Richard Aboulafia
Richard Aboulafia
closer counts customer moves
These moves get them closer to the customer. And the customer that counts is in Washington.
chinese close fact government orders placing shows
The fact that the Chinese government is placing these orders shows how close they are.
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.
again appears aviation close concern losing market might order presence russian wants
Airbus really wants to get an order out of Aeroflot and appears to be losing to Boeing. There's a real concern the Russian aviation market might just close up again so Airbus wants to have a presence on the inside.
close coming seen situation
You've got a situation where Airbus is coming perilously close to being Boeing's equal. This was never seen before.
both claim sides victory
Not to say, 'Hurray, we all win!' but both sides can claim victory.
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.
blue chip orders
Boeing has all the blue chip orders. Airbus only has 100 orders for the A350.
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.
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.
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,
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.