Steady as she goes PVG
In the mid-70's i tried to buy a new Porsche in the UK, and was turned down because i didn't meet Porsche ownership requirements. Nothing to do with having the cash. I just didn't meet the Porsche customer profile. Of course 5 years later they couldn't wait to get me into a car, right profile or not.
It was B that initially created A's niche with LCC's. The 737 was the LCC's aircraft of choice. B made a point of not doing business with them, or being difficult, even to the extent of giving advice on how to run an airline (= follow the US model).
B offended the finance industry, because on one hand we, and many others, were assessing and approving funding to purchase aircraft, and then B was telling customers to buy fewer, borrow less, grow more slowly, etc.
At the time, the only justification we could think of for B's approach, was that they were concerned failures could see large numbers of 737's dumped on the market, and orders for new aircraft cancelled before delivery.
, B gave A a real shot in the arm where marketing to LCC's was concerned. And this approach wasn't just confined to LCC's. Any airline, based on B's assessment to be under-capitalised, poorly managed, in a less stable country, etc, got the same treatment. Even though they had NO credit risk.
If you read my 737 v A320 comments from y/day, you will see i say:
The B marketing team seem to have been given their mojo back, and are getting their act together.
Given rapid progress in other areas of the marketing package, i've no doubt that before the year ends, B will have head-hunted appropriate expertise to compete aggressively on all package components.
If you logically follow the A v B arguments on this site, if B overtakes A in sales, it will be because they are out-discounting them. Utter rubbish.
When it comes to negotiating expensive capital items, there is a lot of ego at stake. Some of the personalities boasting about how little they paid, are not making statements for a.net, but to wind-up competitors.
Do you think A would release info on past discounted A32 sales? More likely in fact that such news came from B, for the benefit of an airline they are currently negotiating a potential 737 order. Prospective customer says to A, we want the same deal. A says that was never the price. The customer says a respected analyst and a.net say otherwise - we want the same deal. Now if you are the customer, and A is not budging, which way are you leaning?