Responding to the airframer’s decision to push back initial deliveries – slated for All Nippon Airways - by at least six months, until late November or December 2008, Northwest says: “We are disappointed by Boeing’s delay. We can adapt to the situation. It will be very important that Boeing meets its new deadline and we expect them to do so.”
There is an interesting post in the orders group which suggests that certification could be as late as October 2009
. That comes from a usually very reliable member of the group. While I don´t believe that it will be Oct 2009 I think we won´t see any delivery before early 2009. IMO Boeing´s new schedule is still too ambitious and still doesn´t take and unforeseen issues into account.
What surprises me most is the "we don´t expect any real impact on earnings" part. While the total planned number for 2008 isn´t really changed (109 vs 112) it should have quite an impact on cash flow, in most cases delayed by a couple of months. And - what is more important - assuming they get certification in Nov/Dec 2008 they want to have 109 airplanes ready for basically immediate delivery. That
a) mean that they need quite a bit of ramp space
b) have to pray that there won´t be any real issues during testing which require extensive modification.
For me that doens´t really add up at the moment.
Flown: A319/320/321,A332/3,A343/346, A380,AT4,AT7,B732/3/4/5/7/8/9,B742/4,B762/763,B772/77W,CR2/7/9/K,ER3/4,E70/75/90/95, F50/70/100,M11,L15,SF3,S20, AR8/1, 142/143,...