Moderators: jsumali2, richierich, ua900, PanAm_DC10, hOMSaR
mham001 wrote:Maybe you should study this yourself and tell us what conclusion you made.You're grasping at straws. So are these new orders at 2008 option prices, as you wrote earlier, or 2013 option prices? How many options do you believe they have? In your opinion.
armchairceonr1 wrote:People seems to make many conclusions about one order. For me this was race between Boeing and Airbus which only Boeing could win. AA had purchase rights left based on original 787 order from 2008 and it can't be big surprise for anyone that Airbus was not willing to match that.
A350 order was separate thing and I think that Airbus doesn't allowed AA defer that order anymore. Actually Airbus can be very happy about order cancellation. A350 orders from that era have been very expensive for Airbus and now they can sell those slots at today's price. Ironically Boeing doesn't have that chance for slots which this order takes.
I think that AA's 787-8 order also shows that there is market for 787-8 and A330-800 size aircraft if those are available for right price.
In the end, this was very clever move together from AA. Meanwhile they bought very good aircraft at very cheap price they also cut significantly their estimated capex for 2020-2022. I think investors are happy after all.
armchairceonr1 wrote:mham001 wrote:Maybe you should study this yourself and tell us what conclusion you made.You're grasping at straws. So are these new orders at 2008 option prices, as you wrote earlier, or 2013 option prices? How many options do you believe they have? In your opinion.
LU9092 wrote:China isn't very likely to impose tariffs on Boeing widebodies. If they did, they'd lose all leverage in price negotiations with Airbus. They'd be punishing themselves just as much as they would be the US/Boeing.
armchairceonr1 wrote:People seems to make many conclusions about one order. For me this was race between Boeing and Airbus which only Boeing could win. AA had purchase rights left based on original 787 order from 2008 and it can't be big surprise for anyone that Airbus was not willing to match that.
A350 order was separate thing and I think that Airbus doesn't allowed AA defer that order anymore. Actually Airbus can be very happy about order cancellation. A350 orders from that era have been very expensive for Airbus and now they can sell those slots at today's price. Ironically Boeing doesn't have that chance for slots which this order takes.
I think that AA's 787-8 order also shows that there is market for 787-8 and A330-800 size aircraft if those are available for right price.
In the end, this was very clever move together from AA. Meanwhile they bought very good aircraft at very cheap price they also cut significantly their estimated capex for 2020-2022. I think investors are happy after all.
Swadian wrote:Perhaps no MOM or even A321LR would be needed if the regular A321neo can do transatlantic from PHL and 788/789 from CLT or longer PHL (e.g. ATH, FCO, VCE, ZRH, MUC, PRG, BUD).
Swadian wrote:AA 787s have MCE and those who want more seat width can always pay a reasonable premium for PE. Overall I see this as being positive for both the airline and its passengers. AA will become more competitive against DL and UA (especially UA).
As for the A332s, AA will perhaps sell them on the used market when they still have value and replace them with 787s. They may be relatively young but AA did the same thing with numerous 757s. By the time the last of this 787 order comes in, the A332s will be about 15 years old, the same age as 757s like N174AA when sold by AA. That leaves them with only 2 widebody types (777/787) and those having a common type rating compared to DL/UA which would presumably have 4 each (DL with 767/777/A330/A350 and UA with 777/787/797/A350).
A follow-up order for 777X to do JNB/SIN/DEL/BOM and other longer flights would round out the fleet.
Perhaps no MOM or even A321LR would be needed if the regular A321neo can do transatlantic from PHL and 788/789 from CLT or longer PHL (e.g. ATH, FCO, VCE, ZRH, MUC, PRG, BUD). AA could also put 789 on a PHL-TYO.
Why does anyone say the 787 is "too much plane" for PHL-Europe when BA uses 789 on LHR-PHL and A321neo can reach most of Western Europe? AA only has 226 seats in the 788.
flee wrote:QXAS wrote:UpNAWAy wrote:Well, this order still means no Africa flying for AA for the next decade.
