Boeing vs. NorthrupGrumman/EADS - Tanker Wars Episode 3
March 20, 2008
Boeing Files Tanker Protest | www.businessweek.com
Boeing's protest of the Tanker contract filed this week is a high risk strategy for a long time US military supplier. Challenging the very system that has benefited the company so handsomely over the years is a very risky strategy. The US procurement process however deserves scrutiny and reform
Stage Two of Transatlantic Open Skies needs careful analysis.
March 19, 2008
EU, U.S. to Study Airline Pricing and Competition | online.wsj.com
Alliances are a reality - but what value do they bring and are they pro-competition or anti competition. Has the customer benefited from the big 3 alliances particularly across the Atlantic? Should BA and AA be allowed to extend their agreement to cover the Atlantic? Will there ever be true "Open Skies" on both SIDES of the Atlantic?
Ouch! This one is going to hurt - US Airline stocks headed for trouble
March 17, 2008
Airline stocks fall as fare sales loom | www.usatoday.com
US Airlines are in for a major shock. The recession is biting harder and faster than was anticipated. Major threats all round will swing 2008 to a loss - possibly significant for the group of 10.
Funding of the air traffic control system should be doen on an equitable basis
March 5, 2008
Senator Sees FAA Funding Blocked For Year Over User-Fee Issue | online.wsj.com
- Current Fee structure is illogical. Airlines pay 90% of the cost for two-thirds of the usage. - The Air traffic control system is going to get far worse with the continued growth of corporate aircraft and "very light jet" (VLJ's) -Airlines pay for 90% of the air traffic control system and use only two- thirds of the system. - This proposal being considered is based on user fees which is far more logical, and equitable.
Yes folks the slowdown is already here - Airlines need to weather the storm
February 28, 2008
New IATA Financial Forecast Predicts 2008 Downturn | www.iata.org
The slowdown is coming - we have two good sources - Airlines and Airports. The impact is not just in the USA but in other market geographies The impact on two specific carriers - British Airways and Singapore Airlines is examined.
The Global Market for Travel isn't cooling… is it?
February 18, 2008
CYCLICAL DOWNTURN AHEAD IN 2008 | www1.iata.org
Travel in the USA is soft but we see a move to more up market product As the US declines the impact of the cheap dollar and cheap pound is driving traffic from Europe Airport Traffic is showing a sharp drop in growth.
British Airways - Radical Transformation and none of it self determined
February 18, 2008
Fuel bill takes shine off BA results | www.guardian.co.uk
BA is changing and losing its once dominant status in a transformation driven by factors no longer in BA's control. AF-KL combo is now the world's leading airline by far. Competition is bearing down heavily on the carrier.
The airline mergers is not nessarily a "done deal" ...many obstacles remain
February 6, 2008
Airline Merger could bring anything | news.enquirer.com
* Will the Bush administration or the next administration approve approve any airlines attempt to merge? * Unions and communities will fight any merger attempts. * Other carriers like American and Southwest will likewise lobby against any mergers. * Premises for mergers is not valid since there are too many profitable network carrier that are smaller than any of the individual carriers that are in play.
There is no such thing as a good airline merger
January 18, 2008
Delta delays Comair sale as it explores merger hopes | www.ft.com
*Service will get worse...I know that is hard to imagine. *Fares will go up. *Communites will loses both Hubs, flights and jobs. *If it happens it will be Delta merging with Northwest and United merging with Continental and no one want US Airways
787 – Hacker safe? Maybe, Maybe not.
January 14, 2008
FAA: Boeing's New 787 May Be Vulnerable to Hacker Attack | www.wired.com
Boeing's new 787 Dreamliner is a very complex and advanced feat of engineering The aircraft is late and there are some significant problems both logistically and with the IFE/LAN and Flight Control system software from Honeywell. Is the aircraft at direct and imminent risk at launch?
Toyota's California Plant Exit Makes Sense
September 17, 2009
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
California's Impact on the Las Vegas Strip, City Center & the port of LA
September 8, 2009
Toyota Will Feel The Heat Of California Lawmakers In NUMMI Plant Closing
September 1, 2009
US Hotel Industry Recession Enters New Rate Erosion Phase
September 1, 2009