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LAX772LR
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Ed Bastion: DL considering buying the 737MAX

Wed Nov 27, 2019 11:48 pm

Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.
I myself, suspect a more prosaic motive... ~Thranduil
 
x1234
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Re: Ed Bastion: DL considering buying the 737MAX

Wed Nov 27, 2019 11:50 pm

DL management as usual locking it in at a bargain basement price. Personally I like the A321XLRNeo as it can be used from ATL to deep south america in lighter markets.
 
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ER757
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Re: Ed Bastion: DL considering buying the 737MAX

Wed Nov 27, 2019 11:50 pm

Yeah, I saw a clip of him on TV the other day saying he'd have no issues flying in one - doesn't mean they're standing at Boeing's front desk with a purchase order in hand but as you say, he has to "consider it" to show due diligence as CEO
 
MIflyer12
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Re: Ed Bastion: DL considering buying the 737MAX

Wed Nov 27, 2019 11:57 pm

x1234 wrote:
DL management as usual locking it in at a bargain basement price. Personally I like the A321XLRNeo as it can be used from ATL to deep south america in lighter markets.


A study done by college co-ops stuck in a file cabinet meets the fiduciary test of 'considering it.' He didn't need to discuss this on national broadcast TV. I wouldn't be surprised by an order for 100 with 8/10 conversion rights - but only after MAX is flying again.
 
SEU
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Re: Ed Bastion: DL considering buying the 737MAX

Wed Nov 27, 2019 11:59 pm

Imagine the deal DL would get from Boeing for 737-MAX, it would make them so much profit.
 
pewpew320
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:08 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


Same with me. Living in New Zealand it's very easy to avoid thankfully.
 
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sunking737
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:14 am

If DL does order, can you just imagine the price they will get from Boeing??
"Don't believe it unless its parked on the ramp, or printed in the schedule...SUBJECT TO CHANGE"

I'm a SUNDUCK......Worked for RC & SY @ MSP
 
ehaase
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:14 am

With 100 orders and 100 options for 321neo and all the orders and options for 220, don't understand the need.
 
comet44
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:15 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#



I clicked on the link and at the 55 second mark Ed Bastian says "No, we do not have that plane. We did not order it and we're not planning to." (Re "730Max [sic]). Nor did he ever say they are considering it.

Perhaps this thread should be deleted.
 
tsra
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:18 am

The Max will be the most scrutinized aircraft before its return. Boeing will need a kick off order to build confidence in the platform and DL will be there waiting to take advantage of Boeing’s mega discount.
 
MSPNWA
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:18 am

DL is the king of " considering" something. Really their words mean nothing, and yet they get all the press when they do speak. Makes no sense.

LAX772LR wrote:
On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


And I've already flown a MAX and would fly on an MCAS 1.0 MAX today if I could. Does my stand matter? No.
 
BNAMealer
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:18 am

ehaase wrote:
With 100 orders and 100 options for 321neo and all the orders and options for 220, don't understand the need.


Probably to replace their 717/73G/738 fleet, but that isn’t needed yet.

I doubt DL ever flies a MAX, but if Boeing gave them a really sweet deal, who knows?
Last edited by BNAMealer on Thu Nov 28, 2019 12:20 am, edited 1 time in total.
 
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DL747400
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:19 am

I listened to the interview and I did not interpret Bastian’s comments the same way you did. The question was: “Would you consider flying on the 737 MAX?” Bastian’s answer was: “Yes he would.” At no point did I hear anyone ask Bastian whether he would consider ordering the 737 MAX for Delta.
From First to Worst: The history of Airliners.net.

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caljn
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:26 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


You should know better than to fan the hysterical flames.
 
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Polot
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:30 am

ehaase wrote:
With 100 orders and 100 options for 321neo and all the orders and options for 220, don't understand the need.

Which together just about cover the 757 and MD80/90 fleets. DL will eventually need to replace the aging A319/A320s and 738s. They are not done with narrow body orders.
 
Baldr
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:30 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


What the Delta CEO indicated was that he would consider flying the revamped Boeing 737 Max as a private citizen once the 737 MAX has been re-certified. It's fascinating to see how that can be somehow interpreted as Delta is now supposedly considering buying the MAX.

Now, Ed Bastion was asked specifically about the 737 MAX and replied*:
We did not order it — not planning to


Mr. Bastion’s reply to the second question:
the reality is that it was not a technology we wanted to advance ...

That last quote is a pretty damning statement about the 737 MAX.

* https://www.youtube.com/watch?v=GbNPOticqaM&t=0m50s
 
ncflyer
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:36 am

Wouldn’t it be CEO negligence not to consider every aircraft, at least for negotiation posturing? I’m not sure why it deserves a thread when they do their job.
 
