How long will Boeing's current order's last?

How will Boeing do in 2007?

A couple of corrections to Mr. MeIntyre's story. First, 2006 is not the first year Boeing outsold Airbus. It is the first year since 2000. Prior to that, Boeing outsold Airbus every year. Second, Boeing will not ship 900 aircraft this year, nor Airbus 700. Those numbers represent aircraft sold this year, not actually shipped. Shipments from both manufacturers are close to 400 each. Airbus and Boeing get most of their money on shipments, not orders. So orders give an indication of profits in a few years.
He also comments that in November, Airbus sold mainly A320s. That can be said about any month, since the low-profit A320 is about all the sales Airbus had this year, and is the bulk of its sales in previous years.
Now for speculation: The price of Boeing stock will sit pretty still until the announcement of the USAF tanker competition in autumn 2007. If Boeing wins, expect a jump. If Airbus wins with it's A330-based tanker, expect a jump in EADS stock. The winner supplies an inital batch of 179 wide-body tanker aircraft, and has the inside track on the remaining replacements for the rest of the KC-135 fleet (about 500 total). It's worth hundreds of billions of dollars in total.

Boeing stock will continue to rise as long as Airbus is being run by a bunch of politicians who specialize in dumb decisions. The huge A380 has a very limited market whereas the Boeing 787 will appeal to a vast array of carriers. Not withstanding commercial orders, Boeing's military business will continue to be very profitable if from nothing else than spare parts and repairs. The FA 18 and V 22 programs generate huge sales and the satelite business is nothing to sneeze at either.

The link makes the year 2000 issue clear.

Doug McIntyre

The link makes the year 2000 issue clear.

Doug McIntyre

It won't be two years until the A380 production line "comes online". To wit, please see December stories in the Chicago Tribune and International Herald Tribune.