NYTimes.com Article: In a Shaky Present, Boeing Weighs Risks of Building a Jet of the Future

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In a Shaky Present, Boeing Weighs Risks of Building a Jet of the Future

December 3, 2003
 By MICHELINE MAYNARD





The future of the Boeing Company, no matter its tumultuous
present, rests in large part on the wings of its
next-generation jet.

Boeing has not even decided to build the jet, the 7E7,
known as the Dreamliner, nor does it have any firm
customers for it. The soonest it can get the aircraft on
the market is 2008.

Even as the company has been rattled by executive
resignations and a scandal involving its Pentagon contract
for refueling tankers, it faces a critical decision on
whether to proceed with the 7E7, which would replace the
757 and 767 in the middle of its aircraft lineup.

The plane, Boeing says, will offer greater fuel efficiency
and passenger comfort. Its curvy, futuristic body will be
built in part from composite material that is lighter than
metal.

This month, Boeing's board is set to consider whether to
begin marketing the jet, which analysts estimate would cost
Boeing and its partners at least $7 billion and up to
develop. If it can find customers, the 7E7 would be the
company's first significant jet program since it began work
on the 777 in 1990, and its third try just this decade at
developing a new aircraft.

Its previous offerings, a supersonic aircraft called the
Sonic Cruiser, and a supersize version of its 747 jumbo
jet, called the 747X, failed to generate interest.

The decision on the 7E7 looms as Boeing is entrenched in a
Pentagon ethics controversy that forced the resignation of
its chief executive, Philip M. Condit, on Monday, and the
firings of its chief financial officer and another
executive last week.

Mr. Condit will be succeeded by Harry C. Stonecipher, the
company's former president, whose expertise lies on the
military side of Boeing's operations, not its commercial
aviation business.

On his immediate horizon, Mr. Stonecipher must quickly
clean up the mess resulting from questions surrounding the
award of a Pentagon contract to Boeing for 100 tanker
planes. Yesterday, the assistant defense secretary, Paul D.
Wolfowitz, said the contract was being held up, pending an
auditor's review of whether Boeing acted improperly by
hiring the Air Force official in charge of awarding the
contract.

Boeing's stock, which had climbed yesterday morning as
investors digested the news of Mr. Stonecipher's
appointment, fell after word of the Pentagon's action. The
shares closed down 19 cents, to $37.83.

That Mr. Stonecipher would lead the decision on the 7E7's
future strikes some analysts as a quirk of fate. While
chief executive at McDonnell Douglas, which Boeing acquired
in 1997, Mr. Stonecipher moved the company's emphasis away
from commercial planes and toward military aircraft.

In the years since then, when he served as Boeing's
president before retiring in 2002, the military division
passed the commercial aviation unit in revenue, despite
Boeing's historic devotion to aircraft development.
Analysts have theorized that Mr. Stonecipher sees little
merit in the 7E7, with the industry in such financial
straits.

On Monday, however, Mr. Stonecipher said he backed the 7E7
program. And should it go forward, he will become its
titular salesman, although Boeing has already put on an
extensive publicity campaign for the 7E7. Among other
things, it held a contest to name the jet, splashed its
colors on its Web site, and gave details of the plane's
interior, all in an effort to generate interest.

Even so, experts said there was no guarantee Boeing's board
would move forward. "I don't think it's a foregone
conclusion, with Stonecipher in the C.E.O.'s seat," said
Prof. Charles Hill at the University of Washington School
of Business in Seattle.

Professor Hill said the biggest hurdle was the plane's
dearth of orders. While Boeing is focusing on Asian
carriers, only Japan Air Lines has said it might be
interested. No big American carrier has yet signaled it
would buy one.

Professor Hill said Mr. Stonecipher would not let Boeing
proceed with the 7E7 without orders from several airlines
in hand. Regardless, Boeing has to do something to spruce
up its model range.

"The Sonic Cruiser was a bust,'' Professor Hill said.


"The superjumbo was a bust, and the 777 is aging. There is
a gap and they need to fill it."

Even more important is the threat posed by Airbus, the
European aircraft consortium. Its competing jet for the
Boeing model, the A330, has already been delivered to its
first customers, including Northwest Airlines, which is
flying it on European routes from the United States.
Airbus, meanwhile, is developing its own jumbo jet, the
A380, which is set for introduction in 2006.

Roman Szuper, a credit analyst with Standard & Poor's, said
he would be surprised if Boeing backed away from the 7E7
project, given how much emphasis it has placed on the
plane. "This is the best hope, the best prospect" for
Boeing to challenge Airbus, Mr. Szuper said.

He added, "At this point, the market is a duopoly, and the
company has got to come up with new models."

Mr. Szuper said he was confident Mr. Stonecipher would
insist on a tight rein on costs. He said a new, more
efficient manufacturing system for the plane, which Boeing
has said would cut the plane's production costs by 10
percent or more, would be an element in making it a
success.

"If they do it correctly in terms of the initial price, and
achieve lower operating costs, then I think there is the
potential that this could be a successful model," Mr.
Szuper said. The danger, he warned, was that Airbus could
respond by lowering prices on future versions of the A330,
putting even more pressure on Boeing to hit the mark with
the 7E7.

There could be no more important time for the company to
make the 7E7 a reality but none when it matters less to the
average traveler, said James P. Womack, president of the
Lean Enterprise Institute, who has studied Boeing's
operations, as well as those of other manufacturers, for
years.

"The flier can't tell the difference from one airplane to
another, no matter how pretty the painting is," Mr. Womack
said. "People can tell you if they're riding in a BMW or a
Lexus, but they can't tell you if they're riding in an
Airbus or a Boeing."

http://www.nytimes.com/2003/12/03/business/03jets.html?ex=1071460920&ei=1&en=eb809b1a2e223c65


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