Amdiesen, there are more than hickups; this is the long term plan for production. The rate is dropping. While it could be reversed, it means that the expected announcements at the summer airshows won't be spectacular. :( LIghtsaber We will see. I would not expect too many more orders for the 242t v...
Jump to postBuy Spirit? Spirit was a Boeing plant that they sold off during their carbonfibre euphoria. It looks like metal will stay longer now that prices have come down and new alloys are available. If Boeing's has a goal of using the mountain of cash they are sitting on to buy revenue what is a better targ...
Jump to postIt would not surprise me if Boeing tried to acquire Spirit. If they want to buy vendor revenue, where better to look then Wichita?
Jump to postIt would not surprise me if Boeing tried to acquire Spirit. If they want to buy vendor revenue, where better to look then Wichita?
Jump to post"KLX Aerospace Solutions is the world's leading distributor of aerospace fasteners and consumables and full-service provider of inventory management solutions for the commercial, business jet, and military markets worldwide". Acquisitions are part of Boeing's strategy to both increase the...
Jump to postOne thing people tend to forget about the A330 line - a lot of the tooling was long ago paid for and has been amortized. Don't forget - the A330 uses the A300 fuselage. Much of the tooling on the line is the same tooling that was used to build A300 fuselage components many years ago. So that reduce...
Jump to postThe stated rationale (average production cost) and the actual practice are different: Boeing defers exactly the amount of unit production cost in excess of unit revenue. That's all you need to know to realize that revenue matters here. Hopefully there won't be much of that going on anymore, the emp...
Jump to postAs I have said a thousand times kill the A330 and push the A350. I think Airbus will do that in due course. Currently, Airbus is unable to build the A350 as cheaply as the A330 - so to cease A330 production would be premature. Once the ramp up of the A350 has stabilised, Airbus will look at it agai...
Jump to postThat rumour has been around for almost 2 years, and still nothing. Jon Ostrower, an enthusiast-turned-journalist who is therefore more knowledgeable than most, didn't repeat the rumour in his article. Personally, I don't see it where they could fly even another 20 767s, but never say never I guess....
Jump to postMaybe that Amazon rumor will soon be put to bed.
https://www.bizjournals.com/seattle/new ... order.html
Amazon is rumored to be ordering between 80 and 100 frames. That rumour has been around for almost 2 years, and still nothing. Jon Ostrower, an enthusiast-turned-journalist who is therefore more knowledgeable than most, didn't repeat the rumour in his article. Personally, I don't see it where they ...
Jump to postIt’s all part of the cycle really, IMHO. Boeing had its struggles a few years ago where so much seemed to be heading off course for them, and Airbus is currently experiencing some pain. The product range is strong and orders are still significant, so once it has ironed out its issues (mainly with e...
Jump to postBoeing could well be delivering more Dreamliners per year than all (3) Airbus WB programs put together. That’s very necessary for Boeing because the 787 is all they have as a passenger widebody for the next few years. Geoff I'm pretty sure the 777 line is still running. Not only is the 777 line sti...
Jump to postBoeing could well be delivering more Dreamliners per year than all (3) Airbus WB programs put together.
Jump to postInteresting article dealing with both companies....
https://www.bloomberg.com/gadfly/articl ... ts-on-cash
To be fair, almost every A380 discussion on this forum has a post about how expensive the program was and will never make any money, so it's just par for the course / sauce for the goose. Don't make the mistake of endorsing false equivalence in the pursuit of fairness. It's actually true that the A...
Jump to postNever unederestimate lazy thinking. Most the 787 naysayers are AB fanboys who see any B victory as as an AB failure. I’m sorry to be indelicate but this zero sum thinking is very prevelant across the pond. To be fair, almost every A380 discussion on this forum has a post about how expensive the pro...
Jump to postSouthwest orders 40 more MAX 8
https://www.bloomberg.com/news/articles ... -max-fleet
737 - 57 X 12 = 684
747 - ?
767 - 3 x 12 = 30
777 - ?
787 - 13 x 12 = 156
The above represents 870 with no contribution from the 777 or 747 programs. Amazing numbers
But the biggest question is why you would see the 787/A350 models delivering evenly? Uhm, dunno.. the A350s bigger backlog? The back log is only bigger because they are not delivering them - I didn't think that needed to be pointed out. Boeing's delivery ramp-up was twice as fast. Why do some out h...
Jump to postWhat production rates do you expect for the A350/A330 and the 787/777? I see a planned 14/month for the 787 and 5/month (?) for the 777 in around 2019. The A350 was planned at 10/month but Airbus talked about increasing that to 13/month. The A330 is planned at 6/month. That to me seems quite even b...
Jump to postI couldn't agree more. The big story in wide bodies was that A380 sales/deliveries have stalled to a point unthinkable, while the 787 is selling and being delivered at a record pace for wide bodies. In the 5-year period of 2008 - 20012 the market share for WB based on number of frames delivered was...
Jump to postBoeing has been ahead of Airbus in MANY ways ...... the 380 vs 787 is a good example of that and knowing where the market trends were going. Also the winglets ..... look at what Airbus is just now getting to and how closely it looks to Boeings product. I couldn't agree more. The big story in wide b...
Jump to postSuper80Fan wrote:This just seems like AS whining about it so they make it easier/convince themselves to stick to all Boeing.
MOM will happen https://seekingalpha.com/news/3345328-boeing-ceo-sees-4kminus-5k-potential-sales-mid-range-jets?app=1&uprof=75&dr=1#email_link A fact based on a “vision”? Or won’t happen. When they show metal, I’ll believe. Until then it’s just more and more PR trying to get customers hooke...
