American Airlines ! AAL ! AA

Bien vu !

A la réflexion je vois bien l'A321 NEO faire se poser bcp de questions à pas mal de gens et probablement notamment AA
Faudrait voir l'écart entre un A321NEO et un 737-900ER pour voir
Et faudrait voir ce qu'airbus peut extraire de l'A321 actuel, en rebidouillant un peu l'aile ou en acceptant encore qq pouillièmes de tonnes et MTOW

Bonjour !

American Airlines nettoye son portefeuille, pour les B738 !
Toutes les cdes de 738 passent en lease back chez Aercap !
Avec qq détails et additifs que seul Elmer pourrait interprêter ...

Clean Sheet pour la suite, la feuille blanche !!!!!
De plus en plus intéressant !
Un gros changement en préparation ?? Possible ... ??
Le rythme s'accélére, j'ai même l'impression que c'était nettement planifié depuis qq temps !
Allez, on attend la suite , et ça ne devrait plus trainer !

--------------- De Terry Maxon, Dallas News , le lien, l'article -------------------

http://aviationblog.dallasnews.com/archives/2011/07/american-airlines-signs-sale-l.html

American Airlines announced Friday it has an agreement with Aerocap to sell 35 Boeing 737-800 airplanes to the Dutch aircraft leasing company and then lease them back.

This isn't the big order that's looming out there. However, it does
add nine airplanes to American's order book with Boeing, either as firm
orders or purchase rights.

American said the deal covers 26 jets it had previously ordered and
three additional jets on firm order, plus purchase rights for six more
Boeing 737-800s for delivery in 2013-2014.

"We are pleased to significantly expand our relationship with AerCap
and diversify our financing strategies," AMR chief financial officer
Bella Goren said. "This arrangement is a great reflection of the
flexibility we have to efficiently raise capital in support of AMR's
strategic fleet renewal efforts."

"With this major aircraft transaction we will deepen our relationship
with one of the world's leading airlines," AerCap chief executive
officer Aengus Kelly said. "Furthermore, this transaction will
materially increase the number of Boeing 737-800 aircraft in our
portfolio, one of the most in-demand and fuel-efficient aircraft in the
world."

American is replacing its 140-seat McDonnell Douglas MD-80s with
160-seat Boeing 737-800s, a much more fuel efficient airplane. As of
March 31, American operated 219 MD-80s to 152 737-800s. But by sometime
next year, the number of 737s will exceed the number of MD-80s as more
Boeings arrive and more MD-80s are parked.

The bigger question out there, however, is what American plans to do long-term with its narrow-body fleet. Bloomberg and the Wall Street Journal have reported that American is talking to Airbus and Boeing about a massive order of narrow-body airplanes to replace not only the MD-80s but the 188-seat Boeing 757s.

Airbus has picked up a bunch of orders for the Airbus A320neo, a new
version of that family with a more efficient engine than current A320s.
It's supposed to begin arriving in late 2015.

JPRS

Bonjour !

Héhé demain ça va chauffer chez AA !
D'aprés le WSJ, Daniel Michaels !
Boeing a été obligé de proposer la re- motorisation du 737 !
Holé !
Mon avis ... ils ne sont pas prêts chez Boeing ! Peut être pour SW, ou même Delta !
Mais pas pour AA !
Trop tôt et trop vite chez AA, ils sont dépassés Boeing, les décisions n'ont pas été prises en interne pour les re-motorisations, alors comment aligner des chiffres avec solvence pour convaincre ... hum !

