But how would you do it. As an OEM you would want something that is actually worth more than a promise, so in the end Boeing would be very limited with the suppliers for the NSA and would see high prices there. And with the NMA being the lesser volume of the 2. who would believe that Boeing will no...Jump to post
Sorry, I misunderstood you the first time. But just to confirm, are you saying that CFM locked in the exclusivity to power all 737 variants (classics onward) including any possible future iterations based on the type so long as they don't fall behind on those performance and commercial terms? That ...Jump to post
There still are enough vendors competing to be on the project that Boeing can still get them to compete with each other, and in some cases Boeing could still choose to pull the work in house. And even if they feel the terms on NMA might not be the best, if NMA suppliers get preference for NSA, is t...Jump to post
It would seem that the conditions mentioned by Bair are escape clauses to allow Boeing to terminate the exclusivity contract and switch engine supplier, but I still see little reason in why Boeing couldn't offer both in the first place. CFM has a contract to be sole-supplier for the 737 family (inc...Jump to post
I wonder how airlines view this, do they really want to be used by the OEMs in these inflation games at the shows. If they didn't, then we wouldn't see it, since they are the ones signing the nine, ten and eleven figure checks. I would not be surprised at all if it is the airlines driving these ann...Jump to post
If Boeing had a grudge against Pratt, it would have been in the late 1960s when serious technical issues with the JT9D-3 resulted in a significant slowdown in the early production run of the 747-100. Pratt stuffed the PW 4098 on the 777-300 pretty fierce, but then GE stuffed the GE90-77B on the 777-...Jump to post
Boeing's Vistara press release for example...No further mention of it still being a commitment or that it was previously booked. And now it turns out that it was no firm order in July and that it wasn't already on the books. I think that when the term "confirmation" is used we should be c...Jump to post
So ANA is about to receive a brand new 737-800, when was this order placed? According to Boeing's O&D page, they have already received all 737NG on order. https://twitter.com/aeroimageschris/status/1027067989613412352?s=21 Planespotters.net says it is a leased frame and last year ANA said they ...Jump to post
Show me the point, with numbers, were a A330ceo will not show a higher fuel burn than the A330neo. The block fuel burn on a A330ceo will always be lower, independent of the distance. You are so confident that the A330neo is always more efficient at any stage length (including taxi, I am guessing) I...Jump to post
As it is, the fuel burn difference of at least 10%, should more than compensate for perhaps a 4% heavier frame with the same payload on short routes. As Polot noted, a number of the "since then changes" you offered were part of the original A330neo specifications, including the A350-style...Jump to post
It is in the same way hearsay when Boeing aficionados declare, that 787 can be produced so cheaply, that Boeing can offer a price equal or below the A330neo. If one counts all reasonable cost for a 787, return on development cost, return of deferred cost, depreciation of tools and production facili...Jump to post
Would we even know the contracts"below" cost affect losses/deferred costs till they are delivered? No we would not. And of course, since AA and UA will not take their 787s in bulk in a single quarter nor will they be the only customers taking 787 deliveries in a particular quarter, even i...Jump to post
Do you think all these weight variations and MTOW increases were planned, or is it a response to widen the appeal of the aircraft, in the face of poor sales. I believe they were planned and this was to widen the appeal of the aircraft, but they would have been done regardless of how well or poorly ...Jump to post
Or it is just the Indian military tracking true to form and looking to renegotiate a contract to get a better deal - if not for the country, then at least for the procurers.Jump to post
HOWEVER, that 'just enough' profit may imply a too-low investment return to satisfy Boeing's equity holders; that is the point. If Dreamliners are sold at prices just covering marginal 'cash' production costs (labor + component systems + power/IT + rent) , without ALSO covering the assigned capital...Jump to post
A decade ago, it was Airbus who was accused by some of selling frames at or below cost to win marketshare when they were having sales success and now it is Boeing being accused of the same. :rotfl: Does not mean that there is or was some truth in it. If Boeing goes really low on some USA customers,...Jump to post
The assumption has been the A330neo would be cheaper because it is based on an established design, but as has been noted, Boeing has significantly reduced the production cost of the 787 and it has generally been a more capable airframe for most of their respective RFPs. So even if it costs Boeing mo...Jump to post
Looks like issues with the Centerline Drogue System supplied by Cobham needs additional work to complete FAA certification and the head of Air Mobility Command said that until it is fixed "the KC-46A is not acceptable". Cobham estimates it will cost $52 million to complete the work and Boe...Jump to post
I do not believe that this is true for the 748. Boeing isnt making money hand over fist but they arent paying out of pocket to keep the line going, especially since the UPS order and now the latest few. So there is no incentive to shut the line down and keep it available for potential orders. I exp...Jump to post
george77300 wrote:Well the passenger numbers I’m skeptical. That makes an average LF of 234/236 or 99% which seems very high.
