Richard Aboulafia
Richard Aboulafia
closer counts customer moves
These moves get them closer to the customer. And the customer that counts is in Washington.
establish permanent
Right now things are good, but there's not enough permanent linkage to establish a trend.
blue chip orders
Boeing has all the blue chip orders. Airbus only has 100 orders for the A350.
explain people
You can explain this. But people see what they want to see.
bit cave couple hollow increased might result run strike victory weeks
While a strike of a couple of weeks might be doable, some kind of accommodation would have to be reached. If Boeing does cave and give them something like what they want, it will be a bit of a hollow victory because in the long run it will probably result in increased outsourcing.
analysis concept endorse
The analysis of alternatives did nothing more than endorse the very concept of the obvious.
key questions serious victory
If Airbus can't get a key A340 victory soon, there will be serious questions about that program.
demand production
I don't know which is more bloated, the production expectations or the demand expectations.
afford current either force hollow iraq martin message structure thinking
Basically, we're going to either have a hollow force or a truncated force structure -- the message here is that we couldn't really afford Iraq and our current military. If Boeing and Lockheed Martin aren't thinking like that in public, they are in private.
favor trends
If these trends continue, it's going to be 60-40 in favor of Boeing ( BA ) by the end of the decade, and there's even a possibility of a two-thirds, one-third split.
golden
If they do this right, they are golden for a long time.
choice iraq
No one was told that there was a choice between Iraq and recapitalizing the nation's military.
bit cave hollow increased result run victory
If Boeing does cave and give them something like what they want, it will be a bit of a hollow victory because in the long run it will probably result in increased outsourcing.
competitor market worse
The only thing worse than cannibalizing your own market is having your competitor do it.