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Old 01-12-2024, 06:37 AM
  #2091  
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Originally Posted by FangsF15
EB said on the Earnings Call the 350-1000's are "20% more fuel efficient than the 767-300's they are replacing..."

In addition, GH just said that the 767-300's will definitely all be gone this decade, on a pretty "consistent" decline. He also seemed to say the -400 would be gone too, with it leaving international service in '28, and gone by 2030, but it was hard to follow that poorly worded question. That would be news.
so these aren’t growth planes then
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Old 01-12-2024, 06:41 AM
  #2092  
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Originally Posted by FangsF15
EB said on the Earnings Call the 350-1000's are "20% more fuel efficient than the 767-300's they are replacing..."

In addition, GH just said that the 767-300's will definitely all be gone this decade, on a pretty "consistent" decline. He also seemed to say the -400 would be gone too, with it leaving international service in '28, and gone by 2030, but it was hard to follow that poorly worded question. That would be news.

I guess this is why I'm not exactly popping champagne about this, though I am happy. If we don't exercise the options, what's the net gain so far if we park all our 763s and 764s? A jumping for joy order would have been this plus, 30 or more 339s (or 787s for the weird yoke lovers &#129315. In due time I guess.
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Old 01-12-2024, 06:41 AM
  #2093  
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Originally Posted by FangsF15
EB said on the Earnings Call the 350-1000's are "20% more fuel efficient than the 767-300's they are replacing..."

In addition, GH just said that the 767-300's will definitely all be gone this decade, on a pretty "consistent" decline. He also seemed to say the -400 would be gone too, with it leaving international service in '28, and gone by 2030, but it was hard to follow that poorly worded question. That would be news.
That’s good info to know. I assume it’s really a trickle down up gauge. Most likely the 330-200/300 is really replacing the 767-300 and not a direct replacement of the smallest wide body with the largest.
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Old 01-12-2024, 06:41 AM
  #2094  
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Originally Posted by FangsF15
EB said on the Earnings Call the 350-1000's are "20% more fuel efficient than the 767-300's they are replacing..."

In addition, GH just said that the 767-300's will definitely all be gone this decade, on a pretty "consistent" decline. He also seemed to say the -400 would be gone too, with it leaving international service in '28, and gone by 2030, but it was hard to follow that poorly worded question. That would be news.
It's time. Those aircraft are old (especially the 763's) and uncompetitive. The 764's offer a better product but not compared to a 787 which most of our competitors are flying. Now because this is Delta we know the A330 ceos will be around for much longer; they need to put plans in place to refurb them so they are consistent with the A339s.
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Old 01-12-2024, 06:49 AM
  #2095  
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Originally Posted by crewdawg
I guess this is why I'm not exactly popping champagne about this, though I am happy. If we don't exercise the options, what's the net gain so far if we park all our 763s and 764s? A jumping for joy order would have been this plus, 30 or more 339s (or 787s for the weird yoke lovers &#129315. In due time I guess.
Well, we had roughly 16 each of A339 and A359 on order already. With the A35K order that's 52 widebodies to be delivered and 66 767s to be retired. If the 20 A35K options are taken up that would be a net positive. When all is said and done it will be a significant increase in pilots at the top paying rate compared to before the beginning of all the A330/A350 orders.

Last edited by Redbird611; 01-12-2024 at 07:23 AM. Reason: spelling
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Old 01-12-2024, 06:52 AM
  #2096  
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Originally Posted by FL370esq
Ummmm........787s. Gotta be inclusive and diverse in the acquisitions. 😁
Originally Posted by tcco94
so these aren’t growth planes then
Finally someone gets it...minimal growth, mostly replacement...a few new routes by 2030 but not many. A339 will replace 764,763. Do not expect 787, you will be disappointed.
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Old 01-12-2024, 06:56 AM
  #2097  
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Originally Posted by redbird611
well, we had roughtly 16 each of a339 and a359 on order already. With the a35k order that's 52 widebodies to be delivered and 66 767s to be retired. If the 20 a35k options are taken up that would be a net positive. When all is said and done it will be a significant increase in pilots at the top paying rate compared to before the beginning of all the a330/a350 orders.
Aircraft Active - Firm Order - Total
767-300er: 45 - 45
767-400er: 21 - 21
a330-200: 11 - 11
a330-300: 31 - 31
a330-900: 23 16 39
a350-900: 28 16 44
a350-1000: 0 20 20
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Old 01-12-2024, 06:59 AM
  #2098  
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Originally Posted by blue vortex
Finally someone gets it...minimal growth, mostly replacement...a few new routes by 2030 but not many. A339 will replace 764,763. Do not expect 787, you will be disappointed.
339's will shift from ATL to NYC to replace the 767's and old 330's and the 350's will replace the lost 339's in ATL
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Old 01-12-2024, 07:01 AM
  #2099  
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Originally Posted by blue vortex
Finally someone gets it...minimal growth, mostly replacement...a few new routes by 2030 but not many. A339 will replace 764,763. Do not expect 787, you will be disappointed.
IMHO the 787, speciifically the -10 could come into play when it's time to replace the A330 ceos (42), assuming network growth at that time along with a desire to up gauge. The -8 is a turd and the -9 would be redundant to the A359, espcially with the less dense, 275 seat version we will be acquiring. But the -10 is known to have superior CASM and can carry more payload, more efficiently than any A330 which is already our most profitable wide body according to the company. By that time we will have had a long enough track record of not ordering Boeing wide bodies that they may be willing to work with us on pricing to clinch a deal. A GEnx MRO deal would also be huge.
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Old 01-12-2024, 07:16 AM
  #2100  
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Originally Posted by marcal
Mark my words….no order*.








*I’ll come back after an order and say this was just a reverse ploy to make a deal happen quicker.
This was a reverse ploy to make a deal happen! See?? I was right!
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