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| Own any stock in the company?; You took a beating this week. | |
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| Tweet Topic Started: Jun 15 2006, 08:31 AM (262 Views) | |
| Jolly | Jun 15 2006, 08:31 AM Post #1 |
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Geaux Tigers!
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Airbus woes: http://www.telegraph.co.uk/money/main.jhtm...15/ccairb15.xml |
| The main obstacle to a stable and just world order is the United States.- George Soros | |
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| lb1 | Jun 15 2006, 08:39 AM Post #2 |
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Fulla-Carp
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The French should stick to making cheese and screwing sheep, anything more technical than that is beyond their abilities. lb |
| My position is simple: you jumped to an unwarranted conclusion and slung mud on an issue where none was deserved. Quirt 03/08/09 | |
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| iainhp | Jun 15 2006, 08:44 AM Post #3 |
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Middle Aged Carp
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I've not been a fan of the "bigger is better" in airplane development. I prefer the 787 type of thinking to the A380. In hindsight, Boeing's decision is probably better given that the airlines (at least in the US) are changing out aircraft on most routes with smaller aircraft. However, since the disappearance of McDonnell Douglas and Lockheed from the commercial aviation business it is good that Airbus is around to keep Boeing on their toes. |
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| Jolly | Jun 15 2006, 08:47 AM Post #4 |
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Geaux Tigers!
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Are these the guys to watch? http://www.embraercommercialjets.com/english/content/home/ |
| The main obstacle to a stable and just world order is the United States.- George Soros | |
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| FrankM | Jun 15 2006, 08:48 AM Post #5 |
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Senior Carp
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That's the tip of an iceberg there. Germany had better finally get past there WWII guilt and cut loose from France on many levels or they're going to get pulled down by France's endemic problems. Poor France. So much talent and genius negated by so much arrogance begat in part by so much petty jealousy of the British-American relationship. |
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| big al | Jun 15 2006, 08:52 AM Post #6 |
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Bull-Carp
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Embraer (Brazil) and Bombardier (Canada) are the two big players in the regional aircraft market these days. I just read where the Chinese got their first non-domestic order for regional jets from Indonesia, so they'll be interesting to watch in the coming years. Big Al |
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Location: Western PA "jesu, der simcha fun der man's farlangen." -bachophile | |
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| iainhp | Jun 15 2006, 08:57 AM Post #7 |
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Middle Aged Carp
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Embraer is also doing well - their jet aircraft also seem to be a hot selling item. I think they are on the right track with the E-series (as opposed to ERJ). They have recognized that a large portion of the travelling public gets claustrophobic in aircraft and so have made smaller aircraft that feel larger by increasing the height of the passenger compartment (the so called double-bubble fuselage) so people over 6 feet can stand in the aisle. I would bet they will be looking to build larger aircraft down the road - perhaps Boeing's next competitor? |
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| Jolly | Jun 15 2006, 09:03 AM Post #8 |
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Geaux Tigers!
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I also noticed they have an office in China. Just how many folks do one of those E-195's hold? |
| The main obstacle to a stable and just world order is the United States.- George Soros | |
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| kentcouncil | Jun 15 2006, 11:35 AM Post #9 |
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Fulla-Carp
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Let's put Airbus's problems into perspective. Yes, Airbus is going to take a beating on the A380, which is looking like a gamble that won't pay off. But Airbus still has a backlog of orders for its other planes, particularly its excellent A320 family of jets. And no matter how bad things get, its survival is assured by the governments of its participant nations (though investors may get hosed). Boeing is running into problems with its Dreamliner as well; the plane relies heavily on composite materials, and the manufacturing of the fuselage is proving more difficult than anticipated. Modern commercial jet aircraft on the cutting-edge, such as the A380 and the 787, are so incredibly complex that such delays really are to be expected, no matter what the marketing guys promise. |
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It was a confusion of ideas between him and one of the lions he was hunting in Kenya that had caused A. B. Spottsworth to make the obituary column. He thought the lion was dead, and the lion thought it wasn't. - P.G. Wodehouse | |
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| JBryan | Jun 15 2006, 11:45 AM Post #10 |
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I am the grey one
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Marketing guys making unrealistic promises. Now there is something I have never seen. |
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"Any man who would make an X rated movie should be forced to take his daughter to see it". - John Wayne There is a line we cross when we go from "I will believe it when I see it" to "I will see it when I believe it". Henry II: I marvel at you after all these years. Still like a democratic drawbridge: going down for everybody. Eleanor: At my age there's not much traffic anymore. From The Lion in Winter. | |
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| Nina | Jun 15 2006, 11:59 AM Post #11 |
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Senior Carp
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My ex-company's shuttle air service used Embraer planes. They were nice, for commuter jets. A little small, short on headroom, but fine for short commutes. The pilot I spoke with really liked to fly it, for what it's worth. |
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| kentcouncil | Jun 16 2006, 09:06 AM Post #12 |
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Fulla-Carp
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This is starting to smell real bad for Airbus. http://edition.cnn.com/2006/BUSINESS/06/16/eads.airbus.reut/ |
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It was a confusion of ideas between him and one of the lions he was hunting in Kenya that had caused A. B. Spottsworth to make the obituary column. He thought the lion was dead, and the lion thought it wasn't. - P.G. Wodehouse | |
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| Jolly | Jun 16 2006, 09:09 AM Post #13 |
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Geaux Tigers!
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Apparently, senior manangement is dumping stock. Not good. |
| The main obstacle to a stable and just world order is the United States.- George Soros | |
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| FrankM | Jun 16 2006, 09:19 AM Post #14 |
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Senior Carp
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I think there's not enough attention being paid to last several paragraphs of that article. As in so many articles, the most important news and insights are added, ostensibly, as an afterthought. In short, the issue likely goes beyond just the Airbus technical and programmatic problems, although I'm not saying the latter aren't crucial. Further, when you're dealing with international buys like that, you're dealing with not just underlying political relationships, but also the business issue of "offsets" or quid pro quos, often between countries as well as business groups. For instance, BAE Systems has a presence in the US through their North American segment and strong linkage with Boeing on other programs -- in some cases, non-aerospace. |
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| AlbertaCrude | Jun 16 2006, 09:27 AM Post #15 |
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Bull-Carp
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Bombardier !?!! Don't get me started. One of the biggest corporate welfare extortionist shills on the planet. Wholly subsidized by the Canadian taxpayer- won't do a thing without Big Daddy Ottawa backstopping it 100%.
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