While Dithering With The A350, Boeing Built A Family Of Aircraft

Airbus dithered its opportunity, capital and pride on the A350 concept, soon after saying the 787 is "inconceivable", it won't work and will cost too much. However, its a good idea just the same, to stick on some plastic panels on an airframe and make an attempt as a good sport with the A350. For that matter, we could build an "All New" A330NEO call it an A330-800 or 900. Rolls Royce is game for a Trent 7000 because the 7000 series number is available. We (Rolls) can take what we did for the 787 and stick it on the A330 NEO. You know it, as what Airbus claimed,  a 787 failure back in 2004.

Ten years later Airbus has relegated itself to reinventing the A330 and canceling the A350-800. The world wonders, "what's that suppose to mean after castigating the 787 as non-doable, going forward and coming out will a knock-off A350-family of aircraft, and then after-all, returning its youngest child, the A350-800, back to the drawing board?" Airbus goes and  re-adopts back into its family, the A330 step child, which was destined for the aluminum recycle bin late last fall.

Its the all new A330-never mind. Let's borrow 787 engine technology from Rolls Royce, because we can. Keep peddling the ghastly sounding "snarklets" and cram more people in it than makes any sense. Just because we need bragging points going 6,000 miles.

The A330 NEO Is....

• Cheaper
• Comparable to one of these 787-8, 787`9, 787-10
• Cheaper
• Rolls 7000 engine technology stolen (/transitioned) from the 787 TEN project
• Cheaper
• Has "cool looking", "Sharklets ?
• It must be mentioned, CHEAPER (per John Leahy) Its priced only at 279 Million US.
• Compared to The over priced 787-9 at 249 Million US

Here Comes The Motley Fool  Quotes: (vetted and researched by the Winging It ace reporting team)

"The mid size wide-bodied aircraft of Airbus would be available in two variants -- the A330-800neo seating 252 passengers, and the A330-900neo seating 310 passengers. It would compete with three variants of Boeing's Dreamliner -- 787-8, 787-9 and 787-10 -- seating 242, 280 and 323 passengers, 
respectively.

 It will come with the latest fuel-efficient Rolls-Royce engine, the Trent 7000, that would enhance the plane's range by nearly 740 kilometers and will be much quieter than its predecessor. In fact, this engine derivative is based on the TRENT-TEN (Thrust Efficiency and New Technology) that is powering the Boeing 787-10, and Airbus claims that it will lead to 14% fuel savings per seat over the aging A330."
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1957 Chevy Nomad move over the A330 has "snarklets" on its points just like the fins on that 57 Chevy. "Fly Me To The Moon, Frank" The A330 has arrived again.

What would Boeing say about Airbus "Snarklets"?

"Don't bother me we are busy with another 10 787 this month." 

Airbus just introduced the brand new, all equipped, 1957 2017 A330NEO Nomad, built to save face from its A350 ms-adventures. Hurry, Airbus is slipping and doesn't have time catching-up its dithering campaign from the A350 slump project. 

The Airbus Board Of Directors have all agreed that dithering is in the dictionary, and it must be stopped before the A350 and A380 slips more investor billions into the money pit. They complained about the 787 "inconceivability" status in 2004, and then bragged about the A350 mastery of XWB size in 2007. Which we all found out, it was significantly smaller than the 777 family of 1990's aircraft. The XWB subterfuselage is astounding, it has deceiving lake of real size. 

What can you believe about the A330 NEO? The Rolls Royce Trent 1000 7000 will come quickly, off the engine racks straight from Boeing's testing regimen for engine building. What Boeing has not locked down as proprietary engine parameters, will show up as modification's on the Airbus 7000 Engine Block at Rolls, as will some other deviations coming from the Boeing 787 engine advancements. Rolls Royce holds an exclusive position for the A330 NEO, and must produce a new engine in 24 months, leaving one to think it will grab everything from its playbook, and quickly insert it into a exclusive Airbus Engine option for the A330 NEO.

Boeing couldn't even work out all the 787 glitches in three years, yet Airbus will roll out the NEO in less time than glitch time. Airbus couldn't produce a A350-900 in five years. However, Airbus needs a quantum leap of catch-up subterfuge, since it dithered away the last ten years with an A350 bluff charge. Its game on for Airbus, or just go home and lose. Airbus is in a very nervous position, using a 20 year old scheme for an answer to the 787 family. 

The A350-1000 is a lost leader. The A350-900 is a role player without help. The A350-800 was that help, and it was fired from the line-up. 