Rappel :
https://avia.superforum.fr/t502p160-b737-amelioration-ou-nouveau-modele#25830

---------------- le lien, l'article ! -------------------

http://online.wsj.com/article/SB10001424052702303795304576455403980659820.html
American Leans Toward Airbus

By DANIEL MICHAELS

The management of AMR Corp.'s American Airlines is leaning toward choosing Airbus jetliners over models from rival Boeing Co. to modernize its fleet of short-haul airplanes, according to a person familiar with the competition.
AMR's board is scheduled to meet on Wednesday and could make a
decision on the deal, which would have a catalog value of roughly $20
billion for more than 200 single-aisle planes. American's management
will recommend to the board that it choose the Airbus offer, said the
person familiar with the discussions.
Last-minute negotiations could still sway the deal, said people with knowledge of the talks.
Boeing has responded to a very aggressive proposal from Airbus by
offering to put more modern engines on its best-selling 737 model,
according to two people familiar with the decision.
American currently flies 737s and only Boeing models. Since 1996, it
has had an agreement with Boeing to buy only its planes. American flies
no Airbus planes, and a deal with the European plane maker could end its
exclusivity pact with Boeing, said people familiar with terms of the
deal.
Airbus, a unit of European Aeronautics Defence & Space Co. last
month struck a preliminary deal with American to sell it more than 200
of its A320 model, according to several people familiar with the talks.
American then asked Boeing for a counter-offer, these people say.
American was attracted partly by a rich package of almost $6 billion in
aircraft-financing that Airbus has put on the table, these people say.
Another appealing element was Airbus's plan to put new, more modern
engines on its best-selling A320s, dubbed the A320neo, for new engine option.

Boeing has scrambled to respond to the offer from Airbus, both on
financing and on aircraft. American is the financially weakest of the
major U.S. carriers, so Boeing and its partners have balked at
increasing their financial exposure to it, said the people familiar with the talks.

Chicago-based Boeing aerospace giant also has been trying to decide
whether to modernize the 737 for a third time or develop an entirely new
model. Until recently, the company was favoring an all-new plane, to be
introduced around 2020. But in recent weeks, the thinking has shifted
and Boeing is now leaning toward putting new engines on the 737, said
two people familiar with its plans.

American's board may postpone a decision, or could split its purchase
between Airbus and Boeing, said people familiar with the talks.
Write to Daniel Michaels at daniel.michaels@wsj.com

JPRS

Selon moi, même en cas de "split" de la commande, cette histoire sera une victoire pour Airbus car une sacrée brèche sera enfoncée dans la "chasse gardée" de Boeing.

Et Jon Ostrower de FlightGlobal, qui confirme pour demain, pour ne pas être en reste !
Alors, split ou pas split ??

http://www.flightglobal.com/blogs/flightblogger/2011/07/confirm-american-order.html

American Airlines will announce Wednesday a purchase of commercial
aircraft, ending a month of speculation since the Paris Air Show about
the timing of the order, which could be for more than 250 single-aisle
aircraft, an industry source confirms. The breakdown of the order
between Boeing and Airbus, however, remains unknown.

JPRS

Et avec le Chicago Tribune, qui n'enterre pas le 737 NEO!

La boucle est terminée !
Plus qu'à attendre demain !

-------------- Un extrait et le lien du Chicago Tribune ----------------

http://www.chicagotribune.com/business/breaking/chi-boeing-reportedly-offers-737s-with-new-engine-to-seal-20b-american-order-20110719,0,564197.story

Boeing reportedly offers 737s with new engine to seal $20B American order



Reuters
12:57 p.m. CDT, July 19, 2011

Scrambling to rescue a potential $20 billion airplane order from American Airlines parent AMR Corp., Boeing Co.
has offered to put a new engine in the current version of its 737,
retreating from a more ambitious desire to redesign its best-selling
model, sources said Tuesday.

If American accepted Boeing's offer to build a re-engined 737, the carrier would become the launch customer
for the upgraded narrowbody, which has not received the green light from Boeing's directors, two sources with knowledge of the talks told Reuters.

A deal is not final as American Airlines is still weighing a generous offer from Boeing's chief rival Airbus, a unit of EADS, which hopes to sell its A320neo -- a re-engined version of its A320 -- to American.

-------------

JPRS

Je croyais en avoir terminé ...

