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Old Feb 1, 2026 | 8:44 am
  #2301  
billdokes
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Originally Posted by PLeblond
Getting back on topic, I would say that, tendencies towards the Country of Origin not withstanding , my point still stands: Geopolitical tendencies will lead to less demand for Boeing products and thus Airbus will have less of a motivation to innovate, differentiate or be more competitive. Thus, less motivation to invest in a CS500, less motivation to improve the A320 family and less choice for airlines. Until a competitor emerges and I see that as Comac.
An awful lot of leaps in there...there is no shortage of demand for Boeing products, the issue is on their ability to execute to fulfill that demand which appears to be getting better by the month. You've many times said that Airbus doesn't innovate and has 'boring' products, meanwhile, they also have an order book a mile deep with wildly successful products in every segment. Please elaborate on what sort of 'innovation' you expect to see from Comac?

The Chinese have never been known as 'innovators', but rather are the knock-off kings ripping off the IP created by Companies in the West, South Korea, Japan, etc, and using cheap labour and a suspect regulatory environment to win on price. So please, tell us what great leaps forward you expect to be brought that will lead Airlines to take the HUGE leap of adding them to the fleet?

In particular, how do you think they fit into the AC world since the thread is supposed to be about discussing AC's Master Fleet Strategy, not a general opine on geo-politics, macro-economics, or whether one is or is not pre-disposed to liking the French.


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