Play Ball

The pinch hitter is the 20 year old A330 where it was issued a new glove and uniform.  The A330-NEO will play well for one season, just for its own season ticket holders. These fans will go to the game, because of the stadium concessions provided. The management will see its profits margin slowly deflate, "most unnoticeable". Then it will find itself having to rebuild its business model with a "game changer". The A330 is not the "Game Changer" anymore or a "Difference Maker". It is a stop-gap  player until plan "B" develops out of the minor leagues.
 
The A3330 NEO is the same semi retired pinch hitter you find sitting on the bench at a Baseball game. All the old fans know how that hitter is, and will cheer as it steps up to the plate. The A350-800 is sitting on the bench and knows it too. Its out of the game and Airbus is behind Boeing in a Score of 5-1. The pinch hitter has to swing for the fences as the A380 and A350-900 are left on base. The next swing is game over.  

It sold 121 A330NEO (from season ticket holders, and renters) copies at its introduction. Nearly the same number of 787-10's sold, (Boeing airline customers in waiting, where 132 units of those types which are reserved) even so during a ballooned wide-body market. The stop gap account has been filled for Airbus. Now the test of time will reveal schemes, plans, and hype for who has the best airplane lined up after ten years of Airbus dithering around the 787 with its A350.

New Airbus Taunt From Its Advanced Wing Design Team

• Snarklets

Comes from the slang word Snarky, Snark. Being obnoxious, and overbearing with simple things such as obvious new ideas (sarcasm intended) that are not original. Hence the wing tips from Airbus have Snarklets. Those snarky geniuses have it done again.

Boeing's Micro Stock Market Vs The Macro Stock Market

Its not a new economic term nor is it a deal breaker when the market reflexes on real conditions. The Micro Market serves those stock market players who hang on relative stock position in the day to day market or on quarterly report, leveraging its capital inputs by moving money around on a periodic maintenance plan. The Macro investor put in substantial investment for the long haul and throws the paperwork in a safety deposit box only to read during a last will and testament reveal.

Boeing this quarter has new adjustments to its military arm, as the KC Tanker program has significant write -offs. The investor has noted, Boeing is fixed into the new military procurement program, where Boeing bears a greater portion of project risk than prior procurement programs. The have bid with a fixed price and few loop holes on the KC-46 tanker program. If Boeing errors on the side risk, they would have a better chance of winning the bid for the KC-46 Tanker project, since its built on established commercial frame, the 767. Boeing from its military side of operations brings to the plate new technology as it stuffs its airframe with a series of military applications. In this case known, as an add on risk factor. The military applications coming from Boeing, per Air Force requirements, must merge with Boeing's commercial side. This adjustment is the high risk side of the fixed cost model. Boeing just recognized a huge write-off towards that end on the KC-46 tanker project.


Blogging The Blogger Link:

Why Wall Street is fretting over Boeing’s latest report

Article Quote Below:

"RBC Capital Markets Analyst Robert Stallard offered this take: “Although the headline EPS result looks impressive, we think investors will look through this and note a couple of things. The most obvious is the tanker charge of $425 [million] —  to us it is worrying that Boeing is booking a charge of this magnitude at a relatively early stage in this long-term program, particularly given recent assurances from management that everything was going to plan.”"

Quoting an old Reagan philosophy term of "Trickle Down Economics", the government or "We the People" are 18 trillion in debt", this too trickles down to industry. The number one expense line on the federal debt is the military, hence the new world order of paying for military acquisitions completed with Fixed Cost Procurements Installations. The military can only afford 186 KC-46 without a cost over-run. That is why they chose the low ball route of existing airframes from commercial aviation. The 767 beat the A330 from Airbus in a much contentious bid war, where Boeing ultimately won. The military oversight is holding Boeing's feet to the procurement fire. The old adage, "you break it you pay for it", applies here"; The foreseeable escape clause for Boeing is if the military requires a variance from the original bid plan, then they will pay for it. Sounds reasonable. The 425 million write -off on Boeing's books comes from the KC-46 project as it adjusts its program expenditures that are greater than its bid allows. In essence, Boeing will eat cost over-runs from this point forward, unless the military wants a change order on the aircraft development. This over-run write-off is early in the program. Boeing has some pad in its own bid price, which ultimately erodes profits for the program. This lump number, is a bench mark investment point. The Micro Stock Investor is now moving its position away during this news cycle. They can make money on other stocks and they will come back when programming triggers it.

