From: Chuanga@cris.com (H Andrew Chuang) Date: 10 Jul 1998 21:14:05 EDT Organization: Concentric Internet Services Followups: 1 2
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In the first six months, Airbus has received orders for a total of 287 planes: A300/310 0 A319/320/321 247 A330-2/300 11 A340-3/5/600 29 Total 287 Boeing has received orders for a total of 282 planes: B717 5 B737-3/4/5/6/7/8/900 198 B747 9 B757 5 B767-300/400 8 B777-200/300 26 MD-11 7 MD-80 24 Total 282 For details, please check <http://www.airbus.com/market_orders.html> for Airbus's orders, and <http://www.boeing.com/commercial/orders/index.html> for Boeing's orders. Just a couple of quick comments: Boeing barely matches Airbus in the first half. If you take away the non-7-series sales (i.e., ex-MD products including 717), Boeing trails Airbus by 41 planes! In 1994, Airbus sold four more planes than Boeing. IMO, it wasn't a very convincing one, because Airbus had more cancellations than Boeing in that year. Airbus sales have really picked up since the middle of last year. Airbus also seems to have a lot more orders on the horizon than Boeing. Boeing will need a spectacular second half to beat Airbus, but Boeing says it will pay more attention to profit than market share. Hence, it's likely that Airbus will have a huge victory this year. I think Boeing will be very happy if BA's narrowbody order can be saved. One thing still puzzles me a lot is the A319/320/321 production rate. Boeing got a lot of bad press because there are hardly any B737 delievery slots left in the next two years. However, the Airbus narrowbody has a backlog similar to the B737's, and the production rate of the A320 family will still be significantly less than that of the B737 (18-19 vs. 21 currently, and ~22[?] vs. 27 in a not-to-distant future). Does it mean that there are a lot of long-term A320 orders?