sgrow787 wrote:flyingphil wrote:With the slowdown in air travel for the foreseeable future (6 months +), this will hardly make an impact. Also gives cover to continue working the MCAS issue. Coronavirus might have been the best thing that ever happened for Boeing in this crisis. I don't see Airbus orders going up if air travel is down across the board. Then there's shutdown of aircraft manufacturing plants due to quarantine.
Airlines place orders with turn-around times of 1-2 years out for the first deliveries. I predict a similar timescale for a coronavirus vaccine or other definitive solution. While this situation is a temporary reprieve for Boeing, airlines will still need to place orders with the future in mind. The latest development raises again a question once dismissed as hysterical and ridiculous: "Is the -MAX ever going to fly again?"
So if I'm a CEO with the -MAX on order, at least I don't have to worry much about lost capacity right now. But if I'm a CEO contemplating an order, I am going to have serious doubts about Boeing's ability to deliver it by the time I need it (if ever).