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PanAm_DC10
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Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:20 am

2004 is looking to be the best year for B777 sales since 2000. To me it looks like we may see more than 50 firm orders by year end. So far Boeing has booked on it's site the following 11:

2 x 777-300A Cathay Pacific
4 x 777-300ER Emirates
1 x 777-300ER Unidentified
4 x 777-200ER Air New Zealand

ILFC needs to order 4 for AirNZ, SQ's 18 773ER are to be booked and Thai gained approval for 6 772ER today which should be booked by year end. Add GECAS firming their LOI for 8 772LR and the 777 has had a good year.
Boeing stated that they expect 2 new 777 customers this year and that was after the AirNZ order. Now that SQ's announcement has brought to an end much speculation, It would be good to get an update as to who these carriers will be? Hainan Airlines could be one for their flights to the U.S., Also what of other rumours such as CX and the 773ER is ILFC waiting to finalise this before ordering along with their 772 for AirNZ? Who will operate the GECAS 772LR?

Either way if Boeing book 50 sales it's a nice indicator that confidence is returning to an industry that has been through such a downturn and good for Boeing to see the 773ER gain some quality Entry into Service orders. Sorry I have not mentioned Airbus (They've had their successes too!) but any updates would be appreciated.

Regards
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DfwRevolution
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:30 am

Also what of other rumours such as CX and the 773ER is ILFC waiting to finalise this before ordering along with their 772 for AirNZ? Who will operate the GECAS 772LR?

These two orders are the most "iffy" as of now. ILFC did say there was an increased demand for leased 773ER from new customers, but they never mentioned CX by name.. we (and not everyone of course) speculated CX.

I don't think anyone is really waiting on the Air NZ order...

The 772LR customers are also very speculative...
 
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:48 am

DfwRevolution

Thank you, agree, nobody really waiting for the AirNZ order as it's booked. But don't ILFC have to order 4 to meet their AirNZ requirement?

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DfwRevolution
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:49 am

I'd assume so.. I think the entire 7E7/777 will be signed together shortly
 
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:54 am

Yes, Boeing updated their order site today and the AirNZ 7E7/777 is listed though nothing from ILFC which was why I asked about the CX order rumours.

Regards
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DfwRevolution
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 7:56 am

oooh... news to me... I'll go check it out
 
Hamlet69
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 9:16 am

"But don't ILFC have to order 4 to meet their AirNZ requirement?"

No. As it stands today, ILFC have 9 'open' delivery slots: 2 w/ GE90s, 2 w/ PW4000s, and 5 w/ Trent 800s. Therfore, there does not have to be a new ILFC order to cover their contract with ANZ. BTW - just for those curious, despite the Trent's success on the 777, these are the first -200ER frames ILFC has leased to anybody with RR engines. Just a future trivia question. . .

"Boeing stated that they expect 2 new 777 customers this year and that was after the AirNZ order."

Indeed. Unfortunately, I don't think we are any closer to knowing who was being referred to than we were at Farnborough. Personally, I would say Hainan and AeroMexico. However, I think there are a few others with outside shots, including but not limited to: Air India, Air Pacific, Ethiopian Airlines, Harmony Airways, Qatar Airways, Aer Lingus, Martinair, Biman Bangladesh, and - a long-shot but still possible - Jet Airways.


As far as a possible CX 777-300ER order/lease - it's anybody's guess. Though there have been strong indicators CX was close to acquiring the aircraft, to me it still remains a 50/50 chance.

Regards,

Hamlet69
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ConcordeBoy
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 9:25 am

Hey Hammy,
wouldn't ya say Qantas too... the next big potential battle?

Or have talks stalled or something?
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Hamlet69
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 1:19 pm

Fred,

A Qantas order is possible, but not in the next 5 months. . .

Hamlet69
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aussie747
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 1:21 pm

There hasn't been any strong indication from QF now for several months so I'd say the 777/A340 order will not eventuate if it does for quite a while.
 
VH-BZF
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 2:26 pm

I must say it is great to see SQ ordering the B773ER & Thai adding to there fleet of B777's. Thai also has ordered the A380 as well, which is good news for Airbus along with an additional A340-500.

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bill142
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 5:02 pm

Geoff Dixon probably wants to keep his job, so if what he says is true about the board sacking him if he orders any more jets, I doubt we will see a QF order any time soon.
 
mauriceb
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 5:43 pm

Expect some more 777 orders, possible KLM? Rumors are going around last weeks...Maybe AeroMexico , hope Boeing will give the 777F a go this year, will give a great boost to the 777 orders...

Also i think it isn't only a good year for the 777 order book but also for the : A32X, A380, A340-500/600 ,737, 7E7...



greetings Maurice
 
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RE: Boeing 777 Orders For 2004

Fri Aug 27, 2004 6:53 pm

Thanks for the responses which I find quite interesting as it shows a distinct shift in sentiment toward some rumours, CX a good example. The potential GECAS order still interests me but I'm left wondering whether SQ's order has diminished it's chances?

Hamlet69

I concur, Hainan and AeroMexico look like the most likely candidates, both for the 772ER and your list of other potentials is quite interesting. If I may ask, where do you get the information regarding ILFC and what they've placed? Their Website? Any info on that would be greatly appreciated.

MauriceB

I mean no disrespect to Airbus by not mentioning them (a very good year for them!) but there seems to be a few 777 orders that need to be finalised before year end and I was just seeing if anything new is on the horizon.
Your point about a follow on order from KLM is good and not one I had thought of. With the exception of AirNZ all orders officially on Boeing's site are "follow on" orders. I think we may see an order from Vietnam Airlines for more 772ER shortly and they have confirmed that they have actually placed deposits with Boeing who are looking for them to commit to more 777 & 7E7.

Regards

PANAM_DC10
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Hamlet69
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RE: Boeing 777 Orders For 2004

Sat Aug 28, 2004 2:28 am

PANAM_DC10,

"The potential GECAS order still interests me but I'm left wondering whether SQ's order has diminished it's chances?"

The SQ order shouldn't affect the proposed GECAS one way or another. The 777-200LR's GE are to order, in all liklihood, were never for SQ. IIRC, SQ have never leased, long-term, an aircraft in their existence. I don't see that changing anytime soon. In addition, if SQ does decide to go for the -200LR, it probably won't be until next year at the earliest, when the aircraft is at least in flight testing. Therefore, the current rumors surrounding GECAS have nothing to do with SQ, but another Asian customer. . .

"If I may ask, where do you get the information regarding ILFC and what they've placed?"

Most of the info comes from Boeing's website. If you do a detailed search, it will tell you when each order was placed and for what engine type. Of course, that changes, but it's as good as one can get. In addition, the deliveriy info can be achieved the same way, although I have some further information that helps me in that regard.  Wink/being sarcastic

Cheers,

Hamlet69
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