Originally Posted by
El10
Which will hit the market when? When UCH ordered the 900ERs the 321neoLR was not an option it was the 900er, 800, or 320. Boeing and Airbus have always had a issue with selling current products once they start manufacturing the new replacements. They have to keep the production line moving seamlessly from one aircraft generation to another. So thats when buyers can get better deals which probably was the case with the 900er order. Add in that financing levels are very cheap right now you can see the pricing power of this capital expense. A none price today or a future of lots of unknowns with rising forward curves.
Now lets look at the used market for the 757. The used value of the 757 is going down everyday. The longer you hold on to them the less value they have. So either you sell them for something or hold on to them knowing you will get nothing. Allegiant's right down this past month on the 757 fleet reflects this. By the time we retire the rest of the fleet of 757s my guess is most will not enter the used market and be used for parts only.
No, when UAL ordered the 900ER they combined it with 100 Max's. The option they had at the time was present day 321's with winglets (ala jetBlue) and future A321NEO's. And I'm quite sure we could have gotten the present 321's VERY cheaply.... same as we did for the 900ER's. There is NO WAY Airbus wasn't pitching the idea of the 321NEOLR to UAL when they decided on the order. Could have replaced the 757's at exactly the same pace as we are right now, and converted some or all of our 321NEO's to 321NEOLR's and had a TRUE 757 replacement. It's not a secret that the management team that is now making the decisions leans Boeing.