I agree with sferrin I don't see how a financial analyst could conclude this? Many analysts were touting 'mortgage backed securities' in 2008 as well.sferrin said:marauder2048 said:For what it's worth, the analyst consensus during the 3rd quarter earnings calls for the various primes was that LM/Boeing has all but won LRS-B.
I wonder if they're going off of anything more than "well Lockheed already won the F-22 and F-35". Personally I'm still thinking it's Northrop Grumman's to lose.
It was clear for ages...Sentinel36k said:Sounds like the AFRL likes the subsonic alternative, hopefully more info comes soon.
Sentinel
phrenzy said:I'm surprised this isn't reflected in their stock price. This plus their modular fusion reactor claims should have people going cooky for LM. I'm not holding my breath on the reactor thing but that's a big announcement that came to nothing.
If they get LRS-B you have to wonder if Boeing can maintain much of a combat aircraft division. How long can you keep your best engineers when all you have is upgrades for legacy aircraft from an aquired company?
Whatever you think of the way the company operates nowdays they are in a pretty solid business position. Maybe scary good?
Maj Gen Harencak said the new bomber is crucial to maintaining the US strategic deterrent. The general, who is a former bomber pilot, added that "the ability to go anywhere in the world, anytime, and to get through enemy defences and be able to provide a lot of ordnance on a consistent basis has never disappeared, and never will."
He noted that much about the LRS-B programme is classified, which has invited criticism from many quarters. "To our critics out there: why don't you wait until you actually know something about it before you criticise it?"
"There are publications out there that are already saying: 'You don't need this. It's too expensive. It's not going to work.' We don't even know what it is yet, per se," he said.
Some critics have said simpler, unmanned aircraft and stand-off missiles could accomplish the same mission as the one envisioned for the new bomber, but at a fraction of the cost.
"No one has ever been right about the next war we're going to fight. Those who say: 'Don't worry. You won't need this,' have been wrong before. … They are wrong today. And they will be wrong in the future," the general said. "Stand-off is absolutely important, but it has never in history been enough."
Some details of the so-far highly classified Long-Range Strike Bomber (LRS-B) could be unveiled late this year, according to Maj. Gen. Garrett Harencak, the U.S. Air Force assistant chief of staff for strategic deterrence and nuclear integration.
“I can’t say whether it will be October or November – it’s at the level of the (Air Force) chief of staff and the secretary,” Harencak says. Earlier, in remarks to an Air Force Association meeting, Harencak addressed the bomber’s critics: “Why don’t you wait to know something about it before you criticize it?” His comments about a year-end revelation responded to a question about when the public would know something about the program.
So far, no details of the LRS-B – even its size and number of engines – have been released, although funding profiles and other reports suggest that a great deal of work has been done, including flight testing of demonstrator aircraft. Northrop Grumman and a Boeing/Lockheed Martin team are competing for a full-scale development contract, expected to be awarded by mid-year.
Harencak did comment twice that the bomber’s attributes would include “persistence” in heavily defended airspace, tending to support the idea that LRS-B will be designed with a high level of stealth, similar to that of the classified Northrop Grumman RQ-180 unmanned air vehicle.
Sundog said:I do think it needs more light and I would like to think those in charge know they have to meet their deadlines and cost targets after having screwed the pooch so royally with the F-35 programs schedule and costs.
Sundog said:Unfortunately, that usually isn't the case as so often happens our enemies know more about what is going on with regard to our military secrets then the public does, which tends to be quite antithetical to a functioning democracy.
marauder2048 said:Sundog said:Unfortunately, that usually isn't the case as so often happens our enemies know more about what is going on with regard to our military secrets then the public does, which tends to be quite antithetical to a functioning democracy.
Certain Russians (and probably by extension certain Chinese) already have far greater access to our nuclear arsenal and delivery systems than virtually any member of the public courtesy of New START (and previous strategic arms treaties).
If LRS-B is a "heavy bomber" (greater than 8000 km un-refueled range) she'll come under the New START inspection regime as soon as she's declared nuclear capable perhaps even sooner.
bobbymike said:marauder2048 said:Sundog said:Unfortunately, that usually isn't the case as so often happens our enemies know more about what is going on with regard to our military secrets then the public does, which tends to be quite antithetical to a functioning democracy.
Certain Russians (and probably by extension certain Chinese) already have far greater access to our nuclear arsenal and delivery systems than virtually any member of the public courtesy of New START (and previous strategic arms treaties).
If LRS-B is a "heavy bomber" (greater than 8000 km un-refueled range) she'll come under the New START inspection regime as soon as she's declared nuclear capable perhaps even sooner.