Why do you say that? The 787 can easily make West Africa from MIA, CLT, PHL and JFK. If AA wants to fly to Africa, the 787 can get them there. Remember, 787s are now flying PER-LHR. The 787 has legs.
The QF 787s on that route are premium heavy and carry less payload. Is the African market capable of supporting premium heavy configurations?
1989worstyear wrote:I don't see the A332's leaving within the next 10 years, especially considering the old A333's are now staying around even LONGER. Crazy how post-88 Airbus designs are timeless despite being introduced 20-30 years ago.
1989worstyear wrote:777PHX wrote:The oldest 77E isn't quite 20 years old yet. I don't see them going anywhere anytime soon.
Their newest 9 767's are only 15 but will be gone in less than two years - so the 77E's could soon follow.
Then again, after 1998 Boeing gave up with the 767, so it makes sense these early 2000's junks are facing a nearly death.
On another note, should we assume the recent 2018-2020 fleet plan is out the window regarding the 763's and A333's, or are the A333's still going to be replaced by the remaining 789's on order?
flee wrote:Is the African market capable of supporting premium heavy configurations?
Jayafe wrote:I am amused by how some people will try any argument to defend some airlines aim of squeezing passenger. Same with pitch, ancillaries, etc. If you are act like a sheep, will be treated as one.
par13del wrote:...but it has already been confirmed by A.Net that this is a Boeing not an airline issue, Boeing has deliberately designed its a/c to allow this punishment of pax, note that Airbus with its pax friendly a/c width and 18" seat mandates on its a/c do not have this problem.
Boeing778X wrote:
Disagree.
This "779 is too big" argument is very tiring one, considering that the 779 isn't that much bigger compared to the 77W.
It's a perfect 77W replacement, especially if said 77Ws are 10-across Y, which AA has. It's a nice fit for AA, and it seems like it will go that way.
The 779 has the same type rating as the 77W, and a common rating with the 787. The reason the A350s were cancelled is partially because they want simplicity in training and operations. Adding the A35K is detrimental to that goal.
So no A350s at AA. The 77W, whenever replaced or complimented, will be done so by the 777X.
Stitch wrote:flee wrote:Is the African market capable of supporting premium heavy configurations?
Some of the market is. Nigeria is a major oil producer so I could see AA being able to support a premium-heavy non-stop service between Texas and Nigeria catering to oil company traffic.Jayafe wrote:I am amused by how some people will try any argument to defend some airlines aim of squeezing passenger. Same with pitch, ancillaries, etc. If you are act like a sheep, will be treated as one.par13del wrote:...but it has already been confirmed by A.Net that this is a Boeing not an airline issue, Boeing has deliberately designed its a/c to allow this punishment of pax, note that Airbus with its pax friendly a/c width and 18" seat mandates on its a/c do not have this problem.
And yet Singapore Airlines and SCOOT can fit 18" seats into their 787s at 3x3x3 despite Boeing's villainy...
O530CarrisPT wrote:Boeing778X wrote:
Disagree.
This "779 is too big" argument is very tiring one, considering that the 779 isn't that much bigger compared to the 77W.
It's a perfect 77W replacement, especially if said 77Ws are 10-across Y, which AA has. It's a nice fit for AA, and it seems like it will go that way.
The 779 has the same type rating as the 77W, and a common rating with the 787. The reason the A350s were cancelled is partially because they want simplicity in training and operations. Adding the A35K is detrimental to that goal.
So no A350s at AA. The 77W, whenever replaced or complimented, will be done so by the 777X.
Boeing778X, I think the Airbus A350XWB could've been at AA (although not the -1000, but the -900 and to replace a portion of the Boeing 777-200ERs) IF AA did not pursue a strategy of streamlining the fleet training and operations - much because I see the 359 as a better 772 replacement in some AA routes. But as we know, AA is pursuing that strategy of streamlining the fleet, knowing that the 777 and 787 have a common rating between each other, a thing that has a substantial impact on pilot training. That also negates any possible benefits of the 359 over the 789/781 in the airline operation.
