JayinKitsap wrote:Bloomberg has a 797 article, not much said but it is the type of articles that come out before the "Authority to Offer". Technically, ATO needs to happen before pricing can be discussed, but articles like this indicate the Investment & Financial Analyst media is hearing rumblings.
https://www.bloomberg.com/news/articles ... 7-jetliner
I think you undersold the article a bit. I think the fact that Neeleman spoke right after seeing the Boeing presentation makes this "breaking news".
I think his positive comments about the aircraft given his tradition of being a disruptive force in the industry are noteworthy.
I don't think the 2023 date for A321XLR had been mentioned in the press yet. I think his impatience at Airbus's rate of response is news worthy.
I think the article reiterates the emphasis on low cost manufacturing. It also corroborates what we read earlier in this thread that the BoD will be given the proposal (i.e. internal launch) by end of March.
For all the fans of the cross section debates, Neeleman gave us the most lucid description of the NMA so far:
Boeing’s design features a slightly oval-shaped fuselage that saves weight and fuel by devoting more space to passengers and less to freight in the plane’s belly. A smaller version would seat 220 travelers, while a larger model would seat up to 270 people, with trip costs that are about 40 percent lower than today’s wide-body aircraft.
Neeleman is impressed by how Boeing designers “innovatively turned the fuselage, so you aren’t carrying all that structure from cargo. They claim they’re going to get the seat-mile costs of a narrow-body and have two aisles, which would be sweet if they can pull it off.”
So the track record is 100% with regard to how those who've interacted with Boeing off the record describe the aircraft's cross section. Sorry, fans of stretched narrowbodies or shrunken widebodies.
The idea that Boeing is considering getting both -6 and -7 certified at the same time is fascinating. It could be a hint that a rapid NMA program that would be quickly making way for a NSA program.
Some interesting discussion of price and demand too:
The 797 will need to be priced somewhere between Airbus’s offerings to be competitive. The A321LR goes for about $60 million with all the bells and whistles, while a wide-body A330-800 is typically priced at about $100 million, said George Dimitroff, head of valuations for Flight Ascend Consultancy.
“I have no doubt there will be demand for the aircraft,” Dimitroff said, pointing to “new opportunities for low-cost, long-haul service. I think the NMA will take that a step further.”
It's a pretty exciting time to be an av-geek.