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Boeing verticle integration spells trouble.... #4476708
08/01/17 03:33 PM
08/01/17 03:33 PM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
....for some. Honeywell, Rockwell and Universal execs are probably sweating a little more today
than yesterday. Boeing says they are going to build their own avionics. Rockwwell's stock slid 6%. Boeing
must have felt that the avionics oligarchy was getting a little too relaxed and not competing effectively.

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4476726
08/01/17 04:05 PM
08/01/17 04:05 PM
Joined: Sep 2015
Posts: 6,075
Kalifornia Kollective
BrocLuno Offline
BrocLuno  Offline
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Posts: 6,075
Kalifornia Kollective
Big ticket systems with decent margins. Good game to be in, but they need to buy somebody to get a leg under the table ...


Formerly in marine engineering. In an earlier life I owned my own petroleum tank truck, and hauled for the majors and independent's.
Re: Boeing verticle integration spells trouble.... [Re: BrocLuno] #4476916
08/01/17 07:26 PM
08/01/17 07:26 PM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
Originally Posted By: BrocLuno
Big ticket systems with decent margins. Good game to be in, but they need to buy somebody to get a leg under the table ...


You raise an interesting point. Going vertical would be easier with a buy. They can do it without that of course but, of the three I mentioned Universal would seem to be the marginal player but others wait in the wings - IS&S, Garmin, SAFRAN and others. Will be fun to watch, gotta love disruption.

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4479068
08/04/17 01:43 PM
08/04/17 01:43 PM
Joined: Feb 2003
Posts: 4,505
Arkansas
Win Offline
Win  Offline
Joined: Feb 2003
Posts: 4,505
Arkansas
Rockwell Collins uses the old Collins Radio stock ticker, COL.

Boeing's announcement didn't hurt Collins.


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Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4479134
08/04/17 03:18 PM
08/04/17 03:18 PM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
Maybe. Judging from today's news United Technologies sees this potential outyear order weakness as the proper time to pursue purchasing Rockwell-Collins. This is exactly the same scenario that led Boeing to absorb McDonnell-Douglas. When MacDac's future order book went flat after the A-12 fiasco Boeing picked up the pieces. It's a repeating story as the industry consolidates. If UTC is successful and can get by antitrust I would look for GE to try and pick up Honeywell, something that's been tried in the past. Many of these companies have house-of-cards stock prices with managements that know it'll all self destruct if they don't find a merger/buyer within some period of time. That's less true of Collins than of many others.

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4497949
08/25/17 04:02 PM
08/25/17 04:02 PM
Joined: Jan 2004
Posts: 4,445
California
nthach Offline
nthach  Offline
Joined: Jan 2004
Posts: 4,445
California
Since Rockwell Collins also owns ARINC, would that be the grand prize for anyone who wants to acquire them?

Wasn't the Smiths takeover by GE done so they can have sole-source supplies between Boeing and Airbus as was the Goodrich purchase by UTC?

Last edited by nthach; 08/25/17 04:06 PM.
Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4498165
08/25/17 08:06 PM
08/25/17 08:06 PM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
ARINC is big but probably not big enough to be the jewel in the Collins crown. ARINC has always been interesting to me in a way. It would be the best source of business intelligence one can imagine sitting at the crossroads of all airline (and many other) networks. I have long been fascinated by ACARS for instance and its potential for control as well as monitoring and have mentioned it here before.

But Collins, or whomever, has to manage it at arms length, I would think, operating as "honest merchant to the trade" or no other company would trust them to do what they do. I would have to call them a prized "industry asset" developing and coordinating standards - a very much needed role in the aviation/communication business which, as we all know, is fiendishly complex in a lot of ways, from technical to political. IMO Collins is one of the few companies with the integrity to be trusted with its ownership.

I am not familiar enough with the other questions you pose to offer an opinion.

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4499063
08/26/17 11:01 PM
08/26/17 11:01 PM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
There is a new opinion piece in Aviation Week that may be interesting to some on this subject. Good discussion on the possible thought process especially about pricing leverage.

http://m.aviationweek.com/commercial-avi...sition-rockwell

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4528345
09/28/17 09:50 AM
09/28/17 09:50 AM
Joined: Oct 2013
Posts: 1,460
Georgia
DeepFriar Offline OP
DeepFriar  Offline OP
Joined: Oct 2013
Posts: 1,460
Georgia
Boeing's galling reaction to UTC buying Rockwell-Collins has promped me to comment again on this thread. Here we have Boeing having told Collins, among other suppliers, that they are going to sweat the profit out of them on the way to taking the avionics systems work totally in-house in the near to mid future. UTC sees the opportunity to pick up a prized company and Collins decides to sell out. Now Boeing (and Airbus) comes back moaning about how this is anti-competitive and how they're concerned that priority for them will suffer, etc. etc. Hello! What a nerve these jerks have. I haven't looked at it for a few weeks now but I would guess they will complain to the powers-that-be to stop the sale (even easier to do in Europe than here). So, hey, Boeing says "I intend to kill you (or drive your stock price down so I can buy you cheap) but I forbid you to look for a big brother to protect you". Message to Boeing - Drop dead.

Re: Boeing verticle integration spells trouble.... [Re: DeepFriar] #4529549
09/29/17 03:26 PM
09/29/17 03:26 PM
Joined: Jun 2002
Posts: 19,494
Iowegia - USA
MolaKule Offline
MolaKule  Offline
Joined: Jun 2002
Posts: 19,494
Iowegia - USA
Originally Posted By: DeepFriar
Boeing's galling reaction to UTC buying Rockwell-Collins has promped me to comment again on this thread. Here we have Boeing having told Collins, among other suppliers, that they are going to sweat the profit out of them on the way to taking the avionics systems work totally in-house in the near to mid future. UTC sees the opportunity to pick up a prized company and Collins decides to sell out. Now Boeing (and Airbus) comes back moaning about how this is anti-competitive and how they're concerned that priority for them will suffer, etc. etc. Hello! What a nerve these jerks have. I haven't looked at it for a few weeks now but I would guess they will complain to the powers-that-be to stop the sale (even easier to do in Europe than here). So, hey, Boeing says "I intend to kill you (or drive your stock price down so I can buy you cheap) but I forbid you to look for a big brother to protect you". Message to Boeing - Drop dead.


I have worked for both companies and yes, Message to Boeing - Drop dead.


"Molon Labe" (Greek, King Leonidas to the Persians regarding their weapons "Come and Take Them!").

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