Constantly,
are the headlines today about the Boeing $489 Billion Order Backlog, 1740
Airplanes needed for the Indian Market over the next twenty years. Especially
noteworthy is the first 737 Max fuselage winding through the Wichita factory,
lining up for next year’s first flight. A sense of urgency meets an opportunity
is in process. The Bulls eye for Boeing is the next ten years of change
management pacing with market need.
- Boeing contends with $489B
order backlog
- India to need 1,740 new
aircraft
- Spirit Aerosystems celebrates
first Boeing 737 MAX fuselage completion
All
three articles suggest the tiger has a tail for which Boeing is grabbing onto
during the next five years. The twenty year expansion for India starts now as
early orders will mark which airplane an Indian aviation companies will latch
onto for the full ride. The airplane for which Boeing will provide, is the 737 Max. Even
though the twin aisle superstars gain the largest headlines, the Max will
figure prominently in early orders taken by Indian centered aviation
operations. These first orders will line up for follow-on orders when
India region stretches for its 1,740 units needed within the Boeing
forecast, which it had recently offered for public consumption.
That
backlog word keeps reappearing with these journals as if it is a troublesome
word for despair, or a bragging word of Industrial might. It
depends on which Boeing VP you talk to concerning how backlog affects their
area of responsibility. Backlog could mean a solid financial future
for CFO's, or it could mean a sales impediment for a Marketing VP. Both will agree
backlog is a necessary evil component for planning, and portraying
the popularity of a type as a talking point. Either way backlog is a two edge
sward slicing the inner functions of Boeing's progress. A short backlog chokes
cash flows and gives marketing a high ground of anytime, anywhere and any price
appeal. The extremely large backlog suggest a shrinkage of liability and
healthy cash flows from production optimization. However, marketing is telling
customers that 2022 is a good year for a 787 delivery.
Which
brings me to another point:
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