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eraugrad02 wrote:What say you guys?
flipdewaf wrote:eraugrad02 wrote:What say you guys?
1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
2. They have to demonstrate to the shareholders that they are showing due diligence and have approached airbus as a way to extract the best price from Boeing, they will never leave Boeing.
Delete as appropriate.
Fred
Sent from my iPad using Tapatalk
TaniTaniwha wrote:flipdewaf wrote:eraugrad02 wrote:What say you guys?
1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
2. They have to demonstrate to the shareholders that they are showing due diligence and have approached airbus as a way to extract the best price from Boeing, they will never leave Boeing.
Delete as appropriate.
Fred
Seriously, you think that's how big business works? They want to teach Boeing a lesson....?
TTailedTiger wrote:I'm guessing Boeing will allow any WN 737-7 that hasn't already been produced to be switched to the 737-8 at no charge. The A319neo and 737-7 are not popular at all and it seems the smallest type anyone wants is the A320neo or 737-8.
nine4nine wrote:The 737 is dead after the MAX program. WN will have to eventually fly something other than a 737. And for short thin routes and longer range routes from small markets this is a new airplane that will be around for a very long time. I think they will pull the trigger on this. Gone are the days of old WN thinking, route strategy, and flying only a 737.
TTailedTiger wrote:I'm guessing Boeing will allow any WN 737-7 that hasn't already been produced to be switched to the 737-8 at no charge.
flipdewaf wrote:1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
catdaddy63 wrote:I don't see them ordering anything other than MAX until NSA shows up. Having two pilot pools raises their costs as I doubt the pilots union would allow the pay scale to be any different from the 737 as well as limiting crew and route flexibility. Now a Max-10 order I could definitely see happening.
Jetport wrote:nine4nine wrote:The 737 is dead after the MAX program. WN will have to eventually fly something other than a 737. And for short thin routes and longer range routes from small markets this is a new airplane that will be around for a very long time. I think they will pull the trigger on this. Gone are the days of old WN thinking, route strategy, and flying only a 737.
LUV doesn't do long thin routes because they are inherently high cost, even with a very low CASM aircraft like the A220. The fuel savings of an A220 probably aren't worth the higher acquisition costs and headaches of operating a second type on short routes. Also, LUV can get 737-7's or A319's far cheaper than the A220-300. You can pay for an awful lot of cheap fuel with the price difference. Unless Airbus can reduce costs immensely on the A220, this program has some serious issues. No one will get Delta launch pricing again, since Airbus will never make money on the A220 at Delta launch pricing.
TheFlyingDisk wrote:flipdewaf wrote:1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
Funny, considering the whole mess with the MAX is because of WN's (and AA's) demands. If it wasn't for that, we probably could have gotten a clean sheet design.
UpNAWAy wrote:The MAX event has shown having all of your eggs in one companies basket is inherently risky. Just from a good corporate governance and ability to operate no matter what unforeseeable issues occur they would be smart to have a goal of a 50-50 Airbus & Boeing fleet. What if the issues with the MAX and the findings had resulted in all Boeing AC grounded and Boeing having to re-certify as a FAA approved company?
nine4nine wrote:Within a few years they will have 220 on property, guaranteed.
sphealey wrote:TaniTaniwha wrote:flipdewaf wrote:1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
2. They have to demonstrate to the shareholders that they are showing due diligence and have approached airbus as a way to extract the best price from Boeing, they will never leave Boeing.
Delete as appropriate.
Fred
Seriously, you think that's how big business works? They want to teach Boeing a lesson....?
I have certainly seen that happen, yes. Observed a company make 3 acquisitions which among other objectives allowed them to fire the same guy 4 times and drive him out of the industry. And I've certainly seen big-dollar (hundred million US) purchasing decisions that were within a reasonable percentage of equivalence made "because it is Company D's turn" and "we need to teach Company C a lesson".
But as usual in this case I suspect this is just a headache for the CFO of Boeing who has to figure out how to move around the numbers to accommodate the huge discount Sales is going to have to offer on those MAX-7s.
tootallsd wrote:Its easy to talk about the low CASM of the A220. However, I would expect very significant cost to induct a completely new model into Southwest's business model. Additionally, I keep reading the the magic potion for Airline X is A220s. Seriously, A220s are at a very low production rate. I believe it will get better but it is not around the corner.
Boof02671 wrote:Boeing will give them the deal of a lifetime on 737-7
PSU.DTW.SCE wrote:A.net seems to have this fetish for the A220 that it is a “game changer”.
OTOH, it’s 2020 and anything and everything is possible.
That said the source link is a very low quality source and lacks any credibility. Motley Fool is not a credible trustworthy source and should be taken for what it is.
DaCubbyBearBar wrote:If A220 is 20,000 pounds lighter than MAX7, and I am not positive of exact amount, and LAX charges $8.20 per 1000# on landing fee.. that saves $164 per flight plus fuel savings... it all makes a difference when multiplied by thousands of flights. There are also certain cities that just are not going to fill 175 seats all day long. CRP HRL AMA LBB MAF and others come to mind. Plus I believe that the 220 could bring more cities and routes in to play. EYW EUG DRO LNK SUX all come to mind with 3-4 flights a day.... heck even SWF
nine4nine wrote:I don’t think they could really get much more of a discount given Boeing’s current standing with the MAX debacle without breaking dumping laws so I highly doubt they are trying to squeeze Boeing for more concessions.
PhilMcCrackin wrote:sphealey wrote:TaniTaniwha wrote:Seriously, you think that's how big business works? They want to teach Boeing a lesson....?
