Comments on: Airbus’ Stealth Move: Eyeing United’s Boeing 737 MAX 10 Order in High-Stakes Aviation Coup

By: Tim Dunn

Tim Dunn — Sat, 27 Jan 2024 16:23:35 +0000

With all due respect TO HER -my mother is no longer living

And your tripe simply reinforces that some of us are willing to speak the truth no matter which way it cuts.

Scott Kirby and UA went all-in on a massive growth strategy that was heavily dependent on Boeing even though Gary, Robert Isom, and everyone else knows that Boeing has been unable to deliver quality and do it on-time for years. United NEXT was always a high risk strategy.

AA and DL have diversified fleets and will weather Boeing’s latest crisis far better than any of their US competitors. DL has thrown in a side of MAX 737s about the same size as UA committed to the A321. DL has enough options on Airbus aircraft to cover its Boeing orders. Guess who is having a fit that they can’t receive their airplanes now?

By: American Airlines CEO Puts Boeing On Blast: Hasn't Delivered "For A Number Of Years" - View from the Wing

Sat, 27 Jan 2024 15:06:05 +0000

[…] CEO is talking about backing out of its order for hundreds of Boeing 737 MAX 10 aircraft and has lost confidence in the planemaker, having made calls looking for changes at the top of that […]

By: Tim Done

Tim Done — Sat, 27 Jan 2024 14:15:27 +0000

“Scott Kirby is just realizing that his NEXT strategy is toast unless Airbus bails him out.”

Tim Dunn – armchair CEO. Those who can, do. Those who can’t sit in their mothers basement posting to blogs and delude themselves that it’s really them.

By: Tim Dunn

Tim Dunn — Sat, 27 Jan 2024 12:56:28 +0000

Mark,
DL will reach 1000 mainline aircraft before UA does. DL only has 35 more aircraft to go and some of those will be via reactivated and used aircraft.
You and UA have long been focused on size.
DL has said little about size but is going to deliver what UA cannot because of Boeing’s inability to deliver the MAX and because the 787 is simply smaller and less capable than either version of the A350.
and DL generated more revenue in 2023 and $2 billion more profits.
You or anyone that thinks that UA can do as much as DL with making less profits while taking on debt as DL reduces its debt simply doesn’t understand business.

By: Mark

Mark — Sat, 27 Jan 2024 07:37:21 +0000

@Tim, UA will reach 1,000 mainline planes this year, even after taking reduced delivery schedules and retirements into account.

Original plan was to have 1,088 planes at the end of 2024. They said they received 25 less planes in 2023 than forecasted. They will also receive less in 2024 than forecasted, but still plenty of buffer to pass the 1,000 plane milestone.

By: Hagbard Celine

Hagbard Celine — Sat, 27 Jan 2024 05:14:49 +0000

What’s going on with the A220-500?

By: Tim Dunn

Tim Dunn — Sat, 27 Jan 2024 04:14:02 +0000

jns,
agree
Airbus isn’t going to sell any A321s it can sell to United in a short time frame for a discount.
UA already has 3X – more than $35 billion more on airplanes than DL which has the second largest order book.
Scott Kirby is ready to push that spending spree even further – all in the name of growth that Kirby is convinced UA needs to fix all of the mismanagement that UA has suffered from.
WN recognizes it can’t get more planes and is reducing its growth.

Kirby will do all he can, will come up short, but yes, he will spend more money for the little bit of growth that Airbus can give them.

By: jns

jns — Sat, 27 Jan 2024 03:53:42 +0000

I wonder how much that clown, Kirby, will end up costing United. Some CEOs make money for their company. I think that Kirby may be the reason for the next bankruptcy of United.

By: John Montgomery

John Montgomery — Sat, 27 Jan 2024 03:21:46 +0000

Where did United say they removed their massive order?

By: D.A.

D.A. — Sat, 27 Jan 2024 00:38:58 +0000

If Kirby and Minicucci just called Boeing Sr. Mgmt. out as being anti-semitic and too DEI, they would be out by the end of the day…in this day in age…imo, regardless of their other incompetencies.