Richard Aboulafia
Richard Aboulafia
aircraft crunch production tremendous
There's a tremendous crunch on the way. Every aircraft now in production is under threat.
promising revenue stream tapping
You're tapping in to the most promising revenue stream in the world.
marines
The Marines staked everything on the Osprey and won.
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.
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.
regional
It has a big feel in a regional jet.
implies
That implies that they want to keep this going as long as possible.
costs higher pass tough
It's very tough to pass on higher costs to the nation's airlines.
demand production
I don't know which is more bloated, the production expectations or the demand expectations.
establish permanent
Right now things are good, but there's not enough permanent linkage to establish a trend.
golden
If they do this right, they are golden for a long time.
key questions serious victory
If Airbus can't get a key A340 victory soon, there will be serious questions about that program.
felt gave last paid people terms
All the lenders gave better terms because they felt they would not be the last people to get paid
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.