philidor
in service - 6 years
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Post by philidor on Aug 13, 2014 1:07:23 GMT 1
Not a surprise ...
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philidor
in service - 6 years
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Post by philidor on Aug 13, 2014 7:55:22 GMT 1
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walter
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Post by walter on Aug 14, 2014 9:45:04 GMT 1
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philidor
in service - 6 years
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Post by philidor on Aug 14, 2014 10:49:07 GMT 1
It is. At the current rate of production, Boeing has a looming production gap before 777X enter production. I would say that the gap is probably even wider than shown on the Leeham chart, which includes options, purchase rights and LOIs, not all of which are likely to be converted into orders.
Boeing will try to boost sales, probably using larger discount rates, though company executives are unlikely to say so in public. If market conditions allow it, they will also make a special effort to sell the freighter version.
If this not enough, the pace of production will be reduced to match demand.
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Post by Flying Dutchman on Aug 14, 2014 11:42:11 GMT 1
It is. At the current rate of production, Boeing has a looming production gap before 777X enter production. I would say that the gap is probably even wider than shown on the Leeham chart, which includes options, purchase rights and LOIs, not all of which are likely to be converted into orders. Boeing will try to boost sales, probably using larger discount rates, though company executives are unlikely to say so in public. If market conditions allow it, they will also make a special effort to sell the freighter version. If this not enough, the pace of production will be reduced to match demand. Is it because customers wait for 777X? Or where they forced to launch 777X because the orders was already declining?
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philidor
in service - 6 years
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Post by philidor on Aug 14, 2014 17:09:17 GMT 1
I think it is because a new generation of large aircraft (A350-1000 and 777X) has been launched, which creates a risk to the resale value of newly delivered present generation aircraft. Airlines with no urgent need for more capacity are likely to wait.
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s543
in service - 2 years
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Post by s543 on Aug 14, 2014 18:12:59 GMT 1
The major reason would be the A350 - with almost the same size but considerably better economy. We can say that 772 passenger version is dead. 77F lives - but the CARGO market overall is weak, so... I think they will have a problem to fill those slots and as Philidor predicts - the production will drop.
Simply the WORLD can not absorb so many WB planes those two can produce.
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XWB
in service - 11 years
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Post by XWB on Aug 20, 2014 8:13:43 GMT 1
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Baroque
in service - 2 years
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Post by Baroque on Aug 20, 2014 14:08:13 GMT 1
Didn't they just recently firm an order for 10 A350s? Quite strange for them to opt for a split fleet considering how small it would be.
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Nov 30, 2014 13:15:57 GMT 1
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