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| subject: | Re: Qatar buys A380 & A350 |
From: George Sherwood Ad wrote: > So how come Boeing's stock is falling if the dreamliner is such a winner? I will take the 5 year Boeing stock vice EADS. Starting 0% in June 2002, EADS is at about +60% and Boeing at +140%. Anything can happen in one day, I am talking long term. > > 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. Why aren't the analysts who study airlines more bullish on EADS? Majority are saying dump it, but I am sure your feeling is much better on this. > > 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. I don't think we are anywhere even close to this happening or at least where it is happening adding A380's helps at all. It is a long stretch switching from an 737/320 with a 380. Going to something like a 787 is going to be profitable much sooner, but as I said time will tell. When will the A-380 turn a profit? George --- BBBS/NT v4.01 Flag-5* Origin: Barktopia BBS Site http://HarborWebs.com:8081 (1:379/45) SEEN-BY: 633/267 5030/786 @PATH: 379/45 1 633/267 |
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