Richard Aboulafia
Richard Aboulafia
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.
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.
closer counts customer moves
These moves get them closer to the customer. And the customer that counts is in Washington.
aircraft crunch production tremendous
There's a tremendous crunch on the way. Every aircraft now in production is under threat.
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.
basically business convert guys money oil taking trying
These guys are basically taking oil money and trying to convert it into a long-term value-added business. That's not dumb.
adds budget possible
The requirement is strong. The budget dismal. That adds up to possible but not likely.
blue chip orders
Boeing has all the blue chip orders. Airbus only has 100 orders for the A350.
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.
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.
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.
aerospace canadian content fails feels industry means perhaps putting
You're putting a lot of Canadian content in this plane, which means if it fails, much of Canada's aerospace industry really feels that pain, and perhaps fails with it.
address business defense definitely dollars game good number shrinking
This is a good way to address the shrinking number of dollars out there in the defense business. The defense game is definitely changing.
favor trends
If these trends continue, it's going to be 60-40 in favor of Boeing ( BA ) by the end of the decade, and there's even a possibility of a two-thirds, one-third split.