Boeing Company (BA)

[Flatcat]

AirBus has taken the wind out of Boeing sails by announcing they will quit using this LI technology - too many risks.

Boeing will have to retrofit NiCads. Anyone have a guess how long this would take given that form, fit, support electronics, and software would have to change? The engineering and approval processes, both internal and external, may take awhile.

BA seems to not have taken a hit on future defense cuts as have Raytheon and Lockheed. Comments from Navy brass about cutting the US A-8 program may not have very much impact due to foreign A-8 sales although it will drive the cost per aircraft up.

Boeing announced in December that share buyback would continue starting the first of February. Is Boeing holding their own stock up through buyback or is the stock staying up based upon fundamentals?