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Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 11:13 am

This is a continuation thread of part 1, which can be found here: Delta To Order 100 X 739ER (Part 1). Please feel free to contribute to the thread, adhering to the forum rules at all times, please.

Enjoy the forums!  

SA7700
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Ronaldo747
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 12:08 pm

Just in at Twitter

Quote:
BoeingAirplanes: Thanks to our friends @Delta for ordering 100 Next-Generation 737-900ERs. #Boeing
http://twitter.com/BoeingAirplanes

It's official!
 
JonasJ
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 12:12 pm

From Delta's website: "Delta Announces Order for 100 Boeing 737-900ER Aircraft"

http://news.delta.com/index.php?s=43&item=1428
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 12:14 pm

Finally some good news! Congrats to DL and Boeing!
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Oykie
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 12:20 pm

Quote:
News Release Issued: August 25, 2011 8:15 AM EDT

Boeing, Delta Air Lines Announce Order for 100 Next-Generation 737-900ERs
- 737-900ER is part of Delta's fleet renewal effort
- The order has a list-price value of more than $8.5 billion

Press release here:

http://boeing.mediaroom.com/index.php?s=43&item=1899

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col
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 1:06 pm

"I want to commend all the manufacturers who participated in this process. Their innovation in developing fleet solutions for the future resulted in several very competitive proposals," he said.

Nicely worded Richard. The best "package" on offer won this deal. I would also say that he quite smartly thanked Airbus for their input. Great news for Boeing and the 737-900ER. Now it will be interesting to see what happens on deliveries after 2018.

I just wish we could all be as respectful as the CEO of Delta, to each manufacturer.
 
delimit
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 1:14 pm

Interesting. The press release says these aircraft will be replacing:

Quote:
Boeing 757 and 767 and Airbus A320 aircraft

767s?
 
Burkhard
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 1:40 pm

Congrats to Being, and ever good landings to Delta. Makes a lot of sense, and if the deal was right it will end good.
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:14 pm

Quoting delimit (Reply 8):
Interesting. The press release says these aircraft will be replacing:

Quote:
Boeing 757 and 767 and Airbus A320 aircraft

767s?

And A320's, didn't expect that either. But the oldest must be running out of cycles perhaps. 767's will be probably domestic ones? No word on the MD80's, so there are still lots of airplanes to be replaced. Interesting battles ahead  
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:26 pm

Quoting frigatebird (Reply 12):
And A320's, didn't expect that either. But the oldest must be running out of cycles perhaps. 767's will be probably domestic ones?

The domestic 767s still have quite a few years on cycles (the 767 has a very high design cycle life for a widebody), but their economics aren't that great. It should reduce costs to replace them with increased frequency on 739ERs.

The earliest A320s will be running out of cycles by the time the later planes in this order are delivered.

All that said, I expect the first large batch of planes in this order to be 1-for-1 replacements for 757s.

[Edited 2011-08-25 07:27:47]
 
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mayor
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:29 pm

Quoting col (Reply 7):
Nicely worded Richard. The best "package" on offer won this deal. I would also say that he quite smartly thanked Airbus for their input. Great news for Boeing and the 737-900ER. Now it will be interesting to see what happens on deliveries after 2018.

I don't think Airbus is out of the picture yet, although for fleet commonality, you might think that the rest of the order might be from Boeing.
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:34 pm

Quoting seabosdca (Reply 13):
The domestic 767s still have quite a few years on cycles (the 767 has a very high design cycle life for a widebody), but their economics aren't that great. It should reduce costs to replace them with increased frequency on 739ERs.

I think with regards to the replacement of the domestic 767s the 737-900ERs will probably replace 757-300s domestically which in turn would replace the domestic 767s.
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:34 pm

Quoting mayor (Reply 14):
I don't think Airbus is out of the picture yet, although for fleet commonality, you might think that the rest of the order might be from Boeing.

Correct, however there are more airbus aircraft than 737's by several planes, this isn't the end of the order I'm sure of it, after all this amount is only half of the total amount of aircraft they were looking to purchase. None of this is really putting DL ahead of anything since these are not NEO's. I guess time will tell.

