Archive For August 30, 2010

Additional Delays Cripple Boeing’s Strategy and Finances

By |






With announcements of another 787 and another 747-8 delay this week, the credibility of Boeing being able to deliver on its promises has taken another hit — and leaves folks wondering if these aircraft will enter service in the first quarter of 2011. The additional costs from delays and corrective measure threaten profitability and the timing of 737 and 777 replacement/enhancement programs, eroding Boeing’s future competitive position.

Read more »

747-8 delay illustrative of program problems

By |






The news that the head of the troubled Boeing 747-8 program, Mohammad “Mo” Yahyavi, was removed August 27 is long overdue and only endemic of the slow pace at Boeing to address and correct program difficulties. Inexplicably, Boeing CEO Jim McNerney—who inherited a growing mess from former CEO Harry Stonecipher (and his interim successor and…

Read more »

Another 787 Delay?

By |






Boeing very late August 26 announced yet another delay of its newest airplane, the 787.  Some are trying hard to say this is no surprise – but there is no way any further delays are welcomed by Boeing or its customers.  The 787 program has become a source of management embarrassment and a program that…

Read more »

The case for an A321G

By |






Airbus is reportedly working furiously on plans to re-engine its single aisle family planes.  As we looked at the A320 family, we pondered how this strategy might unfold – after all its risky and cash is tight.  Very tight. Moreover, nothing in the industry happens in a vacuum.  Any move by Airbus will elicit a…

Read more »

The 787 Saga – What’s going on?

By |






It seems that Boeing’s 787 attracts a lot of attention.  Much of it is confusing.  Let’s face it, this is a fantastic idea for an airplane.  We know of nobody that does not want to see the program succeed. Related posts: How about an A330neo? Oh Venus, Hey Venus Aging Airplanes The Pilot Shortage Part…

Read more »

Consolidation Continues in Regionals

By |






In the wake of the Continental-United merger, the Continental regional affiliate Express Jet has been acquired by SkyWest, which operates United Express and Delta Connection services.  The value of the transaction was $133 million. Related posts: Scope Clauses and New Regional Jets – A Coming Storm? October delays Premium #213 – The US Scope Clause…

Read more »