I hope this thread attracts healthy opinion and discussion. Where one man sees failure, another sees a phoenix. Please allow me to start this off. Intel - There is a small chance they will turn things around. Pat Gelsinger is OK. I give it a 60% chance of failure in the next 36 months. Boeing - It can't be turned around. 100% chance it will fail. Likely timeline is the next 18 months. Most likely outcome will be government support of current management who ruined the company. Boeing could survive, with the right management, but that will not happen. VW - There problems are slight but VW has the largest private debt in the world. This is a one strike situation. With falling sales, they are toast. I give them 24 months.
Intel should be chopped up and parted out, with the Fabs going to the U.S. taxpayer. Fire all management and garnish their wages. F them for killing Optane! And Boeing is... a plane crash. A case study into how to turn a great company into a punchline. I am not very well versed on the automotive landscape, but I am very much seeing a higher percentage of other brand EVs versus Tesla. Daddy Elon better keep his eye on the prize instead of his "Dark MAGA" persona.
Intel and VW can be parted out after assets sold if bankruptcy. “It is important that our people and our stakeholders understand how promising Boeing’s future looks,” CEO Dave Calhoun told investors last month. “Demand across our portfolio remains incredibly strong. Our people are world-class. There’s a lot of work in front of us, but I’m proud of our team and remain fully confident in our future.” It’s not that Boeing’s problems aren’t serious. Quality and safety questions have rattled some flyers’ confidence in its planes, sparked multiple federal probes and caused huge problems for airline customers. Even before the latest Alaska Air incident caused another plunge in orders, and after one of its best sales years on record last year, Boeing has fallen far behind rival Airbus in orders for new jets and for deliveries. From the second quarter of 2019, just after a second fatal crash of a 737 Max led to a 20-month grounding of its best-selling plane, through the first quarter of this year, which included the incident on an Alaska Airlines Boeing 737 Max jet that lost a door plug minutes into a flight, Boeing reported core operating losses totaling $31.9 billion. Net losses in the same period came to $27 billion. No other company in the S&P has lost that much money over the past five years, according to FactSet, which tracks financial results. Only two — Uber and cruise line operator Carnival Corp. — have even come close. And the massive losses have resulted in the company’s debt level soaring, from $13 billion at the end of 2018 to $48 billion now.
That’s because the company is part of a unique duopoly, one of only two manufacturers of full-size passenger jets in high demand by airlines. That means it can continue to sell, build and deliver planes for many years to come, even with massive and well-documented problems.