Jump to postMOM will happen
https://seekingalpha.com/news/3345328-b ... email_link
Not according to the mentioned standards. But we’ll, maybe they can just do it because of your opinion, of course. How brave is ignorance. There is no courage in ignorance of the facts. John Leary publicly called the Amedeo arrangement a firm order. It never was, how much other garbage is in that b...
Jump to postI can think of 30 A380 still in the backlog but not in the delivery plan. Shouldn't they be removed from backlog? Not according to the mentioned standards. But we’ll, maybe they can just do it because of your opinion, of course. How brave is ignorance. There is no courage in ignorance of the facts....
Jump to postImagine if Airbus applied the same disciplines. The backlog would take a substantial hit. I wonder how many of those huge narrow body orders would pass muster. Maybe Boeing made this move as a subtle challenge to Airbus. Airbus has adopted the IFRS 15 standard as of 1 January 2018. This is the inte...
Jump to postImagine if Airbus applied the same disciplines. The backlog would take a substantial hit. I wonder how many of those huge narrow body orders would pass muster. Maybe Boeing made this move as a subtle challenge to Airbus.
Jump to postSeeking Alpha articulate's it well "We maintain our view that Boeing's decision to pursue the 787 Dreamliner while Airbus was lost on A380 development was a strategic home run: "It's Official: Boeing Declares Victory." The A380, in our view, was a huge misallocation of resources for A...
Jump to postBoeing's head fake was the Dreamliner. While Airbus wasted time and money on the A380, Boeing developed the 787 and it's kicking ass!! For a follow up kick the 777X will finish the job.
Jump to postI speculate that the recent success in 787 sales is due to combination of 1) projected improvements in manufacturing in the future resulting in lower costs but still a reasonable margin 2) projected bundled maintenance in the future as Boeing brings more work in house and away from third parties 3)...
Jump to postI guess Boeing knew what they were doing as far as increasing deliveries to 14/ month. The Deamliner is a record setting wide body!! record setting sales pace and deliveries. Now who was it that denigrated it as the "plastic plane" that would never be built?
Jump to postI think Boeing will end 2018 with a higher backlog on this program than it began the year with. The 787 program will be the leader for sales and deliveries for any WB program to date. A fantastic aircraft. Which makes me wonder about the part of the article saying they will take delivery in 2018 an...
Jump to postI think Boeing will end 2018 with a higher backlog on this program than it began the year with. The 787 program will be the leader for sales and deliveries for any WB program to date. A fantastic aircraft.
Jump to postStrato2 wrote:bigjku wrote:If the 787 can be priced low enough to where Airbus can’t follow with the A330neo it’s a dead duck.
Can as well be Airbus is pricing it's products responsibly vs. the competition.
Tittle is a bit sensationalist. A dog died aboard a United flight, no one killed it.
Jump to postWhat took them so long? Firming up of the latest EK order. Notice that every A380 cancellation over the past years was reported in Airbus' orders spreadsheet at the same time an A380 order was booked... When EK firms up their 16 options, we'll probably see a cancellation of the Amedeo A380 'order',...
Jump to postDoes anyone else feel bad for the A380 project? Such a marvelous bird... Big yes, marvelous - not particularly. Both the 787 and A350 were much more innovative and ground breaking. Materials and processes from both of these programs will be adapted to future designs, A380 not so much. In fact I wou...
Jump to postI would not pay too much attention to editorial comments. It's just an opinion and they change tone when a large order is announced. Is Airbus becoming solely dependent on A359 in the wide body market? The jury is still out. The entire A330 backlog is healthy (> 300 orders / 4-5 years production) a...
Jump to postThis is an airline operating 88 aircraft with 281 on order. I smell deferrals on the horizon. I smell some ignorance. Try a good shower gel. Those 281 planes are for growth and replacement of the oldest planes. Furthermore those new planes will be delivered in an 9 year timeframe, so net growth wil...
Jump to post24 not 240? Proof JL has indeed left the building :)
gatibosgru wrote:SC430 wrote:This is an airline operating 88 aircraft with 281 on order. I smell deferrals on the horizon.
And you base that on what exactly?
This is an airline operating 88 aircraft with 281 on order. I smell deferrals on the horizon.
Jump to post"ordering hundreds of Airbus planes at bargain prices in recent years to become one of Airbus’ biggest customers" this is why Airbus profits are low. Other than JL"s ego, his need to announce deals the reselling of delivery slots is not good for Airbus. This kills profits and makes a...
Jump to post"ordering hundreds of Airbus planes at bargain prices in recent years to become one of Airbus’ biggest customers" this is why Airbus profits are low. Other than JL"s ego, his need to announce deals the reselling of delivery slots is not good for Airbus. This kills profits and makes a...
Jump to postAnd even then at say 800 per year (c 11.5 months per year output) it still represents a backlog of 7 1/2 years production. Interesting is the comparison of these 7.5 years with other backlogs. E.g. the 787 backlog only accounts for 3.87 years production at 14/month. For those who think 70/month are...
Jump to postbacchus101 wrote:enilria wrote:If the seats were available they should have done it for PR value if nothing else. If the seats were full then understandable.
Agreed. This was a golden PR opportunity.
It’s totally un-American to think small and unambitious. So it will happen. The A380 is the best aircraft flying in the long-haul space from a customer perspective, and also the safest. Asian routes out of LAX, SFO, DTW, JFK and ATL would work for DL and UA and HA from HNL. If the A380 was a US pro...
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