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Some notes from Boeing's (BA +1.2%) conference call earlier: Company says the 787 issue is not...

Some notes from Boeing's (BA +1.2%) conference call earlier: Company says the 787 issue is not taking resources from other projects, Dreamliner production continues as planned, and the investigation shouldn't impact guidance. Looking into 2013, overall U.S. defense budget pressures persist, but it continues to capture growth opportunities in international defense markets. Nearly two-thirds of order book outside of U.S. and Europe. Sees air cargo market stabilizing in 2013
Comments (2)
  • kafantaris
    , contributor
    Comments (7) | Send Message
     
    Since large lithium batteries are a headache -- if not inherently dangerous -- we have to look at alternatives. One is to go back to the heavier nickel-cadmium batteries.
    Another is to use fuel cells. Fuel cells are now used in warehouse lifts and they supply unattended backup power to cell towers.
    Why not use them in commercial airplanes? They have proved reliable for over a decade in our space Shuttle.
    http://1.usa.gov/12adGeo
    What about cost? With $16,000 for a lithium battery, cost is relative. Moreover, fuel cells are now a sixth of what they were five years ago.
    What about the Hindenburg?
    Those flames etched in our minds came from the fresh paint on the tarp. Hydrogen itself burns colorless, last about a second, and the flames go straight up.
    But where would we store the hydrogen? In tanks of the type now used in fuel cell cars -- and they can be refilled every time the plane refuels.
    Or we could go with low pressure, though heavier, metal hydride tanks. This could eventually lead to our use of hydrides as artificial muscles -- to operate the plane's wings, brakes and landing gear. Metal hydrides can do this easily by us merely changing the current of the heating element inside the tank.
    http://bit.ly/VXDUvx
    30 Jan 2013, 04:01 PM Reply Like
  • combie
    , contributor
    Comments (86) | Send Message
     
    The investors don't know what they don't know!
    Boeing is heading for some very rocky times but they insist on the PR route that maintains "stock holder value" regardless of how shallow it is.
    The 787 was so many Achilles heals that there is no way under the current business model and partners, they can get to more than 5 per month, it is just that simple.
    They insist on increasing the 737 and 777 production, what do you think will happen to all programs when you force under-achieving suppliers to go up in rate? Boeing just does not have the leverage or oversight to increase without causing supplier to screw up trying to meet rate.
    The 787 production is a mess, and is dragging all the programs down with it.
    30 Jan 2013, 06:52 PM Reply Like
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