And likely because of that, is very likely that AA may go for the 777-9 to replace their 77Ws in the future - and unlike many A.net people out there, the 779 is not much bigger in comparison to the 77W, making it a good choice for those airlines which need to generate growth while replacing 10-abreast 777-300ERs.
ODwyerPW wrote:I'm sure it's been said... but more 788s.... I wonder if the additional 22 might encourage Boeing to roll back a few 9/10 improvements into the 8...
armchairceonr1 wrote:qf789 wrote:It was discussed earlier in the thread, as stated in the following link it’s a new order not a conversion of options
https://www.flightglobal.com/news/artic ... nt-447398/
Yeah, one sentence at media and that's it? Of course they can say this is new order, but contractually it can be everything else. This deal include also options, what you think what happened those options before?
monomojo wrote:sagechan wrote:Bricktop wrote:And yet...
Im 6'2 280, flew back SYD-LAX on AA 789 in January, is it roomy, no, but wasnt uncomfortable at all. And it is economics, no airline has been able to charge a premium for general increase in space in Y.
Exactly. I paid $560 non-refundable round trip MCO-SFO-PVG-LAX-MCO last time with no special discounts or effort on my part beyond having flexible travel days. That's insane for a flight on a legacy carrier that literally takes me to the other side of the world, and it's generally been coming down ever since I started making this particular journey. You can't call prices like that greed on the part of the airline.
PlanesNTrains wrote:casinterest wrote:Boom!
Looks like it finally happened. Good luck to AA on it's purchase of the 787-X's
On the plus side for Airbus and it's customers, this speeds up some orders for other's awaiting the A350. However with all the deferments, this has already happened.
With Trump in office and American trying to be more "American", I wonder if the A32X orders might see some "deferments"
You mean the A32X orders that AA today reconfirmed on schedule for delivery? Don't you think they would have deferred those and kept the MAXs if Trump somehow magically was the puppet master of fleet planning at AA?
And yes - as always - great news for Airbus. Keeping the deposit money AND moving up some deliveries to other airlines. Well played, Airbus. Well played.BoeingGuy wrote:I love all the experts on an airplane model that hasn’t even been defined by the manufacturer; hasn’t been launched; and won’t enter into service for 7 years. So you are sure the A321LR will have better economics than the 797?
Relax. It's just dialogue, ponderings, and what-if's. Of course we don't know what the 797 will be - we're just musing. No one is declaring themselves an expert.
MIflyer12 wrote:Swadian wrote:Perhaps no MOM or even A321LR would be needed if the regular A321neo can do transatlantic from PHL and 788/789 from CLT or longer PHL (e.g. ATH, FCO, VCE, ZRH, MUC, PRG, BUD).
It is unlikely 321neo, in an AA config, would be reliable westbound on ATH, FCO, VCE, ZRH, MUC, PRG, BUD - PHL/CLT. UA wasn't reliable on TXL-EWR, and I don't think responsible people are saying that a 321neo is going to have 105-110% the range of a 757-200.
Sancho99504 wrote:PlanesNTrains wrote:casinterest wrote:Boom!
Looks like it finally happened. Good luck to AA on it's purchase of the 787-X's
On the plus side for Airbus and it's customers, this speeds up some orders for other's awaiting the A350. However with all the deferments, this has already happened.
With Trump in office and American trying to be more "American", I wonder if the A32X orders might see some "deferments"
You mean the A32X orders that AA today reconfirmed on schedule for delivery? Don't you think they would have deferred those and kept the MAXs if Trump somehow magically was the puppet master of fleet planning at AA?
