Strategically speaking, why American Airlines?

Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More

$30m for the Airbus, Boeing at American: Wells Fargo

Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More

McBoeing, 787’s insidious impact overwhelm product strategy

McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More

American Airlines order after-thoughts

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:

American orders: Airbus, 260; Boeing, 200

American Airlines this morning announced its blockbusting order that has been the subject of international intrigue since the Paris Air Show. The order is comprised of: 260 A320 family airplanes from Airbus plus 365, with conversions rights within… Read More

American’s order, as we see it

Note: It’s impossible to keep up with the changing and leaking information. Just do a Google News search for the latest. The situation today remains fluid and often contradictory. News stories, and our own information, agree that a… Read More

American to announce big order Wednesday

Flightblogger confirms American will announce a big single-aisle order Wednesday. We understand it will be a split between Airbus and Boeing. We think we have a basic understanding of the broad details but not yet solid enough to… Read More

737RE in 2017, NSA in 2021

In the rapidly changing situation at Boeing over the future of the 737 class of aircraft, it appears almost certain that Boeing will move forward with a re-engine of the 737 and follow it with the New Small… Read More

Boeing earnings call may clarify 737RE

Things are moving very rapidly in the American Airlines competition, with the situation changing since Friday. Updates since the article below was published yesterday in Commercial Aviation Online: It appears Boeing will clarify (and this time, really) the… Read More

Boeing’s American dilemma

Bloomberg has this story about the competition. Wall Street Journal has this story. Here is a story we did for Commercial Aviation Online on the American Airlines aircraft order situation. Date: 18/07/2011 10:37 Source: Commercial Aviation Online Location:… Read More