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Bernstein: No 787s until 2010; schedule slips further
Monday November 3, 2008
Boeing's ambitious plans to ramp up 787 deliveries may be under serious threat, according to forecasts from New York-based Bernstein Research.
In a wrap-up following the manufacturer's third-quarter earnings teleconference, Bernstein warned that 787 deliveries may be a further 53 short of plans in the first four years of production (2009-12) and 153 short of plans from last January.
This report was Bernstein's fourth reassessment of 787 production capability this year. After the January delay announcement that pushed first delivery to ANA to early 2009, Bernstein revised its delivery schedule for 2009-12 to 335 aircraft comprising 41 in 2009, 71 in 2010, 103 in 2011 and 120 in 2012.
When Boeing announced a second delay in April with first delivery to ANA in the 2009 third quarter, Bernstein pushed the delivery schedule out two quarters with a reduction of 18 aircraft to 317 for the four-year period. However, following a June investor update from 787 Program VP and GM Pat Shanahan, it cut its 2009-12 delivery forecast by 89 to 236--25 in 2009, 38 in 2010, 70 in 2011 and 103 in 2012.
http://www.atwonline.com/news/story.html?storyID=14578
Monday November 3, 2008
Boeing's ambitious plans to ramp up 787 deliveries may be under serious threat, according to forecasts from New York-based Bernstein Research.
In a wrap-up following the manufacturer's third-quarter earnings teleconference, Bernstein warned that 787 deliveries may be a further 53 short of plans in the first four years of production (2009-12) and 153 short of plans from last January.
This report was Bernstein's fourth reassessment of 787 production capability this year. After the January delay announcement that pushed first delivery to ANA to early 2009, Bernstein revised its delivery schedule for 2009-12 to 335 aircraft comprising 41 in 2009, 71 in 2010, 103 in 2011 and 120 in 2012.
When Boeing announced a second delay in April with first delivery to ANA in the 2009 third quarter, Bernstein pushed the delivery schedule out two quarters with a reduction of 18 aircraft to 317 for the four-year period. However, following a June investor update from 787 Program VP and GM Pat Shanahan, it cut its 2009-12 delivery forecast by 89 to 236--25 in 2009, 38 in 2010, 70 in 2011 and 103 in 2012.
http://www.atwonline.com/news/story.html?storyID=14578
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