Air NZ has 4x leased 744 and 4x owned 744... me thinks that ANZ would wait approx 7 years (to get use out of all the new refitting) then return the 4x leased jets and order 4x 748.. the owned 744s are getting on a bit now... the oldest ANZ has being about 15 years old so by then they should be ready to be retired 1 per year perhaps, while 773ER replace them. The 748s being used for the AKL-LAX-LHR routes (which ANZ will be doubling to twice daily to UK shortly). so 4x 748, 8x 772ER, 4x788, with options for another 36 mix of 772 ER/LR, 773ER and 788s. nice
Personally I think Boeing has done the smart thing.... not much to develop, similar levels of cost benefits fuelwise, common type and able to fit perfectly into just about every Intl airport...