Gremlinzzzz wrote:Stitch wrote:So, Boeing is going to have a $15 Billion plus, clean sheet NMA test run so that they are better equipped to build the NSA?And there in lies the problem - there is no current advances in engine tech available. At least ones, Airbus cannot put on the A320.
So a "MAX replacement" would be a "Boeing A320" and good luck getting a premium for that against an Airbus A320, which Boeing would need to do to cover the investment.
And that presumes Boeing (and their shareholders) are willing to just scrap the investment in the MAX with no RoI.
NMA at least could offer a return on the direct investment since Airbus is unlikely to jump into the market (for I agree with you it will not be huge). And if it means NSA is that much more effective when it comes to putting it into production, then that is where the return will really be generated.
Boeing is unlikely to make money of the MAX, Dreamliner and 777X. It has nothing to do with what the board wants, this is just the price of bleeding suppliers dry, poor execution, and mega financialization since the merger with MD.
But they cannot afford to do nothing. And what you’re suggesting they should do is not a bulletproof strategy at all IMO. If the NMA does what it says it’s going to do. Then it has a wider market than just people looking for range. It has the potential to be a game changer. If Boeing is positive their advanced manufacturing process is bulletproof then they should 100% go ahead with NMA