It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:
- Airbus, of course, is The Big Winner, by every matrix.
- The huge order may resurrect Mobile (AL) hopes for an Airbus assembly line.
- Boeing suffered a huge psychological blow but remember: 200 orders and 100 options is nothing to sneeze at and it may be the biggest single order by units in Boeing history.
- American waited so long to renew its fleet that Airbus couldn’t have met American’s 5-year timeline anyway. A split order was inevitable.
- Boeing’s Renton factory is a huge winner. The 737 line will probably have to be expanded beyond the 42/mo already announced for 2014. There is room to do 20 more on the P-8A 737-based line.
- Boeing looks kind of silly in the context of the past year, where it dismissed the A320neo program and its own re-engining design.
- John Leahy, the Airbus super-salesman, looks pretty damn smart on two counts: going with the NEO and saying Boeing would re-engine.
- McBoeing strikes again. We’ll talk about this in a future post.
- The 787’s insidious affect on Boeing strikes again. See #8.