from the editor of aseidman.com

Boeing 787…Are the winds shifting?

Posted by Ariel Seidman | January 30, 2007

Is this more concerning news coming out of Boeing regarding the 787 program or standard hiccups in the development process of a complex and innovative product — only time will tell. While this issue is peanuts relative to analyst reports that some of the 787 suppliers are struggling to meet Boeing specs and timelines. While I am sure that a delay (even a relatively short one of a few months) will not bode well for the Boeing stock I can’t imagine that this will drastically change the Boeing vs. Airbus competitive dynamics as Airbus is a good 2-3 yrs. behind Airbus and has significant resources tied up in the A380 for the forseeable future.

In my humble opinion business schools should start preparing a case study on the turn-around of Boeing which is based on a few key elements—here are a few:

1. leapfrog technology aka the 787
2. insight that point to point is more important then network
3. new supplier model: extension of risk to large suppliers

What do you all think?

Coffee Consumption by Country

Posted by Ariel Seidman | January 24, 2007

Interesting data courtesy of IBM’s new Many Eyes project. 

• I would have thought that the South American countries such as Brazil and Argentina would make the top 10.
• Would be interesting to see the per capita consumption of coffee — I would guess France and Italy would lead the way.  Then again with our Starbucks addiction…
• By the way if you are looking for some great coffee —not the Starbucks crap — then check out Peets

 

Da Bears

Posted by Ariel Seidman | January 22, 2007

99% of the sports writers and commentators need to be writing a piece just like this one after the Bears destroyed the Saints. Any why the heck was Reggie Bush taunting the Bears defense — rather unwise.

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