OB1504
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:38 am

That’s odd, I thought Delta liked their passengers.
 
seat1a
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 12:48 am

Someone credible has to speak to the nation and the world about the safety of the MAX when it returns. POTUS is not credible. Head of the FAA is not credible. Perhaps the Europeans or a bunch of pilots willing to put their prestige on the line.

With Delta considering a purchase, and the fact that the company has a great reputation, Delta is the one who puts it's reputation on the line to endorse the plane.

Disclosure: Like LAX772LR states, I too, am a Delta customer (gave up after Alaska lost my bags twice in a row, on the only flight left in the day from PV to SEA, and Palm Spring to SEA LOL!).
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:04 am

x1234 wrote:
Personally I like the A321XLRNeo as it can be used from ATL to deep south america in lighter markets.
They don't need to. That's why they just bought a chunk of LATAM.
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:05 am

I think a lot of people on this forum are going to lose their minds on how many orders there are going to be when the MAX starts flying again. Several hundred firm orders in '20 and '21 (EDIT: not just from DL, mind you).

Do I think Boeing needs to develop a new NB? Yes. However, I think the MAX will get a few thousand new orders before you know it, at some thing like .75 to 1 of NEO orders, as an uneducated guess. Markets and stuff.

Honestly I'd be surprised if DL does NOT have the MAX in fleet in the next decade, right as production is winding down and the plane has proven itself, as any fair minded person knows, it will.
Last edited by DBCoop3r on Thu Nov 28, 2019 1:12 am, edited 2 times in total.
 
johns624
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:06 am

Polot wrote:
ehaase wrote:
With 100 orders and 100 options for 321neo and all the orders and options for 220, don't understand the need.

Which together just about cover the 757 and MD80/90 fleets. DL will eventually need to replace the aging A319/A320s and 738s. They are not done with narrow body orders.

An airline of that size is never finished buying NB's. There's always something down the road that needs replacing.
 
JustSomeDood
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:09 am

Say, 200 737 MAX with DL's buying power and the whole MAX situation...

That's a lot of potential SLB profits they can use to prop up their results in a rainy day.
 
jumbojet
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:10 am

me thinks they have all the narrow bodies they need for the foreseeable future,



tomorrow: jfk-sea 757 to sea-icn 339NEO. Happy!
 
flyabr
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:13 am

DL747400 wrote:
I listened to the interview and I did not interpret Bastian’s comments the same way you did. The question was: “Would you consider flying on the 737 MAX?” Bastian’s answer was: “Yes he would.” At no point did I hear anyone ask Bastian whether he would consider ordering the 737 MAX for Delta.


Yes, and before that (in the video), Bastian said DL doesn't have any MAX aircraft and has NO plans to order it. I'd say the MAX showing up at DL is a real long shot.
Last edited by flyabr on Thu Nov 28, 2019 1:39 am, edited 1 time in total.
 
777Mech
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:28 am

flyabr wrote:
DL747400 wrote:
I listened to the interview and I did not interpret Bastian’s comments the same way you did. The question was: “Would you consider flying on the 737 MAX?” Bastian’s answer was: “Yes he would.” At no point did I hear anyone ask Bastian whether he would consider ordering the 737 MAX for Delta.


Yes, and before that, Bastian said DL doesn't have any MAX aircraft and has NO plans to order it.


He's said time and again that he wants the NMA as well. Boeing will just drag their feet and lose the next RFP from DL since they'll have to go with the XLR.
 
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ikolkyo
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 1:30 am

I’ve always thought DL was due for a nice MAX 8 order, only size range they don’t have on order.
 
questions
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:00 am

Not only was his quote taken out of context what would DL’s need be? How would it fit in with DL’s plans for 797/NMA?

DL can’t get rid of those clunky, lumbering 739’s fast enough.
 
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Polot
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:02 am

questions wrote:
DL can’t get rid of those clunky, lumbering 739’s fast enough.

Better get use to them then. Oldest one is only 6 years old. They are not going anywhere anytime soon.
Last edited by Polot on Thu Nov 28, 2019 2:04 am, edited 1 time in total.
 
CriticalPoint
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:03 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


You either die from MCAS or you die from Fumes on an A320.......you are taking your life into your hands either way.
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:03 am

I do not believe DL is ordering now. But at some point they need to order more and I'm certain they could negotiate a decent discount on an order for a hundred, first delivery in say 2025. I would guess -9, but perhaps -8.

Lightsaber
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questions
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:15 am

Polot wrote:
questions wrote:
DL can’t get rid of those clunky, lumbering 739’s fast enough.

Better get use to them then. Oldest one is only 6 years old. They are not going anywhere anytime soon.


Exactly. Precisely why DL can’t get rid of them fast enough.