The program, however, needs a better picture of what lies ahead. It will need to assure investors that this is a stage adjustment during initiation phase of the project. The second stage which it has now entered with flight, systems, and applications testings. All sub stages with inherent high risks of failure. When the rubber meets the flight line is sometimes messy. Boeing has a lot riding on the flight line. They are doing its due diligence to mitigate risks as we speak. The only projected thoughts offered for the investor, is this 2nd phase contains the nebulous or abstract inputs from the Air Force as systems are refined. Boeing could have additional funding as it modifies what they don't like or what doesn't work as ordered. However, Boeing will foot the bill if it doesn' t perform as promised. The second case is Boeing's financial risk. The first case will be on the Air Force tab. This is the New World Ordering or Procurement Process. A dicey game is played in phase II for who pays for what. That is the real risk that lays outside of failure. Phase I was infrastructure adaptations and program installments, or the set up of the whole process under R&D's over site. Hence the 425 million US write-off that scares away the micro investors for a month.

KC-46 Risk Stages:

• Phase I: Program Establishment and initial build (-425 million risk cost paid)
• Phase II: Military applications and Air Force Refinements installations (Shared Risk)
• Phase III: Testing, and Evaluation, Change Delta (70/30 Boeing/Air Force Risks)
• Phase IV: Entry into service (Nominal risks)

The Art Of (WAR) Blaming The Other Guy For MH17

The Evil shot was taken, bringing down the innocence on flight MH17 over Eastern Ukraine, where the Ukraine army has vacated. Russian troops are amassed on the Ukraine boarder by the thousands with its equipment, including Buk missile launchers. These are the same ones photographed deep in Eastern Ukraine on the day MH17 was shot down with 298 passengers and crew, all perishing. The chorus has been loud and long, "it wasn't me".  The love/hate triangle claims a no fault. Russia Putin says "Who-me?". The separatist, cry "here is the flight box" (wearing no mask). The Russian trained solders who wear masks, so as not to be identified, "no comment". Bingo, the mask wearing Russian soldiers did it under the orders of someone east of their position.

But what about the Ukraine Army who owns BUK launchers stored far to the west in reserve? That answer is a Ukrainian strategic military response they are ready when Russia launches its jets over the Ukraine. The Ukraine wouldn't want to sneak one into separatist territory when the separatist own no aircraft, unless Russia "lends" a few piloted jets and helicopters by its masked Air force. Russia could train the separatist over night to skillfully shoot down a 33,000 FL commercial aircraft, couldn't they? Russia claims the scarfs over the face is some kind of Crimean fashion statement spread to Eastern Ukraine. Meanwhile the separatist on the ground grumble,

"I didn't join the Russian missiliers to wear a scarf over my face just go to the Ukraine and kill innocent people. We already shot down a Ukrainian military cargo plane and a few other targets. Blame the separatist, Blame the Ukrainians, but don't blame Russia."

...This is insane!

I apologise to people who lost loved ones on MH17, for anything that may seem insensitive in this blog. It is not meant to be humerus or an over simplification of facts, it is meant to illustrate how stupid and horrendous an act of murder is, under the guise of war. When I heard the news, I felt grief for the those innocent people and wanted answers or a way to right the wrong.

No one wants to take responsibility, for a any reason, since it is not an act of war, but an act of mass murder for no apparent reason. When the facts are born out and the guilty are sought out this war will end, because it will have long lost any noble idea of its right in the first place. Russia may want to try and keep the Crimea or the Ukraine will want to restore its Eastern Frontier, but the Separatist who gave up the flight recorders will get stuck with the blame even though they don't know how to launch missiles on a target. Russia is too big to fail in the world scheme of things, and the Separatist are just pawns for the the big guys, like Russia, "who do no wrong"!

I will pray to God for the families that lost loved ones on flight MH17. It still grieves me.

Copy Paste The Emirates Deal In Cogent Language

Below is a great representation of what is out side the Farnborough orders extravaganza, and what it means to the Airplane market. Airbus scrambled once again to show up the Boeing order book, during the Farnborough affair. They pulled it off with 77 billion of paper sales over Boeing's 63 billion of like mannered sales. What missed the show is more important than the show itself. What's the order book at mid-year and what's the order book at year end, makes more sense than an Airshow order count. Finally, someone has written a solid presentation from this concept illustrating the big picture is more important than a four day blow out sale.

I would like to go on and on about the 787-9 because I'm actually the most excited than I have been about an aircraft since the the 787-8 flew from Paine Field, WA, around the world. 

• Only landing in India ounce for a refuel (19hrs later) 
• and then back across to Paine Field flying heading easterly 
• completing all the way around the world after another 18 hours flying during the second leg.  (caution run-on sentence structure bullet points added)

That was fun to watch on Flight Aware charting.