Also over at Bloomberg here is some news regarding other aircraft:

Quote:
Delta Air Lines put off an order of 100 small narrow-body jets until 2012, delaying talks with planemakers such as Embraer, as it prepares to buy 100 Boeing 737s, Bloomberg reported. Discussions with Embraer and Bombardier advanced this year while Delta negotiated with Boeing and Airbus SAS for larger planes. “After talks with Delta, Embraer expects that Delta’s decision whether to buy its planes or equivalents from competitors will only be made next year,” Embraer Executive Vice President Paulo Cesar de Souza e Silva said in a statement. Trebor Banstetter, a spokesman for Delta, and Bombardier’s John Arnone declined to comment. People familiar with the matter had said on Aug. 22 that Delta had delayed a decision beyond this week on buying smaller narrow-body aircraft, without giving the size of the planned purchase or a new timetable.


[Edited 2011-08-25 07:37:25]
 
FlyASAGuy2005
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:43 pm

Quote:
Sooo...where's this announcement that some said were going to happen yesterday?

I do believe DL has board meetings on Wednesdays so maybe tomorrow?

I guess I wasn't too far off base when I said the above  

Very exciting news but I wonder which a/c will start to go to the desert when the first batch arrives on property in 2013. I can't see DL flying around that much extra capacity with their "capacity disciplines" and all. When I say which a/c, I mean actualy ship numbers. I guess only those with knowledge of when HMVs are due will have a pretty good idea.

Also, in regards to the PMNW 5500s that's been in long term storage, are those up for a heavy cheack? I ask becaue if they are not, I can see those finally returning to service when some of the oldest 757s come up for checks. Fly those (the stored 5500s) until the paint comes off and when the HMVs are due, park them again permanently. DL's doing this right now. They're sending birds that have winglets into storage to save on cycles and flying the older ones until they are due for HMVs since they will be parked in the near future anyway.
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PSU.DTW.SCE
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:48 pm

Quoting col (Reply 7):
"I want to commend all the manufacturers who participated in this process. Their innovation in developing fleet solutions for the future resulted in several very competitive proposals," he said.

Nicely worded Richard. The best "package" on offer won this deal. I would also say that he quite smartly thanked Airbus for their input. Great news for Boeing and the 737-900ER. Now it will be interesting to see what happens on deliveries after 2018.

I just wish we could all be as respectful as the CEO of Delta, to each manufacturer.

This indeed is a very classy statement from RA. Goes to show that business is business and no hard feelings (unlike on a.net). It also very much seems to imply to all parties "we'll be talking again in the future."

Quoting bhmdiversion (Reply 9):
Delta will begin taking deliveries of the new plane in the second half of 2013, with 12 aircraft that year, 19 aircraft per year in 2014 through 2017, and the remaining 12 aircraft in 2018. Each aircraft has committed long-term financing, Delta said.

The size and timing of the order will allow Delta to maintain its annual capital expenditure run rate between $1.2 billion and $1.4 billion during the next three years and will not impact the company’s $1.2 billion of capital expenditures projected for this year.

As mentioned in one of the press releases, this is essentially a capacity-neutral move. The key part of the statement is "capacity-neutral" not "airframe neutral". Gone are the days of true 1 for 1 replacements.

The DC-9-50s are gone by the end of 2012, being offset by the MD-90 capacity coming online.
By the end of 2013, some of the 757s will start to go.

They'll essentially fly the older frames until they time-out on cycles pending heavy maintenance checks and park them, being offset by the new aircraft coming online. At first, the 739ER capacity may even be used to offset the loss of the DC-9-50 capacity for summer 2013. Plus, the LGA slot swap is also going to have fleet implications. I wouldn't expect to see a whole lot of 739ER LGA flying (other than ATL-LGA perhaps) but they'll have to shift a number of 2-class RJs and A319/A320/738's around.

