Date: 04 Jun 97 13:04:01 From: Chuanga@cris.com (H Andrew Chuang) Organization: Concentric Internet Services References: 1
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In article <airliners.1997.1158@ohare.Chicago.COM>, Joseph Edward Nemec <email@example.com> wrote: >I read in the WSJ this morning that Continental Airlines >has tentatively agreed to purchase 40 Boeing aircraft, >including 10 777s and 30 767-400ERs. I don't know the >model of 777 that they have agreed upon. > >I want to give a hand to H. Andrew Chuang, who I believe >pointed out that the deal was not yet in Airbus' hands. >I was sure, after reading Continental's statements about >the A330-200, that they would choose the European >consortium to replace the DC-10s. I won't take credit for this. I was merely repeating what I read on the web, more specifically, the Seattle Times. Anyway, the order is not official until the contract is signed. I do find Airbus has a habit of prematurely leaking aircraft order information. A few major ones that I can remember: Saudi Arabian's fleet renewal plan (after a French miniter's visit to the Kingdom), Singapore Airlines' B777 order, Valujet's MD95 order, and Continental's B767-400/B777 order. Boeing's biggest blunder was probably last year's possible launch of the B747X. Give Airbus credit for succesfully convincing airlines to withhold their decision. Anyway, a person who's in the business does not think the B777-200X/300X is a sure bet at the Paris Air Show. Will Boeing stumble again? Let's wait and see. IMHO, the A330-200 is the most marketable line in the A330/340 family. It certainly has revitalized the A330 sales. However, in two short months, Boeing will soon have firm orders for 51 B767-400s (i.e., after signing the contract with CO), a few more than what Airbus has got in the past 20 months (not including Asiana's pending order). This got to be very frustrating for the Airbus sales team, especially considering the fact that the A330-200 has a 1,000nm advantage over the B767-400. I think the B767-400 range is quite adequate for US carriers for domestic and trans-Atlantic operations. For European carriers, the A330-200 will be the better choice, if the carriers intend to use the aircraft for services to Asia. For people who have read my posts, it's not a big secret that I have been very partial to the B777 program. I have changed my mind slightly. I still think the B777 will be extremely successful in the Asia-Pacific market where the A300/310 used to dominate. In the US, the B777 will be mildly successful as an international aircraft. In Europe, unless Boeing can get KLM and SAS (less likely) to order the B777, the A330/340 will not have a hard time dominating the B777 in Europe. South America is a market which neither the B777 nor the A330/340 has been able to secure a order. It'll be interesting to see how they will develop in S. America. Nonetheless, most of the market is still in Asia-Pacific, North America, and Europe. The aircraft industry is supposedly to be in a up cycle. However, it has been relatively quiet in the aircraft order scene, especially for Airbus. Thus, I expect a lot of orders to be announced at the Paris Air Show. Airbus and Boeing will sure to have another round of word fight. >Any comments? Think Van Miert will blow a gasket? Well, well, well. Van Miert seems to be telling airlines that they are not supposed to get better deals by signing an exclusive agreement. He doesn't seem to realize that airlines can pass those savings to the consumers. I guess consumers are not on his mind; only Airbus is on his mind.