Episodes
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Delta & Northwest - does this even make sense?
The AirInsight team does a review of the merger news today and comes away underwhelmed. How does this deal make sense? Wall Street gets to cash out - but who else wins? The labor buy in is uncertain. There does not seem to be any serious cost cutting; there is talk of keeping all the hubs, but…
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787 Delay #3
The AirInsight Team discussed today's conference call with Flightblogger Jon Ostrower. Overall our assessment is that the call went well and that Boeing seems better placed in terms of knowing where the problems lie and how to overcome them.
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The 787 has wingbox problems
Today we had a discussion about the news that the 787 seems to have run into a design issue with the wing box. As part of this discussion, we managed to speak with Jon Ostrower who discovered some detailed information (yet to be confirmed by Boeing) that provides some background to what might be...
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Tanker blues
Scott Hamilton and Addison Schonland discuss the news of the tanker selection after the selection. Boeing has filed its protest. NG/EADS have now vastly increased the number of jobs their program will create. There are allegations of McCain lobbyists helping EADS. So who knew what and when? The...
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Southwest - are there deep issues at play?
Scott Hamilton and Addison Schonland discuss the news about Southwest Airlines. Does this news indicate deeper issues within the airline? The two of us hold different views of this highly influential and market leading airline.
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USAF Tanker award
Scott Hamilton and Addison Schonland review the aftermath of Friday's stunning award of the tanker contract to the Northrop Grumman/EADS team.
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Fleet implications of a Delta/Northwest merger
Scott Hamilton and Addison Schonland discuss this possible merger with an "unknown" analyst who needs to stay unnamed for professional reasons. The combining of the fleets at these two airlines is going to be a tough job. Among the widebodies we see the A330 doing well, but the 787, 777 is an…
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787 delay - After the conference call
After the 787 delay announcement we (AirInsight and guest Jon Ostrower) listened into the conference call. Here is our take on this call - overall Boeing's handling of the call was better than the previous call is our view. We were particularly impressed with Pat Shanahan's detailed tracking of…
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787 delay - before the call
We do a quick review of the news just released (http://biz.yahoo.com/prnews/080116/aqw079.html?.v=33) about the 787 delay. More to follow after the conference call. Our guest is Flightblogger Jon Ostrower.
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Another 787 Delay?
The WSJ is reporting another delay in the 787 program (http://online.wsj.com/article/SB120042551223592017.html?mod=hps_us_whats_news). This is not good news for Boeing. Apparently Boeing will announce the news tomorrow. Over the weekend customers were notified - so the news started to leak. The...
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Airbus' Alabama news
News has just come out that Airbus has a big announcement set for Monday. Apparently Airbus is considering moving the A330 program to the USA. This is huge news as the A330 program is Airbus' most successful widebody program. It is a very important statement by Airbus. It also demonstrates the...
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Delta's merger talk
The AirInsight team speaks with Scott McCartney, journalist for the Wall Street Journal and whose column “The Middle Seat” has become famous. We discuss the news of Delta’s interest in starting negotiations with both Northwest and United about mergers. Scott McCartney thinks that United is a good...
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Hawaiian buys Airbus
Mark Dunkerley, President & CEO of Hawaiian Airlines, discusses his airline's recent fleet renewal process - selecting Airbus over Boeing. He also explains the engine selection process; new routes for the fleet and the consideration of new narrow body planes over the next two years. This podcast...
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Lufthansa buys a stake in JetBlue
Ernie Arvai, Addison Schonland and Erkan Pinar discuss the breaking news about the stake Lufthansa has or is taking in JetBlue.
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Airbus - a huge China order and "life threatening" talk; what about 2015?
The AirInsight team reviews news that Airbus' senior executives believe the company is facing a "life threatening" threat from a weaker US dollar. Today Airbus also announced a 160 plane order from China - now there's a nice threat. Boeing's Scott Carson was quoted as talking of a 2015 (give or...
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Revenue management in the age of LCCs
We speak with Ron Kuhlmann, editor in chief of the Unisys Scorecard. Sign up at www.unisys.com/transportation. Ron explains why the e-commerce environment is so challenging for legacy airlines - they cannot show their advantages to customers because the booking systems do not allow them to...
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The 787-10 question
The AirInsight team invited Jon Ostrower from Flightblogger to discuss stories both sources put out on the 787-10. Our podcast is based on Scott Carson from Boeing's comments in Dubai that airlines were approaching them for a 380-425 seater 787. This really big jump in the plane's potential size...
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11/19/07 Wrap
The AirInsight team takes a quick look at the news of a possible A380-900 - the team likes this plane more than the -800 and wonders how Boeing will respond. We discuss Southwest's new boarding process and its new fare structure. Overall it Southwests new fares seem to be a little out of whack…
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Dubai Show Wrap - A view from far
The AirInsight team reviews the show and its impact. The news was amazing in terms of order sizes.
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The FAA and the 787
Scott Hamilton and Addison Schonland speak with Puget Sound Business Journal correspondent Stephen Wilhelm who published a story about the FAA's Seattle office's involvement in the 787 flight test program.
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A Delta-United Merger? 6 thumbs down....
News came out today that a hedge fund is interested in seeing these two airlines join forces. The fund has a clear view - it wants out - and who can blame them? But what about the rest of the deal? The people, the companies? We think this deal is a non-starter.
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A380 first flight feedback
Peter Pae is the aerospace correspondent for the LA Times and provides a sometimes funny, but overall great review, of his flight on Singapore Airlines' A380. The plane left him with distinct impressions - it is remarkably quiet and very comfortable. Listeners will especially notice his comments...
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Airbus & WTO with Allan McArtor
The AirInsight team spoke with Airbus' North America Chairman after he delivered a speech today at the Washington DC Press Club. Allan's speech was titled "My Country, My Company, My Competitor". It was a very good speech and he made interesting points.
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Vought and the Boeing 787
The AirInsight Team reviews today's Vought analyst call and the impact for further delays in the Boeing 787 program. The need for Boeing to send significant resources to Vought has our team wondering about the downstream implications on further delays - indeed we expect there are likely to be…
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Mike Bair's speech
In a remarkable speech given by Mike Bair, former head of the 787 program, and detailed by Dominic Gates at the Seattle Times (http://seattletimes.nwsource.com/html/boeingaerospace/2003986894_bair01.html) you get to hear language you might not have expected to hear from Boeing. It was a tough...
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787 delay - After the conference call
Post Boeing's conference call on the 787 delay, Richard Aboulafia and Addison Schonland review the call.
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787 Delay - Before Boeing's conference call
The AirInsight team speaks with Richard Aboulafia about the just announced delay in the 787 program.
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Bombardier Q-400 problems
Ernie Arvai discusses the issues facing SAS and Bombardier with the grounding of the Q400 turboprop. Bombardier told airlines to ground 60 of its Q400s.
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Weekly Wrap 2
Unfortunately our regular podcast solution collapsed on us today and we had to resort to telephone conferencing. The sound is not what we typically produce - our apologies. Ernie Arvai discusses air fares and the softening of these looking forward, particularly in the North Atlantic market. Scott...
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Boeing 787 Conference call debrief
Ernie Arvai, Scott Hamilton and Addison Schonland discuss the Boeing conference call on September 5, 2007
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Weekly Wrap 8/31/2007
Scott Hamilton & Addison Schonland review the week's aviation news.
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