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Old 06-22-2023, 05:50 PM
  #721  
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Originally Posted by Gone Flying
im not panicking, but current PS check are a horrible way to measure how the company is doing looking forward WRT fleet planning.
Ah, I agree. The PS check comment was odd. We do need to start planning here soon for these WB fleets. Not super dire yet, but it’s getting there more and more …
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Old 06-22-2023, 06:37 PM
  #722  
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Originally Posted by tcco94
Ah, I agree. The PS check comment was odd. We do need to start planning here soon for these WB fleets. Not super dire yet, but it’s getting there more and more …
I think we are on the same page, we have time now, but not a whole lot of time, to figure this out. I just hope we decide and start working on it soon and not wait til something like P&W AC lose ETOPS before we put a plan into place.

EDIT to add. IMO once the dominos start to fall, it’s going to be a cascade, 45 763s (built between 1990-1999) , 21 764s (2000-2002) and 32 332/333s (2003-2007)

that’s almost 100 WB aircraft where the youngest is 16 years old and most are over 20.

Last edited by Gone Flying; 06-22-2023 at 06:50 PM.
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Old 06-22-2023, 07:25 PM
  #723  
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Originally Posted by Gone Flying
I think we are on the same page, we have time now, but not a whole lot of time, to figure this out. I just hope we decide and start working on it soon and not wait til something like P&W AC lose ETOPS before we put a plan into place.

EDIT to add. IMO once the dominos start to fall, it’s going to be a cascade, 45 763s (built between 1990-1999) , 21 764s (2000-2002) and 32 332/333s (2003-2007)

that’s almost 100 WB aircraft where the youngest is 16 years old and most are over 20.
We should have seen a WB order in Paris. Maybe they are waiting for investor day to announce SOMETHING. If we are sticking with the bus, we need the 350-1000’s and if replacing 76ER’s we need more 330 orders (NEO). If we pass investor day without an announcement I’m concerned. Seriously concerned. The delivery slots at this point go long if we don’t have an order already inked and simply not announced.
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Old 06-22-2023, 07:37 PM
  #724  
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Originally Posted by tcco94
they discussed this in one of the base meetings. The pods don’t fit in the ER so they can only retrofit with an updated version of the same layout design and then add premium select
How is that if they fit in the 764 with the same cabin width?
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Old 06-22-2023, 09:02 PM
  #725  
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Originally Posted by Tinpusher007
I tend to agree. The rumor continues to be that the hang up is actually with RR and not Airbus. But its not like there is another engine option on the 350 AND RR is in a dire financial position so they are likely not in a position to give engines away for pennies like Delta wants.
Originally Posted by Gone Flying
its either pay RR what they want or buy boeing and spool up another program. Those are the options, I don’t see a third choice. I don’t get the paralysis on the subject. This is the second time RR has reportedly torpedoed a deal. We have a few 763s floating around that have lost their ETOPS, if we don’t act soon I wonder if the rest will follow before we can replace the fleet.

350 with RR engines and 787 with GE engines would allow us to play both manufacturers off each other, but I think we may be too vested in AB to look elsewhere.
I think y’all missing the point regarding engines. It’s not the engines themselves, it’s the MRO rights. Much like subscription services nowadays,
RR makes the most money on power-by-hour deals. Delta obviously saves money by doing MRO in house.

RR’s financial position is that they can’t afford not to sell engines, but they can’t sell their future revenue either. I think RR has more to lose and they are probably willing to hold out.

Delta keeps entertaining good offers from BA/GE, but again overhaul rights are a point of contention. The only reason why the max deal happened is because engine MRO came with them.
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Old 06-22-2023, 09:11 PM
  #726  
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Originally Posted by PilotBases
How is that if they fit in the 764 with the same cabin width?
don’t ask me. They just said they can’t get the nicer pods in the ERS so they had to settle lol
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Old 06-25-2023, 08:40 AM
  #727  
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Originally Posted by Bucking Bar
Triple spool nonsense ...

Oh jeesh, the Pound is clawing its way back up. Up 20% YTD.
Its still falling or they wouldn't have inflation either.
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Old 06-25-2023, 08:42 AM
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Originally Posted by gloopy
Its still falling or they wouldn't have inflation either.
UK has inflation way worse than us, they are jacking up their rates now, so that’s raising the pound.
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Old 06-25-2023, 08:44 AM
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Originally Posted by PilotBases
UK has inflation way worse than us, they are jacking up their rates now, so that’s raising the pound.
It only has the illusion of "raising" because its collapsing slightly slower than all the other slowly collapsing currencies.
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Old 06-25-2023, 12:34 PM
  #730  
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There are nearly 120 more 321 NEO's and 100 MAX10's due to be delivered. Are they replacing order 320/319 and 738? How much are pure growth, as opposed to purely replacement. All this hiring suggests the airline plans to continue to grow.
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