Richard Aboulafia
Richard Aboulafia
competitor market worse
The only thing worse than cannibalizing your own market is having your competitor do it.
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.
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.
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.
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.
closer counts customer moves
These moves get them closer to the customer. And the customer that counts is in Washington.
establish permanent
Right now things are good, but there's not enough permanent linkage to establish a trend.
blue chip orders
Boeing has all the blue chip orders. Airbus only has 100 orders for the A350.
explain people
You can explain this. But people see what they want to see.
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.
key questions serious victory
If Airbus can't get a key A340 victory soon, there will be serious questions about that program.
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.