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American Capital Agency Corp. Message Board

  • raybans2 raybans2 Mar 27, 2013 10:55 AM Flag

    Best investments this year

    Best: GILD, BA, CREE, TWO in no particular order

    Worse: CYS

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    • yourbestfriendintheworld yourbestfriendintheworld Mar 27, 2013 4:59 PM Flag

      BA almost screwed the pooch, but getting that huge order from Ryan Air on the same day they splashed the PR about having a solution to the battery fire problem put them back in good with the market.

      You can bet they'll be out front and looking for all the other vulnerabilities they have. The battery thing went just how I said it would, except BA did a fairly poor job of blanketing the supplier looking for a fix. They'll have learned to act less like a lumbering giant that's been pricked by a mosquito and more like an intelligent being who knows mosquitoes carry malaria.

      • 1 Reply to yourbestfriendintheworld
      • In the future BA plans to change the way they do many things based on their aggravating 787 experience. Their experiment of farming out the manufacturing on the 787 to different vendors in sections like AirBus currently does didn't work well for them from their point of view. Most of the suppliers underestimated the size of the challenge they had before them so they under scoped the effort required to meet the schedule. As a result everyone was severely late. Boeing also had to go in and fix a lot of their vendor's designs and in some cases bought out the entire vendor just to get things back on track. The 787 was an experiment from many angles but now I think Boeing has a clearer idea of how they want to go about manufacturing new all composite airframes in their other product lines like the 737.

        That said, I did not hear them complaining about the wing designs that they got from Japan. They need Japan to be a major player in future Airframes so that they have the political muscle to force Japanese airlines to buy Boeing. With Japanese companies making major contributions to the Boeing product lines it pretty much guarantees that Japan will buy Boeing in the future and they are a huge customer. Though I do believe that the Airbus A380 is perfectly suited for some markets were the large seating capacity works well between large cities in Japan where there are huge numbers of people commuting by air almost daily. Often times the distances are short enough that fuel efficiency is not the driving factor. It’s the number of take offs and landings that they are trying to reduce. This is a rare case where the A380 is a perfect fit and thus it would be difficult for Boeing to offer an equivalent solution other than to suggest that they could fly more 747s which isn’t solving the problem they are trying to solve.

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