Paul Nisbet
Paul Nisbet
everybody fact figuring heavy hit momentary problem whether
We don't know if it's a momentary problem or one that's more long-standing, ... The fact that they haven't indicated whether it's momentary probably has everybody spooked, figuring it's a heavy hit for the year.
high planes production sand threw
They threw sand in the production engine. They're getting the planes out, but at a high cost.
defense delighted improvement side street temporary wall year
There really wasn't any improvement on the defense side from a year ago. I can see why Wall Street isn't too delighted by it. But it's a temporary thing.
empty flying happen
They were flying a lot of empty planes. They don't want that to happen again.
above bottom defense expect far good growth maintain
They (results) were well above expectations, it was a good quarter. I would expect most of these defense firms to flatten out as far as top-line growth is concerned, but for a while at least they are going to maintain growth in the bottom line.
began budget forecasts group held information last leak november overly positive street until wall
I think the group was held back by overly pessimistic Wall Street forecasts until about November of last year. And then the budget information began to leak and it was much more positive than most had been anticipating.
care companies costs cut health passing succeed
I think it could embolden other companies if they succeed to cut back on health care costs by passing it off on other employees.
carry formed good hopkins knows mike move regard team utmost
...He knows what he's doing. I think we'll just see a very good team being formed here that will carry on with what Debbie Hopkins started. We have a 'buy' on it. We feel that it was a good move to get this over with quickly. We've always had the utmost regard for Mike Sears.
concerned investors living obviously
Investors obviously aren't concerned with it. I'm surprised, and I don't think he should have done it. But he doesn't make his living from writing.
associated good homeland market obviously pay perhaps strong whatever
They'll pay whatever they have to get it. They obviously see a good strong market there, perhaps associated with homeland security.
airlines huge prefer step
There undoubtedly are airlines out there that would prefer not to take the huge step to the A380 but want something better than what they already have,
expect huge orders placed quite reasonable shortage
After the huge orders that were placed in December, I think it's quite reasonable to expect that there would be a shortage of them in January.
coming improvement proceed reason
If you aren't coming up with enough of an improvement in performance, there's really no reason to proceed with it.
bucket commercial dry events horrible news offset situation small thrown trying water
Honeywell is trying to offset the horrible situation they have on the commercial side. Any news about this (from Honeywell) is like having a bucket of water thrown on you with the events of Sept. 11 and trying to dry it off with a small handkerchief.