Hi Bernard, just from general knowledge...
I am not an aviation expert or anything, although I do read a lot of the trade press.
>>Perhaps you could help translate by explaining which model number corresponds to the latest
Airbus models.<<
>>Yes - Honeywell is a supplier of integrated cockpit avionics, including
automatic flight controls, electronic display systems and flight management
systems to Airbus. <<
That came as a surprise, I thought they would buy exclusively from other French/European companies.
>>Specifically, Honeywell has a presence on the
A300-600/A310,<<
Older models, the 300 was Airbus first commercial jetliner and I think it has just celebrated its 30 th anniversary this year. It is now undergoing a cargo transition program (old pax A-300 are being reconfigured as cargo planes with the installation of wide doors, stronger floors and other goodies, this is an after market). The A-310 is going the same route too.
>>A319/A320/A321, <<
Newest models, narrow body. Air Canada flies a lot of them, US air has ordered them, NW has a whole bunch too. Very popular and a serious threat to Boeing in that category. The yet to be built A-31X ( a smaller version with common cockpit equipment) may have a large part of its components and even main fuselage made in Singapore and China, although they are still in discussions with all the partners. This would be a 100 seater a/c.
>>and A330/A340 aircraft. <<
Very successful models, compete with B-767 and 777 ( for the A-340)
>>Additionally,
Honeywell is developing systems for the A340-500/600 aircraft.<<
Long range versions of the A-340.
Like I said I am not an expert, all of this is to the best of my knowledge, and is available in regular trade magazines, including the sales figures for both Boeing and Airbus. Honeywell, if true to their claim, is a major supplier to the two biggest a/c makers in the world, but PN does not make any on board equipement, to my knowledge. Although all those issues are ultimately linked (acceptance of GPS Nav in commercial aviation) the fact that Honeywell sells to the airlines doesn't create a direct/automatic transfer relationship to ground base nav aids (which is what the SLS is) although it bodes well. Trimble to my knowledge is the supplier of GPS nav aids in the cockpit in Honeywell's nav alliance (of which I forget the name now). This is an alliance of 4 suppliers under Honeywell's godfathering, to attempt to corner all segments of the new brave world of GPS nav, a/c equipments, approach and airport traffic, WAAS and if I am not wrong, air traffic systems.
PN traded at 1.40 today and now the question is how far will it over-react and what would provide a good reentry point . As they say, don't catch a falling knife, this one has been falling for a long time so it is bound to stop soon I hope. new players will come in to feast, and we did leave a gap around 2.20 which should be filled at some point in the future.
later
sg |
