Looking Beyond Boeing’s 787 Dreamliner
This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270296-looking-beyond-boeings-787-dreamliner Despite Boeing’s well-documented troubles with its revolutionary 787 Dreamliner, the aircraft will likely dominate the small wide-body jetliner segment for many years to come. Investors correctly remain focused on the plane’s first delivery later this year, and subsequent production ramp up to satisfy a massive backlog of unfulfilled orders. And while successful execution on its 787 program would be welcome news, especially as it eases inventory build and bolsters cash flow, looming threats posed to its workhorse 737 in the narrowbody arena— the largest market as measured by units and dollar-value during the next couple decades– should not be ignored. What once was a duopoly in the large commercial aircraft market … Read more