Richard Aboulafia
Richard Aboulafia
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.
regional
It has a big feel in a regional jet.
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.
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.
explain people
You can explain this. But people see what they want to see.
analysis concept endorse
The analysis of alternatives did nothing more than endorse the very concept of the obvious.
chinese close fact government orders placing shows
The fact that the Chinese government is placing these orders shows how close they are.
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.
key questions serious victory
If Airbus can't get a key A340 victory soon, there will be serious questions about that program.
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.
golden
If they do this right, they are golden for a long time.
demand production
I don't know which is more bloated, the production expectations or the demand expectations.
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.