Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (8410)	10/29/1997 2:31:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 94695

Hi Mohan, >4) why Boeing, with huge order backlog, is not able to deliver even at the peak of the cycle? Can you confidently say Malaysian Airlines or Indonesian airlines will not cancell orders to Boeing due to the turmoil in their countries? If this the best Boeing can do in boom times, what happens to them during a bust? How are you doing with this volatility? It sure does not feel good to me. This problem at Boeing can be explained. How do you double your production capacity overnight building these animals without huge costs and delayed deliveries. You just can't. Your comment: can some of their customers taking delivery on orders is valid. If Boeing is building capacity and this capacity becomes unused in the future it could create a real mess. One thing we do know is the integrity of the global fleet is getting weak and a large number of planes will require replacement and or upgrades. BTW, the rest of your items are concerns to me also. Joan