Originally Posted by
Hedley
Where will Boeing get these planes? They have current orders to fill at other airlines and the FAA has told Boeing that they can't expand production until they prove that they have a solid quality control program (considering how far they have fallen, this could take significant time). Airbus is also sold out on 321 neo's for years. Considering that we ordered around 275 Max 10's that are supposed to have already been showing up with a very aggressive delivery schedule, I seriously doubt that we see any significant near term improvement. United Next is just going to have to be slow rolled.
When the max 10 was sold to us we bought spots on the assembly line. Those spots don’t disappear they will just go to another customer or ,which is my guess, is UAL will sub the -10 spot for a -9 or -8. The bulk of the order can still be taken just not as max 10 but instead a smaller model which I’m sure when UAL signed the contract came with a penalty for Boeing. In other words we will get them for less which will make sense to replace some of the 320,319, 737-700 and 737-800, and 737-900 early.