Most of the US airlines will end up bankrupt in the next 12 months which will give the re-organized companies a lot of contractual leeway in deciding what plane

Most of the US airlines will end up bankrupt in the next 12 months which will give the re-organized companies a lot of contractual leeway in deciding what planes they really want to fly. I would discount anything Boeing says or does at this point. Their financial outlook is tied to the airlines but worse. The upside is the assumption of federal bailouts for Boeing are morning likely than those for airlines. Whether or not that outlook retains Boeing's current equity holders is another issue.