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Message: Economy of scale

Economy of scale

posted on Dec 18, 2007 06:22AM

Consider that there are several airlines, Domestic, Regional and International in the wings that won't be announced until deliveries are made. Then think about the production process. If they are able to announce Neos Airlines, the deliver to them represents the completion of a production run of eVu's. If (and this is a big if) there are several airlines (as Putnam has intimated) that have iniated orders at or about the same time (around the time of the WAEA) then it stands to reason that production would be batched. If so then other airline announcements could happen shortly. (This is far more immanent than soon)

 

Larry

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Dec 18, 2007 06:45AM
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Dec 18, 2007 07:10AM
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