Here below is a significant observation from Motley Fool publication as it deepens its understanding of the Boeing big game strategy. It breaks into the Boeing Psychic

Please click on headline below as Motley Fool has important advertising on its link, I don't. 

Below the link is the complete "copy/past edition", for lazy inebriated types.

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What The Boeing Company's Historic Order Win Means for Aviation Stalwarts

By Eshna Basu | More Articles | Save For Later 
July 21, 2014 | Comments (0)

Boeing (NYSE: BA  ) recorded its biggest 777X order win of 150 jets from Emirates after the latter finalized the $56 billion deal last week. Emirates' firm commitment to the American aerospace major comes as another big blow to Airbus (NASDAQOTH: EADSY  ) . The Gulf airline cancelled an Airbus order for 70 A350s worth $21 billion at list price in June. Does this signal a deeper relationship between Boeing and Emirates, and a heightened rivalry between the American jet maker and the European major?

Boeing 777-9X, Source: Flickr

Boeing-Emirates relationship deepensThe Dubai-based carrier placed the order at the Dubai Airshow last November where the 777X program was unveiled, making it one of the best-ever launches in aviation history. The confirmation came in July. In addition to the 150 jets, Emirates has reserved purchase rights to order for 50 more. After cancelling its A350 order, chances are strong that Emirates will exercise the option.

The airline would be purchasing both the 777X variants -- 115 of 777-9Xs and 35 of 777-8Xs. The 777-9X, which can haul 400 passengers, is the costlier version with a list price of $377.2 million, while the 350-seater 777-8X would cost $349.8 million at list price. The deal's value will increase to $75 billion if Emirates exercises its purchase right. However, plane valuation firmAvitas says that as there are massive discounts for big orders, the true price of the 150-jet deal should be around $31 billion. 

The order makes Emirates one of the first airlines to be flying the GE-powered twin-aisle jet capable of carrying the same load as a jumbo. Emirates president Tim Clark said that with the 150 777X order, Boeing now has total orders for 208 777s that are yet to be delivered to the airline operator. Presently, the Gulf operator flies 138 777s. 

Boeing 777, Source: Flickr

The 777 edgeThe 777 family, dubbed as the mini-jumbo, has been Boeing's best-selling wide-body aircraft. With the next-generation 777X, the plane maker expects to usher in a new wave of growth.

Boeing will start production of the 777X in 2017 and begin delivering the aircraft in 2020. This version is being developed on the tried and tested technology of the 777 and 787 Dreamliner that will not only help to integrate cutting-edge technology in the jet, but will also minimize development cost. Boeing claims that the 777-9X's engine is 12% more efficient than competing jets in this segment, while 777-8X offers 5% higher efficiency over contending aircraft.

The Boeing-Airbus contest continuesDubai is an important air link, connecting Europe and Asia. This makes Emirates demand larger jets. It's the largest international airline operator by traffic and the biggest operator of Airbus' A380 and Boeing's 777. As Emirates operates in some of the busiest long-haul routes, it finds the ultra-long haul 777-8 and the 777-9 aircraft -- larger than A350-900 and the A350-1000, respectively -- to be better fits. 

Emirates wants Airbus to overhaul the 500-seater A380s with the new Rolls Royce fuel-efficient engines by 2020, but the aero major has not committed so far. With Boeing's 400-seater 777-9X gaining traction with the airline, Airbus could be feeling the heat.

Emirates A380, Source: Flickr

However, Airbus can take heart from the fact that Emirates' move is part of the airliner's strategy of structuring its fleet. An analyst at Edison Investment Research says that Emirates is trying to organize its fleet, placing the A380 as its mainstay jumbo jet, followed by the 777X, and finally the 787 that will cater to routes that have less passenger traffic. The airliner is aggressively expanding to cater to increasing traffic, meaning that there is a huge avenue of growth for both Boeing and Airbus.

The order cancellation has definitely spoiled Airbus' mood, but it isn't something new in the aviation industry. We've seen the 787 Dreamliner experience cancellations of 200 units. The fact that the A380 is central to Emirates' fleet strategy also ensures order flows in the future.

Foolish takeawayThe competition between Boeing and Airbus to win higher wide-body orders is in full swing. Since most of the demand for these planes is coming from the Persian Gulf, carriers like Emirates, Etihad, and Qatar Airways are going to play a key role in the duo's wide-body backlog. Though Airbus saw Emirates withdrawing orders, it's not the be all and end all of the European plane maker's business. For Boeing, the huge order win is an unbelievable opportunity.