Ben non, à Dallas ils attendent des ordres de AMR pour 400 A/C ! Par Terry Maxon !
Bien, certainement un bon paquet de "Classic" en location, à prévoir , qui s'effaceront quand les NEO arriveront !
Pour une cie fragile, comme AA un drôle de pari !!

------------ Un extrait de Dallas News, et le lien, inutile, il faut souscrire ---------------

http://www.dallasnews.com/business/headlines/20110719-american-airlines-expected-to-order-more-than-400-airbus-boeing-jets.ece?action=reregister

American Airlines expected to order more than 400 Airbus, Boeing jets

By TERRY MAXON

Published Jul 19, 2011 12:07 PM
American Airlines Inc. is expected to announce a large order for
Airbus and Boeing Co. aircraft Wednesday, with firm orders of more than
400 narrow-body aircraft.
American and parent AMR Corp. are also expected to announce plans to spin off AMR’s regional carrier, American Eagle.

JPRS

Bon ben demain va être une journée intéressante alors...

Une pièce sur 100% Boeing...

Bonjour,

Moi je serai très surpris s'il n'y a pas quelques dizaines d'A321neo. Je pense également qu'il n'y aura pas d'appareil plus petit que le 737-800 et l'A320 dans cette commande, ce qui laissera une place pour une éventuelle commande de Cseries ou du nouveau monocouloir d'Embraer plus tard

la direction aa demanderai un partage dans la commande.

http://www.boursier.com/actions/actualites/news/eads-la-commande-amr-pourrait-atteindre-400-appareils-aupres-d-airbus-et-boeing-443033.html?sitemap

la commande pourrait etre de 400 monocouloirs à cinder en deux

Paul a écrit:Bonjour,

Moi je serai très surpris s'il n'y a pas quelques dizaines d'A321neo. Je pense également qu'il n'y aura pas d'appareil plus petit que le 737-800 et l'A320 dans cette commande, ce qui laissera une place pour une éventuelle commande de Cseries ou du nouveau monocouloir d'Embraer plus tard

Paul,
Ca me va pour les Cseries ou E-jet

La compagnie aérienne américaine American Airlines doit annoncer mercredi une
commande de plusieurs centaines d'appareils partagée entre les avionneurs
Boeing et Airbus, affirmait mardi la presse financière.

Une telle transaction représenterait un revers pour le constructeur américain: il
avait signé un accord d'exclusivité en 1996 avec American Airlines, qui
n'exploite actuellement plus aucun Airbus, relève le Wall Street Journal.

Selon le Financial Times, qui cite des sources proches du dossier, la commande
devrait représenter 250 moyen-courrier A320 et A320 Neo (version remotorisée),
ainsi que 150 Boeing 737, auxquels s'ajouteraient des options pour 220
appareils supplémentaires.

De son côté, le Wall Street Journal affirme qu'American Airlines et Airbus ont
conclu le mois dernier un accord préliminaire pour plus de 200 A320, la
compagnie étant séduite par les facilités de financements offertes par
l'avionneur, ainsi que les nouveaux moteurs de l'appareil.

Le Neo est une version remotorisée de l'A320 classique qui permet, selon Airbus,
de consommer 15% de moins de carburant, un enjeu crucial pour les compagnies
étant donné les prix de l'or noir. Il a permis à la filiale du groupe EADS de
largement devancer son concurrent américain lors du salon du Bourget fin juin.

Mais selon le quotidien américain des affaires, Boeing aurait proposé à son clients une
version améliorée de son 737 pour le convaincre.

Des "négociations de dernière minute pourraient modifier" la décision
finale, explique le journal, ajoutant que le conseil d'administration d'AMR, la
maison mère d'American Airlines devait se réunir mardi soir et mercredi.

La nouvelle version du 737 pourrait entrer en service en 2017, contre 2015 pour le
A320 Neo.

