columbia107
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What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 1:31 am

Most of the talk on A net has been about how Airbus will catch up with Boeing in respect of 2005 new orders at the Paris Airshow.

Well according to Prudential Equity Research, it is of the opinion that positive news for Boeing should come from the Paris Air Show. It has just raised the target price for Boeing stock to US$64 as they "expect the stock to react positively to several events over the next few weeks."

I note the stock is now at almost US$62. I therefore wonder what positive news it will be. Is it Emirates ordering the 787 despite all of the talk that Emirates will order the 350 at the Paris Airshow. The 747ADV? Anyone has any idea what potential orders Boeing may receive at the show? OK, I know that Boeing do not retain orders for the purpose of creating "noises" at air shows such as Airbus seems to have done in the past.

Of course we know that research firms sometimes get it wrong but perhaps on this occasion Prudential's foresight may be correct.
In God we trust
 
boeingbus
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 1:45 am

Here is my take...

The 747Adv will be formally lauched with at least 2 if not more customers.
The 787 will rack up more orders and final definition will be made public.
The 737-9xx will be launched.
Airbus or Boeing - it's all good to me!
 
Ken777
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:05 am

747ADV launched? Love to see that. Probably some nice 787 orders and a flip of the coin on the 737-900.

The only thing for sure is that it is going to be a bum fight between A & B, with a brief pause for the 380 flyby.
 
ComeAndGo
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:13 am

Boeing is going to get a bunch more orders for their 787. All airlines that were holding back orders to compare the offerings from Airbus will now buy the 787. Rumor has it that Boeing will reach 400 orders for the 787. That's enough to move the stock upward.
 
N60659
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:14 am

At the very minimum, I would expect an EK order for the 777-200LR. I don't have anything to back this up, but I would expect it to be between 5 and 10 airframes.

-N60659
Nec Dextrorsum Nec Sinistrorsum
 
Lemurs
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:18 am

Quoting N60659 (Reply 4):
At the very minimum, I would expect an EK order for the 777-200LR. I don't have anything to back this up, but I would expect it to be between 5 and 10 airframes.

It's always refreshingly different when people throw their opinions out here on A.net and admit that they don't have any facts to back it up. Usually it gets couched as being "obvious" based on their dubious opinions. That said, I'm going to agree with you, for the exact same reason.  Smile
There are 10 kinds of people in the world; those who understand binary, and those that don't.
 
Glom
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:31 am

The 747ADV intrigues me. I guess it's because it uses 787 technology and I like the idea of Boeing uses the advances they developed for the 787 to improve their product line. If the 747ADV uses some 787 technology, will that give a little bit of commonality between the two?
 
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clickhappy
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:41 am

rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.
 
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PanAm_DC10
Crew
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:43 am

If the recent report in the Seattle PI was correct then we may see QR announce an order for 10 787s.

I also assume they will have the 772LR on display.

Regards
Ask the impossible to achieve the best possible
 
Glom
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 4:55 am

Quoting Clickhappy (Reply 7):
rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.

Exciting rumour. If only we had more to go on than rumour. I guess we'll have to wait until next month to see.
 
NYC777
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 5:08 am

My take

747Adv lauch with orders from major airlines
787 a large gaggle of orders including QR and possibly EK
firming up of previous announced 787 and 737 orders (Ryanair, Continental, Korean, AC).
777 - more airlines siging up for 772LR, 772LRF, and the 773ER also from significant customers - SQ, EK
737-900X launched
That which does not kill me makes me stronger.
 
Boeing Nut
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 5:13 am

Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)
I'm not a real aeronautical engineer, I just play one on Airliners.net.
 
NYC777
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 5:17 am

Quoting Boeing Nut (Reply 11):
Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)

True but if it's technology already developed for the Sonic Cruiser/787 then R&D costs maybe negligible for the 747Adv. It's a similar situation for the 772LR. The development costs were bourne by the 773ER thus the development cost for the 772LR was small and they would be earning a positive RoI with just selling a few frames. Boeing might be in a similar situation with the 747ADV.

[Edited 2005-05-10 22:36:17]
That which does not kill me makes me stronger.
 
N60659
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 5:31 am

Quoting NYC777 (Reply 12):
True but if it's technology already developed for the Sonic Cruiser/787 then R&D costs maybe negligable for the 747Adv.

Not to mention the work already done as part of the 747-400XQLR project.

