Comments on: Farnborough Review

By: Doug McVitie

Doug McVitie — Mon, 04 Aug 2008 07:39:18 +0000

Airbus can “outprice” anyone as there is no commercial imperative at work in Toulouse, thanks to French-government protection (”Airbus is a strategic company,” said Sarkozy). Like the yoghurt-maker Danone…?

It is an accepted fact in the industry today that Airbus massively discounts (55% has been recorded) in an attempt to buy market share — the A350 and A380 fiascos alone mean Airbus is in a hole it can never climb out of competitively. So they discount and pretend they’re doing really well.

Disney would reject the Airbus story as just too fantastic…

By: Jeffo04

Jeffo04 — Sun, 03 Aug 2008 21:54:54 +0000

keesje:

Actually Boeing is working on a replacement for the 777…Boeing future models are part of the Yellowstone Project…there are three groups, Y1, Y2, Y3…Y2 is what is now the 787…Y1 is the next model being worked which will replace the 737 and Y3 will be the last design which will replace the 777

By: BOEING777

BOEING777 — Wed, 23 Jul 2008 06:09:34 +0000

Falcon- my point to robkc’s response was slightly overlooked was that the A310 is no longer on sale hence my “undeliverable” comment - I have/had no argument with the rest of his points.

By: Falcon

Falcon — Wed, 23 Jul 2008 00:09:59 +0000

Any chance you will respond to robertkc’s question to you comments about keeping the A310 order on the books so long?

At the very least it would be fun to hear how you suggest to handle orders that are unlikely to be fulfilled but not legally canceled.

By: Jacobin777

Jacobin777 — Mon, 21 Jul 2008 14:04:18 +0000

Its going to be interesting to see what all the A380’s in the region are going to fare…I think EK will certainly do well with a number of them..I wouldn’t be surprised to see between the three “majours” in the Middle East, some sort of leasing will be done..QR have already stated they plan on starting a leasing company (IIRC, “Onyx Leasing”).

I don’t care if its Boeing, Airbus, Embraer, ect., over-capacity is over-capacity…and I do believe we will eventually hit over-capacity….however..

1)Really don’t know when that will happen…so might as well “keep on going”
2)All three probably got great deals and favourable terms in many facets, such as cancellations, deferrals, etc.
3)Yes, I’m “Boeing-biased”, but the fact of the matter is that Airbus is more at risk than Boeing…the order-book speaks for itself.

By: Steve

Steve — Mon, 21 Jul 2008 13:43:53 +0000

Aurora wrote: If the above post is correct that the “focus” of EY, EK, and QR will be “the big Europe to Asia market”, does that mean the carriers most at risk are the likes of LH, AF, KL, BA, and SQ?

Yes. SQ has talked about the threat from EK many times. Look at the facts - EK flies international from more UK airports than BA does! EK connects London (LHR & LGW), Birmingham, Manchester, Newcastle and Glasgow to most places in Asia and Africa. BA only flies to some of those places, and only from LHR!

Look at a globe - the Gulf is perfectly situated in terms of the World’s population. The opposite side of the globe from the Gulf, is the middle of the Pacific. I read somewhere that 70% of the World’s population is within a 7 hour flight of Dubai (I don’t know if it’s really true or not, but it seems possible!), those are the people that the Gulf airlines are moving from A to B. For example, a significant proportion of EK’s passengers do not set foot outside the terminal at DXB, they’re on their way somewhere else.

By: BOEING777

BOEING777 — Mon, 21 Jul 2008 13:20:25 +0000

No conspiracy theory Steve- its well known Airbus can out-price Boeing.