Richard Aboulafia
Richard Aboulafia
beyond certainly consistent domestic looks next solid strength until valid year
The upturn looks pretty solid and consistent for the next year or two. Beyond that, there are certainly valid questions, certainly about the strength of the domestic market. Until then, it looks solid.
alone costs develop effort military programs relatively shared
The up-front costs to develop the BBJ were relatively light, and some were shared with important military programs, most notably the E-737 AWACS and MMA P-8. Those military programs alone make the effort worthwhile.
difference either material money reason side strike
The money makes no material difference to either side -- there is no reason for this strike to be happening.
difficult gives jobs life power takes
The one thing that gives (the union) that power is that outsourcing jobs takes a lot of time, but if you make life very difficult for the manufacturer these jobs are leaving,
aircraft combat far kinds talking
They're talking about two different kinds of airplanes. One is far more of a logistical aircraft and the other is far more of a combat aircraft.
awful close costs customer environment keeping revenue
Keeping costs down and getting close to the customer makes an awful lot of sense when the revenue environment is flattening.
regional
It has a big feel in a regional jet.
add money operating simpler smart systems
I think the smart money is on smaller, simpler drones and the operating systems that make them effective. That's where Lockheed is well positioned to add value.
attack businesses corporate familiar jets less market regional risk trying
Reinforcing their traditional businesses -- regional jets and corporate jets -- makes a lot of sense. It's familiar turf, they know the customers, and there's much less risk than trying to attack a market that's got two entrenched competitors.
chance commercial dubai good heads help hope poison xenophobia
There is a good chance that there will be Dubai bashing and xenophobia in Congress. That could help poison commercial relations, and I would hope that calmer heads will prevail.
box helps smaller
It helps box the A380 into an even smaller niche,
both claim sides victory
Not to say, 'Hurray, we all win!' but both sides can claim victory.
business chapter demands ignore mean rethink stay
Chapter 11 has come to mean that you can ignore the demands of pension-fund people, for instance, and still stay in business without a fundamental rethink of your strategy.
both chinese shop sides
The Chinese like to shop on both sides of the street.