Yikes. Okay WT is going back to "Let me put my hands over my ears and repeat things.
WorldTraveler said:
sadly, dawg is as stuck in yesteryear regarding the way the MRO business is run as he is about what DL did to reorganize in the past at the cost of its employees.
I'm not "stuck" anywhere. You said carriers don't send million of bucks to other carriers to do work for them. You are so completely wrong it isn't funny. If it wasn't for other carriers Delta and every other MRO would have no work.
WorldTraveler said:
the only example of airline vs. airline relationships that makes any sense is AA vs. DL for the PW2000s.
Not even remotely close to being true. FOR JUST US AIRLINES
Delta sending its Trents to TAESL makes sense
United sending its RB211 to TAESL makes sense
US airways sending its RB211s to TAESEL makes sense
Plenty of other examples
WorldTraveler said:
none of the other airlines has the maintenance capabilities to do their work so of course they have to send the work out.
Again that isn't true.
For example, United could overhaul its RB211s in-house. If they can run PW4000-110s in SFO they can run a RB211.
they have the volume (over 100 engines) but yet they seen all that money to TAESL and AA gets half.
Air Frances sends it 777 Cargo checks and its heaviest A330 Checks to HAECO. They can do them in house but don't. Millions worth of checks going to CX.
Every single airframe check Delta sends out they "could" do them in-house.
WorldTraveler said:
the PW2000s for AA and the 895s for DL are/were very small fleet types...even if DL COULD bring that work inhouse, how many Trent 895s would DL overhaul? there is a point of diminishing returns.
Now you are changing you story here.
It went from Delta isn't going to send millions of dollars to other airlines
to Delta isn't going to send millions of dollars to other airlines
IF or
UNLESS
you are playing games.
However, I don't disagree that Delta isn't going to send work to MROs if they can do it in-house for less.
WorldTraveler said:
that is NOT the case for a fleet of 50 aircraft which will be as large as AA's 772.
No Ugh
you are killing smalls
Its a fleet of 25 + 25 aircraft. The Trent XWB and Trent 7000 are NOT the same engine. So they will not be lumped together as such.
WorldTraveler said:
but it is also because DL isn't going to pay a premium to have a competitor maintain its engines when DL could very likely do the work cheaper based on DL's overall maintenance costs relative to AA's.
See you are changing your story again. you said Delta or any other airline wont send millions of dollars to other airlines to do MX. That is false. Not even remotely close to true. Happens every day.
Now you are changing it to Delta wont send work to other carriers unless it makes economic sense. That is probably true.
WorldTraveler said:
EVEN IF DL does not gain the right to insource other work with the 330/350 engines and potentially the 717 engines, DL has very likely succeeded at getting that work inhouse for DL.
Its not an if. If Delta is bringing a Trent XWB and/or a Trent 7000 and/or a Trent 1000 line in-house they are going to do MRO work. The volume is simply not there for them to just do those engines in-house.
The BR715 is a completely different animal. I don't see Richard changing his mind on that unless 1) RRs comes up with some PIPs that increase the TBOs. 2) RR basically quits having all the issues with the engine 3) RR and DL sign a JV.
3 is probably happening. 1-2 aren't likely. The BR715 is just a turd. Its a corporate jet engine use to low cycles that was stuck on a 717 because MD/Boeing weren't willing to spend the money on a good engine.
If a narrow body engine comes in-house my money is on the V2500. I believe Rollers will keep doing the work on the problem child engine.
WorldTraveler said:
You have fretted endlessly that DL would be losing work as the 767s and 744s are retired and yet the letter seems to make it clear that DL is building the new engine shop not only to serve DL needs but also to build the MRO business.
*rolls eyes*
Do you want to play this game with me? let it go.
WorldTraveler said:
we can argue about it for days, but I will bet you dinner that you will find out that DL is gaining the right to do not just its own RR engine work but also MRO work for the same types.
You don't need to bet me anything. I have already said that if they do the work in-house it will come with MRO rights. Delta doesn't have the volume to do them in-house as just Delta engines.
Only engines sent out that have the volume are the PW4168s (would just the same OH line as the PW4060s/PW4062), The CF6-80E1 (goes down the same line as the CF6-80C2) the CFM56-5A (again same line as the CFM56-5B/7) the V2500 (160 or so engines is more than enough) and the BR715 (enough engines but its a problem child)
Right now, without MRO engines Delta couldn't do the Trent XWB, Trent 7000, Trent 1000, Trent 800 or GE90 in-house.
So yes, Delta is getting MRO rights to at least one of the three (T1000, TXWB, T7000) probably 2 of the 3 (TXWB, T7000) and the T1000 will happen if Delta takes its 787s on order.
WorldTraveler said:
how about we stand by and wait for more details and then we can compare notes based on facts instead of 700's petulant foot stomping regarding what TAESL has and does not have the rights to do?
He isn't foot stomping. He brings up a good point.
However as I said it is generally engine by engine not OEM by OEM.