Quoting frigatebird (Reply 12):
And A320's, didn't expect that either. But the oldest must be running out of cycles perhaps. 767's will be probably domestic ones? No word on the MD80's, so there are still lots of airplanes to be replaced. Interesting battles ahead

DL said they are waiting until 2012 to decide on an order for a smaller aircraft. They are waiting for more clarity and also waiting to see how the economic situaion plays out.

http://www.bloomberg.com/news/2011-0...ued-at-8-5-billion.html?cmpid=yhoo

The MD-88s still have a lot of life left. Just like their older breathern the DC-9s, the MD-88s will become the new flexible fleet/capacity. DL as of now is planning to fly them until 2017-2018. Parking them much earlier would require a significant write-down and also DL is very prudently managing its capex spending and debt.

Quoting mayor (Reply 14):
I don't think Airbus is out of the picture yet, although for fleet commonality, you might think that the rest of the order might be from Boeing.

Don't mention "fleet commonality." Sure there may be more 739ERs but the timeframe and order will be evaluated against what may be available after 2018.

Essentially, this is what DL needed now. They new they needed deliveries starting in 2013, before any NEO was available. This order represents DL's immediate need. They'll decide on the NEO / RE situation later.
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 2:50 pm

Looks like the Sky Interior is official. Also, the article states that there will be an "industry leading on-board experience". Does that include AVOD?
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FlyASAGuy2005
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 3:08 pm

Quoting 1337DELTA764 (Reply 19):
Looks like the Sky Interior is official. Also, the article states that there will be an "industry leading on-board experience". Does that include AVOD?

1337, I know you are everything cabin experience and a/c orders   but I honestly don't know what the future of AVOD will be. DL will be going into the testing stage for streaming wifi towards the end of the year. United and AA have already announced similar programs. This may very well be a way to get out of the AVOD game on a/c that are weight critical. I can see them on the domestic fleet but i'm not 100% sure about what will happen with the international fleet moving forward. I could be way off base here but just my opinion.

Quoting PSU.DTW.SCE (Reply 18):
Gone are the days of true 1 for 1 replacements.

This is key PSU. From their Q&A to employees:

Quote:
Q: Why is Delta buying these airplanes?
A. Delta's domestic fleet is aging, with many of our Boeing 757s, 767s and Airbus A320s approaching retirement over the next several years, in addition to the DC-9s and MD-80s that have been retired or will soon be grounded. The new 737-900ERs will replace these aircraft as they are phased out of the fleet. This order is not designed to grow the fleet or increase Delta's network capacity.

Q. The press release mentions 767s as aircraft that are being replaced. I thought this was for narrowbody domestic fleet retirements?
A. Because of its range and size, the 737-900ER can be deployed to replace several aircraft types, ranging from the smaller 757s and Airbus A320s as well as larger domestic 767-300s. The new airplanes are not intended to be one-for-one replacements for a single aircraft type.


Straight from the horse's mouth. So I was actually right in my thinking from my first post in this new thread. A/C be parked not too long after the first batch come on property due to Delta's capacity restraints. I wonder which frames will go first.
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PSU.DTW.SCE
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 5:27 pm

Never flown on any of CO's 739/739ERs.

I see they operate their ER's in a 20/153 configuration - 173 total with a mid-cabin lav between F & Y.

Any idea on DL's potential configuration? I see they said 180 seats in the press release.
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 5:38 pm

Quoting burnsie28 (Reply 16):
Correct, however there are more airbus aircraft than 737's by several planes, this isn't the end of the order I'm sure of it, after all this amount is only half of the total amount of aircraft they were looking to purchase. None of this is really putting DL ahead of anything since these are not NEO's. I guess time will tell.

Nobody says that the contract does not include wordage that allows DL to upgrade to the 737-9 when the 737-9 becomes available and approved by the Boeing BoD. I presume they will upgrade at least the back end of the order, and the expected 2012 order will be all 737RE's.
 
FlyASAGuy2005
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 6:28 pm

Quoting fpetrutiu (Reply 18):
and the expected 2012 order will be all 737RE's

Negative.

http://www.bloomberg.com/news/2011-0...ued-at-8-5-billion.html?cmpid=yhoo
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blueman87
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 8:09 pm

Is they 737-900ER going to have tv's in them
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 8:21 pm

Quoting FlyASAGuy2005 (Reply 16):
I wonder which frames will go first.

