 years 1 month 2 weeks 5 days 18 hours ago) and read 2192 times:

Quoting KC135TopBoom (Reply 9):
You could be right. I have always believed DL was going to announce a 125 B-787 order (a mix of -3s, -8s, & -9s) by the end of this year. I they have already placed the order, and want it quite for a while, that makes sense too. They will end up with earlier production slots that way.

Take a look at the list first: Most of the 200+ UFO are B737 (122) not B787 (48)......

Orders for January 2005 through September 2007
Customer Name Country Region Model Engine Order Date Total
Unidentified Customer Unidentified Unidentified 737-800 CF 06-Sep-2006 10
Unidentified Customer Unidentified Unidentified 737-800 CF 03-Nov-2006 1
Unidentified Customer Unidentified Unidentified 737-800 CF 31-Dec-2006 3
Unidentified Customer Unidentified Unidentified 737-800 CF 30-Mar-2007 4
Unidentified Customer Unidentified Unidentified 737-800 CF 11-Apr-2007 2
Unidentified Customer Unidentified Unidentified 737-800 CF 26-Apr-2007 15
Unidentified Customer Unidentified Unidentified 737-800 CF 30-Apr-2007 6
Unidentified Customer Unidentified Unidentified 737-800 CF 15-Jun-2007 7
Unidentified Customer Unidentified Unidentified 737-800 CF 29-Aug-2007 16
Unidentified Customer Unidentified Unidentified 737-800 CF 21-Sep-2007 2 = SK
Unidentified Customer Unidentified Unidentified 737-800 CF 28-Sep-2007 34
Unidentified Customer Unidentified Unidentified 737-900ER CF 25-May-2007 22
TOTAL 122

Unidentified Customer Unidentified Unidentified 767-200ER GE 14-Jun-2005 1
TOTAL: 1

Unidentified Customer Unidentified Unidentified 777-200ER GE 27-Oct-2006 1
Unidentified Customer Unidentified Unidentified 777-200ER 30-Mar-2007 5
Unidentified Customer Unidentified Unidentified 777-200LR GE 03-Jan-2007 4
Unidentified Customer Unidentified Unidentified 777-300ER GE 31-Jul-2007 12
Unidentified Customer Unidentified Unidentified 777-300ER GE 15-Aug-2007 2
TOTAL: 24, some are DL, some likely KL

Unidentified Customer Unidentified Unidentified 777F GE 28-Feb-2007 6 -China Southern???
Unidentified Customer Unidentified Unidentified 777F GE 05-Apr-2007 5
Unidentified Customer Unidentified Unidentified 777F GE 11-Jul-2007 2 = LAN
Unidentified Customer Unidentified Unidentified 777F GE 27-Jul-2007 1 - Guggenheim
Unidentified Customer Unidentified Unidentified 777F GE 19-Sep-2007 2 = Guggenheim
TOTAL: 16

Unidentified Customer Unidentified Unidentified 787-8 28-Jul-2006 2
Unidentified Customer Unidentified Unidentified 787-8 GE 18-Jan-2007 2 - new customer
Unidentified Customer Unidentified Unidentified 787-8 30-Mar-2007 8 -= new custoomer
Unidentified Customer Unidentified Unidentified 787-8 05-Apr-2007 30 = QR
Unidentified Customer Unidentified Unidentified 787-8 13-Jul-2007 6 = existing customer
TOTAL: 48

Total 211


User currently offlineMasseyBrown From United States of America, joined Dec 2002, 5604 posts, RR: 7
Reply 15, posted (7 years 1 month 2 weeks 5 days 18 hours ago) and read 2154 times:

Quoting Tom355uk (Reply 4):
To an extent, does this not also work the other way??? If the dollar is weaker, surely some of the raw materials that must be imported will cost more? Unless of course they are on fixed price contracts...

Airbus, Boeing, and their suppliers are experienced at currency and commodity hedging. They should be able to manage most of the in-process risk pretty well as long as the production flow is reasonably predictable. Product delays, of course, would be the gremlin in these plans.



I love long German words like 'Freundschaftsbezeigungen'.
User currently offlineERAUgrad02 From United States of America, joined Nov 2005, 1227 posts, RR: 0
Reply 16, posted (7 years 1 month 2 weeks 5 days 17 hours ago) and read 2120 times:

Quoting AMSSFO (Reply 14):
Unidentified Customer Unidentified Unidentified 767-200ER GE 14-Jun-2005 1
TOTAL: 1

Long time since ive seen a -200 ordered. bet its a private jet or military in some capacity.

Quoting AMSSFO (Reply 14):
Unidentified Customer Unidentified Unidentified 737-900ER CF 25-May-2007 22

nice to see more -900ER'S ordered. could this be the airline in asia that wants to replace their 757's? i forgot the carriers name.



Desmond MacRae in ILM
User currently offlineLH506 From Ecuador, joined May 2007, 466 posts, RR: 0
Reply 17, posted (7 years 1 month 2 weeks 5 days 13 hours ago) and read 1996 times:

Quoting AMSSFO (Reply 14):
Unidentified Customer Unidentified Unidentified 737-800 CF 28-Sep-2007 34

Didn't Air Arabia just recently say they are going to buy between 34 and 50 nbs and announce it at the Dubai Air Show, just a thought...



NOT FLOWN: 707 717 736/9 764 77L 787 300B2 300B4 345 RJ70/146-100 F27 ATR72 CRJ1/4/10 E120/135/40/95 Q1/2/3 M87
User currently offlineGeorgebush From New Zealand, joined Jul 2006, 679 posts, RR: 0
Reply 18, posted (7 years 1 month 2 weeks 4 days 17 hours ago) and read 1724 times:

Quoting WhoopWhoop (Reply 12):
ya know, those guys who are selling that $100 a barrel stuff.

Forgot about them, just seems like the 787 isnt flash enough. I thought they fancied the 380.



Al Gore invented global warming.
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