Le Wall Street Journal avait indiqué début juillet qu'Airbus avait présenté à la
compagnie aérienne américaine une offre d'un montant de 23 milliards de dollars
selon les tarifs de son catalogue, mais assortie d'un "fort rabais".

http://www.boursorama.com/infos/actualites/detail_actu_marches.phtml?num=47dd26c549bb24d423717058a705df4f

Bonjour !

L'anlyse du SeattleTimes, pour la Cde American Airlines (Annonce vers 15 H today) Dominic Gates, toujours bien renseigné !

Airbus a failli tout gagner !
Un MOU aurait existé dés ou avant le Bourget !

Peut être les +/- 250 A320 NEO que pourrait recevoir Airbus en cde !
Ce qui explique aussi que les Slots aient été si vite remplis au Bourget !
Et Boeing n'a eu d'autre choix que de formaliser à la dernière minute une offre 737 NEO, bien précipitée !
C'est mon interprètation du moins !

Jim Albaught à joué sa tête la semaine dernière avec cette contre-proposition de Boeing !
Donc, ça se serait passé beaucoup plus mal que pensé, avec Boeing !
Ils étaient simplement à la rue Boeing chez AA, avec le 737 classic, le schéma catastrophe !
Boeing, qui devrait sauver les meubles, quand même, et obtenir au moins une part du marché ... à la dernière minute, et avec un projet "Sur le papier" de dernier recours pour éviter la crucifixion !
Le vent du boulet seulement pour Boeing ???
AA client de lancement du 737 NEO !

Des analystes prévoient 250 à 400 cdes, dont XXX en leasing court de 5-6 ans !
Et la bagatelle de 2 à 500 options suivant les auteurs et le type d'accord !
Ca va se jouer nettement dans les timing, et dans les slots, avec de gros leasing's en attendant !
Le NEO du 737, certainement pas avant 2017, le LeapX de Boeing sortira forcément aprés celui d'Airbus !

De toute façon, ça va être énorme ! Celà pour une Cie , AA / AMR en pertes continues, depuis 2007 !

Avec Tony Fernandez qui s'allie today ave ANA pour créer une nouvelle low cost , et qui va certainement confirmer ses 100 320 NEO supplémentaires ... pour essayer de conserver le record ! Ouarf !
La vie est belle pour les MC de Airbus !

Sacré John Leahy, quand même, qui a monté tout celà sans que Boeing le voie venir, et qui a failli tout emporter !

------------------ Le lien et l'Article du Seattle Times ----------------------------

http://seattletimes.nwsource.com/html/businesstechnology/2015662118_american20.html


Boeing scrambles to avoid losing American Airlines deal to Airbus

Boeing has made a last-ditch offer to sell American Airlines updated 737
jets with next-generation engines as it scrambles to prevent a strategic Airbus victory in a massive order from the longtime Boeing customer.

By Dominic Gates
Seattle Times aerospace reporter


American Airlines Solid customer: American has bought only Boeing since 1996.
Aging fleet: It flies a lot of older, fuel-guzzling jets, including more than 120 Boeing 757s and nearly 250 MD-80s.

Boeing has made a last-ditch offer to sell American Airlines updated 737
jets with next-generation engines as it scrambles to prevent a strategic Airbus victory in a massive order from the longtime Boeing customer.

The offer is a striking turnabout from signals all year that Boeing executives preferred to design an all-new small airplane that could replace the Renton-built 737 toward the end of the decade.

American is expected to announce Wednesday its order for more than 200 single-aisle planes, likely split between the Airbus A320neo and the rival Boeing 737.

According to three aviation industry insiders, who spoke on condition of anonymity, Airbus came close to winning the entire order. Before anyone at Boeing knew about it, last month the airline signed an initial
memorandum of understanding to buy A320neos, which will come with new fuel-efficient engines.

To head off that loss, within the last 10 days Boeing gave American a new proposal that offers the 737 jet equipped with similar engines, the sources said.

Boeing sales teams worked furiously over the past weekend to salvage the deal, according to a person with knowledge of the developments.

