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Old Jan 4, 2021, 1:37 am
FlyerTalk Forums Expert How-Tos and Guides
Last edit by: WineCountryUA
This is an archive thread, the archive thread is https://www.flyertalk.com/forum/united-airlines-mileageplus/1960195-b737max-cleared-faa-resume-passenger-flights-when-will-ua-max-flights-resume.html

Thread Topic
The reason for continuing this thread is to inform the UA traveler on the status of the MAX recertification and if / when UA might deploy the MAX aircraft. And UA flyer's thoughts about UA deploying the MAX if that was to happen.

Originally Posted by WineCountryUA
READ BEFORE POSTING

Once again many posters in this thread have forgotten the FT rules and resorted to "Personal attacks, insults, baiting and flaming " and other non-collegial, non-civil discourse. This is not allowed.

Posters appear to be talking at others, talking about others, not discussing the core issues. Repeating the same statements, saying the same thing LOUDER is not civil discourse. These problems are not with one poster, they are not just one point of view, ...

As useful as some discussion here has been, continuing rules violations will lead to suspensions and thread closure. Please think about that before posting.

The purpose of FT is to be an informative forum that, in this case, enables the UA flyer to enhance their travel experience. There are other forums for different types of discussions. This thread was had wide latitude but that latitude is being abused.

Bottom line, if you can not stay within the FT rules and the forum's topic areas, please do not post.
And before posting, ask if you are bringing new contributing information to the discussion -- not just repeating previous points, then please do not post.

WineCountryUA
UA coModerator
Originally Posted by WineCountryUA
This thread has engendered some strongly felt opinions and a great tendency to wander into many peripherally related topics. By all normal FT moderation standards, this thread would have been permanently closed long ago ( and numerous members receiving disciplinary actions).

However, given the importance of the subject, the UA Moderators have tried to host this discussion but odd here as UA is not the top 1 or 2 or 3 for MAX among North America carriers. However, some have allowed their passion and non-UA related opinions to repeatedly disrupt this discussion.

The reason for continuing this thread is to inform the UA traveler on the status of the MAX recertification and if / when UA might deploy the MAX aircraft. And UA flyer's thoughts about UA deploying the MAX if that was to happen.

Discussion of Boeing's culture or the impact on Boeing's future is not in scope. Nor is comments on restructuring the regulatory process. Neither is the impacts on COVID on the general air industry -- those are not UA specific and are better discussed elsewhere. And for discussion of UA's future, there is a separate thread.

Additionally repeated postings of essentially the same content should not happen nor unnecessarily inflammatory posts. And of course, the rest of FT posting rules apply including discuss the issue and not the posters.

The Moderator team feels there is a reason / need for this thread but it has been exhausting to have to repeated re-focus the discussion -- don't be the reason this thread is permanently closed ( and get yourself in disciplinary problems).

Stick to the relevant topic which is (repeating myself)
The reason for continuing this thread is to inform the UA traveler on the status of the MAX recertification and if / when UA might deploy the MAX aircraft. And UA flyer's thoughts about UA deploying the MAX if that was to happen.

WineCountryUA
UA coModerator



United does not fly the 737 MAX 8 that has been involved in two recent crashes, but it does operate the 737 MAX 9.

How to tell if your flight is scheduled to be operated by the MAX 9:

View your reservation or flight status page, either on the web or on the app. United lists the entire aircraft type. Every flight that is scheduled to be on the 737 MAX will say "Boeing 737 MAX 9." If you see anything else -- for example, "Boeing 737-900," it is not scheduled to be a MAX at this time.

The same is true in search results and anywhere else on the United site.

For advanced users: UA uses the three letter IATA identifier 7M9 for the 737 MAX 9.

All 737 MAX aircraft worldwide (MAX 8, MAX 9, and MAX 10) are currently grounded.




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Old Jul 14, 2019, 2:46 pm
  #2041  
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Originally Posted by fly18725


Of course a new airframe will need to be developed soon. However, until there is technology - and a production system - to sell a better airplane for close to the same price as current technology, I don’t see many buyers.
Rubbish. They could have produced a new air frame at a price airlines airlines are willing to pay. Especially if the total cost of ownership is equal to or marginally less than an Airbus.
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Old Jul 14, 2019, 2:58 pm
  #2042  
 
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Originally Posted by fly18725


Of course a new airframe will need to be developed soon. However, until there is technology - and a production system - to sell a better airplane for close to the same price as current technology, I don’t see many buyers.
I don’t think the plan was ever to stop producing the 737 once the 797 is flying. The 797 is going to be too big and heavy for shorter routes and Boeing is not going to cede the market.

