Originally Posted by
82spukram
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.
My question is where do those -8/9 slots come from? I'd imagine that near term slots are committed to previous orders and Boeing isn't going to be allowed to increase production until they can prove that they have resolved all of their quality control issues. I'd agree that we will most likely replace some of the expected -10 deliveries with other aircraft (max 9's and 321neo), but a meaningful near term solution seems questionable