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Boeing Delay Coverage Open Thread

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This will be today's running thread for the delay announcement today. Leave your thoughts, question here as the news develops today.

12:18 PM: Post call podcast with Addison Schonland and Scott Hamilton.

11:27 AM: Carson says that production ramp up and dealing with suppliers will come later in the quarter and the primary focus will be on Airplanes 1-6. This is VERY significant, it appears that Boeing has hit the stop button on airplane 7 and on. Gaining footing on the flight test airplanes is the first priority.

11:18 AM: Shanahan says that "parts are not the pacing item." Reconciling part documentation has been, "onerous and time consuming" This leads directly back to supply chain management and the VELOCITY software tasked with managing all the parts in the program.

11:10 AM: Boeing is placing "additional operational experts" in Everett and at supplier partners. This is really a first step to putting skill and experience along side a large newly trained workforce.

11:01 AM: The conference call is about to get started. I won't be liveblogging on a stenography basis, but rather providing thoughts as the call develops.

10:28 AM: The LCF has just left Everett for Nagoya. It will return tomorrow or Friday with the wings for Dreamliner Two.

9:35 AM: Just wrapped up a podcast with Scott Hamilton and Addison Schonland at IAG on the delay. Another podcast will follow the 11 AM conference call.

8:45 AM: Boeing officially announces that first flight has been pushed to by the end of the 2nd quarter.

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