Jon Kutler
Jon Kutler
changes charge defense reason secretary sitting validation
The reason why I didn't think there'd be many changes is you have a sitting Secretary of Defense in charge of it. It's more of a validation of what they've done to-date.
couple decades favor three
Usually they only come into favor for a couple a years a decade, and I'm going back three decades on that,
argue clearly companies defense high near prices
We are clearly at or near an all-time high in prices for defense companies in the U.S.. One could argue they shouldn't be in a hurry.
certainly develop enforce global mandate merger nobody order territory trade treading type wants
We're actually treading on some new territory because certainly nobody wants this to develop into a global trade war. What they could do in order to enforce any type of mandate on the merger is do things like levy fines.
amount contractor control cycle few prime time
We're getting to the time in the cycle where there are very few contractors, especially at the prime contractor level. And, because of that, they have a significant amount of control over the process,