|Quoting Poitin (Reply 26):|
A good friend of mine is a senior airline executive and he basically says that if there were at third airline airframe manufacturer everyone would dump Airbus in a minute as a hopeless situation.
I'd be flabbergasted, frankly, if this executive's view was shared by many in the industry, even if they personally belong to an airline that does not, nor has any intention to, fly an Airbus product.
The A380 is a mess, to be sure, but it's not like Airbus can't ship A320, A330, or A340 family members. And while the A380 has a lot of Airbus capital tied up into it, and the RoI is getting pushed back every day they're not delivering a bird, it's not like this is the only product they offer.
I imagine Boeing's inability to get 737NGs out the door last decade hurt them more then Airbus' inability to get A380s out the door this decade, because a lot more airlines order narrowbodies then VLAs and those orders Boeing could not meet were orders Airbus possibly snapped up which improved their position to order more Airbus planes down the road and make them, at best, a dual-operator and, at worst, an ex-Boeing operator. In the case of the A380, even if every airline was ready to just walk-away, they can't get 747-400s now, much less 747-8s.
If this A380 and reorg snafu hurts Airbus anywhere, it will be in the A350XWB program. QF
's Greggs comments about EADS accepting the A380 restructuring plan but not the overall restructuring plan, if true, could quell the fears of current A380 customers, but could trigger the fears of current and potential A350XWB customers if production and design of that programs looks to be assigned more along political lines and not technical and execution excellence ones...