I'd put money on very early PMDL 757s going first. They're the only ones that are going to be cycle limited within the next couple of years. After that, 5500s, slightly later PMDL 757s, and eventually 763As and very early A320s.
 
gigneil
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 8:41 pm

I can't see any reason that the 739s wouldn't be outfitted on the inside exactly the same as the most modern 738s.

NS
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 8:44 pm

Quoting FlyASAGuy2005 (Reply 19):
Negative.

http://www.bloomberg.com/news/2011-0...=yhoo

Sorry, should have clarified this. Any remaining narrowbody orders, not the small 100 seater ones which will probably be the C-series.
 
BD338
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 8:50 pm

Nice order. Gets the immediate (5 year) replacement need out of the way for the oldest 757's 320's etc. (and 2013 can't come soon enough for one or two of those!) A well proven, comfortable and efficient aircraft. Boeing no doubt offered a very attractive price which made the whole package work for DL.

DL can now sit back a little and see how the 320NEO and 737RE develop, along with other manufacturer products and don't need to make any immediate decision on post 2018 needs. The DL fleet is large enough for Airbus and Boeing products to coexist so I wouldn't suggest yet that this order definitely indicates the next order is a shoe in for Boeing.
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 9:45 pm

Quoting BD338 (Reply 24):
I wouldn't suggest yet that this order definitely indicates the next order is a shoe in for Boeing.

But it's surely a giving Boeing the upper hand with regard to their next order. My guess is the contract language allows for Delta to swap some of the latter deliveries from 737-900ERs to 737RE-9s.
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WN738
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 11:24 pm

Pleasantly surprised   I honestly didnot think the 737NG (any variant) would get any more orders (certainly not this big) now that the A320 NEO, a plane i reluctantly admit is far superior, is selling like hotcakes. But then again i guess this is more of a 757 replacement right? Guess DL will be needing them sooner than i though. I suppose this is for replacement, as i can hardly see DL expanding much given their not so stellar performance as of late.
 
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RE: Delta To Order 100 X 739ER (Part 2)

Thu Aug 25, 2011 11:48 pm

Quoting WN738 (Reply 26):
honestly didnot think the 737NG (any variant) would get any more orders (certainly not this big) now that the A320 NEO, a plane i reluctantly admit is far superior, is selling like hotcakes. But then again i guess this is more of a 757 replacement right? Guess DL will be needing them sooner than i though. I suppose this is for replacement, as i can hardly see DL expanding much given their not so stellar performance as of late.

Please read the posts above. All of your speculation is answered above.

DL needed aircraft starting in 2013, well before any NEO/RE was going to be available. DL also has outstanding options with Boeing for 737s.

This order is for replacement capacity, but as always DL has a lot of levers to pull if/should they need incremental capacity by delaying aircraft retirements, increasing utilization of fleets, etc.

No so stellar performance? Not necessarily DL but more or less the industry which is impacted disportionately by the economy and the cost of fuel.
 
xdlx
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:32 am

Wonder if Delta could make it work with 3 types?

C-Series

B737/8/9NG

B777/787
 
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Stitch
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:40 am

Quoting xdlx (Reply 28):
Wonder if Delta could make it work with 3 types?

Down the road, I see no reason why not.

I expect they could also make it work with the CSeries, A320neo and A350.
 
micstatic
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:40 am

Quoting xdlx (Reply 28):
Wonder if Delta could make it work with 3 types?

C-Series

B737/8/9NG

B777/787

Good question. But I'm sure they would retain the 737-700 for special performance ops, and this would be 4 types. The 777 and 787 are not the same type
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:57 am

Quoting Stitch (Reply 29):
I expect they could also make it work with the CSeries, A320neo and A350.

Nice wet dream Stich, but with 18 firm 787's on order, more 777 and all Airbus options differed indefinitely, I highly doubt it. Taking delivery of these 100 737-900ER's and their current 737's, and replacing the old A320's with 737-900's I presume Boeing is their manufacturer of choice once more.
 
gigneil
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 1:28 am

You would presume that, naturally.

