Great analysis of impact of tanker loss

The Puget Sound Business Journal in Seattle has a superb report today on the impact to Boeing (with focus on Puget Sound) of the loss of the tanker contract. Reporter Steve Wilhelm surveys local Boeing suppliers who work… Read More

More bad news for Boeing

It’s a busy Friday. Goldman Sachs’ aerospace analyst reports that power-on for the Boeing 787 will likely slip from March to June and first deliveries from 1Q09 to 4Q09. Production problems continue with airplanes 1-6, with—of all things—wiring… Read More

Analyst predicts new 787 delay

Call it the Boeing 787-380. Reuters reports that Goldman Sachs is predicting another round of delays for the Boeing 787. See the story here.

And the fury continues

The political fury over the USAF award of the KC-45A tanker to Northrop Grumman/EADS/Airbus continues. Sen. Patty Murray (D-WA, our senator, BTW) has made overturning the award her mission in life. We generally support Murray on other issues,… Read More

Bad week for Boeing gets worse

Only two business days went by after Boeing lost the $40bn KC-X tanker contract to Northrop Grumman when word came down from the Pentagon’s top procurement official, John Young, that the military doesn’t need any more Boeing C-17… Read More

Priceless Op-Ed in the SEA Times

   An editorial writer for The Mobile Press Register has a priceless, satirical op-ed piece in The Seattle Times about the tanker award. Read it here.  

Business Week to Boeing: don’t protest tanker award

Business Week has an interesting commentary on why Boeing should not protest the USAF award to Northrop Grumman. This may be found here.

Boeing statement requesting immediate de-brief

Boeing Requests Immediate KC-X Tanker Briefing ST. LOUIS, March 4, 2008 – The Boeing Company [NYSE: BA] today made public a request for an immediate debriefing from U.S. Air Force officials on the KC-X tanker competition. As of… Read More

Assessing the fall-out on the tanker

In the three days since the USAF awarded the tanker contract to Northrop Grumman, the fallout has been swift and vitriolic. Before going there, we’ve updated our corporate website with some analysis of our own. We take a… Read More

Loren Thompson analyzes Northrop win

Lexington Institute analyst Loren Thompson analyzes the Northrop tanker win in his column today. He has some surprising facts and conclusions. This is a must-read for how Northrop won and Boeing lost. Here’s a podcast about the future… Read More