DAL Widebody RFP....

I think that they really messed up on not getting the 777-300. It's the most popular version, due to not only how many passengers it can carry. But how much cargo it can carry down below. Most orders for the 777, are 300ER's. And not 200LR's.
 
Maximillian_Jenius said:
I think that they really messed up on not getting the 777-300. It's the most popular version, due to not only how many passengers it can carry. But how much cargo it can carry down below. Most orders for the 777, are 300ER's. And not 200LR's.
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What other airline has 1BILLION dollar quarterly profits? I really think the current management team knows what they are doing. But feel free to disagree
 
Jimflyfast said:
What other airline has 1BILLION dollar quarterly profits? I really think the current management team knows what they are doing. But feel free to disagree
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Hey man... just saying. The 773 is a more popular model than the 772LR, mainly due to cargo down below.

Oh and put your knives away. I'ma Delta fan boy, fyi.
 
Jimflyfast said:
What other airline has 1BILLION dollar quarterly profits? I really think the current management team knows what they are doing. But feel free to disagree
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Another airline is pretty close to that and has orders for a lot of Boeings.

:)
 
Cav said:
I quite frankly care very little which airplane they purchase. I only care what % are growth aircraft v replacement aircraft. Boeing? Airbus? Who gives a damn.
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Are these plane for replacement or growth?
 
Seggy said:
Are these plane for replacement or growth?
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I believe these are primarily replacement aircraft for the 747 and 767 fleets.

Maximillian_Jenius said:
Hey man... just saying. The 773 is a more popular model than the 772LR, mainly due to cargo down below.

Oh and put your knives away. I'ma Delta fan boy, fyi.
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I'm just as shocked DL went all-new, all Airbus on this order as well. Given the current 777 dynamic (plenty coming off lease soon and a sales well that is drying up quicker than expected), I thought cheap 777s would be a no-brainer, even with fuel in the $100-$110/bbl range. Guess not!
 
Delta doesn't need 777s. The 16 currently flying are replacing the 16 747s that are retiring. What Delta needs is a plane to replace the 777 on it's old routes, and a plane to replace the 767s as they retire. They are dumping the 747s because they don't make money where Delta flies them. Concurrently, the 777s don't make money where Delta is flying them. However, placing them on the old 747 routes, they become money presses. At least that is what a network guy told me. I trust them over any pilot on any given day.
 
Cptnchia said:
Delta doesn't need 777s. The 16 currently flying are replacing the 16 747s that are retiring. What Delta needs is a plane to replace the 777 on it's old routes, and a plane to replace the 767s as they retire. They are dumping the 747s because they don't make money where Delta flies them. Concurrently, the 777s don't make money where Delta is flying them. However, placing them on the old 747 routes, they become money presses. At least that is what a network guy told me. I trust them over any pilot on any given day.
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No doubt the current 777s are alleviating P&L issues when replacing the 744s - you're getting roughly the same capacity at a 10-20% operating cost discount. That is +10 pts in margin right there. The A350 order will then replace the 744/777s, however you look at it. The A330-900neo will backfill the 767 retirements.

There's a few network/fleet folks running around here ;)
 
Pretty sure this order represents at least 20 airplanes worth of growth towards the new Asia Pacific Hub in Seattle.
 
Trip7 said:
Pretty sure this order represents at least 20 airplanes worth of growth towards the new Asia Pacific Hub in Seattle.
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Meh. I'll believe it when I see it. I think your numbers are a bit inflated.
 
Cptnchia said:
Delta doesn't need 777s. The 16 currently flying are replacing the 16 747s that are retiring. What Delta needs is a plane to replace the 777 on it's old routes, and a plane to replace the 767s as they retire. They are dumping the 747s because they don't make money where Delta flies them. Concurrently, the 777s don't make money where Delta is flying them. However, placing them on the old 747 routes, they become money presses. At least that is what a network guy told me. I trust them over any pilot on any given day.
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The Airbus order was easy to see a mile away. Listening to RA on the topic it became pretty clear that the 777 doesn't fit well in our network because you consistently underfly the aircraft's range.
 
Trip7 said:
Pretty sure this order represents at least 20 airplanes worth of growth towards the new Asia Pacific Hub in Seattle.
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Do you include the perpetual drawdown of NRT in this estimate?

20 airplanes worth of growth in the Pacific alone is almost more than half of the current fleet in that region.

Not sure how you arrive at that number.
 
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