And yes - as always - great news for Airbus. Keeping the deposit money AND moving up some deliveries to other airlines. Well played, Airbus. Well played.BoeingGuy wrote:I love all the experts on an airplane model that hasn’t even been defined by the manufacturer; hasn’t been launched; and won’t enter into service for 7 years. So you are sure the A321LR will have better economics than the 797?
Relax. It's just dialogue, ponderings, and what-if's. Of course we don't know what the 797 will be - we're just musing. No one is declaring themselves an expert.
Someone can correct me if I'm wrong, but I don't think there are any deposits to keep or move around.
I thought these A350s were ordered as part of Airbus agreeing to finance HPs takeover of US?
Jo8338 wrote:When will the 788/89 begin to see Miami?
AA747123 wrote:I wonder if the 788-8's will have a different seating configuration in J than the current. I am not a big fan of the forward/backward seating
Strato2 wrote:bigjku wrote:The 8 is getting the 9’s tail.
That's only going to make the hole bigger for Boeing to dig themselves out. They truly need all these orders.
OB1504 wrote:Jo8338 wrote:When will the 788/89 begin to see Miami?
Not until the last 767s are gone, I’d say. I’d expect the 757 and 767 to finish their flying out of Miami since Doug Parker basically came out and said that having an outdated on-board product on MIA–Latin America isn’t as much of a handicap for them because there’s a lack of viable competition.AA747123 wrote:I wonder if the 788-8's will have a different seating configuration in J than the current. I am not a big fan of the forward/backward seating
My guess is that they’ll have the Super Diamond seat like the 787-9s and most of the 777-200s. AA dropped the supplier of the original 787-8 seats because of their production delays.
Airbus hoped that an American order, for 20 -800s, would prove to be the endorsement of the program that was needed to spur worldwide sales.
Boeing was just as adamant that, like Hawaiian, American order the 787. In this case, Boeing had the leg up: the 787 was already in AA’s fleet (37 of 42 previous orders were already delivered). American wanted to simplify its fleet, not add another type. And airline officials were skeptical of the -800 for the very reason Airbus was so in need of AA’s order.
ODwyerPW wrote:
I'm sure it's been said... but more 788s.... I wonder if the additional 22 might encourage Boeing to roll back a few 9/10 improvements into the 8...
https://www.postandcourier.com/business ... 3d09e.html tells the story...
r2rho wrote:ODwyerPW wrote:
I'm sure it's been said... but more 788s.... I wonder if the additional 22 might encourage Boeing to roll back a few 9/10 improvements into the 8...
https://www.postandcourier.com/business ... 3d09e.html tells the story...
I too am surprised at the -8 order, given that Boeing has chosen not to roll back many of the -9 improvements into it, and the small operating cost difference between -8/-9 favors the larger revenue potential of the -9. The linked article says that the rear section will now be made common to -9/-10. A step in the right direction, but more should be done to increase commonality IMO.
Arion640 wrote:Who was the supplier of the original seat?
Revelation wrote:
On another thread we have one member campaigning for an ultra-weight-reduced 787-8 to target the MoM space.
Now we have a campaign for a heavier 787-8 to target the traditional carrier role.
End result: I have a headache.
Newbiepilot wrote:Revelation wrote:
On another thread we have one member campaigning for an ultra-weight-reduced 787-8 to target the MoM space.
Now we have a campaign for a heavier 787-8 to target the traditional carrier role.
End result: I have a headache.
I have noticed this too. There is a group of people on A.net that think the 787-8 should be more like the 787-9, which would likely make it heavier and even less attractive to airlines like American. There is another group saying that it should be shrunk and lightened. I seriously struggle how they could get the weight down 10tons, but that is a separate topic.
This two competing opinions don’t make sense to me. Everyone seems to want to redesign the airplane that AA just ordered.
Newbiepilot wrote:Revelation wrote:
On another thread we have one member campaigning for an ultra-weight-reduced 787-8 to target the MoM space.
Now we have a campaign for a heavier 787-8 to target the traditional carrier role.
End result: I have a headache.
