A350-1000 and other Fleet News
04-15-2023, 09:47 AM
#491
seeing the large hubs...
Joined APC: Oct 2006
Position: 73N A
Posts: 3,707
Originally Posted by gloopy
IMO all such attempts now should be met with crushing resistance before the cancer spreads. But that requires long term thinking and B-schools don't focus on that anymore.
04-15-2023, 09:52 AM
#492
Gets Weekends Off
Joined APC: Dec 2006
Position: 737 FO
Posts: 2,370
Originally Posted by gloopy
The dynamics of it? Yes. Kicking back in Corinthian leather chairs swirling thousand dollar Scotch in a snifter and lighting Ghurka Royal Courtesan's with $100 bills is fun until the money runs out and you wish you had those Billions in burnback money back and are not faced with overlapping fields of fire from redundantly irrational critical mass competitors and suddenly have to shrink to profitability again.
The so called "pilot shortage" is somewhat saving them from themselves, but its sugar high in limiting competitors growth rates will only last so long. When the next "lost decade" happens we will have to deal with uber junior ULCC's who now seat dump millions of lay flat premium seats below our costs. We can deal with them now on our terms by peeling off some profits, or we can deal with them later on their terms by surrendering marketshare to salvage yields in a crumbling revenue environment.
IMO all such attempts now should be met with crushing resistance before the cancer spreads. But that requires long term thinking and B-schools don't focus on that anymore.
The so called "pilot shortage" is somewhat saving them from themselves, but its sugar high in limiting competitors growth rates will only last so long. When the next "lost decade" happens we will have to deal with uber junior ULCC's who now seat dump millions of lay flat premium seats below our costs. We can deal with them now on our terms by peeling off some profits, or we can deal with them later on their terms by surrendering marketshare to salvage yields in a crumbling revenue environment.
IMO all such attempts now should be met with crushing resistance before the cancer spreads. But that requires long term thinking and B-schools don't focus on that anymore.
Your whole premise is based on being the smartest guy in the room, but declaring something like their lower costs doesn't make it fact.
04-15-2023, 10:31 AM
#493
Gets Weekends Off
Joined APC: Jul 2010
Position: window seat
Posts: 12,524
Originally Posted by Baradium
They may charge less, but I'm not convinced that JetBlue has lower TATL costs than us on a seat mile basis, especially with the whole inability to carry cargo part.
Your whole premise is based on being the smartest guy in the room, but declaring something like their lower costs doesn't make it fact.
Your whole premise is based on being the smartest guy in the room, but declaring something like their lower costs doesn't make it fact.
Focusing on quarterly numbers while a competitor grows on their terms in our premium markets will prove to be a bigger mistake than paying bilions for regionals to close them, bowing down to another regional for 300M of our own money to prevent liquidation and selling off hedges right before they spiked in value.
04-15-2023, 11:09 AM
#494
Gets Weekends Off
Joined APC: Feb 2012
Position: CRJ FO
Posts: 4,599
Originally Posted by Tinpusher007
I dont believe the 787 is competing with the A350-1000 in the rumored RFP. Boeing is allegedly shopping the 777X to us in order to land an order from a US carrier as UA and AA already operate relatively young 777-300ERs and dont need anything bigger.
04-15-2023, 12:06 PM
#495
Gets Weekends Off
Joined APC: Sep 2020
Posts: 278
Originally Posted by chrisreedrules
A sweetheart deal on 15-20 777X to be the U.S. launch customer would be pretty interesting.
787s are very much in play with the RFP.
04-15-2023, 12:15 PM
#496
Gets Weekends Off
Joined APC: Mar 2006
Position: 330 B
Posts: 1,610
Originally Posted by GeneralLee
My info from top men is that we are not interested in the 777x. Gating issues are a big deal (no pun intended).
787s are very much in play with the RFP.
787s are very much in play with the RFP.
04-15-2023, 12:23 PM
#497
Line Holder
Joined APC: Feb 2021
Posts: 57
Originally Posted by gloopy
It doesn't matter what their margins are.
Of course, each of the big 3 should be keeping a close eye on B6 and Norse/Play/et al., but so far the threat hasn't demonstrated any teeth.
Last edited by fadecfault; 04-15-2023 at 12:34 PM.
04-15-2023, 12:25 PM
#498
Gets Weekends Off
Joined APC: Sep 2020
Posts: 278
Originally Posted by Tinpusher007
Makes sense. If we are going to operate a 300+ seater wide body, the A350-1000 makes the most sense.
04-15-2023, 12:33 PM
#499
Gets Weekends Off
Joined APC: Mar 2006
Position: 330 B
Posts: 1,610
Originally Posted by GeneralLee
I’ve heard rumblings and wouldn’t be surprised if we see not only a Boeing product, but some 350-1000s as well.
04-15-2023, 01:04 PM
#500
seeing the large hubs...
Joined APC: Oct 2006
Position: 73N A
Posts: 3,707
Originally Posted by Tinpusher007
This would be best case. Im sure the company realizes the 787 has a lot to offer. The question is does it offer any capability that the A359 lacks or more than the A339 provides, especially as a 767 replacement? Moreover, it might be the right time to throw Boeing a bone to keep Airbus in check on pricing. Many airlines operate A350s and 787s together, including our JV partners AF and VS. Plus we already have a mixed narrow body fleet, albeit much larger fleets.
