zeke wrote:Revelation wrote:The sentence right before it says "It is well-known that Hawaiian Air has been negotiating with both Boeing and Airbus for the next addition to our fleet.", so HA is admitting they are in the market. HA tells us they have not cancelled A338, but aren't willing to answer more questions until "the conclusion of those negotiations".
The simple fact of the matter is the three players here, Hawaiian, Boeing, and Airbus are all public companies. If any material change to an existing or new order had actually transpired they each have fiduciary duty to make such material changes public.
Fact that we do not have any public statement means at this time there is no material change, the OEMs continue to pitch to airlines all the time.
There's lots of ways to fudge that. For instance, both VS and QF have A380 orders no one expects them to take. QF's CEO has even said publicly they don't intend to take them. At some point in time the orders will disappear.
mjoelnir wrote:I will stop talking about the difference between program for cost accounting and normal accounting, when giddy Boeing fanboys stop boasting about huge profits at Boeing while talking over low profits at Airbus, while forgetting to deduct the deferred cost from Boeing's profits to compare.
What about giddy Airbus fans who say Boeing won't be able to competitively price 787s due to program accounting, yet we see the 787 orders and backlog growing and the production rate increasing?