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Wednesday, September 4, 2019

Boeing's Ambitions Flies South During Its Winter

The 777X was supposed to have first flight in the fall of 2018. It is now a year late and no sign of a 777X first flight. The Max was to be long in service it still remains grounded! The result is a massive shift in Boeing resources and extending schedules further into the future. Result is customers grow impatience and must be motivated to hang-in there thinking kindly of Boeing's reputation and promise. Has Boeing out flown it technology, thus causing a corporate meltdown? "Ah, Yes", so says the industry.

Being a Boeing fan is tough to do today but the horizon is beginning to arrive as a morning dew refreshes the grass. The 777X will have its giant GE 9X sooner rather than later. The extra time on the 777X will make it a great airplane and no one will easily touch its over-all performance. The fewer heads working on the project than earlier in its progression has allowed order to return to the reality of building something totally new. The Max is a cooperate correction as it dumps all its Golden Parachutist out the building who lead the charge for having more with less and equaling a Puget Sound retreat and BBQ pit overlooking the sound.

The Max must be replaced with a clean sheet single -aisle starting yesterday. The resource scramble must end and putting out the 777X is job 1.

Boeing is suffering from a glutinous corporate addiction of making more with less when abandoning "the more" when ambitions has always worked well and now the middle of corporate hierarchy has trapped itself in its own puke on the less, (Max). The whole mess affects everything, resources, investing and competition. Boeing is in a fight for its corporate life and should act accordingly and abandon traditional corporate smugness during its operation for the next ten years.

Thursday, August 29, 2019

Will The Max Come Back?

Yes and no! Yes it will to save Boeing, and no it won't pave way for its future. Originally, Boeing built a flawed 737 design from the sixties it was too low slung to the ground to allow flexibility and its been a mess to get the body in balance and now we have  a Max as its opus from the problem bin for which Boeing refuses to let go of. Perhaps this last episode is its last episode of problems. Can't tell how deep corporate stupidity will inhabit Boeing thinking out of its pride.

The time is now for Boeing to start its new single aisle campaign for 2030 and peddle the Max as a gap filler of technology and advancements over its family of aircraft. The Max or single-aisle family needs new geometry, engines and capacity for innovations to come. You can't keep painting lip stick on a pig and call it Max. Boeing broke the single aisle concept back in the 1960's and it just is now fifty years later expressing a need for a clean sheet in its class.

Boeing is searching for  a special single-aisle name going forward for which it can hang decades of marketing upon. Max the pig won't cut it, but but evolution says it all.

Thursday, August 15, 2019

Critical Decision Slow 777X Progress

Qantas had been on the cusp of announcing its Project Sunrise winner and the lean was towards a Boeing product. But the 737 Max has choked Boeing into re-prioritizing its ventures and hence the 777X is at a crawl back in the shop. Boeing will fix the Max in 2020 and it will fly the 777X in 2020 but the 797 has become only a Boeing dream since the Max has been its market loss in service and it will take a "successful venture" to change this perspective.


There you have it, Boeing has flummoxed itself by lining its pocket with money before making a complete product. It forgot its main function as an aircraft builder. Build it right for the customer and the money will follow. Don't follow the money when building an airplane! Boeing will become viable as a major airplane maker when its commercial widebody division succeeds and by not waiting for the single-aisle to fix itself in the meantime.


The 737 Max is not dead but it needs a resurrection. Boeing may as well go ahead and build a clean sheet single-aisle as it has lost the market single-aisle parity. Shoot for 2028 for entry into service for a Max killer to dominate the single-aisle segment. This would include a long-range two hundred seats configured A321 killer. Boeing has already thought this through but it may have trouble convincing its stockholders on a 2028 single-aisle build risk but Boeing has put itself into a precarious defensive position and it will fight rather than delay indefinitely while fixing its problems. 

Wednesday, July 24, 2019

Saving Boeing Must Recall Single Aisle From The Start

 Embraer will become the way Boeing must now name its aviation place in the sun. Boeing will need two distinctions for its aviation presentation. A dual aisle family having both military and commercial configurations and a single-aisle concept using seats from 50-175 complimenting landing in all conditions and then again a dual aisle prospect which could deliver over 1 ,000   forces having just two quick and dirty air assaults.

Boeing must make the change in the next twenty years. Landing a hundred planes using an  open door theater night could bring in war firefighting brigade in just minutes, hence the 777 and  787 capacity features.

Gone will be the 737 Max line of aircraft and in its place the Embraer while Boeing widebody becomes the Boeing military punch.

The 737 has a commercial crash reforming the company into two aisle type offering for both its commercial and commercial offering,  Eliminating the Max gives Boeing the flexibility to go small with a sizable payload and the go as large as it needs to go with Boeing's WB line-up from the 767 up to the 777 10X when configuring both the military and commercial class of aircraft. Fighter jets and bombers will remain a one off development, cargo does have a natural one off separation and can be interchanged with one another during the course of war.The US could be preparing for a massive war,

Saturday, July 20, 2019

Effective and Efficient F-35

When the F-35 reaches 80 million dollars a copy US, then it could be called effective. But what about efficient in boardroom jargon. Both words are used together in a resounding blow broadsiding board room decision making. The F-35 becomes efficient when it its effects can be delivered at a nominal cost of $80 million per plane and having an operational up keep cost comparable to current fourth generation fighter types like the F-16. 

