regarding two 737 Max crashes. Barron's associate editor Al Root recently made a trip to a Boeing manufacturing plant and tells
Um So it would be foolish to say that, you know, like, oh, I went to the plant and now I know the quality has improved, but they spent a lot of time trying to carefully detail, these are the kinds of changes we've made.And so, you know, we can ramp production and put this in the rearview mirror.They don't really have a lot of leeway, they have to be perfect from this point forward.
Um, so it, it'll take a while and, you know, the things that uh uh investors can look for is, you know, they're basically delivering 20 a month, they're allowed to deliver 38 the month, you know, so getting back to 38 and then having the FAA say, you know what, you can make 50 a month, which is their long term goal or one of their long term goals, I mean, and that, and, and then also seeing some of these other derivatives of the 737 max approved like the 737 max seven or the longer...
He was an internal candidate and an engineer, Steve Mollenkopf, the old Ceo of Qualcomm is running this process to find the next guy.Uh We haven't seen basically any development in months.Shanahan is one of the leaders, I would say Stephanie Pope internal candidate is one of the leaders in the clubhouse and we'll just have to see how it develops.
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