Bomber inspections for New START are counting platforms they don't get to see the inner workings of the weapons system. Since bombers are counted as one platform regardless of weapons load they don't get close to the platform at all more like "Hey Ivan see that open hanger door 100 yards away, there's one of our 'nuclear capable' bombers."
For ICBMs and SLBMs this is different because New START counts warheads. The treaty allows surprise inspections of missiles to count warheads, however, the warheads can be covered to protect 'sensitive information.'
Flyaway said:bobbymike said:marauder2048 said:Sundog said:Unfortunately, that usually isn't the case as so often happens our enemies know more about what is going on with regard to our military secrets then the public does, which tends to be quite antithetical to a functioning democracy.
Certain Russians (and probably by extension certain Chinese) already have far greater access to our nuclear arsenal and delivery systems than virtually any member of the public courtesy of New START (and previous strategic arms treaties).
If LRS-B is a "heavy bomber" (greater than 8000 km un-refueled range) she'll come under the New START inspection regime as soon as she's declared nuclear capable perhaps even sooner.
Bomber inspections for New START are counting platforms they don't get to see the inner workings of the weapons system. Since bombers are counted as one platform regardless of weapons load they don't get close to the platform at all more like "Hey Ivan see that open hanger door 100 yards away, there's one of our 'nuclear capable' bombers."
For ICBMs and SLBMs this is different because New START counts warheads. The treaty allows surprise inspections of missiles to count warheads, however, the warheads can be covered to protect 'sensitive information.'
Don't they get to photograph and measure the bombers. I'm sure I've seen a black & white photograph of a B-2 with a measuring mark by it that was said to be produced during such an inspection.
marauder2048 said:From the New START inspection annex:
"Inspectors also have the right to view a designated heavy bomber’s weapons bay from a location designated by the in-country escort in order to confirm the number of nuclear armaments declared to be on the bomber. Since some deployed heavy bombers have the capability to carry nuclear armaments loaded on pylons attached to the wings, as well as in the heavy bomber’s weapons bay, this viewing applies to the exterior and interior of such deployed heavy bombers."
sferrin said:"Harencak addressed the bomber’s critics: “Why don’t you wait to know something about it before you criticize it?”
Ain't that the truth.
The USAF's top brass have been vocal in defending the LRS-B from attacks on both the cost and capabilities fronts. But while air force procurement officials have spoken openly about the methods employed to keep the programme's price in check, the generals have been tight-lipped about the capability the country is getting in exchange for what will still likely be a hefty expenditure despite careful planning.
The USAF's assistant chief of staff for strategic deterrence and nuclear integration recently admonished critics of the programme to wait until details of the technology are revealed before passing judgment on it.
However, that notion cuts both ways when the Pentagon chooses to release no information about one of its costliest weapon acquisitions. The lack of information about the programme has inspired scepticism in many who might otherwise be supportive of the effort to upgrade the Pentagon's Cold War-era nuclear arsenal.
marauder2048 said:From Jim McNerney, Boeing's Chairman and CEO on the 4th quarter earnings call:
"And there is no question that when we win Long-Range Strike and I'm sounding as confident as I can, because I do believe we will, that it will solidify the future of St. Louis for many, many years to come."
marauder2048 said:From Jim McNerney, Boeing's Chairman and CEO on the 4th quarter earnings call:
"And there is no question that when we win Long-Range Strike and I'm sounding as confident as I can, because I do believe we will, that it will solidify the future of St. Louis for many, many years to come."
bobbymike said:http://aviationweek.com/defense/opinion-lrs-b-and-military-aircraft-industry?NL=AW-19&Issue=AW-19_20150129_AW-19_838&sfvc4enews=42&cl=article_1_b&YM_RID=CPEN1000000230026&YM_MID=1622
But if you believe the industry is actually shaped by market forces, the implications of LRS-B are far more profound. Whoever loses LRS-B will lose the capability to be a combat aircraft prime. The loser almost certainly will not be around to bid on F-X or F/A-XX and could decide to sell its other defense assets. Last Supper-like edicts may be feasible when it comes to platform integrators, but if a company doesn’t have a military aircraft integration capability, how could DoD consider them “top-tier”?
bring_it_on said:possibly the JSTARS replacement
Northrop Grumman Hangar TV Commercial
When the world says it can’t be done, Northrop Grumman forges ahead and does it anyway. For over 75 years, we’ve delivered the world’s most advanced aircraft—from the first and only stealth bomber, to the first unmanned aircraft to autonomously launch and land on an aircraft carrier. This is what we do.
http://youtu.be/H-vkdUBNOOc