Article of Note:
Is Lufthansa Putting Boeing and Airbus on Equal Footing?
Deutsche Lufthansa AG (DLAKF.PK) has decided to split an order for 50 wide-body aircrafts between Airbus SAS and Boeing Co. (NYSE:BA) according to individuals close to the matter, Bloomberg reports. A person with knowledge of the deal also told the publication that the purchase has a potential list price of at least $14 billion.
If the purchase proceeds as reported, Lufthansa will become the first buyer of Boeing’s 777X, which are due to fly by the end of the decade. According to Bloomberg, the 777, which is the largest twin-engine airliner, will offer engines of the X variant along with the largest wings ever on a Boeing plane in order to improve performance."
The insider suggestions are running, well... insightful (wild) and vague. The only interpretation that can be drawn is Lufthansa is going to make a market impacting announcement for all concerned, adding impact to its own European competitors in the travel arena.. The headline suggest "equal footing". What could than mean? If you analyze the Lufthansa current inventory of aircraft.
(Also, See Lftndrag Link below for Lufthansa Airbus Lopsided inventory)
(Also, See Lftndrag Link below for Lufthansa Airbus Lopsided inventory)
Big Order On The Lufthansa Front All Quiet For The Framers.
Lopsided inventory towards Airbus means equality in the inventory book, and could make for a big Boeing win of "the equal footing", fame. The 14 billion US dollar number also could allow room for the 777-X order of 10 777-8 or 9' each. Depending what happens in Doha either the orders will follow a -8 or -9 pattern, and Lufthansa may choose what model for an opening as it plies for launch customer status ,based on what the "others" are ordering. A sea change order is coming! Its A Sea Shifting Double Deal (SSDD) from Lufthansa.. I can`t predict the outcome only than its a market shaker and mover..
Once again with little information (low information voter), I will put on my Sherlock Holmes Hat and make a deduction from the clues at hand.. Equality means a big Boeing win on old Inventory. Equality for Airbus is a 50-50 split order as a production hedge for its new A-350. Equality for Lufthansa is its 747-8I infusion of 787 commonality, and it likes what it sees with the 8I. Lufthansa would like commonality either with Airbus or Boeing inventory. They like what they have in the 747 and would like more of the same for all its wide body. The A330 needs renewal with the 787-8,9,or 10. The big 747 body from Boeing is working well, After all is was stated by the Lufthansa head CEO that teething problems is not a concern since many of those issues disappear on successful aircraft.. All airplanes, after-all, young and old, continue to replace failing parts and systems on a daily basis. The 787 has superior management systems and have pats waiting before a model lands
However, the Boeing 787 program has the most redundant and sophisticated internal monitoring system in an airline. Its been flying for two years and is emerging as what it was promised to be in the first place.. Move over A-330. The 777-X family will exceed all expectations and make the A-350 family irrelevant for commonalities sake.
Now you know I'm all in for Boeing, one more time. I can't help it, its in my DNA.. But I'm trying to remain objective just as the Lufthansa execs.. A change decision has been made, they had a sampler with the 747-8I, and they know Boeing's family of aircraft stand behind that pilot's front display. From the 737 Max through to the 8I, Boeing made the commonality change 10 years ago in a conference room, and its taken these ten years to bring the whole family of aircraft forward. Now Lufthansa is ready to start ordering Boeing in numbers as the best aircraft.
After all if Airbus has the order, John Leahy would be crowing, Boeing remains silent as they usually do until the customer announces. Airbus silence is really loud at this time.
Once again with little information (low information voter), I will put on my Sherlock Holmes Hat and make a deduction from the clues at hand.. Equality means a big Boeing win on old Inventory. Equality for Airbus is a 50-50 split order as a production hedge for its new A-350. Equality for Lufthansa is its 747-8I infusion of 787 commonality, and it likes what it sees with the 8I. Lufthansa would like commonality either with Airbus or Boeing inventory. They like what they have in the 747 and would like more of the same for all its wide body. The A330 needs renewal with the 787-8,9,or 10. The big 747 body from Boeing is working well, After all is was stated by the Lufthansa head CEO that teething problems is not a concern since many of those issues disappear on successful aircraft.. All airplanes, after-all, young and old, continue to replace failing parts and systems on a daily basis. The 787 has superior management systems and have pats waiting before a model lands
However, the Boeing 787 program has the most redundant and sophisticated internal monitoring system in an airline. Its been flying for two years and is emerging as what it was promised to be in the first place.. Move over A-330. The 777-X family will exceed all expectations and make the A-350 family irrelevant for commonalities sake.
Now you know I'm all in for Boeing, one more time. I can't help it, its in my DNA.. But I'm trying to remain objective just as the Lufthansa execs.. A change decision has been made, they had a sampler with the 747-8I, and they know Boeing's family of aircraft stand behind that pilot's front display. From the 737 Max through to the 8I, Boeing made the commonality change 10 years ago in a conference room, and its taken these ten years to bring the whole family of aircraft forward. Now Lufthansa is ready to start ordering Boeing in numbers as the best aircraft.
After all if Airbus has the order, John Leahy would be crowing, Boeing remains silent as they usually do until the customer announces. Airbus silence is really loud at this time.
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