Sources say that....Boeing must invest hundreds of millions of dollars more this year than originally planned to keep pace with booming demand for their Dreamliner. R&D spending is projected to reach $3.7 billion this year, up from the previous estimate of between $3.2 billion and $3.4 billion.
Based on current production capabilities, the Dreamliner is virtually sold out until 2013.
What about supply for Airbus? This bodes well for TIE and ATI stocks.