Leeham News and Analysis
There's more to real news than a news release.
ISTAT Europe: a tough review by Aeroturbopower, and our thoughts
ISTAT Europe: Aeroturbopower has this recap of last week’s ISTAT Europe conference and he takes a devastating hit at the Boeing presentation. We weren’t at the event this year but we’ve seen plenty of Boeing presentations and agree… Read More
Odds and Ends: Boeing responds to SPEEA; Enders’ mystery injury revealed; AirAsia
Boeing v SPEEA, con’t: As ballots are mailed by SPEEA to its members to vote on the Boeing contract offer, Boeing issued this response to SPEEA executive claims about the offer. Enders’ mystery injury: EADS CEO Tom Enders… Read More
Odds and Ends: FT on BAE-EADS; Boeing-SPEEA dispute getting ugly; Arik Air
BAE-EADS: The Financial Times of London has this analysis, from the British perspective, of the proposed merger between BAE Systems and EADS. Bloomberg News has this analytical piece. And when the merger was announced, Boeing CEO Jim McNerney… Read More
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
SPEEA to members: reject Boeing contract offer
Late Monday, SPEEA, the engineers union, issued this press release urging members to vote down a contract offer from Boeing. SEATTLE – On Monday, Sept. 17, the SPEEA Professional and Technical Bargaining Unit Councils voted to send Boeing’s… Read More
Odds and Ends: More on EADS-BAE; surviving crashes
EADS-BAE: NOW that a few days have passed since the announcement BAE and EADS want to combine, here’s some more worldwide press: Reuters: Government demands could make or break deal. Interactive Investor: Merger will advance EADS military goals…. Read More
US Defense sequestration: USAF tanker on hit list
The White House issued a 394 page report on what defense programs are subject to sequestration. The USAF tanker replacement–a program won by Boeing in a bitter contest–is on the hit list (PDF Page 274, document page Appendix… Read More