If DL flies the 739 as long as NW flew the DC9, DL will be flying a 100 year old design. Airlines were crazy to order the Pterodactyl Max.
 
questions
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:20 am

lightsaber wrote:
I do not believe DL is ordering now. But at some point they need to order more and I'm certain they could negotiate a decent discount on an order for a hundred, first delivery in say 2025. I would guess -9, but perhaps -8.

Lightsaber


Why? Why does DL need to order more 737’s at some point? Why would another, more modern aircraft not be strategically relevant to DL’s network?
 
CriticalPoint
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:45 am

questions wrote:
lightsaber wrote:
I do not believe DL is ordering now. But at some point they need to order more and I'm certain they could negotiate a decent discount on an order for a hundred, first delivery in say 2025. I would guess -9, but perhaps -8.

Lightsaber


Why? Why does DL need to order more 737’s at some point? Why would another, more modern aircraft not be strategically relevant to DL’s network?


What would that modern airliner be?
 
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Polot
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 2:48 am

questions wrote:
Polot wrote:
questions wrote:
DL can’t get rid of those clunky, lumbering 739’s fast enough.

Better get use to them then. Oldest one is only 6 years old. They are not going anywhere anytime soon.


Exactly. Precisely why DL can’t get rid of them fast enough.

If DL flies the 739 as long as NW flew the DC9, DL will be flying a 100 year old design. Airlines were crazy to order the Pterodactyl Max.

I mean if DL flies the A321 the same length DL will be flying a 80+ year design. At that point I’m not exactly sure that would frankly be much better than a 100 year old design. That’s still 20 years older than the entire 737 family is today...both planes will be considered dinosaurs. Even then the A220 will be kicking 40 years old...that’s older than the A320 family is today.
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:17 am

jumbojet wrote:
me thinks they have all the narrow bodies they need for the foreseeable future,



Not on order through 2025 - options aren't orders. Do the math - the MD-88s/90s they declared they're retiring, the CR2s that will be replaced by CR9s that will get upgauged to mainline, the A320s and 757s that will age out, plus 3-4% annual domestic growth.
 
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lightsaber
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:33 am

CriticalPoint wrote:
questions wrote:
lightsaber wrote:
I do not believe DL is ordering now. But at some point they need to order more and I'm certain they could negotiate a decent discount on an order for a hundred, first delivery in say 2025. I would guess -9, but perhaps -8.

Lightsaber


Why? Why does DL need to order more 737’s at some point? Why would another, more modern aircraft not be strategically relevant to DL’s network?


What would that modern airliner be?

DL will negotiate. They have been quite opportunistic on narrowbody aircraft purchases.

DL will order more and there will be at least a nominal Boeing order to keep negotiations keen. The US3 fleets are so massive they will all likely keep ordering both.

Now? Evidence makes that seem unlikely. After MAX EIS? It is a question of when and how many.

We are talking about the airline that ordered a hundred 739, with reverse options. I also expect another Airbus A321 order, for the right price and delivery schedule. While at it, more A220 too.

Lightsaber
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ehaase
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:35 am

Polot wrote:
ehaase wrote:
With 100 orders and 100 options for 321neo and all the orders and options for 220, don't understand the need.

Which together just about cover the 757 and MD80/90 fleets. DL will eventually need to replace the aging A319/A320s and 738s. They are not done with narrow body orders.


I thought the 739's and 321ceo's were the primary replacements for MD88 & MD90 and older 757's.
 
VictorKilo
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:44 am

Even if DL doesn’t fly the Max, they own 49% of AM, an airline who does fly the Max and has literally never owned an Airbus product. So DL does have a vested interest in the Max due to its stake in AM and I would expect them to not trash it openly even if it never flies in DL colors.
 
777Mech
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:44 am

lightsaber wrote:
CriticalPoint wrote:
questions wrote:

Why? Why does DL need to order more 737’s at some point? Why would another, more modern aircraft not be strategically relevant to DL’s network?


What would that modern airliner be?

DL will negotiate. They have been quite opportunistic on narrowbody aircraft purchases.

DL will order more and there will be at least a nominal Boeing order to keep negotiations keen. The US3 fleets are so massive they will all likely keep ordering both.

Now? Evidence makes that seem unlikely. After MAX EIS? It is a question of when and how many.

We are talking about the airline that ordered a hundred 739, with reverse options. I also expect another Airbus A321 order, for the right price and delivery schedule. While at it, more A220 too.

Lightsaber

They don't have to order any Boeings to keep negotiations keen. Just look at Spirit.

FWIW Boeing made Delta take the last 10 739s.
 
Atlwarrior
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:48 am

LAX772LR wrote:
Crud! :mad:

But then again, they'd be negligent if they DIDN'T "consider" it.... doesn't mean that they'll buy it.

https://www.cbsnews.com/video/delta-ceo ... -737-max/#




On a personal note:
DL is my primary airline, and I refuse to set foot on a MAX for at least 5yrs after their RTF.... the thought of never having to worry about it, because the airline didn't order them, was kinda nice.


