Talking about equipment is a bit pointless unless you consider whether any change in strategy is coming under Walsh.
(1) If Fortress Heathrow is the plan, just as it is now, then 380s might work as eventually they will be filled - 748 is not a huge growth over 744 if you're intending to buy with a window of 20 years of service into airports like JFK which have limited capacity for additional movements. Eventually you probably look at more 321s to replace the shuttle 757s and displace LHR 319/320 for more pax/slot.
(2) If the plan to accommodate growth included expanding LGW/MAN/BHX/GLA service then 773s and 787s (to replace the 767/772 market size and provide T/A out of the regions) and a smaller number of 748s to retain commonality and offer a smaller growth size ex LHR would be appropriate.
There doesn't seem to be much chance of (2) so...