"Boeing is putting up a real fight," he said, "But at best, they'd hope to get some kind of a split buy."

Last-minute negotiations with American continued in advance of a decisive board meeting of the airline parent company Tuesday evening.
Bloomberg News reported that the deal could be as big as 400 airplanes.

Upside for Airbus

A split order could mean Boeing replaces part of the carrier's aging fleet of almost 250 MD-80s with a mix of current and re-engined 737s, while Airbus replaces American's fleet of more than 120 larger 757s with A321neos.

Winning even that much would be a tremendous win for Airbus.

The A320 and 737 families of jets now divide the bread-and-butter single-aisle jet market evenly. But a big Boeing customer defection would suggest that the A320neo could tilt that market share significantly.

And Airbus may do better than an even split of the American deal. A second person, with knowledge of the sales talks, said Boeing's late offer could still prove "too little, too late," with the majority of the order going to Airbus.

"Unless something dramatic changes today, this a done deal for Airbus," said that person.

He said the Boeing offer lacked detailed data on the cost of the re-engined airplane, and the Boeing board has not given its go-ahead.

"American's feeling has been, 'You guys (Boeing) haven't got your act together. You're giving us something on a piece of paper that isn't anywhere near as far along as Airbus,' " he said.

Through most of this year, Boeing executives have said that re-engining the 737 was less likely than the favored alternative option: building an all-new small airplane that could enter service around 2020.

To develop a re-engined 737, the wings have to be modified to hold the bigger, heavier engines, and the landing gear may have to be raised so the engine pods don't scrape the ground.

Boeing believes it can do that for about $2 billion, according to a person familiar with the internal debate. A new airplane would cost upward of $10 billion.

A re-engined 737 would continue to be built in Renton through at least 2025. When a new airplane is eventually launched, Washington will have to compete against other states to be the site of final assembly.

Despite intense pressure from customers, Boeing said repeatedly that it wouldn't even formally choose between these options until later this year.

Airbus, by contrast, announced its plan last December, saying the first of its new A320neo family would enter service by late 2015.

Air Show fallout

It now looks as if the American order, closely following a cascade of orders for A320neos at the Paris Air Show, has precipitated an early decision by Boeing.

"Airbus forced their hand," said the first source.

Airbus announced more than 700 orders and commitments in Paris for its plane, a success that respected aviation analyst Richard Aboulafia of the Teal Group this week called a "shock and awe sales campaign."

He concluded that Boeing has been too slow to realize that it's not the next new airframe, but the next generation of fuel-efficient engines, that will provide most of the technological progress that matters to the airlines.

"If Boeing hasn't learned this lesson, it needs to," Aboulafia wrote in a report this week.

"If (American) goes Airbus, much changes overnight," he added. "Boeing should offer a 737 Neo, fast."

A study released this month by industry consulting firm AirInsight concluded that in particular the A321neo is a good candidate to replace the older 757s in many fleets, including American's.

Industry analyst Scott Hamilton, a co-author of the AirInsight report, cited unnamed company insiders Tuesday on his Leeham.net blog saying that the re-engined 737 is now targeted to enter service in 2017, more
than a year later than the A320neo.

But Hamilton said Boeing still plans to go ahead with the new small airplane as well, no more than a year or so later than originally planned.

One of the people with knowledge of Boeing's thinking said the target is 2022, but described that as just a "placeholder" that could get pushed out further at a later date.

Financing is key

To hold off Airbus with American, Boeing has to match the European plane maker in more than engine technology.

American has lost money every year since 2007, so the financial aspects of the deal are crucial.

Ironically, the close historical relationship between Boeing and American could leave the aircraft maker in a bind as it reduces its price to win the deal. In 1996 Boeing signed landmark agreements with American, Delta and Continental for "most favored customer" status — guaranteeing them the lowest prices on any jet sales.

Boeing knows that whatever discount it sets for American will trigger the same for Delta and possibly for United, too. A low bid could undermine Boeing's pricing for many hundreds of other jets.

