The can of worms has been officially opened, and this may turn out to be a case study in how bad software and outsourcing your centers of excellence can bankrupt a company. If TFA is to believed, Boeing has embarked on a project to take what is currently a master-slave failover design and jury-rig it into a master-master real-time system. This is based on bad performance in the simulator—not because of MCAS—but while…
The benchmarks and excitement around AMDs offerings are a great example. When you see something that presents a paradigm shift, often the market will not have fully digested it.
AMD is one of those cases, and I believe BA is as well. Their stock is essentially unchanged from where it was before the Lion Air crash in October 2018. This company is worth $200B and we’re talking about 5,000 units of a $100mm plane (that’s $500B in revenue right? I’m not adding a zero there?)