The"radar coatings" are a big cost component. If the US military industrial complex finds a way to keep the F-35 invisible to radar without having to slobber copious amounts of radar absorbing coats of paint on the F-35's hull and wings after it flies in combat, then it will become efficient and a winner.

The F-35 may soon leave its fighter aircraft associates in the dust and its not from speed but from technological advancements. A super fast computer core here and there and pretty soon the fighter thinks at the speed of light  and does its fighting with a "light saber" from Star Wars fame. It just has to get up to battle space first where the other "flying bricks" are found to play. The F-35 will become effective when it becomes efficient or is it the other way around? 

Thursday, July 18, 2019

A decision Was Made

Turkey has opted for the S-400 Russian missile over having the F-35, its partners and technology. Is the S-400 that good? A quick answer is "are you kidding me!". In that Turkey wants access to everything Russia can build going forward over US made implements of war. Turkey is now on an Island where Russia is stationed. The war is now being fought in the manufacturing arena and Turkey is playing its card rendering it as defenseless from NATO with Russian aspirations. Turkey's gain  with the US closing its military  door should be a short term impact. However, "pride does cometh before any Turkish fall". 

A change has occured and the battle is lost by the US military complex. The war is what really concerns all those participants on the US side of things. Russia cannot sustain a military weapons  surge. The SU-57 is good to up towards 100 of its type way less than the American F-22 and far far less than F-35. Turkey may get 60 5th generation aircraft and only forty S-400 packages in a Russian deal. Military technology will languish under a Russian plan into oblivion. It can't even make a successful car at this time because South Korean can and will do that much for its own industrial path.

The US needs Israel more than it needs Turkey as a military trade partner. Every pro Turkey S-400 comment is over-shadowed by a Russian brag about what it wants to do but not about what it can do. The US gave up on Turkey too easily because the S-400 missile was a "system in the bag" even by US standards and Russia could not meet Turkish expectations in the first place. While political theater has cost Turkey its independence from what it will never recover from during modern warfare. Turkey is done and is ready to be served.

Sunday, July 14, 2019

Will Max Fly By Christmas American Thinks So! and GE 9X news

Tuesday, July 2, 2019

Corporate Cultural Attitude Smashes Supply and Demand Theorems

Back in the day when taking Econ 101, we learned about micro and macroeconomics. Somewhere in between the two topics up came the laws of supply and demand. However, the world industrial culture has changed and Boeing is that milestone which marks the changes of supply and demand laws.

If enough supply exists then prices drop. If enough demand exists then prices rise and a corporation can flourish under these models. What if supply and demand are no longer the theoretical engines which drive the market place and the Golden parachute replaces the laws of Supply and Demand? If that is true, then a MAX 737  happens. The balance sheet is no longer about the product but the corporation becomes just good enough, as the standard supporting retirement chain of growth for its execs. 

Decisions are made on both the 737 and 787 programs and possibly the up and coming 777X program.

The Golden retirement parachute holds the corporate high ground. If an airplane crashes while violating engineering laws of redundancy, then the money saved is plowed into someone's portfolio later on with a "who cares yawn". The 737 Max crashes are a model for corporate success thus violating the laws of supply and demand, but giving into a higher law of "just good enough", so a gold leaf parachute can be made for someone owning a mansion on Puget Sound.

Here comes the rub, future execs can expect dismal performances on its portfolios as Boeing comes back down to earth. The Golden Parachute will melt back to the old laws of supply and demand. Boeing execs just don't care at this time while "quality management" is the sacrifice for this sentiment. Debris found on completed aircraft; having single sensor technology, or using programming falling short of just good enough are the results. Boeing is taking a hard landing at this time and factory workers and its passengers are the victims emanating out of this new corporate culture super ceding supply and demand.
King 5 photo Boeing demand is frozen
Image result for Boeing Parked 737
737's parked as Boeing demand struggles to await its fixes and approvals.

Financial times photoImage result for airbus a 320 backlog


Airbus cannot supply fast enough for its demand.

The laws of supply and demand are now split between two giant aircraft makers. A supply sided Boeing and a demand strapped Airbus. Boeing executives are floating down from making just good enough mistakes with its key product in order to squeeze more post position income for themselves. 

They just don't care and they also think it's not my job to fix what the corporate culture gave them. If you think Airbus has escaped this quagmire then an observer is mistaken. Airbus has had a string of fortunate luck with its product and is not facing the same type of press Boeing experiences today emerging out of everything Boeing. Regulatory agencies are seeking higher ground as they have failed to do their job in the first place. Agencies have let the fox guard the chicken coop and now Boeing is getting a thorough beating for its corporate culture troubles. It wasn't good enough! Please cancel your dividends on the way out the Boeing big doors.

Thursday, June 27, 2019

Tuesday, June 25, 2019

One More Time and Then Jello For Lunch

Another surgery # ??? Hope to see you all later in the Blogosphere. Bless you, for following. I'll say something later if able otherwise enjoy the collective insight offered from this site since 2012.