Friday, February 11, 2011

NEO impacts

There is an interesting story on FG you should read. What this news indicates is that NEO is starting to be disruptive for Airbus' regular non-NEO business. As one would expect, its the stronger customers who can and will make the first moves.

Airbus has a big (4,492 as of today) backlog on A320 orders. Like Boeing, Airbus' bread and butter comes from the single aisle business. Anything that disrupts the program should be......

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