Richard Aboulafia
Richard Aboulafia
box helps smaller
It helps box the A380 into an even smaller niche,
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 claim compromise looks reasonable sides
Both sides can claim victory. It looks like a reasonable compromise.
competitor market worse
The only thing worse than cannibalizing your own market is having your competitor do it.
regional
It has a big feel in a regional jet.
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.
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.
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.
key questions serious victory
If Airbus can't get a key A340 victory soon, there will be serious questions about that program.
explain people
You can explain this. But people see what they want to see.
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.
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.
buy combat lift talking type
The type of lift they're talking about is the kind you buy on FedEx. It's not combat lift.