What Has The 787 Accomplished For Boeing

The market is important, so much so it drives decisions and those decisions drive the stock and Boeing's stock is riding high. Having said that, the long ago Boeing strategy came before the 787 even before it flew its first flight. Boeing devoted so much of its resources to its strategy, it forgot about its single-aisle 737. Airbus did what it could and it worked well. The A-320 and A-330 took off. The first order of widebody business was to stop the A-330 bleeding of the 767 program. Hence the 787, was a necessary evil of capital expenditure. Boeing's secret technology was cash and it spent like it was the holder of the world's currency. Even before it was a Trump idea, it was a Boeing strategy of spending the dollar on the 787 program.

·      Build something Airbus couldn't match

·      Bracket the widebody market

·      Kill off Airbus Programs one by one

·      Nullify Airbus Strategy

Boeing began building something Airbus couldn't copy, the 787. The family had two big goals.

·      Unify all Boeing programs under the 787 common denominator thus making those aircraft a commonality of excellence the Boeing denominator as well.

·      Bracket Airbus programs into submission such as the Airbus two family members, the A-350, and the dying A-380.

The A-350 and A330 are losing the 787 order war. The A380 is in the aviation morgue but not yet buried. Boeing is seeking the 797 dual aisles offering to kill off the A-321NEO.  

The Airbus strategy is close to being nullified as it cannot answer all Boeings offering at once. It took Boeing 15 years to get to this point with the 787 being the center point. In five year Airbus will become like its A380 program, order less.

Boeing had a hole in its strategy which it is now just addressing. What to do with the A-321 success and its place disrupting the Boeing bracketing campaign?

Now the A-330 program is withering under the 787 weight. Recently, Hawaiian Airlines switch out an A-330 longstanding order changing it to the 787. American Airlines ordered billions of 787 totaling 47 of its type. Today, in India, it finalizes an outstanding negotiation with Vistara, a Singapore Airline affiliate for about 10 787’s instead of going with A-330’s. Recent news stories display a daily erosion of Airbus confidence from the 787 onslaughts.

The A-350 and A330 are losing the 787 order war. The A380 is in the aviation morgue but not yet buried. Boeing is seeking the 797 dual aisles offering to kill off the A-321NEO. It’s a one by one snipper targeting onslaught conceived before 2005 to piece out the Airbus idea with devastation, which is just now appearing to work its way through the Airbus programs. The Airbus strategy is close to being nullified as it cannot answer Boeings offering all at once. It took Boeing 15 years to get to this point with the 787 being the center point. In five year Airbus will become like its own A380 program, order-less!

The A-350 doesn't match the 787 in its market while the Airbus  A-350-1000 or A-380 won't match the 777X in its up and coming market segment.

Boeing has built everything emanating out of the quantum 787 techno leap as it has put all its eggs into its sea change during the last 15-20 years, and now comes the 797, after that, a future single-aisle which should finish this Boeing aviation campaign with Airbus.