Qantas is no longer
talking to Airbus over crumpets in Australia. Boeing is smacking Airbus around
the South East Asia region. The Airbus Kiosk is just like the one at the mall
which has few curious people walking by its brochure rack, only staffed by a sales
person sitting on a stool.
Its back to Paris for
regrouping. Airbus moved its Pacific sales head back in an obvious retreat from a
region, since it has not made headway against Boeing.
The Sydney Morning
Herald:
What does this all mean?
It means that Airbus is regrouping its campaign and strategy on how it will
handle the Dreamliner, the Max and the 777X anywhere. The age of Boeing
commonality has struck Airbus in its wheel house. Fold the tent and come home.
Airbus is in retreat for a while, "call me" is the sign hung right
below the For Lease sign, the building owner has hung.
The same question above
is what does this all mean? The second part of this answer, Boeing has
accomplished what it stated in the last ten years, and Airbus thought it not
possible as if Boeing were doing some awefull boosting, ala Airbus style. They can't, they
won't, and its impossible. to do... what did they say? All Airbus thought was we can do the
A-350 in sub Dreaming state. Airbus stamped NEO on anything existing and convince
its duped customer base with technological platitudes. Boeing was stranded with
earning market place loyalty on its comeback. Out comes the Max on paper. It has become a
furious paper airplane war between the Max and The NEO. It has become a not so
furious paper Airplane war between the 777X and the A-350 / A-380. The 787 is
everything the A-350 can't be. It is still mounting orders while the A-350
family stalls at 780 orders. The 787 is currently 1095 orders with multiple 787
orders hanging on the clock of discussions and agreements. By years end this
story will gain a validation from the Boeing order book.
In fact Airbus is losing
orders, the longer the airplane wars are fought, rather than gaining orders.
The market must know something that outsiders like me don't know. The common
Boeing theme is better, than a common Airbus theme, and it shows in its type
orders from top to bottom. Even though Airbus held a one year NEO start-up
order barrage over the Boeing Max decision coming later in the market sequence,
it has since encroached into the Airbus market turf during the last year. Given
time for a choice, a customer leans towards Boeing in more cases. Where in the
beginning it was a run on the Airbus order book without Boeing having a counter
point. It now has become pack your bags and go home Airbus.
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