GeneralLee

Exactly!

filler

tcco94

they said this in a townhall last year then it was crickets…

Tinpusher007

During the earnings town hall Ed threw cold water all over the idea of any big airplane order. He flat out said there wasnt one coming but that they realize the need to make such an order. This after Glenn previously and very obviously teased the A350-1000 potential order. Whenever they are asked mgt always says it would provide the performance that the A359 lacks yet they are "still evaluating it". Oh and of course the top up 220 order comes out of the woodwork. Id just say business as usual unless an actual announcement is made and planes get delivered. They cant seem to get their story straight or are deliberately throwing everyone off. Delta is just about making money with the best economics. Being an "air line" and all that comes along with that; destinations and aircraft orders are a very distant second priority.

crazyjaydawg

Sounds like the new CEO at Rolls Royce is demanding 15%+ more for new engines when compared to last year. This of course is a major problem for the A350 as Rolls has exclusivity rights on the airplane (oops)!

4th floor chatter is that B787 is really picking up steam now because of a want for diversification. There is a belief that RR has overplayed their hand; moving dependence away from Airbus and especially Rolls is gaining momentum. It started with overhaul rights and is now on new engine costs, but the engines have tanked this deal.

​​​​​​https://www.bloomberg.com/news/artic...ales-campaigns

PilotBases

I’m not sure diversifying to the fleet that’s had two delivery halts in two years is a great move, not to mention additional AB jets can hit the line right way.

crazyjaydawg

You’re not wrong, but you have to remember that the Delta C-suite (and BOD) can be very petty about things.

If they feel that they’re being strong-armed by another organization, then they will spend millions more to spite them. I wouldn’t be surprised to see them do the same here.

PilotBases

I get it. I don’t see the benefit of adding yet another fleet type to the mix, until the 763 and 764 are dissolved. 5 widebody categories is a recipe for inefficiency. GH has spoken very clearly about the desire for streamlining.

Future fleet of: 220/320/737 and 330/350 is quite lean and mean. Especially as no other US airline is pursuing a dual supplier WB tactic.

OOfff

I love all the gullibility we have about these rumors when nobody has ever credibly had the inside track on an order until it was announced.

PilotJ3

During COVID…we are going to slim our fleet

2023: we need to diversify our fleet

crazyjaydawg

There are plenty of people that have had credibly on the inside track. Is the airlines’s president not credible enough?

The issue is that it’s a large organization with many layers to the acquisition process. Nothing moves fast and when outside organizations move faster, i.e. Qatar, Airbus and Rolls, then sometimes outside factors can implode deals that were 90% there.

A lot of truth to many of the rumors, but much like anything in life things can change quickly for better or worse. I wouldn’t equate that to “gullibility.”