I have noticed this too. There is a group of people on A.net that think the 787-8 should be more like the 787-9, which would likely make it heavier and even less attractive to airlines like American. There is another group saying that it should be shrunk and lightened. I seriously struggle how they could get the weight down 10tons, but that is a separate topic.
This two competing opinions don’t make sense to me. Everyone seems to want to redesign the airplane that AA just ordered.
parapente wrote:I do think this oft repeated mantra that Boeing don't want to make 788's is more of an A net myth
lifecomm wrote:I agree with all of this - the goal should be to lighten the plane and reduce production costs.
Revelation wrote:parapente wrote:I do think this oft repeated mantra that Boeing don't want to make 788's is more of an A net myth
It might have been an a.net myth, but there definitely is a piece on leehamnews.net where Hamilton suggests sources inside of Boeing were telling him that they preferred to sell -9/-10 over -8 since -8 cost more to produce while also having the lower selling price. Lord knows if this change to the tail will change the equation.
Slash787 wrote:I would love to see B787-10 for AA
WingsOfLove wrote:Arion640 wrote:Who was the supplier of the original seat?
Zodiac. Delayed 787 delivery. Delayed 777 retrofit by almost 2 years.
Revelation wrote:I have noticed this too. There is a group of people on A.net that think the 787-8 should be more like the 787-9, which would likely make it heavier and even less attractive to airlines like American. There is another group saying that it should be shrunk and lightened. I seriously struggle how they could get the weight down 10tons, but that is a separate topic.
neomax wrote:BobbyPSP wrote:ctrabs0114 wrote:
Interesting how the press release made reference to AA accepting the first delivery of a DC-10 in 1971. I get that Boeing acquired McDonnell Douglas within the past 10-15 years, but did Boeing have any connection to the DC-10/MD-11 project in any way post-acquisition?
If I remember correctly, United and American recieved their first DC-10's in a joint ceremony. I'll have to look to see who had the first revenue flight
fun2fly wrote:O530CarrisPT wrote:
Boeing778X, I think the Airbus A350XWB could've been at AA (although not the -1000, but the -900 and to replace a portion of the Boeing 777-200ERs) IF AA did not pursue a strategy of streamlining the fleet training and operations - much because I see the 359 as a better 772 replacement in some AA routes. But as we know, AA is pursuing that strategy of streamlining the fleet, knowing that the 777 and 787 have a common rating between each other, a thing that has a substantial impact on pilot training. That also negates any possible benefits of the 359 over the 789/781 in the airline operation.
And likely because of that, is very likely that AA may go for the 777-9 to replace their 77Ws in the future - and unlike many A.net people out there, the 779 is not much bigger in comparison to the 77W, making it a good choice for those airlines which need to generate growth while replacing 10-abreast 777-300ERs.
Plus millions of spare parts and millions of $$ they won't need to double up for two fleet types... with the extra $ they could keep some extra or expanded inventory to increase reliability also. Seems like a great move for AA.
O530CarrisPT wrote:Exactly. The fleet streamlining has also the part of the maintenance. Concentrating the maintenance needs of the widebody fleet in only two aircraft types with a common rating between each other (787 and 777), instead of going for a third type without that commonality, at least in AA (A350XWB or A330neo), may help AA save a lot of money (while improving its overall reliability of the fleet) in the long haul.
hOMSaR wrote:O530CarrisPT wrote:Exactly. The fleet streamlining has also the part of the maintenance. Concentrating the maintenance needs of the widebody fleet in only two aircraft types with a common rating between each other (787 and 777), instead of going for a third type without that commonality, at least in AA (A350XWB or A330neo), may help AA save a lot of money (while improving its overall reliability of the fleet) in the long haul.
Can't tell if you're referring to maintenance commonality or cockpit commonality here (presuming the latter).
Stitch wrote:And yet Singapore Airlines and SCOOT can fit 18" seats into their 787s at 3x3x3 despite Boeing's villainy...