NYC777
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Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:13 am

Scott Carson was speaking at Credit Suisse's Aerospace conference here in NY today said that he expects DL, UA and AA to conduct 787 sales campaigns on 07/08.

No other news to link to just yet as it was just a headline.

I have been lead to believe that AA would announce an order this month for 100 787s. Well it might be next month now.

Also Carson said that Boeing has 435 firm 787 orders which jive exactly with what I've figured.
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Iloveboeing
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:40 am

Well, whatever happens, they're going to be massive orders.
 
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RayChuang
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 1:06 am

The most likely airline to buy the 787: AA. The reason is simple: they need a replacement for the 767-200 on transcon routes and a eventual replacement for the A300B4-600R also.
 
LHUSA
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 1:19 am

Quoting RayChuang (Reply 2):
The most likely airline to buy the 787: AA. The reason is simple: they need a replacement for the 767-200 on transcon routes and a eventual replacement for the A300B4-600R also.


And down the road all of those 767-300s too. That's quite a few aircraft to replace.
 
panamair
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 1:42 am

Here's a link to the article where Carson believes that AA, UA, and DL will probably start coming through with orders in late 2007/early 2008:

http://biz.yahoo.com/ap/061206/boeing_787.html?.v=3
 
AA737-823
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 7:53 am

Quoting NYC777 (Thread starter):
I have been lead to believe that AA would announce an order this month for 100 787s

Oh please. That's astronomical. I don't think AA has the...ahem...resources to place an order for 100 widebodies at this time. Though they are one of the healthier airlines, I don't think financiers would back that. I expect a much smaller order, with a L-A-R-G-E number of options.
 
FriendlySkies
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 8:07 am

I don't understand why everyone assumes AA and DL will order 100 787s...DL I can see since they have close to that many 767s, but AA does not (unless I am mistaken?). I doubt if AA would order more than say 30 + 20 to start with, and add on later. Same goes for DL and UA.
 
jimyvr
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 8:29 am

Quoting FriendlySkies (Reply 6):
if AA would order more than say 30 + 20 to start with

30+20 and 50 purchase rights, that makes up 100  Wink
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N328KF
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 11:34 am

Quoting FriendlySkies (Reply 6):
DL I can see since they have close to that many 767s, but AA does not (unless I am mistaken?). I doubt if AA would order more than say 30 + 20 to start with,

AA has a lot of A300-600s. The 787-3 is meant for this role.
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lightsaber
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 11:51 am

Quoting RayChuang (Reply 2):
they need a replacement for the 767-200 on transcon routes

This I don't understand. Transcon is going to the 738's. A 787 just will not have the opperational flexibility of multiple small jets per day. What AA needs is more international lift. That is where the 787 would find a home. Yes, some demand would just be to replace the A300's, but most would be to enhance the long haul fleet.

Eventually the domestic legacies will order new mid-size aircraft, but when? Hopefully in 2007... but it wouldn't suprise me if there were few orders.

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dutchjet
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:02 pm

Quoting Lightsaber (Reply 9):
Quoting RayChuang (Reply 2):
they need a replacement for the 767-200 on transcon routes

This I don't understand. Transcon is going to the 738's

I'm not sure that I agree with you on this one.....AA seems commited to keeping widebodies on the JFK-LAX/SFO routes to offer three classes of service (I know about UA and PS, but AA is NOT rushing to the very low density 757 approach) and to make sure that their loyal high-fare premium FFs remain happy and with their butts on AA airplanes. The 762 is the ideal compromise...a widebody with not a lot of seats to fill up, meaning that AA can offer frequent flights which also keeps those same premium FFs very happy.

My guess is that when AA introduces the 787 to its fleet, they will be assigned to new longhaul routes, will replace A300s on the Latin American Services, and replace some 763ERs on some transatlantic/latin america services. The 763ERs that are displaced will take over the transcon routes - thats my opinion - and AA will slightly increase capacity and may use the additional cabin space of the 763ER to introduce more advanced F and J products.

AA will, at first, order enough 787s to cover the replacement of the A300 fleet and the 762ER fleet....thats about 50 airplanes, which is more than enough for AA to handle financially.
 
osiris30
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:05 pm

Quoting Lightsaber (Reply 9):
This I don't understand. Transcon is going to the 738's. A 787 just will not have the opperational flexibility of multiple small jets per day. What AA needs is more international lift. That is where the 787 would find a home. Yes, some demand would just be to replace the A300's, but most would be to enhance the long haul fleet.

783 perhaps. Not all 787 have to be the long-haul variety. And let's not forget transcon in North America is international in most other places of the world  Wink
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RayChuang
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:16 pm

Quoting LHUSA (Reply 3):
And down the road all of those 767-300s too. That's quite a few aircraft to replace.

I believe that AA will keep its 767-300(ER) planes quite a bit longer because they are well-suited for "thinner" routes to certain European and Latin American destinations. AA will need a true 767-200 replacement on their lucrative USA transcon routes, and the 787-8 meets that requirement splendidly.  Smile
 
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N328KF
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RE: Boeing Sees US Legacy 787 Campaigns For 07/08

Thu Dec 07, 2006 12:42 pm

Quoting RayChuang (Reply 12):
I believe that AA will keep its 767-300(ER) planes quite a bit longer because they are well-suited for "thinner" routes to certain European and Latin American destinations. AA will need a true 767-200 replacement on their lucrative USA transcon routes, and the 787-8 meets that requirement splendidly.

Maybe I'm obtuse, but if you're going to do that, why not deploy the 787-8s on international routes and send the 767-300s to transcons?
When they call the roll in the Senate, the Senators do not know whether to answer 'Present' or 'Not guilty.' -Theodore Roosevelt