From: Ad 

George Sherwood wrote:
> Ad wrote:
>> http://www.middle-east-online.com/english/?id=21120
>>
>> "Qatar Airways announced an order for three Airbus A380 superjumbo
>> airliners and confirmed an order for 80 mid-sized A350 aircraft on the
>> first day of the Paris Air Show on Monday.
>>
>> The planes would be worth slightly more than 18 billion dollars (13.4
>> billion euros) at catalogue prices.
>>
>> The order for 80 A350s, first announced in March this year, is worth
>> 17.2 billion dollars at catalogue prices while three A380s would be
>> priced at 957 million dollars, according to Airbus sales figures."
>>
>> Interesting that the main US base in the Gulf chose airbus inc the A350.
>>
>> Oh &
>>
>> "Also on Monday, a source said that Dubai-based airline Emirates, the
>> biggest single client for the superjumbo, would announce an order for up
>> to 10 additional A380s."
>>
>
> Good day for sure, but where does the restructuring plan stand?  Some
> interesting thought here.  If such great news why is the stock still
> falling?
>
>
http://www.bloomberg.com/apps/news?pid=20601087&sid=asdLOkrv9ghE&refer=home
>
> Airbus squandered its position as the dominant planemaker with its bet
> on the 555-seat A380 superjumbo jet, which is two years behind schedule
> and will cut profit at parent European Aerospace & Defence Co. by 4.8
> billion euros ($6.4 billion) by 2010. Boeing has 584 orders for the 787
> Dreamliner, while Airbus had 13 firm contracts for the A350 before the
> show. Boeing beat Airbus in orders last year for the first time since 2001.
>
> Shares of EADS fell 16 cents, or 0.7 percent, to 24.12 euros yesterday
> in Paris. Boeing dropped 75 cents, or 0.8 percent, to $97.40 in New
> York. The stock of the European planemaker's parent rose just 0.8
> percent over the last two years, while Boeing surged 51 percent.
>
> Of 34 analysts who follow EADS shares, 10 recommend buying, eight say
> hold and 16, almost half, recommend selling, according to data compiled
> by Bloomberg. Of 21 analysts who follow Boeing, 12 recommend buying,
> seven holding and just two see the stock as a ``sell.''
>

A) Boeing's shares are climbing out of a coal mine following the whole USAF
corruption, resignations etc.etc.

Having said that....if Boeing is doing so well then...."Boeing dropped
75 cents, or 0.8 percent, to $97.40 in New York." vs...."Shares
of EADS fell 16 cents, or 0.7 percent, to 24.12 euros yesterday in
Paris"

So how come Boeing's stock is falling if the dreamliner is such a winner?

B) What will matter more will be actually getting 380'es out & into the
air esp operating into the congested airports e.g. NYC/London.

I can't see any major new airports being built in any of the major western
destinations & fairly soon even the major eastern ones are going to
start hitting a brick wall into terms of movements while demand keeps
increasing.

Adam

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