|Quoting KL808 (Reply 6):|
In my opinion that if a Japanese carrier is to order A380's I think it would be NH.
There was an interview posted on her by the ceo of ANA saying that their strategy was to move to smaller aircraft to swing back to reliable profitability. Japan is an incredible competitive market, they are focusing on high yield, not selling the greatest number of tickets, as that strategy has already proven itself ineffective.
|Quoting Keesje (Reply 9):|
I think on the Pacific JAL, UA and NWA and the upcoming Chinese carriers are looking at what will happen.
They have no desire to spend billions on aircraft if they don't have to.
Of the carriers you listed, I think only the chinese have a strong potential to buy A380. JAL, much like ANA are focusing on increasing yields with smaller aircraft and more focus on premium services. NW and UA are more likely to go with 747-8 or 773 than they are A380. So far as I know, A380s can't even service any of NW's main hubs (save NRT) and 747-8 shares engine commonality with their 787s and type rating with their 744s. UA on the other hand in essence was he guiding force in designing 777. It's not yet clear what their strategy going forward will be, but 744 services routes where smaller aircraft could certainly be effective. Ultimately though, UA has shown an interest in frequency in most of its major markets, and A380 just seems too big.
|Quoting Danny (Reply 12):|
Quoting SEPilot (Reply 10):
My scepticism is based on the fact that both are getting rid of 747's.
Many carriers are getting rid of 747 as this 40 year old design has become obsolete. SQ is doing that as well and looking at short term one could claim that SQ is replacing 744 with 773 but if you look at the whole picture it looks very different.
JAL and ANA are getting rid of 747 because they want smaller, more efficient and modern aircraft. It's not about all of a sudden this design isn't modern anymore, I mean they are just now completely phasing out their 747 classics. Some airlines are getting ride of their 744s because they are old, others because they are changing strategy, but 744 has very competitive performance still, so I'm not sure it being old is why it is being gotten rid of. 737 is even older in design and has the lowest operating costs in its class and is selling like hot cakes.
|Quoting NA (Reply 27):|
Without ordering A380s (or 748Is) Japanese Airlines won´t be really competitive on some routes where the fiercest opponents do.
How not? Their strategy is shifting away from selling tons of discounted Y seats to increasing yields and selling more premium product. They don't have to carry the most Y pax to be competitive. Being that Japanese airlines have higher costs than many of their competitors, they simply can't win competing in the low yield discount Y market, they know it, and they are focusing their efforts where they can do best, high yield, which generally means fewer seats.
|Quoting EI321 (Reply 38):|
But Leahy ain't French!
No, no, embarrassingly for the United States, he's one of ours.
|Quoting BlackKnight (Reply 47):|
Quoting CygnusChicago (Reply 47):
Really? I don't know this - please explain
This is an insider view shared in certain circles. Short version.
1)He has loads of talent for selling. He could sell anything really. Why then with all the companies in North America did he go to Airbus? There are more lucrative jobs in North America for his talent.
2) Where does he find the energy for such focused competition? I have seen extreme sports fans act better towards the competition than he does.
3) Somewhere in his history no matter how long ago, someone some where must have either caused him concern or told him he could not do something. The drive to win is so excessive that he is viewed as miss-speaking, over zealous, etc.
Why would you risk your reputation just to sell against your only competition?
Leahy is like the Donald Trump of selling big airplanes. He's obnoxious and loves attention. He says ridiculous things just to get his name in the news and to get attention. It's one strategy, not very refined or finessed, but a strategy. The Randy's at Boeing tend to use a more Steve Jobs style of sales, more low key, communicating through their blogs and fairly understated comments.
I'm never going to forget about Leahy claiming composites were dangerous and that 787 will merely catch up to A330. At this point, Leahy has been wrong in so many public predictions and statements that when he says something, i assume it won't happen.