buf. Cos. Mfe.

 

I’ve got two out of three this month.

 

yes the 319 will be here for a while but I bet we see a 1:1 with 320’s heading out as MAXs arrive. Other than the 757 the 320 has the most planes OTS and store currently with 2 of them sent into retirement in GYR prior to COVID.

MEC update says 94 new MAXs in the next 3 years that’s nearly 1:1 as we have 95 320’s.

the growth aircraft will be the 30 319’s from easy jet and the 30 737 700s from southwest.

 

Lots of potential for 1:1 replacements. Both the Airbus and early 737 NG fleets are getting pretty old. I imagine that United can get the Max much cheaper than the Neo right now. The 757’s are older and burn far more fuel as well. A Max 9 can’t carry the cargo that a 757 can or fly quite as far, but then again a 757 can’t carry 179 pax from MCO-SFO and only burn 4,900 lbs/hr. The bean counters will argue that the max can do the vast majority of what the 757 fleet actually does for much less. The 319 and 700’s that are on the way will be nice for smaller markets if Kirby is actually serious about the future of the 50 seat fleet (I doubt that he is). As long as we don’t give in on scope, time is on our side since the 70/76 seaters are maxed out and the 50 seaters are nearing their end. We may be moving towards reduced frequency on bigger equipment rather than depend of high frequency provided by regional aircraft. The model seems to work pretty well for Southwest, Spirit, etc.

 

Wheres mako to spin this negatively?

 

Give him time, the day is young! 😜

 

Mako’s beef isn’t with the fleet plan, it is with the erosion of the contract and the benefits that usually come with seniority. Perhaps when you’ve been kicked in the junk as many times as the senior guys have, you will also be negative and skeptical of any company announcement.

 

Now that there's funny. I'd happily read his pooh poohing posts all day so long as he includes visual aids.

A little bummed to see us getting even more uber Guppies instead of 321s. But on the flip side, it also seemed to me like this company always put in orders when demand/prices were high. But assuming we got a smoking hot deal this time around, I'm glad to see some evidence that we have learned to take advantage of a buyers market. It positions us well for many years.

 

Raise your hand if you’re looking forward to flying a Guppy across the North Atlantic?

 

I'm SO glad that you guys are getting more of those pieces of crap.

"737- The worst Boeing, going!"





How was that?