Comments for AirInsight

Comment on Ancillary Revenue – the airline revenue drug by Aurora

Aurora — Wed, 22 Feb 2012 15:07:09 +0000

Very nice presentation. I’m struggling to come up with new ideas for ancillary revenue that these guys haven’t thought up yet? Any ideas other than toilets and charging for breathing cabin air?

I note the proliferation of LCCs in the Asia-Pacific region. How long until cut throat competition and fuel costs drive those carriers to this model?

Comment on neo Fueled Engine Race by Uwe

Uwe — Mon, 20 Feb 2012 13:40:14 +0000

If Boeing looses pricing power ( assuming the distinct Airbus / Boeing spread is indicative ) for MAX sales this will certainly impact engine pricing too.
i.e. Customers ignore the cheap frames with overpriced engines and buy NEO with adequately priced engines by way of dual offer leverage.
Potentially Boeing looses more than GE, for sure.

Comment on Comparing the new technology Narrow-body engines: GTF vs LEAP maintenance costs by Jon

Jon — Mon, 20 Feb 2012 08:48:48 +0000

LEAP X has 4 stage LPC in stead of 3?

Comment on Airbus to Enhance A330 Capabilities by Uwe

Uwe — Sat, 18 Feb 2012 15:24:00 +0000

A330/A340 commonality is very high and it includes the wing.

IMHO the 777 already had some intense liposuction sessions.
Boeing insinuating that there still is much flab, easily stripped,
around is imho a feelgood statement.

Comment on EU state-owned airlines under pressure by Uwe

Uwe — Sat, 18 Feb 2012 15:08:14 +0000

With that much of a difference in “squeeze” shouldn’t the A4A carriers
be swimming in profits?
IMHO you are to much focusing on state owned or not while in the case of
Malev a look at Hungary’s general economic situation gives a much better explanation.

Comment on neo Fueled Engine Race by mneja

mneja — Thu, 16 Feb 2012 10:05:29 +0000

Do they not still have to compete? Maybe not on the engine alone, but on the a/c + engine combo. MAX+LEAP vs A320+PW1000 foremost, but also with themselves as MAX+LEAP-1B vs A320+LEAP-1A (the logic being that they cannot afford to be too high on the -1A since it competes with the PW1000, and thus set a limit also for the -1B or they risk to be uncompetetive on the MAX+LEAP package).

Comment on neo Fueled Engine Race by Jay

Jay — Thu, 16 Feb 2012 01:16:30 +0000

Quote:”With nearly half the neo orders yet to announce an engine selection, both engine makers are going to keep up the fight for every deal”.

TBA 646 engines, not airframes. Convert to 323 airframes. Only 22.76%.

Comment on neo Fueled Engine Race by leehamnet

leehamnet — Wed, 15 Feb 2012 20:09:33 +0000

We believe CFM will find the MAX more profitable. When you have a monopoly, you don’t have to dicker. When you have to compete, you don’t make as much money. Just as Boeing on the tanker (2001 monopolistic lease deal vs 2011 competition vs EADS).

Comment on neo Fueled Engine Race by Paulo M

Paulo M — Wed, 15 Feb 2012 19:43:06 +0000

Does this mean engine makers (CFM) will make comparatively less money on the A320 NEO than on the B737 MAX (CFM only) — which one is the better bet?… Interesting..

Comment on neo Fueled Engine Race by admin

admin — Wed, 15 Feb 2012 18:44:06 +0000

AA, Norwegian and Garuda