Richard Aboulafia
Richard Aboulafia
both claim compromise looks reasonable sides
Both sides can claim victory. It looks like a reasonable compromise.
customer fragmented information relations ripe
It's more about service, information and customer relations than metal- bending. It's also a fragmented market, ripe for consolidation.
implies
That implies that they want to keep this going as long as possible.
best clearly interest
Nevertheless, ... it was financially clearly in Boeing's best interest to settle.
costs higher pass tough
It's very tough to pass on higher costs to the nation's airlines.
best corporate cost increase perspective relatively union
It's a relatively inconsequential cost increase from the corporate perspective. From the union side, they got better than Boeing's best offer.
jets light market players several trying wants
We have no idea how the market for very light jets will look in 25 years from now. There are several players trying to get into this market, but we really don't know what the market wants yet.
chinese close fact government orders placing shows
The fact that the Chinese government is placing these orders shows how close they are.
good seem shape survival worse
They seem to have made a good institutional comeback. The survival has had its priorities, and they're in no better or worse shape than the other services.
aircraft crunch production tremendous
There's a tremendous crunch on the way. Every aircraft now in production is under threat.
promising revenue stream tapping
You're tapping in to the most promising revenue stream in the world.
aerospace canadian content fails feels industry means perhaps putting
You're putting a lot of Canadian content in this plane, which means if it fails, much of Canada's aerospace industry really feels that pain, and perhaps fails with it.
adds budget possible
The requirement is strong. The budget dismal. That adds up to possible but not likely.
approach business clear hate markets paying price steep strategy unfinished worth
A new CEO, a new approach to doing business, and clear up this kind of unfinished business -- that's the strategy here, ... It's a steep price to pay, but markets hate uncertainty. It's a price worth paying for Boeing.