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In closing, Motley Fool nailed it. The folks with the deepest pockets buys the best, The folks that needs to lease a A330 NEO seeks the rent control people in New York. Leasing opens the door for a change of heart plan B's ,as an airline grows its aircraft portfolio, it can change when needed because they are leasing. Its like renting a weed eater when you are still admiring a riding lawn mower. Airbus will have a significant rush for the A330 for the next 36 months. Boeing is gaining altitude right off the runway as seen on YouTube at Farnborough 2014. The 787-8 is the "Game Changer", The 787-9, is "The Difference Maker",  and the 787-10 is "The Closer". Three strikes and  The NEO is out of the game. Aviation is in the Ninth Inning with this latest aircraft evolution. The A350 family of aircraft is a dysfunctional lot under therapy. The A350-800 is sequestered, The A350-1000 with a five year head start was out sold by the 777X family during the announcing of the new Boeing 777X program last fall. Airbus is intent on staying relevant by padding Airshow Order Books for headlines. They won't catch Boeing by the end of the year with orders or production. Boeing remains the largest in the world for the third straight year with little hope for Airbus and its A380 A350, NEO's as difference makers when the 787-9 claims that title. The game changed and Airbus didn't get the memo. They have wasted billions on divergent efforts with little time to catch-up. The silent gap it has created from laying up short on technology, leaves Airbus scrambling for more smoke and mirror technology that flying passengers will enjoy, and airlines are gasping for a competitive operational edge  when buying an Airbus.

Finally Understanding Boeing and Airbus Wing Technology Since Farnborough 2014 (No spell check was on during headline making)

After Farnborough, a great deal of time  was committed to understanding the two giant aircraft manufacturers approach for its vast (Boeing only) fleet of aircraft types. Then I watched the 787-9 fly for the 101st time over and over again at Farnborough. It struck me like a bolt of lightning. Boeing uses a different approach for wing development. It uses "live birds", and Airbus uses Popsicle sticks and tongue depressors in its wing development on its prototypical wing design models. The "Farnborough Climb" and the now banned "Dream Liner Touch and Go" are accompanied with The "787 Swan Lake (Music please) Turns" of a behemoth's debutant solo dance performance at the airshow.

Turn up the sound and watch

Airshow 787 Link with Music

I didn't even see a tongue depressor swallowed at the show only gasping and envy. In fact the European contingent from England found a way to mute Boeing's performance, by banning its touch and go maneuver, "forever"!  Consolation prize, Airbus can't do it either even if it attempted it :<). I think they, the Farnborough airshow people, banned it because they were afraid Airbus would try stuff like this at the next airshow, causing some catastrophic disaster on its Paris turf. I agree with the the decision they made with the touch and go stunt. No airshow wants an Airbus disaster. Boeing will have to go do that flying around MT. Rainier, and then posting on its own web site. The coming of age for the 787 program has been a long awaited event. Some people just don't get it, and have no sense of class. John Leahy is a hard sell on Boeing advancements. I don't know why, but Airbus just acts that way? Boeing has really good airplanes when they behave at Airshows. However, they just go out out on the town (Farnborough)  and have a little fun. The Swan Lake stunt was just a little showing off and "showing the crowd the money".

Can you blame Boeing that they stole the show in front of everyone? The fighter jocks standing along the flighline next to their high performance rides wanted a piece of that action. If you are lucky enough to be a 787 pilot then you must learn how to spell the word "perpendicular".  That's straight-up from the top, on my word.

Back to Popsicle stick technology: A warning was missing from the video. "Don't try this stunt at home, these are professional wings flown by professional people and sold by professional people who are serious about aviation."

Does that mean that Airbus is not serious about aviation? Or have they just been down graded, to the second tier lessee market with emerging airlines flying its NEO A330 "Tin Lizzy". Ouch!!  I've got more zingers, that's why I can't be fired. Bloggers don't get fired, they get sent to spell check land or "sentenced" to advanced grammar school punishment. Its A No Harm No Foul License (NHNFL).

Tongue depressor wings are fantastic. They don't flex, bend, or curve. They just gag you during a flight as you bump along. The Boeing secret sauce are in its wings. The Boeing design folks are spot on and will continue, as they improve this profound technology. Airbus does lack this technology, as well as lacking Boeing's Proprietary Laminar Flow Technology (PLFT) concept currently flying on the 787-9. People may have experienced the, "Something I Didn't See At Farnborough Syndrome(SIDSAFS), unless you walked up to the 787-9 and petted its tail skin. Look close when you get close! The 787-9 is for real, as an advancement, over the most advanced 787-8. I can't wait for what is done to the -10 and the 7778X and 9X. A premium aviation gap has been established at Farnborough flying exhibition from the 787-9. The Airbus people have no answer.

