I love old tech as much as the next guy, but they should have designed a new 
plane.  Long term, they would be so much better off with a brand new design, 
but it was  a short term financial decision that backfired.

 

The 737 Max reminds me of Myth Busters strapping a JATO rocket to a Chevy 
Impala.

 

From: AF <af-boun...@af.afmug.com> On Behalf Of ch...@wbmfg.com
Sent: Tuesday, November 12, 2019 9:48 AM
To: AnimalFarm Microwave Users Group <af@af.afmug.com>
Subject: Re: [AFMUG] OT bad stock tips

 

Why do you believe it is inherently flawed?  

 

It is a 737, the airframe with the best track record on the planet.

 

It is too bad they did not have a voting/contention algorithm between the two 
angle of attack sensors and chose to only use one as the authoritative source.  
That was a boneheaded coding decision.  The other sensor had live data on the 
network that was there for the using.  

 

It is too bad the pilots failed to absorb the training update telling them to 
switch off the system when it was causing control inputs that were obviously 
wrong.

 

It is too bad the pilots did not simply switch it off.  I have had runaway trim 
motors try to do this to me before and that is something you learn during 
primary training.  

 

Even then, you can recover almost all upsets with 
“push-power-rudder-roll-climb”.

 

It is too bad that Boeing did not immediately tell operators to cease using 
that system after the first crash.

 

But this is just one system amongst hundreds on the aircraft, all tried and 
true for many years.  

 

 

From: Carl Peterson 

Sent: Tuesday, November 12, 2019 7:18 AM

To: AnimalFarm Microwave Users Group 

Subject: Re: [AFMUG] OT bad stock tips

 

The Max is inherently flawed and I'd generally say don't bet on things with 
inherent flaws.  Think F35 and how long it took to get that kind of sort of 
right.  The CG is too far forward.  Perhaps if they stretched the aft section a 
little and swept the wings back a little but then it wouldn't be a 737 anymore. 
   

 

I have an idea of building up a list of ISPs with rural exposure and shorting 
them because Sarlink is going to blow up a lot of their business model.    In 
particular, I'd look for double play ISPs with ARPU above about 75.  

 

On Mon, Nov 11, 2019 at 9:39 PM Chuck McCown <ch...@wbmfg.com 
<mailto:ch...@wbmfg.com> > wrote:

Boeing is going to have a good year.  The MAX 737 saga is coming to an end and 
their while system will be better because of it.  And then it will be 
forgotten.  Just like VW emissions testing...

 

Even so, I am going to stick with my super high priced index fund.  It is at a 
historical high and I still dumped more money into it.  

 

From: Ken Hohhof 

Sent: Monday, November 11, 2019 8:26 PM

To: 'AnimalFarm Microwave Users Group' 

Subject: Re: [AFMUG] OT bad stock tips

 

Something like 6 months ago my financial advisor convinced me to sell my GM 
stock and buy Boeing.  I’ve suspected I did something stupid ever since.  
Getting out of GM was probably OK, but I think Boeing has plenty of room to 
drop.  I am afraid investors may dump BA as end of year approaches to clean up 
their portfolio or take tax losses, and in any case, they are not looking like 
a well run company.

 

So if you want to double down on your Moviepass adventure, you could buy a 
bunch of Boeing.

 

Or how about Frontier Communications?  A bargain at less than $1.  5 years ago 
they were at $100.  Bloomberg article a couple days ago says they are looking 
for a new CEO ahead of an expected bankruptcy filing.  Which was totally 
predictable when they took on a mountain of debt to buy all the areas that 
Verizon and AT&T didn’t want.  It has to be bottoming out.  No where to go but 
up, right?

 

 

From: AF <af-boun...@af.afmug.com <mailto:af-boun...@af.afmug.com> > On Behalf 
Of Chuck McCown
Sent: Monday, November 11, 2019 9:03 PM
To: af@af.afmug.com <mailto:af@af.afmug.com> 
Subject: [AFMUG] OT bad stock tips

 

I am thinking of following up my strategic Moviepass investment with one in 
PG&E.  It has to be bottoming out.  No where to go but up, right?


  _____  


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