NS
 
flyorski
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 1:56 am

Quoting fpetrutiu (Reply 31):
Nice wet dream Stich, but with 18 firm 787's on order, more 777 and all Airbus options differed indefinitely, I highly doubt it. Taking delivery of these 100 737-900ER's and their current 737's, and replacing the old A320's with 737-900's I presume Boeing is their manufacturer of choice once more.

I would give Delta a 50% chance of purchasing more Airbus. It simply depends on too many variables to assume they would not. I am saying this without the detailed knowledge Stitch has  

Of course your free to presume whatever you want, based on whatever facts (or none) its based on.
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brons2
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 2:22 am

Quoting xdlx (Reply 28):
Wonder if Delta could make it work with 3 types?

C-Series

B737/8/9NG

B777/787
Quoting Stitch (Reply 29):
Quoting xdlx (Reply 28):
Wonder if Delta could make it work with 3 types?

Down the road, I see no reason why not.

I expect they could also make it work with the CSeries, A320neo and A350.

There is no exact replacement for the 763ER in either of those scenarios, and Delta has a LOT of 763ER. The 788 is the closest, but it's still a fair bit bigger in floor area.

The A350 would leave a fairly large gap between the narrowbodies and the A358. I assume in the Airbus NB replacement scenario, they would be developing an A321NEO with true TATL range.

How do the trip costs of the 788 and A358 compare to the 763ER on a 4000nm mission? Not the seat costs, mind you, but the trip costs. The low trip costs are what makes the 763ER such a low risk bird.
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gigneil
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 2:26 am

The 788's trip costs should actually be lower than the 763's by a wide margin.

NS
 
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 2:43 am

Quoting xdlx (Reply 28):

Wonder if Delta could make it work with 3 types?

C-Series

B737/8/9NG

B777/787


That would be a dream!

As a flight attendant, this would make training much easier, and as we know, its all about
us lol
 
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Stitch
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 2:44 am

Quoting brons2 (Reply 34):
How do the trip costs of the 788 and A358 compare to the 763ER on a 4000nm mission?

Both should be lower thanks to the lower fuel and maintenance costs of the new planes. This should easily cover the increased labor costs (higher flight crew pay and more cabin crew depending on seat count).
 
Oykie
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 8:08 am

Quoting oykie (Reply 4):
No picture yet.

Picture here. Looks nice  What a 707NG would look like?

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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 8:19 am

This plane is built to withstand anything... except a bad pilot.
 
Oykie
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 9:16 am

Quoting DL_Mech (Reply 39):
707NG? Not with that wimpy little wing.

Nice picture! Remember that event well. And I agree that the massive 707 wing is beautiful.
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:31 pm

Quoting xdlx (Reply 28):

Wonder if Delta could make it work with 3 types?

C-Series

B737/8/9NG

B777/787

Is that not 4 types?
 
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:39 pm

I think this order shows DL to be the supreme opportunistic buyer of aircraft.

They are mopping all the MD 90s available. Now they add 100x 739, slow selling aircraft which Boeing need to find buyers for as they transition to the 737RE, and for which DL already are geared up to operate due to their large 738 fleet. There does not appear to be any commitment to the (presumably fully priced) 737RE, unlike AA.

I doubt that Airbus demanded more $ per aircraft for A321s than they did of AA, but they probably offered AA help with gearing up for A320 series maintenance and training from scratch, which DL as an existing A320 operator did not need.

I agree with most contributors to this thread that the door is still open for C series, but I would not rule out a A321 neo order later either.
 
delimit
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 12:43 pm

Quoting brons2 (Reply 34):
There is no exact replacement for the 763ER in either of those scenarios, and Delta has a LOT of 763ER. The 788 is the closest, but it's still a fair bit bigger in floor area.

There is no replacement for the 763ER, period. Pretty much everything is either much smaller or a bit bigger. The A332 or 788 are about as close as DL is going to be able to get. Given that the 788 should be either on par or better than the 332 cost-wise, the choice seems pretty clear to me.

