Search found 190 matches

by SC430
Wed May 02, 2018 1:31 pm
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

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...

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by SC430
Wed May 02, 2018 11:49 am
Forum: Civil Aviation
Topic: Boeing to buy aerospace parts maker KLX
Replies: 23
Views: 3153

Re: Boeing to buy aerospace parts maker KLX

Buy 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...

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by SC430
Tue May 01, 2018 10:36 pm
Forum: Civil Aviation
Topic: Boeing to buy aerospace parts maker KLX
Replies: 23
Views: 3153

Re: Boeing to buy aerospace parts maker KLX

It would not surprise me if Boeing tried to acquire Spirit. If they want to buy vendor revenue, where better to look then Wichita?

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by SC430
Tue May 01, 2018 10:36 pm
Forum: Civil Aviation
Topic: Boeing to buy aerospace parts maker KLX
Replies: 23
Views: 3153

Re: Boeing to buy aerospace parts maker KLX

It would not surprise me if Boeing tried to acquire Spirit. If they want to buy vendor revenue, where better to look then Wichita?

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by SC430
Tue May 01, 2018 7:20 pm
Forum: Civil Aviation
Topic: Boeing to buy aerospace parts maker KLX
Replies: 23
Views: 3153

Boeing to buy aerospace parts maker KLX

"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...

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by SC430
Mon Apr 30, 2018 2:57 am
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

One 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...

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by SC430
Sun Apr 29, 2018 2:58 pm
Forum: Civil Aviation
Topic: Boeing crushes earnings estimates, raises 2018 forecast
Replies: 99
Views: 11734

Re: Boeing crushes earnings estimates, raises 2018 forecast

The 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...

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by SC430
Sun Apr 29, 2018 12:35 pm
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

As 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...

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by SC430
Sat Apr 28, 2018 6:38 pm
Forum: Civil Aviation
Topic: Boeing weighs using Dreamlifters to increase 767 output.
Replies: 61
Views: 14464

Re: Boeing weighs using Dreamlifters to increase 767 output.

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 could fly even another 20 767s, but never say never I guess....

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by SC430
Sat Apr 28, 2018 12:38 pm
Forum: Civil Aviation
Topic: Boeing weighs using Dreamlifters to increase 767 output.
Replies: 61
Views: 14464

Re: Boeing weighs using Dreamlifters to increase 767 output.

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 ...

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by SC430
Sat Apr 28, 2018 12:35 am
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

It’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...

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by SC430
Fri Apr 27, 2018 9:01 pm
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

Boeing 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...

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by SC430
Fri Apr 27, 2018 1:20 pm
Forum: Civil Aviation
Topic: Airbus Cuts Production Plans for A330 Jet
Replies: 229
Views: 28758

Re: Airbus Cuts Production Plans for A330 Jet

Boeing could well be delivering more Dreamliners per year than all (3) Airbus WB programs put together.

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by SC430
Thu Apr 26, 2018 10:50 pm
Forum: Civil Aviation
Topic: Boeing crushes earnings estimates, raises 2018 forecast
Replies: 99
Views: 11734

Re: Boeing crushes earnings estimates, raises 2018 forecast

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...

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by SC430
Thu Apr 26, 2018 10:49 pm
Forum: Civil Aviation
Topic: Boeing crushes earnings estimates, raises 2018 forecast
Replies: 99
Views: 11734

Re: Boeing crushes earnings estimates, raises 2018 forecast

Never 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...

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by SC430
Thu Apr 26, 2018 4:09 am
Forum: Civil Aviation
Topic: Boeing crushes earnings estimates, raises 2018 forecast
Replies: 99
Views: 11734

Re: Boeing crushes earnings estimates, raises 2018 forecast

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

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by SC430
Sat Apr 21, 2018 4:25 am
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

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...

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by SC430
Fri Apr 20, 2018 7:29 pm
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

What 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...

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by SC430
Fri Apr 20, 2018 2:39 pm
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

I 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...

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by SC430
Thu Apr 19, 2018 2:14 pm
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

Boeing 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...

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by SC430
Tue Apr 17, 2018 8:16 pm
Forum: Civil Aviation
Topic: Alaska Having Problems with Airbus Aircraft
Replies: 77
Views: 19813

Re: Alaska Having Problems with Airbus Aircraft

Super80Fan wrote:
This just seems like AS whining about it so they make it easier/convince themselves to stick to all Boeing.


For whatever sense that makes.....

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by SC430
Fri Apr 13, 2018 7:39 pm
Forum: Civil Aviation
Topic: Airbus shelves A320neo-plus study
Replies: 314
Views: 44511

Re: Airbus shelves A320neo-plus study

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...

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by SC430
Wed Apr 11, 2018 3:49 pm
Forum: Civil Aviation
Topic: Airbus And Boeing 2018 Orders
Replies: 605
Views: 162322

Re: Airbus And Boeing 2018 Orders

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...

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by SC430
Wed Apr 11, 2018 1:37 pm
Forum: Civil Aviation
Topic: Airbus And Boeing 2018 Orders
Replies: 605
Views: 162322

Re: Airbus And Boeing 2018 Orders

I 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....

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by SC430
Tue Apr 10, 2018 10:43 pm
Forum: Civil Aviation
Topic: Airbus And Boeing 2018 Orders
Replies: 605
Views: 162322

Re: Airbus And Boeing 2018 Orders

Imagine 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...

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by SC430
Tue Apr 10, 2018 6:18 pm
Forum: Civil Aviation
Topic: Airbus And Boeing 2018 Orders
Replies: 605
Views: 162322

Re: Airbus And Boeing 2018 Orders

Imagine 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.

