Comments on: Boeing Reports Results http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/ Wed, 07 Jan 2009 02:45:11 +0000 http://wordpress.org/?v=2.7 hourly 1 By: keesje http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/comment-page-1/#comment-996 keesje Thu, 24 Apr 2008 10:11:41 +0000 http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/#comment-996 "what is clear is that Boeing will likely increase 777 production within 12 months to facilitate the extra demand for the most fuel efficient twin engine airplane jet family that the market has." I think the A330 is more efficient and had dramatically outsold the 777-200 during the last few years. 80% of the market is flights under 10 hours. http://i191.photobucket.com/albums/z160/keesje_pics/MorganStanleyDeanWittervalueBriefin.jpg?t=1209031754 The 777-300ER is much larger / heavier and cannot be seen as 787-8 interim aircraft. “what is clear is that Boeing will likely increase 777 production within 12 months to facilitate the extra demand for the most fuel efficient twin engine airplane jet family that the market has.”

I think the A330 is more efficient and had dramatically outsold the 777-200 during the last few years. 80% of the market is flights under 10 hours.

http://i191.photobucket.com/albums/z160/keesje_pics/MorganStanleyDeanWittervalueBriefin.jpg?t=1209031754

The 777-300ER is much larger / heavier and cannot be seen as 787-8 interim aircraft.

]]> By: Chris Wallace http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/comment-page-1/#comment-994 Chris Wallace Thu, 24 Apr 2008 01:33:35 +0000 http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/#comment-994 Boeing is fortunate that current deliveries were sold during a period of strong demand, which shows in the sharp rise in margins. Not only does this generate needed revenue to both support the additional costs the 787 program is incurring and help make-up some of the deferred revenues from late 787 delays, it also allows Boeing to offer "sweeter" discounts on add-on orders to help offset the compensation payments and keep customers buying - and flying - Boeing. Boeing is fortunate that current deliveries were sold during a period of strong demand, which shows in the sharp rise in margins. Not only does this generate needed revenue to both support the additional costs the 787 program is incurring and help make-up some of the deferred revenues from late 787 delays, it also allows Boeing to offer “sweeter” discounts on add-on orders to help offset the compensation payments and keep customers buying - and flying - Boeing.

]]> By: Jacobin777 http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/comment-page-1/#comment-993 Jacobin777 Wed, 23 Apr 2008 15:15:41 +0000 http://www.fleetbuzzeditorial.com/2008/04/23/boeing-reports-results/#comment-993 I agree, I expect to see an increase in B777 sales/leases. It just might hit 1,500 frames now! Of course, Boeing will certainly pay cash penalties, but probably not as much as people believe. Of course, I think we won't know until we see earnings/guidance for beyond 2009. Also, if Boeing can now achieve their goals in terms of power-on, ramp-up delivery, etc. they will be fine. I agree, I expect to see an increase in B777 sales/leases. It just might hit 1,500 frames now!

Of course, Boeing will certainly pay cash penalties, but probably not as much as people believe.

Of course, I think we won’t know until we see earnings/guidance for beyond 2009.

Also, if Boeing can now achieve their goals in terms of power-on, ramp-up delivery, etc. they will be fine.

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