Continental defers Boeing jet deliveries

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Continental defers Boeing jet deliveries  =

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Monday July 14, 12:49 PM EDT =


(Adds Continental CEO interview, updates stock activity, background, adds=
 byline)

By Kathy Fieweger

CHICAGO, July 14 (Reuters) - Continental Airlines Inc. (CAL) said on Mond=
ay it is pushing back delivery of 36 narrow-body planes from Boeing Co. (=
BA) as an unprecedented industry slump persists, bringing more bad news f=
or the world's largest plane maker.

Houston-based Continental said it would defer the delivery of 36 Boeing 7=
37 airplanes scheduled from 2005 to 2007, representing most of a $2.5 bil=
lion order from Boeing.

In a potentially life-threatening move for another one of Boeing's produc=
t lines, Continental said it was in discussions to defer delivery of slig=
htly larger 757s.

"We've given it all the room we can to see a glimmer of hope for an econo=
mic recovery," Continental Chief Executive Gordon Bethune said in an inte=
rview. "It's not a prudent thing to continue to commit to add more capaci=
ty because we're not making any money with the airplanes we have."

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People are flying, but fares are cheap. The No. 5 U.S. airline and its pe=
ers have worked to slash billions of dollars in annual costs as sizable f=
inancial losses continue.

The 737 is the best-selling plane in Boeing's line, aimed at short- to me=
dium-haul flights.

Continental's shares were up nearly 3 percent in midday New York Stock Ex=
change trade, while Boeing fell about 1 percent as analysts continued to =
question whether the company would be able to meet its 2003 delivery targ=
et of about 280 planes.

BOEING SAYS TARGET ON TRACK

Boeing is sticking by its targets because the deliveries on the 737s now =
being deferred weren't scheduled to begin until 2005, said spokeswoman Sa=
ndy Angers.

Continental said it still plans to accept delivery of four 737-800 aircra=
ft in the fourth quarter and another 12 of them next year. It would use t=
hose airplanes to replace older models.

But beyond that time, some industry experts said other big airlines, stil=
l amassing large losses, are likely to follow Continental in deferring de=
liveries, while low-cost carriers like JetBlue Airways Corp. (JBLU) keep =
ordering planes.

"Major airlines continue to retreat; discounters continue to grow," said =
J.P. Morgan analyst Jamie Baker. "Continental's deferrals are likely welc=
ome news at JetBlue, which will be introducing its second fleet type just=
 as Continental suspends its 737 deliveries."

In what could be a signal of things to come for the 757 jet, Continental =
said it is in talks with Boeing on delivery terms of all 11 of the 757-30=
0s it has on order.

Delaying delivery of those plans could drive down production of the 757 t=
o well below one a month, making it difficult to build the model profitab=
ly, analysts said.

Boeing has just seven 757 orders beyond the 11 placed by Continental and =
has not booked a new order for the model since December 2001, the manufac=
turer's Web site showed.

In recent months, Boeing has been largely left out of some high-profile a=
ircraft orders, including two from Dubai-based Emirates and Qatar Airways=
=2E Its defense business has also been under a cloud as the federal gover=
nment investigates alleged use of a competitor's proprietary documents in=
 bidding for big rocket launch contracts.

Continental said it would retire 19 MD-80s and 737-300s during the fourth=
 quarter and next year. It plans to retire the rest of its MD-80s in Janu=
ary 2005 and expects its fleet to shrink to 354 aircraft by June 2004 and=
 348 by June 2005.

Continental shares, whose price had nearly tripled in the second quarter,=
 were up 43 cents at $15.57. Boeing was down 44 cents at $34.74. =



=A92003 Reuters Limited. =


Roger
EWROPS

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