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echo: barktopus
to: Ad
from: George Sherwood
date: 2007-06-19 20:28:06
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

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