He was making a statement about the aircraft, he did not mention thinking about buying it.
 
Atlwarrior
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 3:49 am

questions wrote:
Not only was his quote taken out of context what would DL’s need be? How would it fit in with DL’s plans for 797/NMA?

DL can’t get rid of those clunky, lumbering 739’s fast enough.


Totally out of context.
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 4:25 am

Remember the deal delta got on their A220s and 717s. Delta I think will consider anything if the price is low enough and it makes some sense.

They operate the 737 and will for a long time, if the MAX is crazy cheap because Boeing gets desperate only makes sense for them to consider it with new clauses added in on quality and government approvals maybe. Delta is smart if they sign i see it being beyond a ridiculously good deal and delta adding in quite a few clauses to get out of the deal out more issues etc. more of a give us a fire sale price and we will consider it then them actually wanting the planes though so I wouldn’t read too much into this. Very unlikely to happen
 
questions
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 5:05 am

Atlwarrior wrote:
questions wrote:
Not only was his quote taken out of context what would DL’s need be? How would it fit in with DL’s plans for 797/NMA?

DL can’t get rid of those clunky, lumbering 739’s fast enough.


Totally out of context.


I agree. His quote was taken totally out of context.
 
questions
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 5:12 am

slcdeltarumd11 wrote:
Remember the deal delta got on their A220s and 717s. Delta I think will consider anything if the price is low enough and it makes some sense.

They operate the 737 and will for a long time, if the MAX is crazy cheap because Boeing gets desperate only makes sense for them to consider it with new clauses added in on quality and government approvals maybe. Delta is smart if they sign i see it being beyond a ridiculously good deal and delta adding in quite a few clauses to get out of the deal out more issues etc. more of a give us a fire sale price and we will consider it then them actually wanting the planes though so I wouldn’t read too much into this. Very unlikely to happen


Where are people getting this crazy talk, like Boeing is going to have a BOGO sale in the Max?

Is there any indication that the Max order book is suffering from significant cancellations? Have any airlines talked about abandoning the Max to the point the market would be flooded with cheap previously owned aircraft? Boeing will have to do a lot to convince customers the aircraft are safe. But a BOGO offer does not convince anyone the aircraft is safe. The only reason Boeing would significantly reduce the price is if there outstanding and incoming orders fell below a certain point. Where is the evidence of that?
 
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LAX772LR
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 5:13 am

caljn wrote:
You should know better than to fan the hysterical flames.

I'm doing no such thing... I simply said I don't want to travel on it, until it's flown a few years without the fatal issue that's plagued it. That's not unreasonable.


CriticalPoint wrote:
You either die from MCAS or you die from Fumes on an A320

In what multiple incidents have pax died from A320 fumes?
I myself, suspect a more prosaic motive... ~Thranduil
 
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 5:19 am

If I’m Bastian and don’t have the max in my order book, I wouldn’t consider ordering it for another 2 years of safe flying by the re-certified aircraft. DL does get a decent if not huge discount from both manufacturers anyway albeit the one they would get for a max order would be more than their usual I think we can all agree on that. Just no reason to order it now or in the very near future. “But you are not Bastian” reply in 3-2-1..... :)
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DocLightning
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 5:45 am

x1234 wrote:
DL management as usual locking it in at a bargain basement price.


If there's an airline that pays full price, their management should be fired.

seat1a wrote:
With Delta considering a purchase,


Mr. Bastian did not say that. He said that DL did not order the 737-MAX "...and we're not planning to."

He said that he personally would consider flying aboard a MAX when it is recertified.

Now, UA has gone with a strategy of ordering their entire future planned NB fleet from Boeing. AA has decided to mix Boeing with Airbus. Will DL, which is similar in size to these other two airlines, choose the UA strategy (perhaps with Airbus) or the AA strategy? It doesn't look as if DL is looking at ordering any Boeing widebodies (the 787 went away and the 77X is almost certainly not for DL). Only time will tell.
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Planetalk
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 6:00 am

This thread should really be closed, people are responding to the click bait thread title without watching the video and it's wasting everyone's time.

He actually says the exact opposite and that they won't order it. Given the OPs history of flaming people for factual inaccuracies, or just stating an opinion the OP doesn't agree with, I am very, very surprised they started this thread.

(Though in not flying a MAX for at least 5 years after RTS, I'm in agreement with the OP, so that's a first!)
 
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seahawk
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Re: Ed Bastion: DL considering buying the 737MAX

Thu Nov 28, 2019 6:02 am

A big order by DL is exactly what the MAX needs and the MAX is exactly the plane DL needs.

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