Paul Nisbet
Paul Nisbet
earnings four levels lower month operating rate reason stands
Obviously, as they go down to one fuselage a month from four or five, there are going to be lower levels of operating earnings and margins. It stands to reason that it's an inefficient rate of production.
bit both problems street
Both of them were better than the Street had expected, they are both doing very well. Lockheed is doing a bit better because they don't have the shipbuilding problems that Northrop has.
days few planes talking
Boeing?s talking about assembling these planes in a few days because everything they?re getting will be so complete.
clear intended readily seen
She made it clear she intended some day to be CEO, and she may have seen it wasn't going to be as readily achievable as she thought,
buying demand since stopped
Obviously, there's been pent-up demand that has materialized since 9/11. Everyone stopped buying for a while.
month possibly quite
I think this thing quite possibly could go a lot more than a month or two,
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.
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.
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.
across good looks military quarter work
The quarter looks good and it's pretty much across the board. Their military work in all sectors was strong, as was their aircraft.
half last orders
We'll probably have orders that may be no more than half of what we had last year.
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.
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.
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.