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Thursday, October 29, 2015

Boeing Books Both Norwegian and Qantas On Website


Boeing makes it official and now we all can adjust our own tracking charts. Boeing has started its end-of-year push before November. It posted 19 787-9 for Norwegian and five 787-9 for Qantas. Additionally, Qantas converted three 787-8's from sibling Jetstar, into three 787-9 for Qantas. This brings the net total 787's in 2015 for 50 787's ordered with Boeing. However, it has not yet posted "the 24 for EVA 787-10's" yet, as it still remains circling the Boeing paper-work airport until gains landing fees. This should reach a paper shuffle conclusion before year's end.

I still have hopes for a few trickling-in orders plus the Dubai Airshow in a sweep up posting of another total additional 25 orders meeting an over 100 net 787's ordered this year.

Not listed on the Boeing website is the 9 trickling-in 787 from El Al firmed up. It also has leased 6 more not booked, pushing the 787 order book towards 100 for 2015.

Not Yet Booked:

El AL  15 787's both outright purchased and leased through others.

EVA   24 787-10's

Dubai ???

Total  39 yet to be booked, but having a 99% booking certainty

Total net 787 Roundup For YTD 2015 = 89, 787's and still counting

Orders through October 27, 2015: Boeing.com :<<<Link



737747767777787Total
2015 Net Orders334-485450486

Customers737747767777787Total
AerCap100----100
Air Austral----22
Air Tahiti Nui----22
Alaska Airlines6----6
All Nippon Airways5---38
Atlas Air-1---1
Australia P-84----4
Business Jets / VIP Customer(s)3---25
COPA Airlines51----51
Enter Air Sp. z o.o.1----1
Ethiopian Airlines----66
EVA Air---5-5
FedEx--48--48
GECAS2----2
GOL Airlines9----9
Jet2.com Ltd27----27
Korean Airlines---5-5
Norwegian----1919
Oman Air (SAOC)20----20
Qantas----55
Qatar Airways---14-14
Ruili Airlines30----30
Ryanair3----3
SilkAir6----6
Silk Way Airlines-3---3
SMBC Aviation Capital10----10
Sriwijaya Air2----2
Swiss Global Air Lines Ltd---3-3
TUI Travel PLC----11
Unidentified Customer(s)91--1736144
United Airlines---10-10
United States Navy9----9
2015 Gross Orders3794485476561
Changes-45-4---26-75
2015 Net Orders334-485450486

Wednesday, October 28, 2015

Boeing Has To Play Smart With The Military, And Pick A Bid for The Long Haul

Boeing just recently lost the battle for the LRB for approximately 60 Billion as it will hurt. Northrop won the bid as it will not result in closing its doors. The military tries to defend the industrial complex from extinction if the bids are a wash. Northrop was saved from extinction. Boeing lost, because it insisted on winning a 179 tanker order against Airbus. Lockheed won the F-35 and is endowed with Pentagon Billions. Boeing bid against Lockheed with its F-32 rendering. It lost from a STVOL consideration as Boeing wasn't quite yet ready for prime time on its presentation, but latter got it down solid.

The Boeing bid process has become victim with its own energy of bidding on everything big on the military, ignoring Government penchant for preserving the complex, as a necessary balancing act for the nation's defense. It needs manufacturing from multiple sources in order to achieve optimal results from competition. Boeing needs to court the military, and pick its battles rather than bid everything and insist on complaining when it loses. Boeing doesn't endear the military plans as they give one to Northrop as part of preserving its Military Industrial Complex health meter. Keeping Northrup around for the next decades is Job one. Don't worry Boeing you were tossed a Tanker bone away from the Airbus complex.

That is why Boeing needs to do a careful approach to the award process. The first objective is to identify what upcoming program will make Boeing Defense industry for three next decades. They should have approached its F-32 bid more seriously with its vast committed intelligence, engineering and capital R&D. Lockheed no longer builds commercial airplanes so it was a do or die effort for them. The military appreciated its attitude for do or die and gave Lockheed the F-35 bid. Boeing was doing well with its commercial realm and its offering was very close in the competition. However, Boeing could have done better during the award process and would have won it if wasn't so arrogant of an industrial base. They lacked humility and lost.





The F-32 should have been the Marine Bird period. The F-35 needed some beefing up but it gave it away when it had to accommodate three F-35 types from one design concept. Lockheed could have built a Navy deck launcher with an advanced Air Force Fighter frame. However, somebody had an outcome based education resume and insisted on everybody wins having one frame and Boeing you lose because you got the gold star last time. In a perfect world the DoD biffed it. They should have grabbed the Boeing design in a heartbeat for a dedicated STVOL fighter. However, the outcome based nerds with all the Gold stars awarded Lockheed the award because it was its turn. Then comes the LRB project and it's Northrop's turn.

If the Military was really interested having the best concept flying it would cherry pick the best concept from any manufacturer and not insist on playing like a bunch of first graders giving out bid award stars. The system really makes America weaker and it doesn't actually save $$Tax Dollars. The cost over runs are proof of that during JSF program. The old axiom is true: "good at all things, master of nothing". The Marines are a special group of people and they need an ugly jump jet on Steroids. The F-32 was that Jump Jet.

Wow, I digressed again, back to Boeing bidding strategy: 

  • Boeing needs to pick only one bid program for a long term continued production run.
  • Boeing does not need to go after every program, but it need to bid every program.
  • Boeing needs to prepare for "a feature bid program with R & D behind it" with a do or die mindset
  • Boeing needs to woo the Military by not complaining or objecting during bid losses
  • Boeing needs to complete a bid development beyond expectations and eliminate mishaps (KC-46)