Originally Posted by
notEnuf
Was there an announcement I missed? 225? I thought they chose not to cannibalize the existing 320 family market with an adopted program.
I just meant theoretically. If they make the 5 (and they probably will eventually just not as soon as originally planned) then we would want that because all bigger versions have better on paper CASM.
I agree AB views the 5 as competing with the 19 and 20. However those are rapidly becoming the minority on their order book so they will likely make the 225 at some point to get more sales. JMHO but the over emphasis on paper theory CASM over all else still stands.
Markets that carry cheaper CASM seats that you can’t sell hurts your RASM, drives up your segment cost and hinders market growth. We will soon have an artificial self induced gap from 76 to 130ish seats with the 220’s that we can get. Any opportunities beyond that limited number and it’s a 76-160 seat gap and even that is rapidly aging 738 and 320 frames. Once they start to cycle out (already are) it’s a 76-190ish gap. That over reliance on paper CASM will become negative network pressure. Cheap seats you can’t sell are costly seats. Not every market is an RJ or a 321/MAX9/10.