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by SC430
Mon Apr 09, 2018 12:54 pm
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

Seeking 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...

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by SC430
Sun Apr 08, 2018 5:51 pm
Forum: Civil Aviation
Topic: Is Boeing outfoxing Airbus?
Replies: 114
Views: 21381

Re: Is Boeing outfoxing Airbus?

Boeing'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.

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by SC430
Sun Apr 08, 2018 3:56 am
Forum: Civil Aviation
Topic: American Airlines orders 47 additional 787's (22 788's and 25 789's), cancels A350 order
Replies: 565
Views: 79663

Re: American Airlines orders 47 additional 787's (22 788's and 25 789's), cancels A350 order

I 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)...

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by SC430
Sat Apr 07, 2018 3:29 am
Forum: Civil Aviation
Topic: American Airlines orders 47 additional 787's (22 788's and 25 789's), cancels A350 order
Replies: 565
Views: 79663

Re: American Airlines orders 47 additional 787's (22 788's and 25 789's), cancels A350 order

I 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?

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by SC430
Fri Mar 30, 2018 7:19 pm
Forum: Civil Aviation
Topic: BOC Aviation orders six Boeing 787-9s
Replies: 8
Views: 1651

Re: BOC Aviation orders six Boeing 787-9s

I 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...

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by SC430
Fri Mar 30, 2018 6:36 pm
Forum: Civil Aviation
Topic: BOC Aviation orders six Boeing 787-9s
Replies: 8
Views: 1651

Re: BOC Aviation orders six Boeing 787-9s

I 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.

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by SC430
Sun Mar 25, 2018 12:20 pm
Forum: Civil Aviation
Topic: Bloomberg: Airbus A330 Neo Dropped From American Airlines Wide-Body Contest
Replies: 235
Views: 32484

Re: Bloomberg: Airbus A330 Neo Dropped From American Airlines Wide-Body Contest

Strato2 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.


Why would they start being price conscious now, when they are desperate for A330 orders? Makes no sense.

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by SC430
Tue Mar 13, 2018 11:36 pm
Forum: Civil Aviation
Topic: Dog Dies in Overhead Bin on United Airlines Flight
Replies: 491
Views: 35243

Re: Dog killed onboard United Airlines flight (in cabin)

Tittle is a bit sensationalist. A dog died aboard a United flight, no one killed it.

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by SC430
Fri Mar 09, 2018 4:31 am
Forum: Civil Aviation
Topic: Virgin Atlantic cancels order for 6 A380s
Replies: 110
Views: 27821

Re: Virgin Atlantic cancels order for 6 A380s

What 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',...

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by SC430
Thu Mar 08, 2018 8:55 pm
Forum: Civil Aviation
Topic: Virgin Atlantic cancels order for 6 A380s
Replies: 110
Views: 27821

Re: Virgin Atlantic cancels order for 6 A380s

Does 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...

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by SC430
Wed Mar 07, 2018 2:15 pm
Forum: Civil Aviation
Topic: Pressure mounts on Airbus A330 in widebody order battle
Replies: 283
Views: 40972

Re: Pressure mounts on Airbus A330 in widebody order battle

I 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...

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by SC430
Wed Mar 07, 2018 12:38 am
Forum: Civil Aviation
Topic: Wizz Air closing bases incl. Prague
Replies: 59
Views: 9733

Re: Wizz Air closing bases incl. Prague

This 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...

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by SC430
Tue Mar 06, 2018 10:12 pm
Forum: Civil Aviation
Topic: Bamboo Airways to order 24 A321neo
Replies: 5
Views: 2259

Re: Bamboo Airways orders 24 A321neo

24 not 240? Proof JL has indeed left the building :):)

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by SC430
Mon Mar 05, 2018 3:37 pm
Forum: Civil Aviation
Topic: Wizz Air closing bases incl. Prague
Replies: 59
Views: 9733

Re: Wizz Air closing bases incl. Prague

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?


Common sense and simple arithmetic.

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by SC430
Sun Mar 04, 2018 4:35 pm
Forum: Civil Aviation
Topic: Wizz Air closing bases incl. Prague
Replies: 59
Views: 9733

Re: Wizz Air closing bases incl. Prague

This is an airline operating 88 aircraft with 281 on order. I smell deferrals on the horizon.

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by SC430
Thu Mar 01, 2018 2:20 pm
Forum: Civil Aviation
Topic: AirAsia sells aircraft leasing unit
Replies: 18
Views: 1167

Re: AirAsia sells up to 182 Airbus jets for $1.2 billion

"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...

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by SC430
Thu Mar 01, 2018 12:14 pm
Forum: Civil Aviation
Topic: AirAsia sells aircraft leasing unit
Replies: 18
Views: 1167

Re: AirAsia sells up to 182 Airbus jets for $1.2 billion

"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...

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by SC430
Tue Feb 27, 2018 10:22 pm
Forum: Civil Aviation
Topic: Airbus might push A320 family production rate to 70 aircraft per month
Replies: 142
Views: 17977

Re: Airbus might push A320 family production rate to 70 aircraft per month

And 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...

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by SC430
Mon Feb 26, 2018 1:52 pm
Forum: Civil Aviation
Topic: Delta refuses to upgrade US curling team gold winners
Replies: 122
Views: 21578

Re: Delta refuses to upgrade US curling team gold winners

bacchus101 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.



Totally exaggerated. PR value would have been minimal. A blip on the radar of life.

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by SC430
Sat Feb 24, 2018 3:05 am
Forum: Civil Aviation
Topic: The A380 and US airlines: Too late or still a chance?
Replies: 111
Views: 15429

Re: The A380 and US airlines: Too late or still a chance?

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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