MId-Size, Twin-Aisle Forecasts: The Blog by Javier has an interesting post about the changing mix in twin-aisle, mid-size aircraft from the Boeing Current Market Outlook over the years.
The author works for Airbus, but his opinions and his alone and we find his stuff quite analytical and balanced.
Ryanair and MAX: Talks between the Irish discount carrier and Boeing for a 737 MAX order may go into next year.
Boeing workers hurt by outsourcing: The government agreed with the IAM 751, Boeing’s local Seattle union, that workers laid off by the company have been hurt by outsourcing.
Blog by Javier: I agree it has to do with the 787 and I also believe that Airbus does the same sort of number “massaging”. Question is, of what significance are these Market Outlooks to both companies? What do they get out of having forecasts that agree with their lineups, aside from looking good for “correctly predicting the market”!? Stocks? More sales?
Ryanair: rough precis -If Boeing gives us a great discount by the end of the year, we will buy the Max.
Benefits received due to outsourcing: I will ask the same question that many others probably are, “How do they differentiate between what was outsourced to other countries and what was outsourced to other states?”
Also, can developing a risk sharing partnership really be seen as outsourcing or could/should it not be seen as something else? I really don’t know yet how I would interpret it myself.
“The author works for Airbus, but his opinions and his alone and we find his stuff quite analytical and balanced.”
I wish we could say the same thing of Boeing’s market outlooks. It looks like they are tailored to Boeing’s needs more than those of the actual customers. So I have to ask Javier: How is Airbus doing with its own CMOs?
Thats what I thought. He no doubt has the CMO of the last decade too.
Sure that I have a collection of GMFs (name for the Airbus study), but I limit my *public* speculations on discounts, market forecasts, break evens, etc., to Boeing stuff, to make clear that no insider info is used (which, by the way, I haven’t got since I work on military programs, not commercial). Nevertheless, the methodology is there, anyone could replicate the analyses for the Airbus cases and possibly find similar conclusions…