Boeing Co. (BA)

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  • commenter
    Hans Wagner
    Jun 20 12:02 AM
    My Website
    Aircraft Suppliers to Benefit from Airline Fuel Woes [view article]
    Beautyseer, great catch on engine washing. An interesting idea and another plus for United Technology as well as P&W. Reply
  • commenter
    pokernut
    Jun 19 10:01 PM
    Government Accountability Office Rules for Boeing, but Now What? [view article]
    Captain Tom, please cut the jingoistic rheteric. Most of the work on Boeing's 787 is done by foreign workers in Europe and Japan. Reply
  • commenter
    colretw
    Jun 19 08:35 PM
    Government Accountability Office Rules for Boeing, but Now What? [view article]
    The GAO summary appears to mean that the actual GAO opinion is an indictment of the how the procurement was handled. A minor revision and recompetition will not be appropriate if the actual 67 page GAO decision is anywhere near as strong as the GAO summary. The strength of this opinion is all the more remarkable when contrasted with the high level AF statements at the time of the award that NOC had won the competition decisively. The AF should issue a new solicitation and the Source Selection participants, including the Source Selection Authority, should be untainted (i.e. new). It appears that nothing short of a complete new competition will suffice to ensure the absolute neutrality of the evaluators and decision-maker. The AF and Congress (collectively, not just Senator McCain) need to determine how the issue of foreingn subsidies will be handled and it needs to be stated in the RFP. The AF should clearly state its requirements anew and then apply the evaluation criteria to each competitor's proposal equally. It is not that difficult to do. Keep it simple, perform the evaluations and conduct the source selection fairly, and make an unbiased decision. Reply
  • commenter
    McCriminal
    Jun 19 05:13 PM
    Government Accountability Office Rules for Boeing, but Now What? [view article]
    GAO AGREED AND STATED THAT THE AIR FORCE FAILED TO STICK TO THE EVALUATION CRITERIA.
    McCain's letter to the defense secretary changed the decision... The Air Force changed the criteria four days later after McCain's letter was sent to defense secretary, Robert Gates.

    McCain is a crook who hides behind this phony ethics mask and is just as guilty as Clinton of back door deals to pad his lobbyist and
    buddies pockets which in a "return favor' dump PAC and Lobbyist money into his Presidential Campaign.
    Just call him
    McCaiNOEthics
    Reply
  • commenter
    User 137633
    Jun 19 03:23 PM
    June Defense Sector Update [view article]
    "a decline in defense stocks was an overreaction to issues unrelated to the sector"

    Both ITA and PPA have underperformed the S&P 500 this year...they've been terrible etf's to own in 2008.     Reply
  • commenter
    Ishortyou
    Jun 19 12:14 PM
    Wall Street Breakfast: Must-Know News [view article]
    Commonsense1, this issue of derivatives is now been addressed more directly by Goldman Sacs, they are going to put in auction SIV's structured investments derivatives currently value at 7 billion, so the market will decide for the first time how much are these papers worth and allow a working price for these and other kind of derivatives in the future...so no more second guesses... the market will tell how much they are worth just like in a common stock. Reply
  • commenter
    Hans Wagner
    Jun 19 11:47 AM
    My Website
    Aircraft Suppliers to Benefit from Airline Fuel Woes [view article]
    The engine manufacturers will benefit with newer engines. However, the retrofit idea is more difficult for a variety of techncial reasons. The real benefit is making the planes lighter, which then requires less power fly, which lowers fuel consumption.

    The U.S. Air Force is funding research into using bio fuels as a way to heop lower the cost of fuel. This is a few years a way at the least.     Reply
  • commenter
    Beautyseer
    Jun 19 11:45 AM
    Aircraft Suppliers to Benefit from Airline Fuel Woes [view article]
    Just noticed a June 11th press release on the Pratt & Whitney site that claims their engine WASHING services can save airlines millions. See "Southwest Airlines to Save Millions in Fuel Costs and Significantly Reduce Carbon Dioxide Emissions with Pratt & Whitney EcoPower® Engine Wash Services" in the press releases section of their site. Rolls Royce estimates 38% of its revenue in corporate jet engines is aftermarket servicing, so it is possible that engine washing could be a substantial item. Who woodah thogt that rapidly washing a jet engine would have much impact on fuel use and aircraft turn around?!?

    Reply
  • commenter
    RightinSanFr
    ancisco
    Jun 19 11:44 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    How time have changed - re the Merrill Lynch survey. Stagflation; slowing world economy; heavy in cash; yet also heavy in emerging markets. The "expert practitioners" must really believe that the world economy has reached a point of development where it is better, not worse, than the US economy during downturns. Reply
  • commenter
    burque
    Jun 19 11:21 AM
    Aircraft Suppliers to Benefit from Airline Fuel Woes [view article]
    On engines, WGOV is a leader in making turbines run more efficiently and saving fuel, but they are not very cheap right now. For alternative fuels, planes in South Africa run on coal-to-liquids provided by SSL, but this is out of local resource necessity and not a technology that saves money or energy, from what little I know. Reply
  • commenter
    byrd
    Jun 19 11:11 AM
    Wall Street Breakfast: Must-Know News [view article]
    I read this every day and it helps with my daily decisions about stock buys or sells. Reply
  • commenter
    commonsense1
    Jun 19 11:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    I keep reading everywhere about the looming dangers of the "530 Trillion Derivative Market" but it seems to me that everyone is turning away from this problem and not addressing it in a clear and forthcoming manner. I ask myself the following question "if the unfolding of this Derivate phenomenon may cause untold financial hardship, why is it that is no being properly addressed by anyone, by anyone I mean finacial regulators or Government officials?" I think it is clear that no one wants to look directly into the eyes of this monster for fear of what they may encounter; how long can this possible finacial catastrophe be ignored? has anyone quantified the economic effects at all levels of the economy once the derivates become exposed? I appreciate all input to my inquiry. Reply
  • commenter
    Captain Tom
    Jun 19 10:11 AM
    Government Accountability Office Rules for Boeing, but Now What? [view article]
    Splitting the contract still means a foreign government-company would be providing part of our warfighting equipment which is unacceptable. Also, the euro government loans/subsidy issue needs to be addressed. Recognizing all of this and contrary to McCain's earlier "help" in this procurement the tanker contract should be sole sourced to Boeing. Forget any rebid. Reply
  • commenter
    Beautyseer
    Jun 19 09:59 AM
    Aircraft Suppliers to Benefit from Airline Fuel Woes [view article]
    What about aircraft engines? Can older aircraft be retrofitted with more efficient engines? If so, who will profit there? Rolls Royce? Pratt & Whitney? And will this scenario lessen the demand for new aircraft in an era of cost cutting? Anyone flying alternative fuels commercially that show promise in this regard? Reply
  • commenter
    Ishortyou
    Jun 19 09:36 AM
    Wall Street Breakfast: Must-Know News [view article]
    they keep and save the cash as they deleverage, the books will appreciate by default, it's just a matter of time before those books are sound enough again to reinstate their triple A, not a brainer really. Reply

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