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I'm late (so what's new)

Boeing first. Boeing was intentionally trying to diversify its logistics for several purposes. 1) dispersal of risk; 2) Curry favor throughout the pacific rim; 3) lower direct capital expenditure.

It is an interesting lean approach. I'm not convinced the role out delays would have been significantly different if they had more direct control. This is, in many ways, an evolutionary commercial aircraft. It is quite normal for it to have above average bumps in the road.

Paul addressed the lean stuff exceptionally well so I'll only add a couple of tid-bits. Any and all of these management and efficiency models are doomed to fail if they are not well understood or not completely adopted. If you don't get buy-in or proper adoption the systems are doomed. There are companies doing Six-Sigma by the iron fist, top down, we know best method; and they are confused why they see no gains.

Its worked at GE because they truly committed to it and took the pains to implement it well. Dozens of these ideas rise to fad status and then get beat down not because they don't work but because someone thinks they found "the fix" and if they just drop this idea on top of everything they are doing all well be good in this world.

This is one of the places where reading what the company is publishing is important. Does it smell like they mean it? Are they casting about for a quick fix? Are they panicing and trying anything? Are they just saying the right things because its what investors want too hear?

(who fears dumbsizing)
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