owens follows boeing from manorningstar nicholas, great to have you with us >> thanks for inviting me, melissa. >> i feel like this has been a series of disappointments, and the very latest is not making the guidance that it just gave a month ago, two months ago now. >> yeah, well, is it too soon to make the charlie brown and the football analogy the -- the big news today, i think, actually, in terms of what's hitting cash flows for q-2 and the plane was actually the china deliveries so, the idea was that even as they are slowing down assembly, they could be delivering the planes that are 99% done and that would boost the cash flow if you push out those deliveries later in the year, it exposes just how slow they're taking their ramp up on the 737 assembly line, which is the healthy, right thing to do, but it doesn't line up to the expectations for q-2 >> all right, so, how do you get to 221 how do you get to your buy rating at this point in time >> sure, so, i mean, the big -- in three and five years, i think it's plausible that boeing will have its assembly line squared away, the sup