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Pre Paris briefing from Darren Hulst

Care to share?

Darren provided the usual market outlook annual pre air show briefing. He covered the market as Boeing sees it. As one would expect, the view is Boeing centric and their product spread provides the best market coverage.

When you watch the video, you cannot help but want to believe it all. The MAX is seeing strong demand, the 787 has won many orders.  This is all true.

But the 777X is very late. The MAX7 and MAX10 are very late. No matter how they frame it, its not a good look.  Moreover note that there are frequent comparisons between the 787-9 and A350-900.  You can be certain that Airbus’ comparison

would show their airplane ahead.  Our analysis shows these two roughly equalroughly equal.

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