Richard Aboulafia
Richard Aboulafia
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.
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.
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.
choice iraq
No one was told that there was a choice between Iraq and recapitalizing the nation's military.
chinese close fact government orders placing shows
The fact that the Chinese government is placing these orders shows how close they are.
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.
adds budget possible
The requirement is strong. The budget dismal. That adds up to possible but not likely.
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.
aircraft crunch production tremendous
There's a tremendous crunch on the way. Every aircraft now in production is under threat.
implies
That implies that they want to keep this going as long as possible.
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.
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.