Our analysis last Friday generated more attention than we expected. Not all of it was positive, but that’s how it goes. However a follow on issue has been percolating – if we argue that Airbus is being given a monopoly in the single-aisle MoM segment, can we value that? What is the value to Airbus and the loss to Boeing of allowing a single-aisle MoM monopoly?
Like a lot of analysis that requires data that isn’t public, one has to look in a reflection and deduce from that view. We selected the fleet data at ch-Aviation as a source. We developed typical seat counts from SeatGuru.com. These two sources are combined to form our model.
Our analysis last Friday generated more attention than we expected. Not all of it was positive, but that’s how it goes. However a follow on issue has been percolating – if we argue that Airbus is being given a monopoly in the single-aisle MoM segment, can we value that? What is the value to Airbus and the loss to Boeing of allowing a single-aisle MoM monopoly?
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