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Quoting roseflyer (Reply 1): Interesting timing for the article. While Airbus and Pratt are delaying A320neo deliveries and struggling with the PW1100G issues, CFM and Boeing may be able to deliver the first 737 MAX early. It will be interesting if that actually happens. |
Quote: Boeing may slow down the rate of 737NG deliveries this year due to a demand shortfall in the 18-month bridge to the arrival of the re-engined 737 Max, UBS analyst David Strauss says. Strauss’ analysis in a new research note to clients may help explain the apparent mystery behind last week’s guidance update from Boeing. After delivering 762 commercial aircraft in 2015, Boeing now plans to deliver between 740-745 aircraft in 2016. |
Quoting Adipasquale (Reply 6): Wasn't there a recent thread claiming the CFM LEAP engines were missing specs by a wide margin? If that is true, it would seem like the 737MAX being delivered early might not exactly be likely due to the engines needing further development. Can't find the darn thread though... |
Quoting MasseyBrown (Reply 4): It sounds as if Boeing may offer incentives to convert current model orders to MAX once a delivery date is certain. All dependent on testing, of course. |
Quoting MasseyBrown (Reply 4): It sounds as if Boeing may offer incentives to convert current model orders to MAX once a delivery date is certain. |
Quoting FriendlySkies (Reply 10): Wonder if UA would convert those new 737-700s to -7MAX... |
Quoting roseflyer (Reply 11): With that order booked so recently, I don't think that they would be looking to change it. Those are probably very near term delivery positions to get UA extra capacity ASAP. |
Quoting FriendlySkies (Reply 15): Not due until mid 2017...that said, I imagine if Boeing was planning an early MAX delivery it would have been discussed with UA before the order was announced. |
Quoting MasseyBrown (Reply 4): The referenced article (subscription only) goes on to hint that the first article delivery date may hinge somewhat on a phase-out plan for current production models. It sounds as if Boeing may offer incentives to convert current model orders to MAX once a delivery date is certain. All dependent on testing, of course. |
Quoting hiflyeras (Reply 12): AS has 19 -900ER's for delivery in 2016....has been told that their first MAX might arrive 4th quarter 2016. So maybe convert some of those 19 -900's if their MAX orders can be accelerated? |
Quoting airliner371 (Reply 18): I wonder how this affects WN since they are the launch customer for the MAX 8 and 7. |
Quoting Prost (Reply 19): I wonder how many airlines would say 'thanks, but no thanks' to receiving Max early. There are issues involved with taking delivery of an aircraft, including arranging financing, possible pilot training, and capital expenditures in their budgets. If you're expecting $600 million in aircraft purchases in FY 2018, but now it's available in FY2017, I imagine some carriers wouldn't be able to take on that commitment. And for carriers that are taking on MAX to replace older frames in their fleet, if they are on a depreciation schedule, and MAX arrives to soon, the carrier would need to write off the remainder of the value of the older frames. My take is early isn't always great, unless someone is chomping at the bit for extra capacity. |
Quoting Prost (Reply 19): I wonder how many airlines would say 'thanks, but no thanks' to receiving Max early. There are issues involved with taking delivery of an aircraft, including arranging financing, possible pilot training, |
Quoting hiflyeras (Reply 20): I believe WN has already stated they're getting their first MAX early as well |
Quoting usflyguy (Reply 22): WN is having to create separate list of pilots because a pilot can fly both the classic and NG or the NG and MAX, but a pilot cannot fly the classic and MAX, there are too many differences. Has WN figured out how that is going to be accomplished? Are pilots going to bid the positions? |
Quoting hiflyeras (Reply 23): Are there really WN pilots that ONLY fly 'classic' 37's? I'd be really surprised if this was true. |
Quoting okcflyer (Reply 26): IF this turns out to be true ... And that is a big IF ... It would be a little ironic. Boeing announced 787. Airbus tripped over themselves answering. Advantage seemed to be Boeing. Finally A decided on the A350 as we know it. It had a fairly smooth project execution and introduction to the real world. Boeing meanwhile fumbled the 787 multiple times. Due to the fumbles, the gap between A & B reduced tremendously. Boeing only ended up with a 3 year (2012 vs 2015) advantage, way less than originally expected. Now the tables may be reversed. Airbus announces NEO. Boeing's NSA response is rebuffed by the market. They scramble the MAX. Today some NEO's are missing engines (GTF) for at least a short while, the with the GTF being the engine prioritized over the CFM offering (to be fair, the difference in timeline isn't too extreme). It's possible that with another hiccup with the GTF, and IF (!!) MAX does deliver early, the tables could be reversed and this time Boeing successfully plays catchup on the back of the competitors whooopies. |
Quoting usflyguy (Reply 22): WN is having to create separate list of pilots because a pilot can fly both the classic and NG or the NG and MAX, but a pilot cannot fly the classic and MAX, there are too many differences. Has WN figured out how that is going to be accomplished? Are pilots going to bid the positions? |
Quoting mjoelnir (Reply 27): Quoting okcflyer (Reply 26): |
Quoting roseflyer (Reply 28): Do you know why? What changes to the max are so significant that pilots can't fly the 737-300 and 737MAX? |
Quoting roseflyer (Reply 28): |