Richard Aboulafia
Richard Aboulafia
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.
bit cave hollow increased result run victory
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.
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.
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.
competitor market worse
The only thing worse than cannibalizing your own market is having your competitor do it.
explain people
You can explain this. But people see what they want to see.
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.
chinese close fact government orders placing shows
The fact that the Chinese government is placing these orders shows how close they are.