The Main Things:

• Popsicles or Tongue Depressors Gag Customers
• Swan Lake feature music for the 787-9
• "The Farnborough Victory Climb" V
• Farnborough Is Too Touchy with Boeing's GO;
• Banning "Stunts"... Saves Airbus From Embarrisment In Future Shows
• NHNFL; SIDSAFS; PLFT

The A330 NEO Subtrefuselage

Rational is the driving force behind the A330 NEO non innovation. Airbus is taking what its sub-contractors come up with for: engineering design and Airbus' aversion to risk. By buying newly advanced engines and sticking it on the A330 NEO with a vast array of Airbus improvements just installed on the A350 family of Aircraft, they are attempting a 777X type move for its A330 line, sans folding wings, laminar flow technology and a plethora of 787 type innovations. The deception is in the Airbus fuselage, or in this case the Subtrefuselage body of Airbus work.

If you can buy an airplane that can go the distance, but doesn't have to everyday, that statement becomes more formidable, than buying an all metal aircraft limited to mid- range Atlantic market or the Asia only routing. Its an obvious decision ,  starting at the end of the Airbus' nose in Paris. Draw the 5,000 mile circle from the Eiffel Tower. You have a New Engine Option (NEO)

What if opportunity in growth arises when you own a similarly fuel performing A330 fuselage with the 787-8 ,only with limited to mid-range. That airline bought cheaper than the 787, but they got what they paid for, while an opportunity passes that equipment by. You may know it as an aircraft that thought it could, but can't. This definition is better stated by 787 flexibility in the market place as the A330 will become a fixed regional asset. Customers will notice that maybe a short route by the A330 NEO can compete on fuel burn with the 787's short routes in a limited arena. However, the market changes daily, seasonally and yearly. The A330 Neo will become a routing wall flower when change occurs. Airlines will have to go and buy a second airline type to fill the NEO gap limits, costing that airline hundreds of millions more than what it intended because of its bargain basement buy of the A330 NEO. Hence, "you get what you pay for". Once again you can fly the 787 on Mid routes equally with an A330 NEO, but the NEO gets left behind when a competing 787 switches towards an opportunity for a longer gigs during "the season".  The 787 is a better value on just this one point. There are many other points made concerning the 787. Wait until you see the numbers on the 787-9 and 777-10. More proprietary technological improvements will be added, that Airbus can't or won't touch. The A330 NEO becomes an airshow one hit wonder. The 787 has a better long playing and short route record. ANA uses the 787-8 on regional routes as well as to Frankfurt Germany or the US. They claim a 20-21 % fuel burn improvement. The A330 NEO compares itself with its own A330 and not the 787 family, by saying it will be a 14% improvement over the older A330. Its all relative.

Boeing is gradually pulling away from Airbus' strategy because of its fractured family of aircraft falling short. Boeing made the A330 Blink as mentioned before in a prior blog. In a blink the 787 gets away cleanly as seen at Farnborough. The A330 NEO Subtrefuselage made over 105 unit sales at the event, much to the pleasure of its Airbus Board member thinking. The short game is a niche market where the A330 NEO exactly belongs. The short with long game now belongs to Boeing, as its customers will soon experience when all its family of aircraft will be in full bloom by 2020. The best thing about the A330 NEO is its cheaper and you can now buy more fuel for its operation.

The Farnborough Effect

Boeing chart  indicates updates for the current week.
Changes since last update:  134 new orders  (ALC 10 737s and six 777s,  CIT Leasing Corporation 10 787s,  Intrepid Aviation six 777s,  MG Aviation Limited two 787s,  Qatar Airways 50 777s,  Unidentified Customer(s) 50 737s).  Identified Air Algerie order for two 737s,  ALC order for 10 737s  and Okay Airways Company Limited order for 10 737s all previously listed as unidentified.

Orders through July 16, 2014	737	747	767	777	787	Total

2014 Net Orders.	550	1		219	13	783

Airbus Snap Shot-1st Half of 2014 Announced At Farnborough: Boeing Snap Shot-Just Farnborough

Airbus gets to report it beat Boeing for orders at Farnborough, as its custom is to hold orders until either the Farnborough airshow or Paris Airshow plays since they play alternate years. The final tally marks what Airbus has been doing during the first half of the year where Boeing prefers to let its customers announce when it determines what is appropriate to do so for making its own splashes.

