$BA  The likelihood of an airline canceling their MAX orders just to get in the back of the line at Airbus when they need aircraft to execute their own business model is not logical. I believe that what we are seeing is the market pricing in the MAX ultimate return to service.  Yes Boeing is behind on aircraft deliveries so far this year, but they are hiring an army of technical experts to install the fix on an ever growing inventory of aircraft.  Their delivery rate will be greatly accelerated for months which will likely return the statistics between Airbus as well as their own history to near normal.
<ticker> the likelihood of an airline canceling their max orders just to get in the back of the line at airbus when they need aircraft to execute their own business model is not logical . i believe that what we are seeing is the market pricing in the max ultimate return to service . yes <company> is behind on aircraft deliveries so far this year , but they are hiring an army of technical experts to install the fix on an ever growing inventory of aircraft . their delivery rate will be greatly accelerated for months which will likely return the statistics between airbus as well as their own history to near normal .