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Podcast – Airbus, Bombardier & Boeing

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[Updated with correct file]

Our team discusses the high-level items that we see playing out.  It is very early on, but some things are pretty clear already.  The move is disruptive and will force a reaction.

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  1. The CS500 is probably dead, as Airbus will not canibalize the sales of its A320neo. Unless, of course, DL or AA tell Airbus “I need 150 of those”…

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