Airbus beats Boeing at Farnborough with nearly orders valued at nearly twice as much  

Pro Airbus Bias Press Hype Snapshot:

"Though Airbus clinched more deals at Farnborough, Boeing insisted that it has won more in the year to date. It put its figure at 783 against Airbus' 645.

Airbus said Thursday its orders and commitments at Farnborough for 496 aircraft were valued at $75 billion. Demand for its A320neo, or "new engine option," was particularly strong. Boeing, meanwhile, secured business worth $40.2 billion for 201 airplanes.

"The orders and commitments we've received at this record-breaking Farnborough for both the A330neo and A320neo families are together an unequivocally resounding endorsement for these most cost-efficient aircraft," said John Leahy, Airbus' chief operating officer.

Airbus' orders intake included the largely updated versions of its A330 wide body aircraft, which launched this week. Airbus says the plane is more fuel efficient and has a longer range to help it compete against Boeing's 787 Dreamliner."

Pro Boeing Snap Shot:

Enough said, when a photo is worth a thousand orders. 

An Airbus A350 wouldn't do this on a clear day either. Airshow should be for Airshows demonstrations in the air and not for showing stacked decks worth of orders. Recently Boeing went through announcing 200 commitments of 737 Max (China region) up to 6 weeks before this show. They also announce the huge Emirates order before the show, per customer advising. This is a Boeing policy, not an Airbus want reserved for its comparative self. However, for show purposes, Airbus pushed the order envelope by throwing in the kitchen sink for its order book. Even with that "photo shopped-snap shot report", they still lag Boeing for the year by 783 Boeing orders to 645 Airbus orders. Is Boeing concerned? The focus is sharp at Boeing and the purpose is resolved. The concern is more execution than an A330 NEO line.

Having faith in customers,  picking what is best for its own visions is part of the Boeing vision. Boeing has not lost sight of this at one airshow. However, as any smart competitor will pause and look at what the market is doing and act accordingly. Boeing's MAX is a sound proposition where over 2100 of its type has been ordered. They have been closing the NEO gap ever since it committed to building the MAX. The 787-9 rocked the show, and made the industry look! Those same customers will go back to HQ and talk and talk about what they saw. A (perfectly made) concept ready for delivery and has been delivered, better than anything that exist at this time, including the 787-8 or the A350-900. The laminar flow technology remains to be exposed during commercial service, as to how good it will be in increasing fuel mileage for the 787-9. I expect a surprise, as the 787-9 enters service, where another 2 % is added over the current 787-8 model.

Gaining a solid 22% over the current prior generation aircraft such as the 767, and considering the 787-8 is reported by customers at the 20-21% improvement range, the 787-9 is remarkable


  

Post Farbborough Rant

No rant is good without some numbers. A billion here and a billion there, pretty soon it becomes some real money. First Airbus bragged," I got 61 Billion, Boeing what did you get? Ha Ha!" That was yesterday. Boeing today wakes up and forgets to mention to Airbus about some 50 Max and then another 50 777-X's from Qatar, and oh yeah another 50 777x option's. All totaled, Boeing stands at 63 Billion over Airbus' paltry 61 billion. This makes it a very interesting air show. After -all Airbus sand-bagged its order over the spring, where it unloads it in one shot at Farnborough. The big story is the 150 777X Boeing booked a week before the show. It has not sandbagged orders going into the show yet caught Airbus in a toe to toe order match in dollar value.

Boeing could have asked Emirates before the show, but didn't per Boeing policy of letting the customer name the time and place of its own choosing to announce a purchase. Or did they? I suspect Boeing had the order book race covered for this year's Farnborough show before the show got started and ask Emirates with all respect that they could announce a week before the show in an demonstration of strength at the air show much like the 787-9 demonstrated doing its aerobatics maneuvers before jaw dropped visitors. They had already amassed 63 billion before the show started and waited for John Leahy to proudly kiss someone before Boeing started the trickle then the flood today on this waning day of the commercial show.

Oh my, what has Airburst done! Bragged and then sagged at an inappropriate moment. Boeing smartly walked by them on the way out from the show. 200 777X' booked before and during the show and then another 100 Max. Not counting those sneaky little 787-9's here and there being ordered in the 5 or 10's.

