Airbus' break even production number doubled with this 2-year delay.

Even including the Qantas order, FedEx just took out 5 percent of the book. Ouch.

Virgin has put its order on hold. The largest customer, Emirates, is sending a team to figure out what has happened and whether even the 2-year delay will be enough. The number of employees at EADS--both direct and contracted suppliers--is being utterly gutted (and this will significantly hurt the political backing behind the project).

And the 777F/787 book fills up quickly....

I always figured the A380 mess would get turned around...now I am not so sure. Emirates, for instance could KILL it by withdrawing its order...there's no way it survives losing 1/3 of its book.