AMR CFO- mulls consolidation

[Wretched Wrench]

Lets see, you don't like the company you work for, any type of management, the customer, the government, the union that represents you, the unions that represent other labor groups, most other airline workers, and you don't even like most of the people that work with you. Did I miss anyone?

Are you trying to make a point, or are you just having a Bad Hair Day?

 

[will fix for food]

Clowns. I am afraid of Clowns. They scare me.

Hilarious!

 

[AMFAMAN]

Did I miss anyone?

Yeah, YOU!!!

 

[Oneflyer]

Yeah, YOU!!!

I'm covered under the management and customer titles.

I think I forgot a few though, foreigners, foreign companies, and anyone that suggests change.

 

[eolesen]

PTO?

 

[MCI transplant]

You guys are really entertaining.

Lets see, you don't like the company you work for, any type of management, the customer, the government, the union that represents you, the unions that represent other labor groups, most other airline workers, and you don't even like most of the people that work with you. Did I miss anyone?

<_< ---- Should I say it?

 

[twaokc]

<_< ---- Should I say it?

yes, go ahead

 

[lpbrian]

Horton is a moron. He thinks he is the CEO and he is not. He thinks he is the CEO of Boeing, like he can snap his fingers and replace the S80 fleet; renton, up your production rates!!!Attn. Mr Horton, you hear a who!! The line is busy!!

 

[Hopeful]

Horton is a moron. He thinks he is the CEO and he is not. He thinks he is the CEO of Boeing, like he can snap his fingers and replace the S80 fleet; renton, up your production rates!!!Attn. Mr Horton, you hear a who!! The line is busy!!

Horton may be a Boeing shareholder trying to get himself an early Christmas gift in the form of increased stock value by insinuating that AMR might buy hundreds of 737's.
And he could also be helping out his AMR stock with this story because as well.

 

[eolesen]

Horton is a moron. He thinks he is the CEO and he is not. He thinks he is the CEO of Boeing, like he can snap his fingers and replace the S80 fleet; renton, up your production rates!!!Attn. Mr Horton, you hear a who!! The line is busy!!

If Horton is a moron, then he's a financially well off moron.

It's a fact that AA has a need to replace its MD80 fleet, and there are only two options available -- order 737s or introduce a new fleet type with the A320, which is about as unlikely to occur as the TWU getting all their 2003 concessions restored with back pay in 2008.

AA's single-source supplier agreement with Boeing includes options with 15-18 months notice. So while they might be busy, but you can bet that if Boeing was presented with a firm order for 50 to 100 aircraft, they'd start up another production line to meet the demand.

You also don't know how involved Boeing has been in the process. It's entirely possible that they've already penciled delivery positions for AA into the current production lines for 2007 and 2008.

 

[jimntx]

You also don't know how involved Boeing has been in the process. It's entirely possible that they've already penciled delivery positions for AA into the current production lines for 2007 and 2008.

Precisely. $5.5 billion in cash can buy a lot of "special consideration" in assembly line scheduling.

 

[MCI transplant]

Precisely. $5.5 billion in cash can buy a lot of "special consideration" in assembly line scheduling.

<_< ---Didn't I read somewhere that aa just sold it's shares of Ibera, or someother, for a bundle of cash? So it maybe a lot more than that $5.5 billion!---

 

[lpbrian]

If Horton is a moron, then he's a financially well off moron.

It's a fact that AA has a need to replace its MD80 fleet, and there are only two options available -- order 737s or introduce a new fleet type with the A320, which is about as unlikely to occur as the TWU getting all their 2003 concessions restored with back pay in 2008.

AA's single-source supplier agreement with Boeing includes options with 15-18 months notice. So while they might be busy, but you can bet that if Boeing was presented with a firm order for 50 to 100 aircraft, they'd start up another production line to meet the demand.

You also don't know how involved Boeing has been in the process. It's entirely possible that they've already penciled delivery positions for AA into the current production lines for 2007 and 2008.

It is true AA needs to start thinking about replacing it's S80 fleet. But it is a fact that 737 slots are sold out well into the next decade. Boeing will NOT increase production rates to accomodate AA. Or SWA for that matter. Boeing just blew them off. My take? Focus on wide bodies. Replace 767-200's and A300's with 787's first. Then think about narrow bodies. By that time, Boeing will have launched an all new narow body family, and AA should be a lauch customer.

 

[FWAAA]

<_< ---Didn't I read somewhere that aa just sold it's shares of Ibera, or someother, for a bundle of cash? So it maybe a lot more than that $5.5 billion!---

It was a one percent stake in IB and BA bought it for the whopping sum of $25 million. Try to keep up. B)

http://news.airwise.com/story/view/1163592549.html

 

[eolesen]

But it is a fact that 737 slots are sold out well into the next decade. Boeing will NOT increase production rates to accomodate AA.

Yes, but it is also a fact that as part of the 20 year supplier deal AMR signed with Boeing in 1997, AMR has the contractual right to acquire aircraft with prior notice ranging from 15 to 18 months.