-N60659
Nec Dextrorsum Nec Sinistrorsum
 
dhefty
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 6:05 am

Does anyone foresee orders for the A340-500/600 at the show?
 
Jet-lagged
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 8:18 am

Quoting Boeing Nut (Reply 11):
Look for the stock to go down if the 747ADV is launched. Stock holders don't like launches historically because that's more money Boeing has to spend. (R&D)

Funny! But you are probably right. More planes for us to see, is considered bad news initially by the number watchers.

Here are my guesses:
-final size of 787-9 released (no, they won't stretch it)
-performance specs of 772LR officially nudged up
-speech from the new ceo
 
N1120A
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 6:14 pm

Quoting Clickhappy (Reply 7):
rumor in Seattle, 747ADV launch, 10 frames each for BA, CX, and Qantas.

That would indeed be very nice Royal

Quoting Boeing Nut (Reply 11):
that's more money Boeing has to spend. (R&D)

They already spent it.
Mangeons les French fries, mais surtout pratiquons avec fierte le French kiss
 
Boeing Nut
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 10:32 pm

Quoting N1120A (Reply 16):
that's more money Boeing has to spend. (R&D)

They already spent it.

Only a partial amount. If all the money was spent already on the 747ADV, we'd be talking about delivery dates instead of speculating whether or not it's going to be launched.
I'm not a real aeronautical engineer, I just play one on Airliners.net.
 
DAYflyer
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RE: What Is In Store For Boeing At The Paris Air Show

Wed May 11, 2005 10:40 pm

Quoting ComeAndGo (Reply 3):
Rumor has it that Boeing will reach 400 orders for the 787

Uhm, this I sincerely doubt. Most of the big orders for this year are in already I think.

Quoting NYC777 (Reply 10):
firming up of previous announced 787 and 737 orders (Ryanair, Continental, Korean, AC).
777 - more airlines siging up for 772LR, 772LRF, and the 773ER also from significant customers - SQ, EK
737-900X launched

I see this as highly likely.
One Nation Under God
 
wingman
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RE: What Is In Store For Boeing At The Paris Air Show

Thu May 12, 2005 12:37 am

Other rumors this morning on the blogs indicate that EK is going to place an unsolicited bid on the EU. Originally they were said to be after just the main Airbus plants in Toulouse and Hamburg but decided on a more aggressive approach to purchase the entire continent. Production at Airbus will be ramped up to 300 380s per month and all other airframes will be cancelled. Look for 380 shuttle service between city pairs such as Segovia-Madrid and and Lyon-Nice beginning in 2009. All Europeans will be employed by the new Airbus-EADS and everyone will live happily ever after.
 
Udo
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RE: What Is In Store For Boeing At The Paris Air Show

Thu May 12, 2005 12:43 am

Quoting Wingman (Reply 19):
All Europeans will be employed by the new Airbus-EADS and everyone will live happily ever after.

Except for people like you!  wave 


Regards
Udo
Me & You & a Plane Named Blue...
 
N1120A
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RE: What Is In Store For Boeing At The Paris Air Show

Thu May 12, 2005 1:03 am

Quoting Boeing Nut (Reply 17):
Only a partial amount.

The vast majority

Quoting Boeing Nut (Reply 17):
If all the money was spent already on the 747ADV, we'd be talking about delivery dates instead of speculating whether or not it's going to be launched.

Well, yes. I was speaking of the actual cost as compares to what it would have cost to build a clean sheet design

Quoting Udo (Reply 20):
Except for people like you!

Udo, the only German in the world with a good sense of humor.   

[Edited 2005-05-11 18:11:56]
Mangeons les French fries, mais surtout pratiquons avec fierte le French kiss
 
wingman
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Joined: Thu May 27, 1999 4:25 am

RE: What Is In Store For Boeing At The Paris Air Show

Thu May 12, 2005 1:22 am

Udo, if I can fly between Segovia and Madrid in 21 minutes with 1000 of my drunk friends I will be happy.
 
Udo
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Joined: Tue May 18, 1999 5:16 pm

RE: What Is In Store For Boeing At The Paris Air Show

Thu May 12, 2005 1:25 am

Quoting N1120A (Reply 21):
Udo, the only German in the world with a good sense of humor.

I always do my best!  Wink


Regards
Udo
Me & You & a Plane Named Blue...

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