### Comment:
There is only one competitor: Airbus. 
  
 &amp;#x200B; 
  
 They have backlog approaching a decade. 
  
 &amp;#x200B; 
  
 Airlines need planes, and delivery time is a selling point. Ain't nobody jumping out of the queue to get told they get new planes in 2030.

### REPLY:
They might not need as many planes if travel demand falls 
  
 Look at all the low cost carriers collapsing in Europe. The public will be irrationally afraid of travel for a little bit.

### END.