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Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

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51–60 of 77 posts

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#51

Earlier quoted context omitted.

Not an OP, but I think the search monopoly is likely to end within the next 10 years. There were fundamental reasons that kept it alive and all of them are becoming irrelevant at various speeds. Not that it must kill Google, they can still pivot and e.g. Google Cloud is already non-negligible in their revenue structure. But I'm relatively confident that search/ads duo won't be their main earner anymore just like Wind…

>Not an OP, but I think the [...] monopoly is likely to end within the next 10 years. People have been saying the same about Microsoft for 20+ years. Now it's again, the most valuable company in the world. At what point do people admit they're just bad at predicting the future?

Well Microsoft did lose their Windows monopoly, didn't they? I predict the same with Google and Google Search.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#52
post #12
post #7

Earlier quoted context omitted.

Another recent example is Intel.

Ironic, given that Andy Grove's motto was "Only the paranoid survive". There's a Chinese saying: "Wealth does not pass three generations". Three generations of Intel CEOs after Grove: Craig Barrett, Paul Otellini and Brian Krzanich (the progenitor of much of the mess that Intel is in today).

That's why I invested in Rapidus instead of Intel (nVidia has already peaked) it's making Japanese 1nm chips by end of decade, backed by Sony, Toyota, NEC and government. Unfortunately Intel is slow, and US government is unreliable now.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#53
post #38
post #20

Vueling, the largest airline in Spain is actually shifting from the 320 to an all Boeing 737 MAX fleet in the coming years. I was really sad to hear that given it's size and presence in Europe.

This decision was actually made at IAG (International Airlines Group) which is the parent company of Vueling, British Airways, Iberia etc... not Vueling per se. The main motivation behind it is the price drop on the 737 MAX line. I'm surprised that switching to Boeing it's even worth it considering given these companies mostly fly Airbus planes so their pilots, supply chains for maintenance etc will need an overhaul

[deleted]

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#54
post #4

Complacency - particularly a sense of you being on top in the natural order of things - will kill you, one way or another. No empire has ever survived it from the Romans to, the British empire to, well, I guess Boeing. Business textbooks are rammed with stories of complacency gutting market-dominating corporates (IBM, Kodak, Xerox), and the big reckoning seems to be coming for the likes of Boeing, GM, Ford, and many…

Competition keeps entities honest. Monopolies will kill you. In Boeing's case both figuratively for the business and literally for it's customers.

Boeing is going nowhere. One of the reasons Boeing’s bad behavior in last couple decades is also the reason they won’t die: The US Government

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#55
post #50

Earlier quoted context omitted.

It’s probably easy to find a subset of airlines that would work for either airline. But that RyanAir didn’t happen to have a version of the design that was extremely unsafe doesn’t mean that the family of planes is safer than the competition. It just means that it got lucky that it didn’t have the flawed planes.

it's by design, Ryanair never buys from the factory AFAIK. They buy secondhand, they are basically scalpers of the second hand market, always on the lookout for a good deal. That mitigates the risk of buying untested tech with first-iteration demons

That's the complete opposite of reality. Ryanair only buy new from Boeing (often being the largest customer - the MAX 8 200 being designed specifically for their needs) and have the youngest fleet of any major.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#56

Earlier quoted context omitted.

>Not an OP, but I think the [...] monopoly is likely to end within the next 10 years. People have been saying the same about Microsoft for 20+ years. Now it's again, the most valuable company in the world. At what point do people admit they're just bad at predicting the future?

Well Microsoft did lose their Windows monopoly, didn't they? I predict the same with Google and Google Search.

Well damn, you got me there, I should have been more specific, that's on me.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#57
post #49
post #38

Earlier quoted context omitted.

This decision was actually made at IAG (International Airlines Group) which is the parent company of Vueling, British Airways, Iberia etc... not Vueling per se. The main motivation behind it is the price drop on the 737 MAX line. I'm surprised that switching to Boeing it's even worth it considering given these companies mostly fly Airbus planes so their pilots, supply chains for maintenance etc will need an overhaul

most low cost airlines are on 737 actually. I guess the strategy for Vuelling is definitely to go more after ryanair and other holiday carriers. Some MBA types might also see the opportunity to lay off experienced expensive Airbus pilots and hire new cheaper Boeing pilots, classic strategic gambling, not sure those things ever pay off.

They can go after Ryanair in 320s, like Wizzair does.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#58
post #20

Vueling, the largest airline in Spain is actually shifting from the 320 to an all Boeing 737 MAX fleet in the coming years. I was really sad to hear that given it's size and presence in Europe.

I think their fleet is largely fairly old; if they were to order a320s _now_ they could be waiting a decade (there's a horrendous backlog), so realistically they may not have much choice.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#59
post #3

It’s impressive that Airbus caught up with Boeing after a 20 year head start. It sounds like Airbus’s bet on the future paid off but the article reads more like a PR piece than a case for why the A320 out competed the 737.

Boeing had a 20 year head start, but in a rapidly growing market that doesn’t count as much as in a stable one. FTA:

“By 1988, when Airbus launched its new A320 narrowbody jet, Boeing had already established a strong lead, having delivered around 1,500 of its popular jets”

So, Boeing sold about 1,500 767s in the first 20 years and over 10,500 in the So, to catch up, Airbus produced about 15% more than Boeing did.

Re: Airbus A320 Poised to Overtake Boeing 737 as Most-Delivered Commercial Airliner

#60
post #22
post #20

Vueling, the largest airline in Spain is actually shifting from the 320 to an all Boeing 737 MAX fleet in the coming years. I was really sad to hear that given it's size and presence in Europe.

As if we needed another reason not to fly Vueling...!

I mean as budget airlines go, they're actually not at all bad. I recently went to Barcelona on Vueling and returned on Ryanair (due to flight timings), and I was easily twice as irritated by the flight back vs the flight out.

(They do, however, use Dublin airport's worst 'gate', 335, which is _actually_ a bus to a small fake terminal separate from any of the main ones.)

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