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09-06-2017 | 06:41 AM

#351

Truthanator

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Don't look now, but it's the 10 year cycle!

Add a couple more hurricanes, a dash of Kim Jung, a pinch of ISIS...with a side of China debt bubble...what am I missing?

09-06-2017 | 06:42 AM

#352

cadetdrivr

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Quote:

Originally Posted by CheapFlyer

I agree. Are they simply scared to make a short-term decision? Maybe they are paranoid about the economy taking a downturn and are playing it "safe". Putting it off is the easier decision to make. Why make a hard decision when you can make an easy decision?

And particularly when the company is controlled by short-term investors that don't care about 2022.

IF the 350s arrive in 2022 it will be 12 years from initial order to first delivery.

09-06-2017 | 08:04 AM

#353

jsled

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From: 737 CA

Maybe I'm being Captain Obvious with this crowd, but the 350 was ordered pre-merger to replace the 747, which was gonna fly until 2022. Post-merger, the 747 retirement got moved up considerably. First to 2018, then to 2017. So the 777-300s, which were available on short notice, are now the replacement for the 747. Evidently they tried to get out of the 350 orders, but could not (engines?). So now the 350s will replace our 777-200ERs. That's the way I see it.

Sled

09-06-2017 | 09:06 AM

#354

CLazarus

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From: NOYB

Quote:

Originally Posted by APC225

In addition to our firm commitments shown below, we also plan to supplement our fleet with additional used aircraft.

This quote from the A350 letter was buried in there, but what it suggests was not a surprise to me at least. I think the "UAL buying 30 more used Airbii" thread is probably right on target.

The increase from 35 350-1000s to 45 350-900s was certainly a surprise, although kicking the can down further the road was not. My guess is that the Kirbster approached it something like this: "We paid waaay too much for those -1000s, how about we get 45 -900s for the same amount? That would bring the price per aircraft down close to what AA paid for their -900s." Even if the 350s never make it on the property, it buys us quite a few years to wiggle out of the RR engine trap. Perhaps the increase in total engines bought us some flexibility with RR already.

09-06-2017 | 01:07 PM

#355

Rabid Seagull

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Joined: Aug 2008

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" said it had deferred its A350 deliveries to late 2022 through 2027, lowering near-term capital spending by $1 billion" - Reuters

Planning on buying something? We miss you folks over on the JetBlue threads

09-06-2017 | 01:11 PM

#356

82spukram

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Joined: Jun 2009

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From: A320 FO

Rabid:

jetblue would cost 15 Billion. Your only hope to be bought is Delta (antitrust)or Southwest. Otherwise Jetblue is doing buying.

09-06-2017 | 02:26 PM

#357

Sunvox

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From: UAL retired

Quote:

Originally Posted by jsled

I didn't focus on this right away, but I think given the fact that United was "twisting in the wind" over an engine contract this seems to be a best of all worlds answer. Push the decision out as long as possible and hopefully an answer will appear in time. Meanwhile keep to the plan.