The pursuit of the Holy Grail is
a much related story by classic writers and movie promoters. In that same mold
came the Disney movie Finding Nemo, a story of a fish who lost his way in the
deep blue ocean and searched for his home. As vast as the ocean the story had a
happy ending as required by Disney productions.
The line-up of airplane classes and the much sought after market
sweet spot has been discussed researched and analyzed to no real certainty so
the makers of aircraft end up throwing airplane darts at the dart board as in
search of the Holy bull’s eye or a Flying fish named Nemo. The makers of
airplane framers set-up data sets and forecasting models aiding them in finding
the bulls eye or Nemo the flying fish. A Holy Grail for which luck pours over
of its edge is expected from this pursuit.
Now comes reality. The airplane wars are a competition between two
mega builders vying for the title of world's largest airplane maker. All the
money, profits, and riches come from that proclamation of "World’s
Largest". A maker only has to make more airplanes than the other maker in
any given year. The maker who finds the holy flying fish named Nemo should
prevail over the other maker.
Airbus has taken the following rounds to date. The A321NEO and the
A-330 tin types over the Boeing 737-900 and 767. In fact the disparity is large
enough that the A-330 aircraft has attacked the Boeing 787 from its rear flank.
However, Boring has a victory or two as well. It could be said the 787 family
has stalled the A350 family. The 747-8i has tripped-up the A380 within a very
thin market. The 777X offering has stymied the A350-1000 from making a ripple
over the pond. While looking for the flying fish named Nemo both are at a grid
lock and remain searching for the over-arching tie breaker. The story has not
ended as the 777X has not flown. Something must give but not without a battle.
Winning the battle doesn't mean winning the war. It’s so complicated writing
stories becomes futile for finding an ending.
Both makers find s sustainability problem of production. The wide
body orders are not coming fast enough from an exhaustion of market demand or
need. The wide body mark is pausing until it finds itself again. The requiring
factor for this market is a catalyst opening up the order books. It won't come
from presentations nor marketing technique but will come from external
conditions such fuel prices going upward and developing markets are starved of
flying fish capability. Bask to the forecasting model. In the beginning was an
inference it would get complicated. Both makers hope to happen upon a silver
bullet shot unraveling the complexity of finding the Grail or the fish.
Forecasting again comes into play when considering firing a silver
bullet. Which caliber and how many grains loaded are needed for the perfect
shot at the bull’s eye? Boeing has fired a 777X and Airbus responded with the
A-350-1000 and maybe more model numbers are added at the dicey end of the
airplane dichotomy, called wide body.
Wide bodies have more profit dollars per frame but less future
opportunity within its class. Single aisle has more opportunity as world growth
expands but less profit dollars per frame. Airbus has an unwieldy single aisle
backlog where Boeing can see the light at the end of its tunnel within its
single aisle order book.
In order to find Nemo the Flying fish, one maker must solve the
puzzle ahead of the other maker. That can be done once the Holy Grail of
aviation is obtained. Then the trillion dollar question is resolved. Once again
the key to all this is from forecasting and making the lucky shot before the
other does make that shot. Nemo is found when success reveals its lucky
character where the other has no answer.
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