Another article was presented today. Here it is and then some comments:

Farnborough 2014: Aviation seer Udvar-Hazy analyzes Boeing’s 787-9

He actually flew a 787-9 stirred but not shaken, but not like was done at Farnborough where James Bond took the controls much to delight of all of England. If you don't click the link above its okay. Because nothing bad was said by Udvar-Hazy other than is such a smooth airplane to fly. The upside is great for him and his customers. That type of sentiment is difficult to come by from this man as he is known as a very careful and succinct orator for aviation topics. A Haiku is given in straight talk.

At The Heart of the Matter, 787-9 Quote:

"While there, he had high praise for the 787-9 Dreamliner, a star of the flying display at Farnborough.

He also took the opportunity at press conference to offer Boeing public advice on selling the 787 in competition with that new Airbus A330neo.

Boeing executives, confident in their airplane, seemed content to wait and see just how big a threat the Airbus jet will prove.

Hazy said that both he and his longtime right-hand man, John Plueger, ALC’s president, are pilots and that a couple of weeks ago Boeing allowed them to fly a 787-9 out of Seattle.

“We did all the maneuvers,” Hazy said. “Low speed. High speed. Steep turns. It’s a magnificent airplane.”

Making The A330 NEO Get Legs

The press always remarked this story has legs. Otherwise known as a story with validity which continues to give readers more information as it travels through the press junkit. The A330 NEO legs comes from buyers of that NEO as they try to convince its competitors the NEO is going to the throat of Boeing's family of 787's. Here lies the truth. The A330 NEO doesn't have time to load up on a raft of new technology for competing with the 787. It Doesn't incorporate plastic  as a  787 and it will only take on new sharklets and accessories it has developed from its A321 NEO program. It may barrow from the A350 which is already losing against both the 787 and the 777X Boeing programs. Don't forget new engines just like Boeing's new Rolls Royce engines on the 787. All the bluster coming from John Leahy and his loyal minions don't take into account the saturation's of the 787 program in three years. The 787 will have lowered the construction cost and build time significantly in three years. Reliability, will be at 99% compared to a questioned marked A330 NEO. If the A330 sells for 150 mullion US in 2017, then a high priced 787 will out perform significantly for 200 million. The 50 million savings will go off faster from fuel cost and less efficient maintenance cost on the A330 NEO.

This all remains to be seen much like John Leahy salesman claims for the NEO project. The A330 is hiding under the name NEO, as it won't have as great of an ROI as the 787 does. The 787 will fly for a longer duration in time than the all metal aircraft. Once the customers catch up to 787 technology they will understand the advantages are so significant for its airplane, that a NEO seems so yesterday.

By 2020 Airbus must have a better plan than the A350. Boeing is not waiting for them as it continues to improve the "All New" technology incorporated, since the first tests on the 787.  The return on Boeing's technology by 2020 will assure the success of Boeing owners. The long legs of the 787 and 777X will matter in the future.

The A330 NEO is fine for new emerging airlines who can't afford the 787, but will eventually need the 787 in order to compete, as it own business matures into a legacy airline. The fly-by-night types will want the A330 NEO. Airbus is making itself a second tier manufacturer, and builder of aircraft with 20 year old technology. It will be 40 years old by 2030 when Boeing continued upgrades on its currently fresh technology on the 787. They will make a less expensive 787 by millions in 2020, just when the A330 NEO following understands the market better, and starts ordering 787 at that time. A hub to hub network is a dime and nickel way to build an airline business. Direct routes from any airport is the cash cow concept that Boeing has researched out, and Airbus failed to recognize when building its behemoth, The A380.

Its recent comments from new owners of the A330 NEO echo John Leahy sentiment, that the A330 NEO attacks Boeing's throat directly. All this in a metal airplane with only three years ramp -up time? Cheap price then, is the "new Airbus technology". A cheaper aircraft that does less is for dumb-down customers who can't get on board the 787 fast enough making a difference for its own operations. The A330 NEO is rapidly becoming a disposable aircraft. Get rid of it once you qualify to buy a 787 directly, and cancel the lease on a A330 NEO runabout.

I see the smart acquisition programs of several A330 NEO launch customers going the lease route. They don't intend to stay with the A330 NEO but is a useful stop gap methodology of leasing the NEO, until it's ready to purchase the 787's or 777X when it settles down. News flash The 787 is settling down rapidly with a large order backlog. The hands of second tier airlines are tied at this time for getting in line for a 787. An A330 NEO is a cheap knock-off (Rolex) 787, while it bridges the airline maturation gap until it becomes one of the legacy big boys, and they can buy a full suite of aircraft from Airbus competitors. What's remains for Airbus is to redo the A350 program correctly by 2030.