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echo: barktopus
to: George Sherwood
from: Adam
date: 2007-06-19 20:48:42
subject: Re: Qatar buys A380 & A350

From: Adam <""4thwormcastfromthemolehill\"{at}the field.near
the bridge">

George Sherwood wrote:
> 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.
>

OK then.

>> 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.
>

ROFL. One minute you're saying long term & then you're referring to the
short term merchants.

>
>> 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.
>

It's happening steadily now. H'row NYC, Chicago, & airport after
airport is hitting the upper limit.

> When will the A-380 turn a profit?
>

When will the dreamliner? When will it even fly?

Adam

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