Bonjour !
Ca commence à bouger sérieusement côté US! Une com que je considère comme trés significative , et qui pourrait débrider sérieusement le marché US, juste chatouillé par le A320 NEO, pour l'instant !
Et la première grosse fissure viendrait du moins probable ni attendu des Airliners .. AA ! S'il vous plaît !
AA ne se cache même pas de questionner Airbus pour qq centaines de 320 NEO !
Repris direct par Bloomberg ! Andrea Rothman, en plus ne se trompe pas souvent !
Une date pas vraiment innocente, en plein Le Bourget !
Et pour bientôt peut être (Dés juillet ??)!
Bien, info, intox, chasse aux prix à la MOL peut être !
Mais suivant le "Gentlemen Agreement" de 1996 (Qui se termine en 2016 Héhé) eh bien AA est sensé avoir automatiquement les "Meilleurs prix" de la part de Boeing !
2 Enormes marchés...
Les MD80 d'abord et urgent !
Les 757 ensuite !
Les commonalities, bof à cette échelle, et avec un MRO aguerri, AA s'en fout !
Un indice ... un possible merger avec JetBlue qui prend des NEO sans hésiter !
-------------- Allez, à lire Bloomberg, le lien et un extrait -----------------
http://www.bloomberg.com/news/2011-06-22/american-said-to-be-in-talks-for-100-airbus-single-aisle-planes.html
American Said to Be In Talks for 100 Airbus Single-Aisle Planes By
Andrea Rothman and Susanna Ray
Jun 23, 2011 1:29 AM GMT+0200
AMR Corp. (AMR)’s American Airlines is in
talks with Airbus SAS about buying at least 100 narrow-body
planes, a possible break from its longtime reliance on Boeing
Co. (BA) jets, two people familiar with the matter said.
The board of the third-largest U.S. carrier may make a
decision as soon as July, said one of the people, who asked not
to be identified because the discussions are private. Jets from
Airbus’s A320 series would replace American’s less-efficient
models such as Boeing 757s and MD-80s, the people said.
An order at American would buoy Airbus as it tries to crack
Boeing’s grip on single-aisle plane sales to the biggest U.S.
airlines. It would also add to pressure on Boeing, which is
deciding whether to match Airbus and put upgraded engines on its
737 or wait to build a new jet by 2020 with more fuel savings.
“We’ll do everything we can to retain American Airlines as
a Boeing customer,” Marlin Dailey, the Chicago-based company’s
sales chief, said in an interview yesterday at the Paris Air
Show. “I wouldn’t say they’re drawn more to Airbus. They
obviously are seriously evaluating their options.”
An A320 has a list price of $85 million, giving a potential
American order a value of about $8.5 billion. Airlines typically
buy planes at a discount.
‘Increase Complexity’ “We assume AMR is attempting to seek out price concessions
from Boeing” or urge 737 efficiency gains, Will Randow, a
Citigroup Inc. analyst in New York, said in a note to clients.
“The addition of Airbus narrow-body aircraft to the fleet would
likely increase complexity and potentially costs in regards to
maintenance, network planning, and other areas.”
JPRS