The money they used used to develop the Max would have been spent no matter what. The current situation is certainly going to delay the 797 coming to market, though.

Also, the 787 is definitely going to make a ton of money.
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Old Jul 14, 2019, 9:05 pm
  #2043  
 
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Originally Posted by USA_flyer
Rubbish. They could have produced a new air frame at a price airlines airlines are willing to pay. Especially if the total cost of ownership is equal to or marginally less than an Airbus.
You must know something no one else does. Boeing shopped the NSA concept - heavily - before the MAX. Airlines would not pay meaningfully more than current generation narrowbodies. It’s a commodity market until someone determines how to significantly change economics.
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Old Jul 14, 2019, 9:26 pm
  #2044  
 
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Boeing 737 MAX Grounding Could Stretch Into 2020"


https://www.wsj.com/articles/boeing-...20-11563112801


Drama continues to expand, sadly fixes in place likely could be good enough, but the scrutiny for the Max is going well beyond, probably going to be the most scrutinized plan to be certified ever.

Sadly for airlines this is problematic to have capacity grounded and why would any airlines order any more planes with the unknown always there?
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Old Jul 14, 2019, 10:23 pm
  #2045  
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Originally Posted by fly18725


You must know something no one else does. Boeing shopped the NSA concept - heavily - before the MAX. Airlines would not pay meaningfully more than current generation narrowbodies. It’s a commodity market until someone determines how to significantly change economics.
I understand the fact that airlines are unwilling to pay substantially more than an Airbus with similar specs whether or not Boeing is offering a new design. This means that Boeing would need to absorb a lot of development costs itself if it went the "new design" route. However, doing so would likely put it in a stronger position 20 years from now when there is little left to improve on the 737.
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Old Jul 14, 2019, 11:06 pm
  #2046  
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Originally Posted by fly18725
It’s a commodity market until someone determines how to significantly change economics.
anything that flies for 25 to 40 years is not a commodity. The price of the plane itself (which, of course is a factor) is dwarfed by the costs of pilots, fuel and maintenance. All these things add up to total cost of ownership which, with a new plane, will likely have been lower.
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Old Jul 15, 2019, 5:02 am
  #2047  
 
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Originally Posted by moondog
I understand the fact that airlines are unwilling to pay substantially more than an Airbus with similar specs whether or not Boeing is offering a new design. This means that Boeing would need to absorb a lot of development costs itself if it went the "new design" route. However, doing so would likely put it in a stronger position 20 years from now when there is little left to improve on the 737.
Neither Boeing nor Airbus will absorb development costs they can’t recover over the life of the program. This is why Airbus got state launch aid for the A380 and why Bombardier Commercial Aircraft no longer exists.

Originally Posted by USA_flyer
anything that flies for 25 to 40 years is not a commodity. The price of the plane itself (which, of course is a factor) is dwarfed by the costs of pilots, fuel and maintenance. All these things add up to total cost of ownership which, with a new plane, will likely have been lower.
The technical and economic differences between the E-Jets, C Series, A320 and 737 are not significant on a per seat basis. This is why I called them commodities.

Regardless, all this product development talk is pointless: neither Boeing nor Airbus could justify an all new airplane when the re-engined models were launched and would still struggle today.
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Old Jul 15, 2019, 9:39 am
  #2048  
 
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Originally Posted by Newman55
Also, the 787 is definitely going to make a ton of money.
A lot of reporting in the financial press saying that Boeing spent so much trying to fix the situation they got themselves into with off-shoring large parts of the 787 to try to stick it to their unionized employees that they will never make a dime on the 787. The Billions extra that they spent during the three year delay, then the battery issue, created sunk costs that they can't recovery when Airbus has basically capped what they can charge for a 787 with the A350. And to be clear, I am not suggesting that they are selling the 787 below production costs, rather the profit they make, after the cost of capital etc, will never repay the extra development/delay costs they had to spend when the 787 program went south.