I talked about if the deferred cost only. They are 24 billions USD of the 61 billion USD inventory. Do you count them as a real inventory that has worth still to be realised? I would be inclined to say "no" since the airframes have been delivered to customers, so the frames are no longer ...Jump to post
Are the shown profits of Boeing from the start of the production of the 787 inflated or not, by program for cost accounting? Yes. And most, if not all people who have involved themselves in this...discussion...have stated as such. Are the deferred losses stored as inventory a real inventory? A sign...Jump to post
Like a few others here have said, if you think Boeing is cheating the investors with program accounting, you should take it up with IRS and SEC, and not on this forum. They've already been sued by individual investors (who dropped the suit soon after filing) and investigated by the SEC (which faile...Jump to post
If you people do except that the 787 seriously compromised the profitability of Boeing and only program for cost accounting allowed Boeing to show reasonable profits the years since the 787 has been produced I will stay quiet. I've been posting Boeing's (IFRS-approved) Unit Cost Accounting numbers ...Jump to post
If you want to understand why we go through this s**t every quarter, some Airbus Aficionados who have no clue about real-world accounting principles get upset when some Boeing Boosters who also have no clue about real-world accounting principles diss Airbus' quarterly financials in comparison to Boe...Jump to post
If the 787 after having produced 500 frames with a loss, would now not make a profit on single frames to start chipping at the mountain of accumulated losses, AKA deferred cost, it would be catastrophic. Yea it would. But frames are now making money and will be doing so for hundreds, perhaps thousa...Jump to post
If your equity goes negative you own less than you owe. Your assets do not cover your liabilities. And that is only an issue if all of your creditors call in their debt at the same time. Which is clearly not going to happen with Boeing because it would not be in the creditors' interests to do so wh...Jump to post
Revelation wrote:Aircellist wrote:Maybe Tarbes is selected in want of a miracle?
It will take a LOT of "holy water" to cleanse an A380!
It is still a strange statement. If there would be used, will be able to instead of can already, it would make sense. You seem also to have a problem with distinguishing between present and future. Common sense should make it clear that Boeing is stating that the 777-8 has the modeled performance t...Jump to post
The airline manufacturer says that the 777-8 – the long-range member of the 777X family, compared to the larger 777-9 – can already make direct flights from Sydney to London. AS there is no 777-8 build much less flying, this makes a very strange statement. Indeed, since neither Boeing nor Airbus do...Jump to post
b747400erf wrote:FX could be angry at 5X for prolonging the 748 line, making better deals on 77Fs less likely.
ikolkyo wrote:I have to say, I don’t really care about seat width as I can’t tell the difference like all the other seat experts on this site but those Y seats look wider than other 787 operators.
https://leehamnews.com/2017/10/16/trump-decertifies-iran-nuke-deal-throws-airbus-boeing-orders-doubt/ President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Which means it now goes to t...Jump to post
As qf789 said, mostly CAN-PEK and CAN-LAX. Doesn't seem the best fleet utilization in the industry. Yes fleet utilization reported by CAPA is pretty poor (8 hours on CAN-LAX/PEK and 12 hours when SYD is added on the seasonal schedule). They originally wanted to use the plane on PEK-JFK, but were de...Jump to post
However, the caveat here is that the A380 does carry more First Class seats, so if QF can command a price premium, then the revenue generated by 1 A380 flight may still offset any cost delta over the 2 x 787 flights. I am guessing Qantas is not installing First on these 787's because the cabin is n...Jump to post
Speedalive wrote:The plane can do PER-LHR but can’t do direct to Australia from PAE on a delivery flight? Am I missing something?
Considering that the A310s are much older and there are so few in the fleet I expect them to be gone sometime soon. The A310-300F will fly as far as an MD-10F will (albeit with a fair bit less payload volume and a lot less payload weight) whereas an A300 has only about 2/3rd's the range so perhaps ...Jump to post
One of the thing always mentioned is the fact that the USAF has a large dedicated tanker fleet and a large cargo fleet, so the need for a multi-role tanker is minimal compared to other countries, ok, I get that. Now without having to review all the old tanker threads, the reason for the a/c to have...Jump to post
According to Atlas the used 767 market is going dry and they are looking into the A330P2F market. We’ll see what happens going forward. The issue with the A330 freighter - new or converted - is the physical footprint is larger than their MD-10 / A300 / A310 (mainly the wingspan). So an A330 freight...Jump to post
The 767 program celebrated a major milestone when the 100th 767-300 Freighter was delivered to FedEx earlier this month. Other than USAF Tanker Program are there any viable customers/operators around the world interested in this frame? FedEx still has 63 frames scheduled for delivery as the MD-10F ...Jump to post
Interesting the Airbuses are getting the boot....could Fedex be getting pressured by Trump's "Buy American" mantra? No, Fedex made their future fleet decisions long before Trump. Indeed, they placed their first 767F order in December 2011. The 767 offers more volume, more payload weight a...Jump to post
Sounds reasonable, but I still do not understand why they are interested in the proposed longer range version of the NEO if they intend to sign the 789 MOU. Well the current focus of MAB is North Asia (China, Korea and Japan) and that market is perfect for the A330-900. However CEO Bellew did note ...Jump to post
Again - but the 6000nm and 12+ hours behind you doesn't mean squat if it hits the fan near the end of a trip when you have no choice but to stay airborne. It's there for THE worst case scenario. But the worse case scenario today is different than it was 30 years ago when the VC-25 RFP was issued. T...Jump to post
I believe the 787 fiasco was all PM Najib Razak showing off to Donald Trump as the DOJ has named him as a crook! I believe the MOU with Boeing will not be firmed up as the A350 will do the same job and as mentioned, delivery is expected soon. Well if the 787 MoU was designed to get the USDOJ off Ra...Jump to post
I think Dubai is still too early for a launch. They will probably launch with a half dozen airlines committing to it, and I think it is too early for that. Agreed Dubai doesn't really make any sense. The 777X launched there because ME airlines were by far the largest customers for the type. Unless ...Jump to post
The tanker debacle and the Presidential Helicopter debacle proved how corrupt and thoroughly broken the US bidding process was, and is. Airbus decided to lodge a high profile protest by not bidding. Let us not forget both the tanker debacle (NG/EADS) and the Presidential Helicopter debacle (LM/Agus...Jump to post
Wasn’t there a UFO order for 75 737 MAX 8 at PAS 2017? I wonder if that turned out to be Jet Airways and are now converting it to the MAX 10? Or did we already find out who was behind that. Only 75 frame MAX order in the past two years was for GECAS on 28 December 2016. SpiceJet took 100 two days l...Jump to post