Morgan Stanley equity analyst, Heidi Wood, raised the spectre of additional delays to delivering the 787 to customers by trying to read between the lines of Boeing's latest statement that they released on Nov. 16th.
In my opinion, trying to read into something that is or isn't in a press release does smack of grasping at anything for information.
Is there a possibility of a delay?
Yes, a very real one. The fire was serious and had exposed some shortcomings in some of the systems that distribute electrical power through out the aircraft. No one knows what the problem is...yet. How long to fix it will be determined by the root cause of the fire, the fixes that needed to be implemented, and how to make sure that the insulation does not catch fire under any circumstance.
All that can be rectified but the driver of any delays won't be how long it'll take to fix any issues but the driver will be the FAA and any demands they place on Boeing to demonstrate that the power panels are safe and that there is very limited chance of fire in the aft bay and if there is a fire, that it is contained and doesn't damage any other vital systems. The other factor that Boeing will need to demonstrate (or re-demonstrate) is that the redundancies work as advertised. Boeing seemed to have been saying this yesterday though Heidi Woods was casting doubt about that in her research note.
When will the 787 return to flight? Only god and the FAA knows but we have to wait to hear the final results of the investigation before any educated judgement is rendered by those outside of the 787 program and the FAA.