On Oct 11, 9:05 am, john_k...@hotmail.com (John Kulp) wrote:
> On Thu, 11 Oct 2007 06:05:35 GMT, A Guy Called Tyketto
>
> wrote:
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> >Hash: SHA1
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> >In rec.travel.air John Kulp wrote:
>
> >> Yeah, only 2 years and several billions dollars late. And, of course,
> >> it doesn't compete with the 787. The 787 competes with the new A350
> >> whose first expected delivery is sometime in 2013.
>
> > That isn't the point. The point is that Boeing insisted that
> >the delays that plagued the A380 wouldn't happen with the B787.. Yet,
> >here they are, with delays on the B787. For Boeing, it's "Hello Face,
> >I'm Egg."
>
> So did Airbus. So what's the big deal? The 787 is infinitely more
> successful than the A380 which may well never be profitable and then
> tried to flog a basic A350 as an alternative to the 787 which
> absolutely no one wanted. New aircraft delays are nothing new anyway.
> Big deal.
I'm sorta in between these two points of view. There was alot of
"I told ya so's" running around when Airbus got into their troubles.
It kinda slammed their stock too when the announcements were
made. I would expect some investor concern for Boeing as well.
The flip side of that is that predominately Boeing's problems
are supplier part availability issues, not fundamental design or
weight problems that the A380 ran into. Boeing's schedule
was always agressive bordering on insane and they've basically
finally fessed up. Although I also suspect there are more delays
to come. They've got major tests to pass and much of it will be
on new composite material designs, not just some variation of
aluminum alloys.
But in the end they have orders for something like 750 of
the 787 and if they are anywhere close to successful, they'll
probably sell alot more than that. On the other hand,
the A380 has always been a question mark on just how
many they'll ultimately sell. So although investors might
get a bit jittery in the short term, I suspect no one is worried
that the 787 is gonna be some profit busting white elephant
in the long run. The A380 on the other hand.......
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