I have certainly seen that happen, yes. Observed a company make 3 acquisitions which among other objectives allowed them to fire the same guy 4 times and drive him out of the industry. And I've certainly seen big-dollar (hundred million US) purchasing decisions that were within a reasonable percentage of equivalence made "because it is Company D's turn" and "we need to teach Company C a lesson".
But as usual in this case I suspect this is just a headache for the CFO of Boeing who has to figure out how to move around the numbers to accommodate the huge discount Sales is going to have to offer on those MAX-7s.
You make it sound far more childish than it actually is. It's not about "teaching Boeing a lesson", it's about creating leverage to use in future negotiations.
At any rate, Southwest is figuring out that relying on one airplane is a potentially dangerous way to do business regardless of who builds it.
9252fly wrote:They might get a great offer from Airbus as a launch operator for the A225. WN is large enough to have critical mass allowing for a second type to be efficiently operated.
TTailedTiger wrote:I'm guessing Boeing will allow any WN 737-7 that hasn't already been produced to be switched to the 737-8 at no charge. The A319neo and 737-7 are not popular at all and it seems the smallest type anyone wants is the A320neo or 737-8.
MIflyer12 wrote:TTailedTiger wrote:I'm guessing Boeing will allow any WN 737-7 that hasn't already been produced to be switched to the 737-8 at no charge.
Boeing might even let them out of any 737-7s that have been built. There must be plenty of -8s built for carriers that find themselves with no money or financing.
"We absolutely still need the smaller airplane," CEO Gary Kelly said. "We'll need a large number of the smaller gauge."
sadde wrote:
Boeing will pay SWA to take -7s before letting them take the A220. Next step for SWA is going to be the -10 if anything. Doubt any of this happens before 2025.
USAirKid wrote:And sometimes the leverage negotiation works. B6 was going to be a 737 operator but they went to Airbus just to get leverage over Boeing and discovered that yeah, the Airbus is actually a good plane.
NWADTWE16 wrote:sadde wrote:
Boeing will pay SWA to take -7s before letting them take the A220. Next step for SWA is going to be the -10 if anything. Doubt any of this happens before 2025.
Letting them...? interesting choice of verbiage
but Boeing doesnt own WN, in fact, this whole debacle proves its the other way around. WN demands for a small training cost sent Boeing into subservient behaviour for them and they cut corners which ended with many dead and billions lost. WN needs to provide themsleves, their passengers and those with equity in their operations, another alternative. Thats smart business, and WN has gone along time riding their own coattails of "smart business" from the 80s/90s. Time to play smart ball again and get that beautiful A220 we see in their scheme above. Wow that is a good looking plane. I like the discounts for being the A225 launch customer too, very SMART!
TheFlyingDisk wrote:flipdewaf wrote:1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
Funny, considering the whole mess with the MAX is because of WN's (and AA's) demands. If it wasn't for that, we probably could have gotten a clean sheet design.
jplatts wrote:The 737 MAX 7's successor would probably have enough range to be able to reach AUS, DAL, GUM, HOU, and MCI nonstop from Hawaii as
(a) HNL-AUS/DAL/GUM/HOU/MCI are all within a 4,000 mi radius of HNL,
(b) the published range of the Boeing 737 MAX 7 is 4,430 mi, and
(c) the range of 737-700-sized aircraft has increased from 2,595 mi with the 737-300 to 3,461 mi with the 737-700 to 4,430 mi with the 737 MAX 7.
TaniTaniwha wrote:flipdewaf wrote:eraugrad02 wrote:What say you guys?
1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
2. They have to demonstrate to the shareholders that they are showing due diligence and have approached airbus as a way to extract the best price from Boeing, they will never leave Boeing.
Delete as appropriate.
Fred
Sent from my iPad using Tapatalk
Seriously, you think that's how big business works? They want to teach Boeing a lesson....?
TTailedTiger wrote:NWADTWE16 wrote:sadde wrote:
Boeing will pay SWA to take -7s before letting them take the A220. Next step for SWA is going to be the -10 if anything. Doubt any of this happens before 2025.
Letting them...? interesting choice of verbiage
but Boeing doesnt own WN, in fact, this whole debacle proves its the other way around. WN demands for a small training cost sent Boeing into subservient behaviour for them and they cut corners which ended with many dead and billions lost. WN needs to provide themsleves, their passengers and those with equity in their operations, another alternative. Thats smart business, and WN has gone along time riding their own coattails of "smart business" from the 80s/90s. Time to play smart ball again and get that beautiful A220 we see in their scheme above. Wow that is a good looking plane. I like the discounts for being the A225 launch customer too, very SMART!
"Smart business". Would you make this same recommendation to Spirit, Frontier, JetBlue?
WayexTDI wrote:TTailedTiger wrote:NWADTWE16 wrote:
Letting them...? interesting choice of verbiage
but Boeing doesnt own WN, in fact, this whole debacle proves its the other way around. WN demands for a small training cost sent Boeing into subservient behaviour for them and they cut corners which ended with many dead and billions lost. WN needs to provide themsleves, their passengers and those with equity in their operations, another alternative. Thats smart business, and WN has gone along time riding their own coattails of "smart business" from the 80s/90s. Time to play smart ball again and get that beautiful A220 we see in their scheme above. Wow that is a good looking plane. I like the discounts for being the A225 launch customer too, very SMART!
"Smart business". Would you make this same recommendation to Spirit, Frontier, JetBlue?
That's the second time you're saying this in this thread.
But you seem to forget that JetBlue has E190s on property and A220s on order (who will replace the former); so, they are not tied to a single aircraft type, like Southwest is.