Quoting brons2 (Reply 34):
The A350 would leave a fairly large gap between the narrowbodies and the A358. I assume in the Airbus NB replacement scenario, they would be developing an A321NEO with true TATL range.

I don't think the far end of the 757 range is acheivable, but then, there really aren't that many routes that require it. The only real chance for a true 100% 757 replacement will be whatever the next round of narrow bodies brings us. Either a few 757s will soldier on until then or the routes will be cancelled or upguaged.
 
fpetrutiu
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 1:18 pm

Quoting delimit (Reply 43):
Given that the 788 should be either on par or better than the 332 cost-wise, the choice seems pretty clear to me.

On par???? What would be the point of developing the planefor the past 6 years to be "on par" with old technology. The 787 should beat the A332 by at least 10-15%
 
delimit
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 1:28 pm

Quoting fpetrutiu (Reply 44):
On par???? What would be the point of developing the planefor the past 6 years to be "on par" with old technology. The 787 should beat the A332 by at least 10-15%

The A332 has not exactly stood still in that time.

I'm just being conservative in my statements rather than reopen that can of worms. We'll have answers to that question soon enough.  
 
xdlx
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 2:03 pm

Quoting JerseyFlyer (Reply 41):

I stand corrected 5-types

C-series

B73NG ALL Versions

B767/5 ALL Versions

B777 ALL Versions

B787 ALL Versions
 
PSU.DTW.SCE
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 3:11 pm

Quoting xdlx (Reply 46):
I stand corrected 5-types

Sounds nice in theory, but DL also have a good sized fleet of young A332/A333 that are newer and play a different role than the 757/767 fleets. Plus MD-90s.

DC9 - retired end of 2012
MD88 - retired by the end of 2018
MD90 - will last beyond the end of the decade
737NG - will last beyond the end of the decade
744 - here for the next 5-7 years
757 - earliest frames leaving the fleet, but younger frames, ETOPS aicraft, and 753s will be here beyond end of decade
767 - earliest frames leaving the fleet, but the core of the 767ER and 764s will be here beyond end of the decade
777 - will last beyond the end of the decade
A319/A320 - earliest frames leaving the fleet, but youngest frames will likely still be around beyond the end of the decade
A330 - will last beyond the end of the decade

Look, the 739ER order covers DLs requirement for the 150-180 seat replacement needed between now and 2018.
The second part of the order, to cover DL's requirement for the need of 120-150 seat replacements needed between now and 2018 will come next year.

This is going to be an ongoing process. DL has clearly said they are going to be proceeding with fleet replacement in a prudent manner.
 
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seabosdca
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 3:23 pm

An airline as big as DL doesn't need to burn enormous amounts of capital just to shoehorn itself into the smallest possible number of types.

I think DL's fleet in 2022 will look something like this:

1. Small type to be ordered in 2012 or 2013

2. MD-90

3. A320 series: A319 [maybe A320neo or A321neo]

4. 737 series: 737-800, 737-900ER [maybe 737-8 or 737-9]

5. 757 series: 757-200 ETOPS and 757-300

6. 767 series: 767-300ER, 767-400ER

7. 787 series: 787-8

8. A330 series: A330-200, A330-300

9. 777 series: 777-200ER, 777-200LR [maybe 777-300ER or 777-9X]

Getting rid of any of those types in their entirety would involve premature replacement of economically sound aircraft, something which it is absolutely clear that DL has no interest in doing.

[Edited 2011-08-26 08:24:11]
 
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SEPilot
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RE: Delta To Order 100 X 739ER (Part 2)

Fri Aug 26, 2011 4:37 pm

Quoting mayor (Reply 10):
I don't think Airbus is out of the picture yet, although for fleet commonality, you might think that the rest of the order might be from Boeing.

As the A321 has a clear sales advantage over the 739ER for whatever reason it does seem that since DL has opted for the 739ER on this order it is more likely than not that Boeing will win any followup orders for the 738 or 73G. But it is by no means assured. But since there have been 737 only operators that have opted for the A321 over the 739ER it looks to me that it is likely that DL has decided to lean heavily toward Boeing going forward.
The problem with making things foolproof is that fools are so doggone ingenious...Dan Keebler

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