[John Valentine]

Boeing is so booked out on its 787s they probably couldn’t offer deliveries to match Airbus’ promises. But you notice that they seem to be hedging their bets. When the A350 falters Airbus style, I’d expect the 787 orders to be upped.

[drtom]

The A350 is only on paper right now. The first deliveries are planned for 2013.

I wouldn't be surprised if EADS will be coming up for air by then. These things come in cycles (and Boeing had its ups and downs, too) and while they currently are hampered by restructuring and consolidation, it won't last forever.

I also expect the A380 to make big inroads once the first 100 or so are in operation. Many carriers are taking a wait and see attitude but once the aircraft has matured and the terminals are in place, many will follow suit.