Why the A380 is dumb, and how the 787 could still fail
Published 9:00 pm Tuesday, May 3, 2005
Analyst Richard Aboulafia plums the inner reaches of his psyche for answers to these questions in his monthly letter to clients.
Key quote:
“If Boeing succeeds in delivering the 787 as planned, and if the current middle market ordering trends continue, Airbus is in serious trouble. Boeing could leverage 787 technology to rejuvenate the 747 and launch a composite 737 replacement. This would leave Airbus with a badly diminished market share and a marginally relevant leviathan with tanning salons and great duty free shopping. “
http://www.richardaboulafia.com/shownote.asp?id=192