People working on the deal inside Boeing heard from American that the Airbus offer minimized the airline's upfront costs by arranging to lease a large portion of the jets. That would mean American pays monthly rent
on the Airbus jets as it uses them, rather than buying them outright.

To counter that, Boeing likely can enlist leasing companies such as GECAS, the airplane leasing arm of GE, to back its bid. Boeing would equip its revamped 737s with the new LEAP engine from GE/Snecma.

The complex final details of such financing could determine the outcome of the American order.

Whatever the outcome, said the first source on Tuesday, "It's going to be a blockbuster of an order. ... We'll know in 24 hours."

Another warned that such deals often are fluid until finally signed.

"Last week, I was convinced Airbus was going to win this, and that Boeing would stick to its strategy of going for a new airplane. A week later, it's a split buy and Boeing has changed its strategy," he said. "This still could have some twists and turns."

Dominic Gates: 206-464-2963 or dgates@seattletimes.com

Quelqu'un peut-il effacer mon commentaire de hier soir 19/07 23h29 ?

Merci Beo en tout cas de suivre ça de près

Admin a écrit:Quelqu'un peut-il effacer mon commentaire de hier soir 19/07 23h29 ?

Merci Beo en tout cas de suivre ça de près

Certaines personnes devraient prendre exemple sur toi Poncho et supprimer ses messages...

A la réflexion autant le laisser

On ne sait jamais

Pour l'instant Airbus est réservé et probablement installé au Grand Hyatt , de Dallas DFW !
Ca doit être, quand même, pour du sérieux côté AA !!

----------------------------

Airbus executives reportedly have rooms tonight at the Grand Hyatt Hotel
at Dallas/Fort Worth International Airport, which may not be a good
sign for Boeing.
Read more: http://blogs.star-telegram.com/sky_talk/2011/07/orders-for-airbus-planes-may-presage-american-announcement.html#ixzz1SdTkU4OR

Where's Leahy ?

il reste 90 min

Bonjour !


Quand je parlais de Mobile de nouveau pour le A320 ... ça faisait rigoler !
Hum, c'est J.Ostrower . de Flightglobal qui reprend maintenant !

http://www.flightglobal.com/blogs/flightblogger/2011/07/american-deal-is-opening-salvo.html

JPRS

Et si 737 RE et pas NSA on peut imaginer qu'Airbus pourra garder des équipes "légères" pour la prospective sur le successeur de l'A320, et donc penser à d'autres NEO peut être

Sinon sur Airliners y a ça

tlgph From United States of America, joined Oct 2004, 8249 posts, RR: 34
Reply 36, posted Wed Jul 20 2011 11:44:18 your local time (1 minute 36 secs ago) and read 6 times:

Quoting travelavnut (Reply 35):
Reading what? The official press release detailing the order from AMR?! If so, please do share it with us!!

pending last minute changes -

250+ A320/320NEO

150 re-engined 737's

option for 220 more planes

http://www.airliners.net/aviation-forums/general_aviation/read.main/5205990/#last

Sans source, sans rien... mais vue l'heure certains doivent avoir les docs en main

Si cette source et fiable...

Bigre !

Admin a écrit:Si cette source et fiable...

Bigre !

Bonjour Poncho,
Et surtout, si réellement pas de 737NG, on comprend Boeing de lancer le 737RE à la sauvette...

Oui Paul
Bien d'accord avec toi
Ca cadre avec ce qui se disait qu'AA avait fait son deal avec Airbus sans en informer Boeing...

Merci Poncho !
Je l'avais vu, c'est (En principe) un A.net dans la press network, ou CNN peut être, et ils ont des pré-release, avec un top por l'heure de diffusion !
Rien de garanti pour autant !
Mais ça commence à se resserrer côté fourchette !
Peu de chances pour un perdant total, A et B devraient être servis !

JPRS

http://aa.mediaroom.com/index.php?s=43&item=3286