longhauler wrote:Southwest is under fiduciary responsibility to look at all options for increasing shareholder value. If the BOD has decided to ignore a yearly savings of over $1B, they better have a good reason why!
Zeke's number comes from a hypothetical world where you instantly convert 500 737-7s (not MAXes) to A220-300s with no other costs, and uses generic fuel burn specs.
It doesn't consider acquisition cost, nor training cost for pilots, FAs, or maintenance personnel (a big consideration, moving from CFM to Pratt), nor network inefficiencies introduced by having two different fleets with two different sets of crews, nor losing a few pax in capacity per flight (especially considering MAX-7 has grown).
Yes, many airlines do mixed fleets, but WN has really optimized itself around the single fleet concept.
I'm sure someone in WN is cranking the numbers with a lot more detail than we have here, but given the CEO says a switch to something other than 737 is unforeseen, I think we know where things are going to end up.
longhauler wrote:In my opinion, I am not saying Southwest will buy the A220, but ... I would certainly hope they gave it thought.
Yes, that's pretty much the definition of due diligence, or as the CEO says, doing it out of a sense of duty.
barney captain wrote:You have authors writing widely speculative articles based on a industry standard practice of "looking" - not buying - because it can somehow be tied to the MAX. These visits happen regularly, and wouldn't even be newsworthy without some ridiculous spin to the MAX.
In spite of that and the glaringly obvious point that Kelly has repeated explained it and has said "we're not buying anything but the 737 for the foreseeable future", with have a thread with "28.000 views and 200 comments" that seem to continue to ignore those facts.
It seems some are able to foresee things the CEO himself cannot foresee, and like to discuss events that might come into existence in the gap between the unforeseeable and perpetuity, which my dictionary defines as "endless or indefinitely long duration or existence; eternity".
So, here we have some people who promote the idea that WN may buy something other than 737, an idea that the CEO says lies in the gap between the unforeseeable and eternity.
I feel pretty comfortable in my position.