Airbus lost PAS17 to the -10, that may not have been a great idea for Boeing, the duopoly has been very careful not to attack the others cash cow head on up till now, although to be fair that probably wasn't Boeing intention, the -9 was so abject the rush of conversions was more a sigh of relief from customers.
I don't read it quite as dramatically as that, to be honest. I have no intention of either starting, or participating in the type of discussion that locked the Boeing orders thread, but..
By my reading, the 737-10 ended up with 242 firm orders, 199 of which were conversions, plus 90- odd MOU's/LOI's/commitments.
Boeing can take 43 of those orders to the bank.
The 199 conversions were already taken to the bank some time age - they will not alter the MAX bottom line order number.
What they do show is that at least 199 existing orders would already have been MAX-10's if it had existed, and would likely have appeared in the order book years ago.
The 90- odd LOI's/MOU's/"commitments"?
Well they also demonstrate the appeal of the MAX-10 - they shouldn't be ignored.
The issue here is no-one knows how long it will take to convert these into orders.
Most should get converted by the end of this calendar year if history is anything to go by.
But what that essentially does is "sell forward" most of this year's sales i.e. we've already counted these when they finally arrive in the O+D spreadsheet.
In the meantime, the competitor aircraft (in this case the A321 NEO) will continue to gain orders in the same period.
So a "like-for-like" comparison isn't really possibly until all of these "commitments" appear in the order book.
I point all this out to show that, whilst the 737-10 had a great launch, and I think it is the right product in the MAX range, when you get under the skin, not an awful lot has actually changed (in my opinion). At least the 737-10 is a competitive airframe - that has changed.
But "competitive" is all it is.
IMO the A321NEO is still a more complete all-round product.
Similar economics, fractionally higher capacity, better field performance, and greater range.
The 737-10 hasn't either "taken the initiative away from Airbus", nor "forces Airbus to respond"
Stand aside any partisan rhetoric about number crunching, those are realities I think most moderate posters will recognise.