In the November election, Washington State and Colorado voters approved recreational use of marijuana. As anyone who ever tried MJ knows (except a certain former President, who says he didn’t inhale), MJ has a sweet odor that is… Read More
Posted on April 17, 2013 by Scott Hamilton
Boeing Stock Buyback: Boeing announced a stock buyback of #3.6bn for next year. Wells Fargo has this to say in a research note issued today: Boeing had more than $11B of cash on the balance sheet at the… Read More
Posted on December 18, 2012 by Scott Hamilton
SPEEA v Boeing: The Seattle Times reported that there is a very high chance of a strike by SPEEA against Boeing come February. This is, of course, bad news for all concerned. SPEEA is already talking about a… Read More
Posted on December 10, 2012 by Scott Hamilton
We’ve been traveling on business all week and naturally the conversation was all aviation. We spoke with lessors, aerospace analysts, hedge funds and private equity. In what amounts to a data dump, here is what is being discussed… Read More
Posted on November 30, 2012 by Scott Hamilton
Boeing outsourcing: In an election where outsourcing is a major political campaign issue, The Seattle Times reports Boeing wants to outsource more work to Mexico. Here is Boeing’s letter, via The Times. MAX v NEO: Here is an… Read More
Posted on October 26, 2012 by Scott Hamilton
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
737 MAX: Boeing Frontiers Magazine has a long article with lots of pictures describing the designing process of the Advanced Technology Winglets. RR-PW on big engines: Aviation Week has this article speculating on the prospect of Rolls-Royce and… Read More
Posted on July 16, 2012 by Scott Hamilton
Press conference Jeff Smisek, CEO United 100 737 Max 9 50 737-900ERs, replaces 757s flown domestically. Jim McNerney, CEO The Boeing Co. Thanks to UA for putting trust in us. Boeing and United go back a long, long… Read More
Posted on July 12, 2012 by Scott Hamilton
McNerney rejects “price war.” A quote from a Financial Times story (see below). He rejected suggestions that a price war had broken out between Airbus and Boeing over the A320 Neo and 737 Max but confirmed the US… Read More
Posted on July 9, 2012 by Scott Hamilton
We’re all used to Airbus and Boeing engaging in hand-to-hand combat. The war has now spilled over to CFM and Pratt & Whitney and the LEAP engine vs the GTF. There have always been some sharp words. But… Read More
Posted on July 8, 2012 by Scott Hamilton