The 737 and 777 programs have been cash cows, the 787 not so much...
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Old Jul 15, 2019, 11:56 am
  #2049  
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Any idea when the flights with the 737 max will be updated for existing itineraries? Have a flight in mid-Sept scheduled for the max 9. Been checking all weekend but it's still on there.
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Old Jul 15, 2019, 12:04 pm
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Originally Posted by spin88
A lot of reporting in the financial press saying that Boeing spent so much trying to fix the situation they got themselves into with off-shoring large parts of the 787 to try to stick it to their unionized employees that they will never make a dime on the 787....

The 737 and 777 programs have been cash cows, the 787 not so much...
Now, we can remove the 737 from the cash cow pasture.

That leaves the 777 as the last best hope for Boeing’s profitability in civil aviation.

But what about the re-engineering of the latest model 777, with the fold up wings? Did they follow the same short term values in that process? If so, could that be another problem area waiting to erupt?
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Old Jul 15, 2019, 12:20 pm
  #2051  
 
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Originally Posted by spin88
A lot of reporting in the financial press saying that Boeing spent so much trying to fix the situation they got themselves into with off-shoring large parts of the 787 to try to stick it to their unionized employees that they will never make a dime on the 787. The Billions extra that they spent during the three year delay, then the battery issue, created sunk costs that they can't recovery when Airbus has basically capped what they can charge for a 787 with the A350. And to be clear, I am not suggesting that they are selling the 787 below production costs, rather the profit they make, after the cost of capital etc, will never repay the extra development/delay costs they had to spend when the 787 program went south.

The 737 and 777 programs have been cash cows, the 787 not so much...
The 787 is definitely making a profit for Boeing and it’s very good for cash flow right now.

Any financial press reporter that says that they won’t make a dime likely doesn’t understand program accounting. As we’ve seen with the MAX, the ability for the press to understand complex situations is not great.
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Old Jul 15, 2019, 12:48 pm
  #2052  
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Originally Posted by smn
Any idea when the flights with the 737 max will be updated for existing itineraries? Have a flight in mid-Sept scheduled for the max 9. Been checking all weekend but it's still on there.
Believe I heard on the news that UA and AA are taking MAX off the schedule until November. Just a matter of time before this is swapped or taken off the schedule.
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Old Jul 15, 2019, 12:54 pm
  #2053  
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Originally Posted by Newman55


The 787 is definitely making a profit for Boeing and it’s very good for cash flow right now.

FWIW, I hope you're right. It is essential to have at least two players in the aviation market that can compete on price and innovation. Without that competition, plane costs will rise and airline tickets prices will rise - and no one wants that.
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Old Jul 15, 2019, 4:32 pm
  #2054  
 
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Originally Posted by fly18725
When discussing costs to Boeing, it is important they have various insurance policies. I expect we will get a good idea of their cost estimate with second quarter earnings.

While almost certainly punitive, I do not expect the costs related to the MAX would be sufficient - in hindsight - to justify a new aircraft. The biggest impediment to a new single aisle is not Boeing’s (or Airbus) reluctance to invest but the fact the possible improvements would not justify the higher price. If you’re an airline, would you pay 20% more for an airplane that’s less than 10% better than an A230neo?
But the plane will be their bread and butter for 40 years. At some point any company has to pull the trigger on redesign costs such as this.

IMO, there is a huge failure in the current US corporate world that rewards near term profits only. The C suite will not benefit from a 40 year investment. If the company was owned by an individual though, it would.

Forgetting the entire safety side issue, the failure of Boeing to move on anything in this space (either a small or mid-size) has been a huge failure. The maybe yes / maybe no on the 797 and who knows when on a replacement for the smaller 737 is pathetic.
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Old Jul 15, 2019, 6:01 pm
  #2055  
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Originally Posted by exwannabe
But the plane will be their bread and butter for 40 years. At some point any company has to pull the trigger on redesign costs such as this.

IMO, there is a huge failure in the current US corporate world that rewards near term profits only. The C suite will not benefit from a 40 year investment. If the company was owned by an individual though, it would.

Forgetting the entire safety side issue, the failure of Boeing to move on anything in this space (either a small or mid-size) has been a huge failure. The maybe yes / maybe no on the 797 and who knows when on a replacement for the smaller 737 is pathetic.
Absolutely. Airbus isn't MUCH better, they're just in a slightly better position currently because the A320 is a bit more suited to updates than the 737 is. Boeing missed a huge opportunity by not making updates for an NG 757.
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